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 |
|---|---|---|---|---|---|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
3,650
shares
|
$1.64 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
3,649
shares
|
$1.64 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
3,648
shares
|
$1.64 Million
0.67% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
3,641
shares
|
$1.64 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
3,636
shares
|
$1.64 Million
0.84% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
3,635
shares
|
$1.64 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
3,627
shares
|
$1.63 Million
0.15% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
3,625
shares
|
$1.63 Million
0.21% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
3,622
shares
|
$1.63 Million
0.09% of portfolio
|
Q2 2025
Added 23.66%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
3,617
shares
|
$1.63 Million
0.09% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
3,612
shares
|
$1.63 Million
0.35% of portfolio
|
Q4 2022
Reduced 99.58%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
3,608
shares
|
$1.63 Million
0.06% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
3,582
shares
|
$1.61 Million
0.28% of portfolio
|
Q2 2025
Added 143.75%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,581
shares
|
$1.61 Million
0.05% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
3,575
shares
|
$1.61 Million
1.41% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
3,561
shares
|
$1.6 Million
0.84% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
3,542
shares
|
$1.6 Million
0.33% of portfolio
|
Q1 2021
Reduced 3.14%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
3,540
shares
|
$1.6 Million
0.19% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
3,527
shares
|
$1.59 Million
0.11% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,525
shares
|
$1.59 Million
0.46% of portfolio
|
Q3 2023
Reduced 2.76%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,519
shares
|
$1.59 Million
0.26% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
3,515
shares
|
$1.58 Million
0.1% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
3,504
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Added 17.31%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
3,502
shares
|
$1.58 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
3,502
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.07%
|