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 |
|---|---|---|---|---|---|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
1,401
shares
|
$631,374
0.12% of portfolio
|
Q2 2025
Added 23.11%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
1,400
shares
|
$630,924
0.04% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,400
shares
|
$630,924
0.28% of portfolio
|
Q4 2022
Reduced 12.23%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
1,394
shares
|
$628,220
0.11% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
1,394
shares
|
$628,220
0.15% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
1,393
shares
|
$627,769
0.36% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
1,391
shares
|
$626,868
0.55% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
1,390
shares
|
$626,417
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
1,389
shares
|
$625,966
0.42% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
1,389
shares
|
$625,966
0.33% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
1,387
shares
|
$625,065
0.11% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,385
shares
|
$624,164
0.12% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,383
shares
|
$623,262
0.2% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
1,383
shares
|
$623,262
0.25% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
1,383
shares
|
$623,262
0.09% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
1,380
shares
|
$621,910
0.03% of portfolio
|
Q2 2025
Added 50.49%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
1,374
shares
|
$619,206
0.07% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,373
shares
|
$618,756
0.09% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
1,371
shares
|
$617,854
0.11% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,368
shares
|
$616,502
0.25% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
1,367
shares
|
$616,052
0.08% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
1,364
shares
|
$614,700
0.08% of portfolio
|
Q2 2025
Reduced 55.96%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
1,363
shares
|
$614,249
0.28% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
1,357
shares
|
$611,545
0.07% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,355
shares
|
$610,644
0.53% of portfolio
|
Q2 2024
Added 1.88%
|