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 |
|---|---|---|---|---|---|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,883
shares
|
$848,592
0.21% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,881
shares
|
$847,691
0.08% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,880
shares
|
$847,240
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
1,874
shares
|
$844,536
0.34% of portfolio
|
Q2 2025
Reduced 18.2%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,872
shares
|
$843,635
0.04% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,869
shares
|
$842,283
0.34% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
1,868
shares
|
$841,832
0.04% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,868
shares
|
$841,832
0.13% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
1,867
shares
|
$841,382
0.05% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,866
shares
|
$840,931
0.31% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
1,866
shares
|
$840,931
0.4% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,864
shares
|
$840,030
0.06% of portfolio
|
Q2 2025
Added 28.64%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
1,859
shares
|
$837,776
0.34% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,856
shares
|
$836,424
0.03% of portfolio
|
Q2 2025
Added 23.9%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,850
shares
|
$833,721
0.04% of portfolio
|
Q4 2024
Reduced 39.22%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
1,849
shares
|
$833,270
0.18% of portfolio
|
Q2 2025
Reduced 26.16%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
1,845
shares
|
$831,467
0.07% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
1,845
shares
|
$831,467
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
1,838
shares
|
$828,313
0.2% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,837
shares
|
$827,862
0.31% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
1,836
shares
|
$827,411
0.06% of portfolio
|
Q2 2025
Added 18.22%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
1,829
shares
|
$824,257
0.03% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,825
shares
|
$822,454
0.26% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,825
shares
|
$822,454
0.23% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,821
shares
|
$820,651
0.26% of portfolio
|
Q2 2025
Added 8.85%
|