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 |
|---|---|---|---|---|---|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
1,820
shares
|
$820,201
0.12% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
1,816
shares
|
$818,398
0.07% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
1,815
shares
|
$817,947
0.37% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
1,815
shares
|
$817,947
0.44% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,810
shares
|
$815,694
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Broom & Associates, LLC
|
Aug 05, 2025 Q2 2025 |
1,806
shares
|
$813,891
0.4% of portfolio
|
Q1 2024
Reduced 14.0%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
1,806
shares
|
$813,891
0.02% of portfolio
|
Q2 2025
Reduced 38.07%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
1,803
shares
|
$812,539
0.43% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
1,803
shares
|
$812,539
0.47% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,801
shares
|
$811,638
0.04% of portfolio
|
Q4 2023
Added 2.21%
|
|
|
Violich Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,800
shares
|
$811,188
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,800
shares
|
$811,188
0.09% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
1,794
shares
|
$808,484
0.19% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,789
shares
|
$806,230
0.2% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,788
shares
|
$805,780
0.31% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
1,786
shares
|
$804,878
0.46% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
1,785
shares
|
$804,428
0.24% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,784
shares
|
$803,977
0.13% of portfolio
|
Q2 2022
Reduced 93.39%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,782
shares
|
$803,076
0.21% of portfolio
|
Q3 2023
Reduced 14.66%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
1,779
shares
|
$801,724
0.43% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
1,775
shares
|
$799,921
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
1,774
shares
|
$799,470
0.31% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
1,771
shares
|
$798,118
0.32% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,770
shares
|
$797,668
0.01% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
1,760
shares
|
$793,161
0.13% of portfolio
|
Q4 2024
New holding
|