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 |
|---|---|---|---|---|---|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
1,355
shares
|
$610,644
0.29% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Aug 08, 2025 Q2 2025 |
1,350
shares
|
$608,391
0.2% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,349
shares
|
$607,940
0.1% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
1,348
shares
|
$607,489
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,348
shares
|
$607,489
0.04% of portfolio
|
Q2 2025
Added 28.75%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
1,347
shares
|
$607,039
0.15% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
1,344
shares
|
$605,687
0.04% of portfolio
|
Q2 2025
Reduced 68.37%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
1,342
shares
|
$604,785
0.06% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,341
shares
|
$604,335
0.08% of portfolio
|
Q2 2022
Reduced 2.19%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,341
shares
|
$604,335
0.19% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
1,340
shares
|
$603,884
0.2% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,339
shares
|
$603,433
0.09% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
1,336
shares
|
$602,081
0.12% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
1,336
shares
|
$602,081
0.27% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
1,332
shares
|
$600,279
0.09% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,331
shares
|
$599,828
0.18% of portfolio
|
Q2 2025
Added 16.75%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
1,331
shares
|
$599,828
0.17% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
1,327
shares
|
$598,025
0.08% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
1,325
shares
|
$597,124
0.37% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
1,320
shares
|
$594,871
0.18% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
1,320
shares
|
$594,871
0.08% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,318
shares
|
$593,969
0.02% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Aug 08, 2025 Q2 2025 |
1,318
shares
|
$593,969
0.52% of portfolio
|
Q2 2025
Added 17.89%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
1,317
shares
|
$593,519
0.19% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,316
shares
|
$593,068
0.2% of portfolio
|
Q2 2025
Added 0.08%
|