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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,768
shares
|
$1.25 Million
0.22% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
2,764
shares
|
$1.25 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,755
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 23.43%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
2,752
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 103.55%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
2,752
shares
|
$1.24 Million
0.48% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
2,751
shares
|
$1.24 Million
0.2% of portfolio
|
Q1 2025
Added 87.14%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,750
shares
|
$1.24 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,750
shares
|
$1.24 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
2,748
shares
|
$1.24 Million
0.51% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,746
shares
|
$1.24 Million
0.41% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
2,746
shares
|
$1.24 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
2,745
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,745
shares
|
$1.24 Million
0.09% of portfolio
|
Q4 2023
Reduced 9.11%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,743
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,743
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
2,737
shares
|
$1.23 Million
0.76% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 15, 2025 Q2 2025 |
2,735
shares
|
$1.23 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
2,728
shares
|
$1.23 Million
0.43% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
2,728
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
Reduced 43.07%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
2,725
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,724
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
2,722
shares
|
$1.23 Million
0.79% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,715
shares
|
$1.22 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,712
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2022
Added 1.57%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
2,706
shares
|
$1.22 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.64%
|