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 |
|---|---|---|---|---|---|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
1,757
shares
|
$791,809
0.08% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,751
shares
|
$789,105
0.09% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
1,749
shares
|
$788,204
0.39% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
1,746
shares
|
$786,852
0.16% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
1,745
shares
|
$786,401
0.5% of portfolio
|
Q1 2025
Reduced 31.43%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
1,744
shares
|
$785,951
0.47% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,740
shares
|
$784,148
0.02% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
1,738
shares
|
$783,247
0.08% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
1,736
shares
|
$782,345
0.14% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
1,733
shares
|
$780,993
0.16% of portfolio
|
Q2 2025
Added 17.89%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
1,728
shares
|
$778,740
0.1% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
1,726
shares
|
$777,839
0.27% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,723
shares
|
$776,487
0.06% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
1,723
shares
|
$776,487
0.09% of portfolio
|
Q2 2025
Added 27.35%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,720
shares
|
$775,135
0.16% of portfolio
|
Q4 2024
Reduced 32.79%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
1,717
shares
|
$773,783
0.04% of portfolio
|
Q2 2025
Reduced 24.96%
|
|
|
Check Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
1,717
shares
|
$773,783
0.03% of portfolio
|
Q2 2024
Added 6.18%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,717
shares
|
$773,783
0.48% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
1,716
shares
|
$773,332
0.24% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,715
shares
|
$772,881
0.6% of portfolio
|
Q2 2025
Reduced 21.37%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
1,711
shares
|
$771,079
0.23% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
1,711
shares
|
$771,079
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
1,705
shares
|
$768,375
0.32% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
1,700
shares
|
$766,122
0.2% of portfolio
|
Q1 2025
Reduced 71.63%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
1,700
shares
|
$766,122
0.19% of portfolio
|
Q2 2025
New holding
|