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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
5,105
shares
|
$2.3 Million
0.14% of portfolio
|
Q2 2025
Added 19.64%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,103
shares
|
$2.3 Million
0.12% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
5,094
shares
|
$2.3 Million
0.85% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,078
shares
|
$2.29 Million
0.15% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,058
shares
|
$2.28 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
5,054
shares
|
$2.28 Million
0.1% of portfolio
|
Q2 2025
Added 28.63%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,050
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
5,040
shares
|
$2.27 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,037
shares
|
$2.27 Million
0.02% of portfolio
|
Q4 2023
Reduced 8.47%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
5,030
shares
|
$2.27 Million
1.47% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
5,018
shares
|
$2.26 Million
0.09% of portfolio
|
Q3 2022
Reduced 2.9%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,005
shares
|
$2.26 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
5,002
shares
|
$2.25 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
5,000
shares
|
$2.25 Million
1.22% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$2.25 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
4,997
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
4,987
shares
|
$2.25 Million
1.93% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
4,986
shares
|
$2.25 Million
0.46% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
4,982
shares
|
$2.25 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
4,981
shares
|
$2.24 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
4,972
shares
|
$2.24 Million
0.76% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
4,960
shares
|
$2.24 Million
0.76% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4,954
shares
|
$2.23 Million
0.54% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
4,952
shares
|
$2.23 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
4,918
shares
|
$2.22 Million
0.13% of portfolio
|
Q2 2025
Added 1.82%
|