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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,463
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.44%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
2,462
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,462
shares
|
$1.11 Million
0.1% of portfolio
|
Q2 2025
Added 22.24%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
2,461
shares
|
$1.11 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,456
shares
|
$1.11 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
2,453
shares
|
$1.11 Million
0.91% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,450
shares
|
$1.1 Million
0.17% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,442
shares
|
$1.1 Million
0.14% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
2,440
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Added 15.26%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
2,437
shares
|
$1.1 Million
0.77% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,435
shares
|
$1.1 Million
0.2% of portfolio
|
Q2 2025
Added 16.17%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,434
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
2,422
shares
|
$1.09 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
2,418
shares
|
$1.09 Million
0.38% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
2,417
shares
|
$1.09 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
2,416
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
2,414
shares
|
$1.09 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,400
shares
|
$1.08 Million
0.15% of portfolio
|
Q1 2022
Added 4.35%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,392
shares
|
$1.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
2,391
shares
|
$1.08 Million
0.33% of portfolio
|
Q1 2025
Added 50.28%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,391
shares
|
$1.08 Million
0.26% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
2,390
shares
|
$1.08 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
2,384
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
2,372
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
2,365
shares
|
$1.07 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.92%
|