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 |
|---|---|---|---|---|---|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
2,856
shares
|
$1.29 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,855
shares
|
$1.29 Million
0.14% of portfolio
|
Q2 2025
Added 18.71%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,854
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
2,852
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Aug 11, 2025 Q2 2025 |
2,850
shares
|
$1.28 Million
0.49% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
2,845
shares
|
$1.28 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
2,832
shares
|
$1.28 Million
0.06% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
2,830
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Added 17.43%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
2,816
shares
|
$1.27 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
2,803
shares
|
$1.26 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Peavine Capital, LLC
|
Jul 16, 2025 Q2 2025 |
2,800
shares
|
$1.26 Million
0.25% of portfolio
|
Q4 2018
Reduced 26.32%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
2,799
shares
|
$1.26 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
2,798
shares
|
$1.26 Million
0.12% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
Aug 01, 2025 Q2 2025 |
2,796
shares
|
$1.26 Million
0.68% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
2,795
shares
|
$1.26 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
2,794
shares
|
$1.26 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
2,788
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,781
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
2,781
shares
|
$1.25 Million
0.51% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
2,780
shares
|
$1.25 Million
0.64% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
2,779
shares
|
$1.25 Million
0.46% of portfolio
|
Q2 2025
Added 84.65%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
2,776
shares
|
$1.25 Million
0.05% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
2,775
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
2,769
shares
|
$1.25 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
2,769
shares
|
$1.25 Million
0.51% of portfolio
|
Q2 2025
Added 5.85%
|