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 |
|---|---|---|---|---|---|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
1,203
shares
|
$542,143
0.28% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
1,202
shares
|
$541,693
0.16% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,200
shares
|
$540,792
0.03% of portfolio
|
Q4 2023
Added 36.67%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$540,792
0.23% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,200
shares
|
$540,792
0.09% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
1,200
shares
|
$540,792
0.26% of portfolio
|
Q1 2025
Reduced 21.77%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
1,200
shares
|
$540,792
0.03% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
1,200
shares
|
$540,792
0.23% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,199
shares
|
$540,341
0.08% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
1,199
shares
|
$540,341
0.09% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
1,195
shares
|
$538,538
0.0% of portfolio
|
Q2 2025
Added 18.43%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
1,194
shares
|
$538,088
0.22% of portfolio
|
Q1 2025
Added 20.12%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
1,193
shares
|
$537,637
0.18% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
1,191
shares
|
$536,736
0.25% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
1,190
shares
|
$536,285
0.29% of portfolio
|
Q1 2025
Reduced 22.98%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
1,189
shares
|
$535,834
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
1,188
shares
|
$535,384
0.35% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,186
shares
|
$534,482
0.17% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
1,185
shares
|
$534,032
0.22% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
1,184
shares
|
$533,581
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
1,183
shares
|
$533,130
0.02% of portfolio
|
Q2 2025
Reduced 80.95%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
1,180
shares
|
$531,778
0.17% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
1,179
shares
|
$531,328
0.13% of portfolio
|
Q2 2023
Reduced 4.38%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,176
shares
|
$529,976
0.07% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
1,174
shares
|
$529,074
0.09% of portfolio
|
Q2 2025
Added 8.5%
|