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 |
|---|---|---|---|---|---|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
3,074
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,073
shares
|
$1.38 Million
0.4% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
3,063
shares
|
$1.38 Million
0.49% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
3,056
shares
|
$1.38 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
3,045
shares
|
$1.37 Million
0.41% of portfolio
|
Q2 2025
Added 24.85%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
3,039
shares
|
$1.37 Million
0.43% of portfolio
|
Q2 2025
Added 133.41%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
3,037
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
3,034
shares
|
$1.37 Million
0.19% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
3,024
shares
|
$1.36 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
3,023
shares
|
$1.36 Million
0.25% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
3,007
shares
|
$1.36 Million
1.14% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
3,005
shares
|
$1.35 Million
0.67% of portfolio
|
Q3 2023
Reduced 67.49%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
3,002
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
3,000
shares
|
$1.35 Million
0.33% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
3,000
shares
|
$1.35 Million
0.34% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
3,000
shares
|
$1.35 Million
0.29% of portfolio
|
Q2 2025
Reduced 16.43%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$1.35 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,994
shares
|
$1.35 Million
0.21% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
2,986
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2025
Added 17.24%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
2,975
shares
|
$1.34 Million
0.13% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
2,967
shares
|
$1.34 Million
0.85% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
2,964
shares
|
$1.34 Million
0.09% of portfolio
|
Q2 2025
Added 54.62%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,960
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,952
shares
|
$1.33 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Harfst & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
2,941
shares
|
$1.33 Million
0.24% of portfolio
|
Q1 2024
New holding
|