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 |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
1,460
shares
|
$657,963
0.09% of portfolio
|
Q1 2025
Added 93.38%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,458
shares
|
$657,062
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
1,452
shares
|
$654,358
0.1% of portfolio
|
Q2 2025
Added 117.37%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,451
shares
|
$653,907
0.19% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
1,448
shares
|
$652,555
0.15% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
1,446
shares
|
$651,654
0.06% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Wendell David Associates Inc
|
Jul 29, 2025 Q2 2025 |
1,443
shares
|
$650,302
0.06% of portfolio
|
Q2 2024
Reduced 12.7%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,443
shares
|
$650,302
0.2% of portfolio
|
Q2 2022
Reduced 33.53%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
1,441
shares
|
$649,401
0.16% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,440
shares
|
$648,950
0.14% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
1,440
shares
|
$648,950
0.11% of portfolio
|
Q2 2025
Reduced 35.31%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
1,440
shares
|
$648,950
0.42% of portfolio
|
Q2 2024
Added 6.27%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
1,440
shares
|
$648,950
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
1,438
shares
|
$648,049
0.14% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
1,436
shares
|
$647,147
0.08% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
1,434
shares
|
$646,246
0.31% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,432
shares
|
$645,345
0.22% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
1,421
shares
|
$640,387
0.03% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
1,420
shares
|
$639,937
0.05% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
1,420
shares
|
$639,937
0.09% of portfolio
|
Q2 2025
Added 52.85%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
1,412
shares
|
$636,331
0.23% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
1,411
shares
|
$635,881
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
1,407
shares
|
$634,078
0.13% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
1,406
shares
|
$633,627
0.22% of portfolio
|
Q2 2025
Added 38.52%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,402
shares
|
$631,825
0.32% of portfolio
|
Q2 2025
Added 4.08%
|