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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
2,546
shares
|
$1.15 Million
0.47% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,541
shares
|
$1.15 Million
0.16% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
2,540
shares
|
$1.14 Million
0.27% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,538
shares
|
$1.14 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
2,536
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
2,534
shares
|
$1.14 Million
0.3% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
2,529
shares
|
$1.14 Million
0.14% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
2,525
shares
|
$1.14 Million
0.85% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,524
shares
|
$1.14 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
2,524
shares
|
$1.14 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
2,511
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
2,504
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2025
Reduced 54.69%
|
|
|
Sippican Capital Advisors
|
Jul 25, 2025 Q2 2025 |
2,500
shares
|
$1.13 Million
0.76% of portfolio
|
Q2 2022
Reduced 10.71%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
2,500
shares
|
$1.13 Million
0.83% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
2,499
shares
|
$1.13 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
2,492
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2025
Added 55.94%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
2,492
shares
|
$1.12 Million
0.38% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
2,488
shares
|
$1.12 Million
0.29% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
2,486
shares
|
$1.12 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
2,485
shares
|
$1.12 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
2,482
shares
|
$1.12 Million
0.36% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
2,479
shares
|
$1.12 Million
0.28% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,475
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2025
Added 37.12%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,469
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,467
shares
|
$1.11 Million
0.5% of portfolio
|
Q1 2024
Added 9.64%
|