Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,305 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
4,489
shares
|
$1.84 Million
0.17% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
4,488
shares
|
$1.84 Million
0.2% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
4,481
shares
|
$1.84 Million
0.15% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
4,465
shares
|
$1.83 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
4,458
shares
|
$1.83 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
4,453
shares
|
$1.83 Million
0.68% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
4,450
shares
|
$1.82 Million
1.12% of portfolio
|
Q1 2024
Reduced 5.98%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
4,437
shares
|
$1.82 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
4,430
shares
|
$1.82 Million
0.41% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
4,421
shares
|
$1.81 Million
0.14% of portfolio
|
Q1 2025
Added 19.23%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
4,415
shares
|
$1.81 Million
0.37% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
4,378
shares
|
$1.8 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
4,375
shares
|
$1.79 Million
0.81% of portfolio
|
Q2 2025
Added 196.61%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
4,373
shares
|
$1.79 Million
0.5% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
4,371
shares
|
$1.79 Million
0.05% of portfolio
|
Q2 2024
Added 56.95%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,358
shares
|
$1.79 Million
0.08% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,356
shares
|
$1.79 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,351
shares
|
$1.78 Million
0.32% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
4,348
shares
|
$1.78 Million
0.21% of portfolio
|
Q2 2025
Reduced 21.92%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
4,342
shares
|
$1.78 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
4,334
shares
|
$1.78 Million
0.31% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
4,332
shares
|
$1.78 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.19%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
4,330
shares
|
$1.78 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
4,324
shares
|
$1.77 Million
0.03% of portfolio
|
Q1 2025
Added 47.63%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
4,324
shares
|
$1.77 Million
0.92% of portfolio
|
Q1 2025
Reduced 63.47%
|