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 |
|---|---|---|---|---|---|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
2,938
shares
|
$1.32 Million
0.18% of portfolio
|
Q2 2024
Reduced 15.06%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,932
shares
|
$1.32 Million
0.08% of portfolio
|
Q2 2023
Added 0.79%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
2,930
shares
|
$1.32 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
2,930
shares
|
$1.32 Million
0.42% of portfolio
|
Q2 2025
Added 38.14%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
2,928
shares
|
$1.32 Million
0.17% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
2,927
shares
|
$1.32 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
2,926
shares
|
$1.32 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
2,921
shares
|
$1.32 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
2,921
shares
|
$1.32 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
2,916
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
2,915
shares
|
$1.31 Million
0.16% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
2,901
shares
|
$1.31 Million
0.49% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
2,899
shares
|
$1.31 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,880
shares
|
$1.3 Million
0.26% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
2,874
shares
|
$1.3 Million
0.46% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,870
shares
|
$1.29 Million
0.37% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
2,867
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,867
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,865
shares
|
$1.29 Million
0.39% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
2,864
shares
|
$1.29 Million
0.08% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
2,864
shares
|
$1.29 Million
0.86% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,859
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
2,859
shares
|
$1.29 Million
0.49% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
2,859
shares
|
$1.29 Million
0.5% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,859
shares
|
$1.29 Million
0.08% of portfolio
|
Q2 2025
Added 11.85%
|