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 |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
4,265
shares
|
$1.92 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.97%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
4,264
shares
|
$1.92 Million
0.17% of portfolio
|
Q2 2025
Added 27.89%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
4,262
shares
|
$1.92 Million
1.01% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
4,257
shares
|
$1.92 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
4,252
shares
|
$1.92 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,252
shares
|
$1.92 Million
0.08% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
4,252
shares
|
$1.92 Million
1.08% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,249
shares
|
$1.91 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
4,241
shares
|
$1.91 Million
0.32% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
4,221
shares
|
$1.9 Million
0.6% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jul 09, 2025 Q2 2025 |
4,217
shares
|
$1.9 Million
0.89% of portfolio
|
Q4 2023
Reduced 0.33%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,204
shares
|
$1.89 Million
2.25% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,200
shares
|
$1.89 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
4,194
shares
|
$1.89 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
4,183
shares
|
$1.89 Million
0.02% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,178
shares
|
$1.88 Million
0.11% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
4,177
shares
|
$1.88 Million
0.65% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
4,173
shares
|
$1.88 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
4,173
shares
|
$1.88 Million
0.31% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
4,169
shares
|
$1.88 Million
0.1% of portfolio
|
Q4 2022
Reduced 4.38%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,166
shares
|
$1.88 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
4,165
shares
|
$1.88 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
4,163
shares
|
$1.88 Million
0.12% of portfolio
|
Q2 2025
Added 18.98%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
4,150
shares
|
$1.87 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,145
shares
|
$1.87 Million
0.24% of portfolio
|
Q3 2024
Added 3.73%
|