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 |
|---|---|---|---|---|---|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,173
shares
|
$528,624
0.08% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
1,172
shares
|
$528,173
0.69% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
1,171
shares
|
$527,722
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,170
shares
|
$527,272
0.06% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
1,170
shares
|
$527,272
0.27% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,170
shares
|
$527,272
0.18% of portfolio
|
Q1 2023
Added 5.79%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
1,169
shares
|
$526,821
0.08% of portfolio
|
Q2 2025
Added 34.99%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
1,169
shares
|
$526,821
0.22% of portfolio
|
Q2 2025
Reduced 84.66%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
1,167
shares
|
$525,920
0.25% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,167
shares
|
$525,920
0.21% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
1,166
shares
|
$525,469
0.36% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
1,165
shares
|
$525,018
0.2% of portfolio
|
Q2 2025
Reduced 86.0%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
1,158
shares
|
$521,864
0.2% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
1,157
shares
|
$521,413
0.2% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
1,154
shares
|
$520,061
0.08% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,154
shares
|
$520,061
0.09% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
1,150
shares
|
$518,259
0.45% of portfolio
|
Q3 2024
Reduced 14.81%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,150
shares
|
$518,259
0.02% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
1,147
shares
|
$516,907
0.36% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,146
shares
|
$516,456
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,146
shares
|
$516,456
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,146
shares
|
$516,456
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,142
shares
|
$514,653
0.02% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
1,142
shares
|
$514,653
0.01% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
1,142
shares
|
$514,653
0.05% of portfolio
|
Q2 2025
Reduced 0.87%
|