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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
4,029
shares
|
$1.65 Million
0.3% of portfolio
|
Q2 2025
Reduced 24.18%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
4,023
shares
|
$1.65 Million
0.24% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
4,014
shares
|
$1.65 Million
0.28% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
4,010
shares
|
$1.64 Million
0.91% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
4,009
shares
|
$1.64 Million
0.35% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
4,000
shares
|
$1.64 Million
0.22% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
3,996
shares
|
$1.64 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
3,978
shares
|
$1.63 Million
0.18% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
3,977
shares
|
$1.63 Million
0.35% of portfolio
|
Q1 2025
Added 17.84%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
3,976
shares
|
$1.63 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
3,975
shares
|
$1.63 Million
0.27% of portfolio
|
Q1 2025
Reduced 56.3%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,972
shares
|
$1.63 Million
0.39% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,966
shares
|
$1.63 Million
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
3,965
shares
|
$1.63 Million
0.44% of portfolio
|
Q1 2025
Added 32.39%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
3,961
shares
|
$1.62 Million
0.65% of portfolio
|
Q2 2025
Reduced 32.24%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,960
shares
|
$1.62 Million
0.46% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
3,948
shares
|
$1.62 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
3,941
shares
|
$1.62 Million
0.26% of portfolio
|
Q1 2025
Reduced 20.25%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
3,939
shares
|
$1.62 Million
1.22% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,937
shares
|
$1.61 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
3,931
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 96.25%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
3,929
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
3,927
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
3,924
shares
|
$1.61 Million
1.21% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
3,921
shares
|
$1.61 Million
0.36% of portfolio
|
Q1 2025
Added 592.76%
|