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 |
|---|---|---|---|---|---|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
1,665
shares
|
$750,348
0.36% of portfolio
|
Q2 2022
Added 6.39%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,665
shares
|
$750,348
0.02% of portfolio
|
Q3 2022
Added 5.05%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,663
shares
|
$749,447
0.06% of portfolio
|
Q1 2025
Reduced 75.48%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
1,663
shares
|
$749,447
0.09% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
1,663
shares
|
$749,447
0.49% of portfolio
|
Q2 2025
Added 162.72%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
1,660
shares
|
$748,095
0.28% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
1,660
shares
|
$748,095
0.23% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
1,656
shares
|
$746,292
0.11% of portfolio
|
Q2 2025
Added 71.61%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
1,654
shares
|
$745,391
0.54% of portfolio
|
Q2 2025
Added 42.34%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,653
shares
|
$744,940
0.32% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
1,653
shares
|
$744,940
0.35% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,649
shares
|
$743,138
0.08% of portfolio
|
Q2 2025
Reduced 18.73%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
1,649
shares
|
$743,138
0.16% of portfolio
|
Q2 2025
Added 16.29%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,644
shares
|
$740,885
0.05% of portfolio
|
Q2 2023
Added 7.17%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
1,643
shares
|
$740,434
0.07% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
1,643
shares
|
$740,434
0.21% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$739,983
0.08% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
1,641
shares
|
$739,533
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
1,636
shares
|
$737,279
0.22% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
1,636
shares
|
$737,279
0.55% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,634
shares
|
$736,378
0.06% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
1,633
shares
|
$735,927
0.07% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,629
shares
|
$734,125
0.14% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
1,627
shares
|
$733,223
0.15% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
1,625
shares
|
$732,322
0.12% of portfolio
|
Q2 2025
Reduced 1.81%
|