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 |
|---|---|---|---|---|---|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
4,023
shares
|
$1.81 Million
0.24% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
4,014
shares
|
$1.81 Million
0.28% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
4,007
shares
|
$1.81 Million
0.93% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
4,006
shares
|
$1.81 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
4,000
shares
|
$1.8 Million
0.22% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,995
shares
|
$1.8 Million
0.23% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
3,978
shares
|
$1.79 Million
0.18% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
3,975
shares
|
$1.79 Million
0.22% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,972
shares
|
$1.79 Million
0.39% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
3,971
shares
|
$1.79 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,966
shares
|
$1.79 Million
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,965
shares
|
$1.79 Million
0.49% of portfolio
|
Q1 2025
Added 32.39%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
3,961
shares
|
$1.79 Million
0.65% of portfolio
|
Q2 2025
Reduced 32.24%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,960
shares
|
$1.78 Million
0.46% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
3,940
shares
|
$1.78 Million
0.83% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
3,939
shares
|
$1.78 Million
1.22% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,937
shares
|
$1.77 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
3,928
shares
|
$1.77 Million
0.44% of portfolio
|
Q2 2025
Reduced 49.01%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
3,927
shares
|
$1.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
3,924
shares
|
$1.77 Million
1.21% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
3,915
shares
|
$1.76 Million
0.07% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
3,913
shares
|
$1.76 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
3,910
shares
|
$1.76 Million
0.15% of portfolio
|
Q2 2025
Reduced 88.79%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
3,905
shares
|
$1.76 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,899
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2025
Reduced 93.66%
|