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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,287
shares
|
$579,999
0.03% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,282
shares
|
$577,746
0.04% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,281
shares
|
$577,295
0.21% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
1,280
shares
|
$576,844
0.1% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
1,280
shares
|
$576,844
0.4% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,279
shares
|
$576,394
0.25% of portfolio
|
Q1 2024
Added 4.58%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
1,278
shares
|
$575,943
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Aug 21, 2025 Q2 2025 |
1,278
shares
|
$575,943
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
1,277
shares
|
$575,492
0.05% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
1,274
shares
|
$574,140
0.28% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,270
shares
|
$572,338
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,268
shares
|
$571,436
0.12% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
1,267
shares
|
$570,986
0.01% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,267
shares
|
$570,986
0.14% of portfolio
|
Q4 2023
Reduced 4.52%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 30, 2025 Q2 2025 |
1,266
shares
|
$570,535
0.13% of portfolio
|
Q2 2025
Reduced 22.95%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
1,262
shares
|
$568,732
0.23% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,262
shares
|
$568,732
0.07% of portfolio
|
Q2 2025
Added 56.77%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
1,261
shares
|
$568,282
0.05% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
1,260
shares
|
$567,831
0.09% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
1,259
shares
|
$567,380
0.2% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
1,258
shares
|
$566,930
0.45% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
1,257
shares
|
$566,479
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
1,256
shares
|
$566,028
0.01% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,250
shares
|
$563,325
0.03% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
1,250
shares
|
$563,325
0.29% of portfolio
|
Q1 2024
Added 400.0%
|