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 |
|---|---|---|---|---|---|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
1,248
shares
|
$562,423
0.03% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
1,245
shares
|
$561,071
0.23% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,244
shares
|
$560,621
0.24% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,242
shares
|
$559,719
0.07% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
1,242
shares
|
$559,719
0.3% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
1,241
shares
|
$559,269
0.06% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,239
shares
|
$558,367
0.44% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
1,238
shares
|
$557,917
0.14% of portfolio
|
Q2 2025
Reduced 89.74%
|
|
|
Monarch Capital Management Inc
|
Aug 20, 2025 Q2 2025 |
1,237
shares
|
$557,466
0.13% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,236
shares
|
$557,015
0.05% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
1,235
shares
|
$556,565
0.13% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
1,233
shares
|
$555,663
0.06% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,232
shares
|
$555,213
0.1% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,232
shares
|
$555,213
0.17% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
1,230
shares
|
$554,311
0.36% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
1,228
shares
|
$553,410
0.01% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,223
shares
|
$551,157
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
1,221
shares
|
$550,255
0.35% of portfolio
|
Q2 2025
Added 73.68%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
1,217
shares
|
$548,453
0.1% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
1,216
shares
|
$548,002
0.21% of portfolio
|
Q2 2025
Reduced 22.55%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,216
shares
|
$548,002
0.06% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
1,216
shares
|
$548,002
0.58% of portfolio
|
Q1 2025
Reduced 53.97%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
1,210
shares
|
$545,298
0.09% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
1,208
shares
|
$544,397
0.18% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
1,204
shares
|
$542,594
0.15% of portfolio
|
Q2 2025
Added 0.17%
|