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 |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
2,361
shares
|
$1.06 Million
0.69% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
2,359
shares
|
$1.06 Million
0.32% of portfolio
|
Q2 2025
Added 42.54%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2,354
shares
|
$1.06 Million
0.27% of portfolio
|
Q2 2022
Reduced 35.28%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
2,345
shares
|
$1.06 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
2,342
shares
|
$1.06 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,342
shares
|
$1.06 Million
0.25% of portfolio
|
Q4 2022
Reduced 1.22%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
2,339
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
2,338
shares
|
$1.05 Million
0.42% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
2,334
shares
|
$1.05 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
2,322
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 82.0%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,314
shares
|
$1.04 Million
0.54% of portfolio
|
Q2 2025
Added 13.65%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
2,313
shares
|
$1.04 Million
0.29% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
2,313
shares
|
$1.04 Million
0.21% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 14, 2025 Q2 2025 |
2,311
shares
|
$1.04 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
2,307
shares
|
$1.04 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
2,301
shares
|
$1.04 Million
0.25% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
2,301
shares
|
$1.04 Million
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
2,298
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
2,292
shares
|
$1.03 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
2,287
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,276
shares
|
$1.03 Million
0.36% of portfolio
|
Q4 2023
Added 17.5%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
2,275
shares
|
$1.03 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
2,273
shares
|
$1.02 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,272
shares
|
$1.02 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
2,271
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.92%
|