Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,305 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
878
shares
|
$367,065
0.08% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
877
shares
|
$366,647
0.13% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
877
shares
|
$366,647
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
876
shares
|
$366,229
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
876
shares
|
$366,229
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
873
shares
|
$364,975
0.01% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
873
shares
|
$364,975
0.0% of portfolio
|
Q1 2025
Added 361.9%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
873
shares
|
$364,975
0.28% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
873
shares
|
$364,975
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
872
shares
|
$364,557
0.14% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
870
shares
|
$363,720
0.02% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
869
shares
|
$363,302
0.03% of portfolio
|
Q2 2023
Added 28.93%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
869
shares
|
$363,302
0.0% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
869
shares
|
$363,302
0.15% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
866
shares
|
$362,048
0.06% of portfolio
|
Q1 2025
Added 25.87%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
864
shares
|
$361,212
0.49% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
864
shares
|
$361,212
0.22% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
863
shares
|
$360,794
0.08% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
859
shares
|
$359,122
0.04% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
858
shares
|
$358,704
0.17% of portfolio
|
Q2 2025
Added 32.2%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
854
shares
|
$357,031
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
853
shares
|
$356,613
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
853
shares
|
$356,613
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
852
shares
|
$356,195
0.06% of portfolio
|
Q4 2024
Added 29.09%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
852
shares
|
$356,195
0.28% of portfolio
|
Q4 2024
New holding
|