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 |
|---|---|---|---|---|---|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
2,267
shares
|
$1.02 Million
0.33% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,264
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
2,263
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
2,258
shares
|
$1.02 Million
0.22% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
2,250
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
2,246
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
2,246
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
2,239
shares
|
$1.01 Million
0.16% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
2,236
shares
|
$1.01 Million
0.32% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
2,235
shares
|
$1.01 Million
0.48% of portfolio
|
Q2 2025
Added 46.08%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
2,233
shares
|
$1.01 Million
0.22% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
2,233
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,228
shares
|
$1 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,226
shares
|
$1 Million
0.05% of portfolio
|
Q2 2025
Added 38.43%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,222
shares
|
$1 Million
0.05% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
2,222
shares
|
$1 Million
0.45% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
2,219
shares
|
$1 Million
0.18% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
2,218
shares
|
$999,563
0.44% of portfolio
|
Q2 2025
Reduced 31.08%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,217
shares
|
$999,113
0.29% of portfolio
|
Q2 2023
Added 3.02%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,214
shares
|
$997,761
0.12% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
2,205
shares
|
$993,705
0.07% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,203
shares
|
$992,803
0.16% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
2,202
shares
|
$992,353
0.43% of portfolio
|
Q2 2025
Reduced 21.36%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
2,198
shares
|
$990,550
0.51% of portfolio
|
Q1 2025
Added 512.26%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,197
shares
|
$990,100
0.16% of portfolio
|
Q4 2022
Added 8.49%
|