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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
2,700
shares
|
$1.22 Million
0.17% of portfolio
|
Q2 2025
Reduced 23.36%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
2,700
shares
|
$1.22 Million
0.14% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
2,700
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2022
Reduced 79.76%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
2,700
shares
|
$1.22 Million
0.85% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,696
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Washburn Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,692
shares
|
$1.21 Million
0.55% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,678
shares
|
$1.21 Million
0.14% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
2,675
shares
|
$1.21 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
2,673
shares
|
$1.2 Million
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,669
shares
|
$1.2 Million
0.19% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
2,669
shares
|
$1.2 Million
0.47% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
2,668
shares
|
$1.2 Million
0.13% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
2,668
shares
|
$1.2 Million
0.16% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
2,665
shares
|
$1.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
2,662
shares
|
$1.2 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
2,662
shares
|
$1.2 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,660
shares
|
$1.2 Million
0.12% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Harris Associates L P
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,658
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 41.38%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
2,654
shares
|
$1.2 Million
0.38% of portfolio
|
Q2 2025
Added 13.13%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
2,652
shares
|
$1.2 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
2,651
shares
|
$1.19 Million
0.39% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
2,650
shares
|
$1.19 Million
0.23% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,640
shares
|
$1.19 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
2,640
shares
|
$1.19 Million
0.83% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
2,639
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.08%
|