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 |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,316
shares
|
$593,068
0.12% of portfolio
|
Q2 2025
Added 356.94%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
1,314
shares
|
$592,167
0.29% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
1,314
shares
|
$592,167
0.08% of portfolio
|
Q2 2025
Added 104.04%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
1,312
shares
|
$591,265
0.11% of portfolio
|
Q2 2025
Reduced 27.19%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
1,312
shares
|
$591,265
0.13% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
1,312
shares
|
$591,265
0.09% of portfolio
|
Q2 2025
Added 45.29%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,311
shares
|
$590,815
0.02% of portfolio
|
Q3 2022
Added 4.21%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,308
shares
|
$589,463
0.23% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Schulhoff & CO Inc
|
Jul 30, 2025 Q2 2025 |
1,305
shares
|
$588,111
0.24% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
1,304
shares
|
$587,660
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
1,303
shares
|
$587,209
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
1,302
shares
|
$586,759
0.36% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jul 31, 2025 Q2 2025 |
1,300
shares
|
$585,858
0.1% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Icici Prudential Asset Management CO LTD
|
Aug 11, 2025 Q2 2025 |
1,300
shares
|
$585,858
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
1,300
shares
|
$585,858
0.01% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
1,299
shares
|
$585,407
0.02% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
1,299
shares
|
$585,407
0.24% of portfolio
|
Q1 2024
Reduced 6.61%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
1,299
shares
|
$585,407
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
1,297
shares
|
$584,506
0.18% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
1,295
shares
|
$583,604
0.24% of portfolio
|
Q2 2025
Reduced 40.65%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
1,295
shares
|
$583,604
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
1,292
shares
|
$582,252
0.05% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,291
shares
|
$581,802
0.08% of portfolio
|
Q2 2025
Reduced 14.84%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
1,291
shares
|
$581,802
0.03% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
1,288
shares
|
$580,450
0.13% of portfolio
|
Q2 2025
Added 3.54%
|