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 |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,111
shares
|
$951,343
0.06% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
2,110
shares
|
$950,892
0.07% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,108
shares
|
$949,991
0.03% of portfolio
|
Q3 2022
Reduced 33.56%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
2,103
shares
|
$947,737
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
2,101
shares
|
$946,836
0.48% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,100
shares
|
$946,386
0.06% of portfolio
|
Q4 2022
Reduced 19.23%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,098
shares
|
$945,484
0.15% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
2,098
shares
|
$945,484
0.28% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
2,097
shares
|
$945,034
0.0% of portfolio
|
Q2 2025
Added 37.33%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
2,097
shares
|
$945,034
0.06% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
2,094
shares
|
$943,682
0.28% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
2,091
shares
|
$942,330
0.02% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
2,089
shares
|
$941,428
0.37% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,088
shares
|
$940,978
0.38% of portfolio
|
Q1 2024
Added 21.54%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
2,086
shares
|
$940,076
0.04% of portfolio
|
Q3 2022
Added 7.14%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
2,084
shares
|
$939,175
0.33% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
2,081
shares
|
$937,823
0.17% of portfolio
|
Q2 2025
Added 52.01%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
2,078
shares
|
$936,471
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
2,076
shares
|
$935,570
0.04% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
2,075
shares
|
$935,119
0.93% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
2,071
shares
|
$933,316
0.09% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
2,071
shares
|
$933,316
0.2% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
2,069
shares
|
$932,415
0.19% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
2,069
shares
|
$932,415
0.4% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
2,068
shares
|
$931,964
0.11% of portfolio
|
Q1 2025
Reduced 0.19%
|