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 |
|---|---|---|---|---|---|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
1,620
shares
|
$730,069
0.55% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
1,617
shares
|
$728,717
0.15% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,617
shares
|
$728,717
0.22% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1,615
shares
|
$727,815
0.21% of portfolio
|
Q2 2025
Added 84.15%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
1,612
shares
|
$726,463
0.22% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
1,611
shares
|
$726,013
0.13% of portfolio
|
Q2 2025
Reduced 32.76%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,609
shares
|
$725,111
0.22% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,609
shares
|
$725,111
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
1,607
shares
|
$724,210
0.23% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
1,607
shares
|
$724,210
0.17% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
1,607
shares
|
$724,210
0.43% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,606
shares
|
$723,759
0.32% of portfolio
|
Q2 2025
Reduced 63.76%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
1,603
shares
|
$722,407
0.42% of portfolio
|
Q1 2025
Reduced 40.81%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,601
shares
|
$721,506
0.31% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Aug 12, 2025 Q2 2025 |
1,600
shares
|
$721,056
0.03% of portfolio
|
Q1 2025
Reduced 52.94%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
1,600
shares
|
$721,056
0.09% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
1,600
shares
|
$721,056
0.37% of portfolio
|
Q4 2021
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
1,600
shares
|
$721,056
0.14% of portfolio
|
Q1 2025
Reduced 40.74%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
1,600
shares
|
$721,056
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Militia Capital Partners, LP
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
1,600
shares
|
$721,056
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1,598
shares
|
$720,154
0.13% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
1,597
shares
|
$719,704
0.09% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
1,595
shares
|
$718,802
0.22% of portfolio
|
Q2 2025
Added 30.74%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
1,595
shares
|
$718,802
0.19% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
1,594
shares
|
$718,352
0.28% of portfolio
|
Q2 2025
Added 14.68%
|