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 |
|---|---|---|---|---|---|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
1,099
shares
|
$495,275
0.27% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
1,095
shares
|
$493,472
0.1% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,093
shares
|
$492,571
0.22% of portfolio
|
Q2 2024
Reduced 64.46%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
1,092
shares
|
$492,120
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,092
shares
|
$492,120
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
1,092
shares
|
$492,120
0.04% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
1,090
shares
|
$491,219
0.08% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Aug 12, 2025 Q2 2025 |
1,090
shares
|
$491,219
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
1,089
shares
|
$490,768
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
1,087
shares
|
$489,867
0.02% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
1,086
shares
|
$489,416
0.32% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
1,085
shares
|
$488,966
0.09% of portfolio
|
Q2 2025
Reduced 24.34%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
1,084
shares
|
$488,515
0.05% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
1,081
shares
|
$487,163
0.18% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
1,080
shares
|
$486,712
0.09% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Jag Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,079
shares
|
$486,262
0.05% of portfolio
|
Q2 2025
Added 37.98%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
1,078
shares
|
$485,811
0.1% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
1,076
shares
|
$484,910
0.02% of portfolio
|
Q3 2019
Reduced 18.05%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
1,075
shares
|
$484,459
0.34% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
1,074
shares
|
$484,008
0.05% of portfolio
|
Q1 2025
Added 61.99%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
1,074
shares
|
$484,008
0.05% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
1,074
shares
|
$484,008
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,073
shares
|
$483,558
0.07% of portfolio
|
Q2 2025
Reduced 26.25%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
1,072
shares
|
$483,107
0.11% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,069
shares
|
$481,755
0.13% of portfolio
|
Q2 2025
New holding
|