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 |
|---|---|---|---|---|---|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
3,285
shares
|
$1.48 Million
1.07% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
3,281
shares
|
$1.48 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
3,280
shares
|
$1.48 Million
1.24% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
3,272
shares
|
$1.47 Million
0.11% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
3,272
shares
|
$1.47 Million
0.15% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
3,270
shares
|
$1.47 Million
0.65% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
3,266
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 43.79%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
3,260
shares
|
$1.47 Million
0.05% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
3,258
shares
|
$1.47 Million
0.53% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
3,250
shares
|
$1.46 Million
0.59% of portfolio
|
Q2 2025
Reduced 14.47%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,250
shares
|
$1.46 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
3,249
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
3,248
shares
|
$1.46 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
3,247
shares
|
$1.46 Million
0.46% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,244
shares
|
$1.46 Million
0.19% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,244
shares
|
$1.46 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
3,240
shares
|
$1.46 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Auxier Asset Management
Aurora, OR |
Aug 15, 2025 Q2 2025 |
3,230
shares
|
$1.46 Million
0.19% of portfolio
|
Q4 2023
Reduced 3.0%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,223
shares
|
$1.45 Million
0.09% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,218
shares
|
$1.45 Million
0.83% of portfolio
|
Q3 2024
Added 127.1%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
3,217
shares
|
$1.45 Million
0.44% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
3,209
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
3,209
shares
|
$1.45 Million
0.18% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
3,208
shares
|
$1.45 Million
0.52% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
3,196
shares
|
$1.44 Million
0.15% of portfolio
|
Q3 2024
Added 1.69%
|