Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,305 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,880
shares
|
$785,971
0.2% of portfolio
|
Q1 2025
Reduced 23.98%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
1,880
shares
|
$785,971
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
1,877
shares
|
$784,717
0.18% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,872
shares
|
$782,627
0.04% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
1,872
shares
|
$782,627
0.26% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
1,868
shares
|
$780,954
0.04% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,868
shares
|
$780,954
0.13% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
1,868
shares
|
$780,954
0.31% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,866
shares
|
$780,118
0.31% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,859
shares
|
$777,192
0.31% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
1,854
shares
|
$775,101
0.04% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,850
shares
|
$773,429
0.04% of portfolio
|
Q4 2024
Reduced 39.22%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
1,845
shares
|
$771,339
0.07% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,845
shares
|
$771,339
0.08% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
1,843
shares
|
$770,503
0.14% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
1,838
shares
|
$768,412
0.2% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,837
shares
|
$767,994
0.31% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
1,836
shares
|
$767,576
0.06% of portfolio
|
Q2 2025
Added 18.22%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,830
shares
|
$765,068
0.05% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,825
shares
|
$762,977
0.26% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,825
shares
|
$762,977
0.23% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,816
shares
|
$759,215
0.05% of portfolio
|
Q1 2025
Added 77.34%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
1,815
shares
|
$758,797
0.33% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
1,815
shares
|
$758,797
0.44% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Mc Broom & Associates, LLC
|
Apr 16, 2025 Q1 2025 |
1,806
shares
|
$755,034
0.35% of portfolio
|
Q1 2024
Reduced 14.0%
|