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 |
|---|---|---|---|---|---|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,012
shares
|
$906,727
0.05% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
2,006
shares
|
$904,023
0.17% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
2,003
shares
|
$902,671
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
2,001
shares
|
$901,770
0.17% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
2,000
shares
|
$901,320
0.09% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Saybrook Capital
|
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$901,320
0.23% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
1,996
shares
|
$899,517
0.22% of portfolio
|
Q4 2022
Reduced 3.11%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
1,995
shares
|
$899,066
0.08% of portfolio
|
Q2 2025
Added 34.34%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
1,990
shares
|
$896,813
0.23% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,985
shares
|
$894,560
0.06% of portfolio
|
Q2 2025
Added 88.51%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,983
shares
|
$893,658
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
1,982
shares
|
$893,208
0.26% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
1,982
shares
|
$893,208
0.15% of portfolio
|
Q2 2025
Added 18.4%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
1,981
shares
|
$892,757
0.29% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
1,981
shares
|
$892,757
0.41% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
1,981
shares
|
$892,757
0.54% of portfolio
|
Q2 2025
Added 19.48%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,980
shares
|
$892,306
0.38% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,978
shares
|
$891,405
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
1,975
shares
|
$890,053
0.07% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
1,970
shares
|
$887,800
0.18% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
1,967
shares
|
$886,448
0.26% of portfolio
|
Q2 2025
Reduced 86.58%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
1,965
shares
|
$885,546
0.61% of portfolio
|
Q2 2025
Reduced 25.79%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,959
shares
|
$882,842
0.03% of portfolio
|
Q2 2025
Reduced 93.3%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
1,957
shares
|
$881,941
0.02% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,957
shares
|
$881,941
0.25% of portfolio
|
Q3 2024
Reduced 1.31%
|