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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,594
shares
|
$718,352
0.04% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
1,593
shares
|
$717,901
0.06% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
1,592
shares
|
$717,450
0.45% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
1,591
shares
|
$717,000
0.06% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
1,591
shares
|
$717,000
0.09% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
1,588
shares
|
$715,648
0.03% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
1,588
shares
|
$715,648
0.68% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
1,587
shares
|
$715,197
0.23% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
1,586
shares
|
$714,746
0.03% of portfolio
|
Q4 2023
Reduced 16.7%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,582
shares
|
$712,944
0.07% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
1,581
shares
|
$712,493
0.16% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,581
shares
|
$712,493
0.05% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
1,578
shares
|
$711,141
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
1,576
shares
|
$710,240
0.14% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
1,573
shares
|
$708,888
0.42% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,573
shares
|
$708,888
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,570
shares
|
$707,536
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
1,569
shares
|
$707,085
0.09% of portfolio
|
Q2 2021
Added 2.75%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
1,567
shares
|
$706,184
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,566
shares
|
$705,733
0.32% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
1,565
shares
|
$705,282
0.12% of portfolio
|
Q4 2024
Added 71.98%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
1,564
shares
|
$704,832
0.13% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
1,564
shares
|
$704,832
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,561
shares
|
$703,480
0.1% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
1,561
shares
|
$703,480
0.1% of portfolio
|
Q2 2025
Added 115.31%
|