Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,434 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $152 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
5,594
shares
|
$2.52 Million
0.21% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
5,588
shares
|
$2.52 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
5,582
shares
|
$2.52 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jul 25, 2025 Q2 2025 |
5,580
shares
|
$2.51 Million
1.42% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
5,578
shares
|
$2.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
5,570
shares
|
$2.51 Million
0.11% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
5,540
shares
|
$2.5 Million
0.08% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
5,514
shares
|
$2.48 Million
0.12% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
5,514
shares
|
$2.48 Million
0.31% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
5,505
shares
|
$2.48 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
5,501
shares
|
$2.48 Million
0.13% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
5,493
shares
|
$2.48 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
5,483
shares
|
$2.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,465
shares
|
$2.46 Million
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
5,449
shares
|
$2.46 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
5,440
shares
|
$2.45 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
5,413
shares
|
$2.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,400
shares
|
$2.43 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,392
shares
|
$2.43 Million
0.2% of portfolio
|
Q2 2025
Reduced 22.01%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
5,365
shares
|
$2.42 Million
0.51% of portfolio
|
Q2 2025
Added 21.13%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5,359
shares
|
$2.42 Million
0.11% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
5,356
shares
|
$2.41 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
5,355
shares
|
$2.41 Million
0.63% of portfolio
|
Q2 2025
Reduced 26.97%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
5,349
shares
|
$2.41 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
5,328
shares
|
$2.4 Million
0.6% of portfolio
|
Q2 2025
Added 44.47%
|