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 |
|---|---|---|---|---|---|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
2,196
shares
|
$989,649
0.25% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
2,186
shares
|
$985,142
0.18% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
2,183
shares
|
$983,790
0.59% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,181
shares
|
$982,889
0.1% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
2,180
shares
|
$982,438
0.12% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
2,180
shares
|
$982,438
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,178
shares
|
$981,537
0.25% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,178
shares
|
$981,537
0.15% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
2,176
shares
|
$980,636
0.39% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
2,174
shares
|
$979,734
0.21% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,162
shares
|
$974,326
0.07% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
2,162
shares
|
$974,326
0.21% of portfolio
|
Q2 2025
Added 30.08%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
2,159
shares
|
$972,974
0.43% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
2,155
shares
|
$971,172
0.26% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
2,155
shares
|
$971,172
0.23% of portfolio
|
Q2 2025
Reduced 13.97%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
2,153
shares
|
$970,270
0.06% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
2,145
shares
|
$966,665
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,144
shares
|
$966,215
0.06% of portfolio
|
Q2 2025
Added 31.37%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,143
shares
|
$965,764
0.22% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,142
shares
|
$965,313
0.11% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,123
shares
|
$956,751
0.03% of portfolio
|
Q2 2024
Added 66.25%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
2,123
shares
|
$956,751
0.14% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
2,118
shares
|
$954,497
0.08% of portfolio
|
Q2 2025
Added 180.53%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
2,115
shares
|
$953,145
0.08% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
2,111
shares
|
$951,343
0.55% of portfolio
|
Q1 2025
Reduced 8.65%
|