Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,284 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $133 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,581
shares
|
$641,522
0.05% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
1,578
shares
|
$640,305
0.05% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
1,576
shares
|
$639,493
0.14% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,573
shares
|
$638,276
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
1,570
shares
|
$637,058
0.24% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,570
shares
|
$637,058
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
1,569
shares
|
$636,653
0.09% of portfolio
|
Q2 2021
Added 2.75%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
1,565
shares
|
$635,030
0.11% of portfolio
|
Q4 2024
Added 71.98%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,562
shares
|
$633,812
0.05% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,561
shares
|
$633,406
0.1% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,560
shares
|
$633,001
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
1,557
shares
|
$631,783
0.07% of portfolio
|
Q4 2024
Added 40.65%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
1,553
shares
|
$630,160
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
1,553
shares
|
$630,160
0.11% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,553
shares
|
$630,160
0.52% of portfolio
|
Q2 2025
Added 18.19%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
1,552
shares
|
$629,755
0.17% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,550
shares
|
$628,943
0.06% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,550
shares
|
$628,943
0.05% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
1,550
shares
|
$628,943
0.13% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,549
shares
|
$628,537
0.12% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,547
shares
|
$627,726
0.1% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,540
shares
|
$624,885
0.1% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sam Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,540
shares
|
$624,885
0.19% of portfolio
|
Q1 2022
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
1,539
shares
|
$624,480
0.05% of portfolio
|
Q1 2025
Reduced 26.75%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,537
shares
|
$623,668
0.08% of portfolio
|
Q4 2024
Added 2.81%
|