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 |
|---|---|---|---|---|---|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
1,066
shares
|
$480,403
0.04% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
1,065
shares
|
$479,952
0.07% of portfolio
|
Q1 2025
Reduced 31.95%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
1,064
shares
|
$479,502
0.31% of portfolio
|
Q2 2025
Added 23.15%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,063
shares
|
$479,051
0.07% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,062
shares
|
$478,600
0.05% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
1,060
shares
|
$477,699
0.05% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
1,059
shares
|
$477,248
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
1,059
shares
|
$477,248
0.09% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,057
shares
|
$476,347
0.37% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,056
shares
|
$475,896
0.19% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
1,056
shares
|
$475,896
0.14% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jul 21, 2025 Q2 2025 |
1,055
shares
|
$475,446
0.19% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
1,054
shares
|
$474,995
0.18% of portfolio
|
Q2 2025
Reduced 36.16%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
1,053
shares
|
$474,544
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,052
shares
|
$474,094
0.09% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,051
shares
|
$473,643
0.14% of portfolio
|
Q2 2022
Reduced 19.89%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,050
shares
|
$473,193
0.33% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
1,050
shares
|
$473,193
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
1,050
shares
|
$473,193
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
1,049
shares
|
$472,742
0.1% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
1,048
shares
|
$472,291
0.15% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,048
shares
|
$472,291
0.12% of portfolio
|
Q4 2023
Added 4.28%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,045
shares
|
$470,939
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
1,044
shares
|
$470,489
0.06% of portfolio
|
Q1 2025
Reduced 55.73%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
1,038
shares
|
$467,785
0.09% of portfolio
|
Q2 2025
Reduced 2.72%
|