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 |
|---|---|---|---|---|---|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
1,141
shares
|
$514,203
0.07% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,137
shares
|
$512,400
0.04% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
1,134
shares
|
$511,048
0.06% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,133
shares
|
$510,597
0.13% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,131
shares
|
$509,696
0.01% of portfolio
|
Q3 2023
Added 0.44%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
1,131
shares
|
$509,696
0.09% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
1,131
shares
|
$509,696
0.25% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
1,129
shares
|
$508,795
0.05% of portfolio
|
Q1 2022
Reduced 30.69%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
1,128
shares
|
$508,344
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
1,128
shares
|
$508,344
0.33% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
1,125
shares
|
$506,992
0.08% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,121
shares
|
$505,189
0.04% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Spring Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,120
shares
|
$504,739
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,111
shares
|
$500,683
0.31% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
1,109
shares
|
$499,781
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
1,106
shares
|
$498,429
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
1,105
shares
|
$497,979
0.22% of portfolio
|
Q2 2025
Added 27.16%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,104
shares
|
$497,528
0.05% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
1,102
shares
|
$496,627
0.08% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
1,102
shares
|
$496,627
0.14% of portfolio
|
Q2 2025
Reduced 21.4%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,101
shares
|
$496,176
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
1,101
shares
|
$496,176
0.09% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
1,100
shares
|
$495,726
0.02% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
1,100
shares
|
$495,726
0.29% of portfolio
|
Q1 2023
Reduced 5.01%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
1,100
shares
|
$495,726
0.29% of portfolio
|
Q2 2025
Reduced 22.81%
|