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 |
|---|---|---|---|---|---|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
834
shares
|
$348,670
0.18% of portfolio
|
Q2 2025
Reduced 31.86%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
831
shares
|
$347,416
0.29% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
831
shares
|
$347,416
0.33% of portfolio
|
Q1 2025
Added 32.11%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
827
shares
|
$345,743
0.03% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
827
shares
|
$345,743
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
827
shares
|
$345,743
0.06% of portfolio
|
Q1 2025
Reduced 54.76%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
825
shares
|
$344,907
0.12% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
821
shares
|
$343,235
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
821
shares
|
$343,235
0.09% of portfolio
|
Q1 2023
Reduced 40.03%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
820
shares
|
$342,817
0.12% of portfolio
|
Q1 2024
Reduced 10.87%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
818
shares
|
$341,981
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
817
shares
|
$341,563
0.05% of portfolio
|
Q2 2025
Added 26.47%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
816
shares
|
$341,145
0.24% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
816
shares
|
$341,145
0.17% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
816
shares
|
$341,145
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
815
shares
|
$340,727
0.06% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
815
shares
|
$340,727
0.1% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
815
shares
|
$340,727
0.18% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
814
shares
|
$340,308
0.1% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
813
shares
|
$339,890
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
813
shares
|
$339,890
0.12% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
811
shares
|
$339,054
0.19% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
810
shares
|
$338,636
0.1% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
809
shares
|
$338,218
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
808
shares
|
$337,800
0.17% of portfolio
|
Q1 2025
Reduced 35.77%
|