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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
4,914
shares
|
$2.21 Million
0.79% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,913
shares
|
$2.21 Million
0.34% of portfolio
|
Q2 2022
Reduced 2.01%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,907
shares
|
$2.21 Million
0.33% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
4,892
shares
|
$2.2 Million
0.17% of portfolio
|
Q2 2025
Added 25.89%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
4,879
shares
|
$2.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
4,870
shares
|
$2.19 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
4,858
shares
|
$2.19 Million
1.44% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
4,858
shares
|
$2.19 Million
0.22% of portfolio
|
Q2 2025
Added 212.01%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
4,857
shares
|
$2.19 Million
0.34% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
4,857
shares
|
$2.19 Million
0.13% of portfolio
|
Q2 2025
Reduced 53.98%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
4,853
shares
|
$2.19 Million
0.3% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
4,850
shares
|
$2.19 Million
0.04% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
4,836
shares
|
$2.18 Million
0.59% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
4,826
shares
|
$2.17 Million
0.44% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
4,826
shares
|
$2.17 Million
0.08% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
4,815
shares
|
$2.17 Million
0.87% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
4,786
shares
|
$2.16 Million
0.74% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
4,768
shares
|
$2.15 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
4,749
shares
|
$2.14 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
4,736
shares
|
$2.13 Million
0.15% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
4,722
shares
|
$2.13 Million
1.24% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
4,718
shares
|
$2.13 Million
1.13% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
4,700
shares
|
$2.12 Million
0.2% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
4,685
shares
|
$2.11 Million
0.75% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
4,683
shares
|
$2.11 Million
1.36% of portfolio
|
Q2 2025
Added 0.58%
|