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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,067
shares
|
$931,514
0.33% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
2,064
shares
|
$930,162
0.23% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
2,064
shares
|
$930,162
0.05% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
2,063
shares
|
$929,711
0.25% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,062
shares
|
$929,260
0.22% of portfolio
|
Q2 2025
Reduced 98.72%
|
|
|
Af Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,061
shares
|
$928,810
0.28% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
2,061
shares
|
$928,810
0.05% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,060
shares
|
$928,359
0.18% of portfolio
|
Q2 2022
Added 0.24%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,060
shares
|
$928,359
0.02% of portfolio
|
Q2 2025
Added 59.71%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
2,059
shares
|
$927,908
0.07% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
2,056
shares
|
$926,556
0.34% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,051
shares
|
$924,303
0.66% of portfolio
|
Q4 2023
Reduced 24.18%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
2,050
shares
|
$923,853
0.17% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
2,049
shares
|
$923,402
0.27% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
2,045
shares
|
$921,599
0.08% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
2,043
shares
|
$920,698
0.06% of portfolio
|
Q2 2025
Added 29.47%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
2,041
shares
|
$919,797
0.22% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
2,033
shares
|
$916,191
0.39% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
2,030
shares
|
$914,839
0.34% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
2,029
shares
|
$914,389
0.24% of portfolio
|
Q2 2025
Reduced 58.15%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
2,025
shares
|
$912,586
0.07% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
2,025
shares
|
$912,586
0.11% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
2,023
shares
|
$911,685
0.45% of portfolio
|
Q2 2025
Added 20.56%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
2,019
shares
|
$909,882
0.07% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
2,014
shares
|
$907,629
0.63% of portfolio
|
Q2 2025
Added 5.61%
|