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 |
|---|---|---|---|---|---|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
3,495
shares
|
$1.58 Million
0.13% of portfolio
|
Q1 2025
Added 139.38%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,495
shares
|
$1.58 Million
0.32% of portfolio
|
Q2 2025
Added 85.31%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
3,483
shares
|
$1.57 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
3,477
shares
|
$1.57 Million
0.18% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,473
shares
|
$1.57 Million
0.05% of portfolio
|
Q2 2025
Added 53.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,470
shares
|
$1.56 Million
0.07% of portfolio
|
Q2 2025
Reduced 25.28%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
3,469
shares
|
$1.56 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,465
shares
|
$1.56 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
3,465
shares
|
$1.56 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Jul 28, 2025 Q2 2025 |
3,463
shares
|
$1.56 Million
0.12% of portfolio
|
Q2 2025
Reduced 63.94%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
3,456
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
3,451
shares
|
$1.56 Million
0.14% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
3,450
shares
|
$1.55 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
3,450
shares
|
$1.55 Million
0.49% of portfolio
|
Q2 2025
Added 174.68%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
3,448
shares
|
$1.55 Million
0.22% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
3,444
shares
|
$1.55 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,443
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
3,441
shares
|
$1.55 Million
0.49% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,434
shares
|
$1.55 Million
0.05% of portfolio
|
Q2 2025
Added 41.73%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
3,430
shares
|
$1.55 Million
0.18% of portfolio
|
Q2 2025
Added 33.31%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
3,429
shares
|
$1.55 Million
0.53% of portfolio
|
Q1 2021
Added 181.25%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
3,428
shares
|
$1.54 Million
0.26% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,420
shares
|
$1.54 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
3,410
shares
|
$1.54 Million
0.36% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,410
shares
|
$1.54 Million
0.07% of portfolio
|
Q4 2024
Added 5.77%
|