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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
4,141
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,141
shares
|
$1.87 Million
0.12% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,136
shares
|
$1.86 Million
0.1% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,136
shares
|
$1.86 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
4,136
shares
|
$1.86 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
4,125
shares
|
$1.86 Million
0.29% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
4,118
shares
|
$1.86 Million
0.15% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
4,110
shares
|
$1.85 Million
0.85% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
4,110
shares
|
$1.85 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
4,100
shares
|
$1.85 Million
0.6% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
4,094
shares
|
$1.85 Million
0.65% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
4,092
shares
|
$1.84 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,087
shares
|
$1.84 Million
0.2% of portfolio
|
Q3 2023
Reduced 3.06%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
4,083
shares
|
$1.84 Million
0.61% of portfolio
|
Q2 2025
Added 108.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,071
shares
|
$1.83 Million
0.07% of portfolio
|
Q2 2025
Reduced 16.3%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
4,067
shares
|
$1.83 Million
0.83% of portfolio
|
Q2 2025
Added 46.88%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
4,062
shares
|
$1.83 Million
0.07% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
4,062
shares
|
$1.83 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
4,048
shares
|
$1.82 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,046
shares
|
$1.82 Million
0.06% of portfolio
|
Q2 2025
Reduced 23.04%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
4,044
shares
|
$1.82 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,034
shares
|
$1.82 Million
0.52% of portfolio
|
Q2 2022
Added 4.13%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
4,031
shares
|
$1.82 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
4,029
shares
|
$1.82 Million
0.3% of portfolio
|
Q2 2025
Reduced 24.18%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
4,023
shares
|
$1.81 Million
0.18% of portfolio
|
Q2 2025
Added 3.21%
|