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 |
|---|---|---|---|---|---|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
1,560
shares
|
$703,029
0.2% of portfolio
|
Q2 2025
Added 55.84%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,559
shares
|
$702,578
0.02% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,553
shares
|
$699,874
0.52% of portfolio
|
Q2 2025
Added 18.19%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
1,552
shares
|
$699,424
0.03% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
1,552
shares
|
$699,424
0.19% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,551
shares
|
$698,973
0.14% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
1,551
shares
|
$698,973
0.11% of portfolio
|
Q2 2025
Added 70.07%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,550
shares
|
$698,523
0.05% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
1,550
shares
|
$698,523
0.13% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,549
shares
|
$698,072
0.12% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,547
shares
|
$697,171
0.01% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
1,542
shares
|
$694,917
0.55% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,540
shares
|
$694,016
0.1% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sam Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,540
shares
|
$694,016
0.21% of portfolio
|
Q1 2022
New holding
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,538
shares
|
$693,115
0.07% of portfolio
|
Q2 2025
Reduced 28.33%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,537
shares
|
$692,664
0.08% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,536
shares
|
$692,213
0.04% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
1,526
shares
|
$687,707
0.24% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,524
shares
|
$686,805
0.01% of portfolio
|
Q2 2025
Added 31.15%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
1,523
shares
|
$686,355
0.44% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,522
shares
|
$685,904
0.23% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
1,519
shares
|
$684,552
0.33% of portfolio
|
Q1 2025
Reduced 25.39%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
1,504
shares
|
$677,792
0.29% of portfolio
|
Q2 2025
Added 40.3%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
1,501
shares
|
$676,440
0.04% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
1,500
shares
|
$675,990
0.02% of portfolio
|
Q3 2020
New holding
|