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 |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
4,489
shares
|
$2.02 Million
0.17% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
4,483
shares
|
$2.02 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
4,481
shares
|
$2.02 Million
0.15% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
4,465
shares
|
$2.01 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
4,463
shares
|
$2.01 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
4,458
shares
|
$2.01 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
4,450
shares
|
$2.01 Million
1.29% of portfolio
|
Q1 2024
Reduced 5.98%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
4,443
shares
|
$2 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
4,430
shares
|
$2 Million
0.41% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
4,416
shares
|
$1.99 Million
0.15% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,412
shares
|
$1.99 Million
0.21% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
4,391
shares
|
$1.98 Million
0.1% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
4,375
shares
|
$1.97 Million
0.81% of portfolio
|
Q2 2025
Added 196.61%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
4,371
shares
|
$1.97 Million
0.05% of portfolio
|
Q2 2024
Added 56.95%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Aug 01, 2025 Q2 2025 |
4,369
shares
|
$1.97 Million
1.08% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,356
shares
|
$1.96 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,351
shares
|
$1.96 Million
0.32% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
4,348
shares
|
$1.96 Million
0.21% of portfolio
|
Q2 2025
Reduced 21.92%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
4,334
shares
|
$1.95 Million
0.31% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
4,324
shares
|
$1.95 Million
0.85% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
4,321
shares
|
$1.95 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
4,307
shares
|
$1.94 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,300
shares
|
$1.94 Million
0.04% of portfolio
|
Q3 2021
Reduced 1.06%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,292
shares
|
$1.93 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
4,283
shares
|
$1.93 Million
0.1% of portfolio
|
Q2 2025
Added 0.61%
|