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 |
|---|---|---|---|---|---|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
612
shares
|
$255,858
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
612
shares
|
$255,858
0.06% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
612
shares
|
$255,858
0.15% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
611
shares
|
$255,440
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Capital Counsel LLC
New York, NY |
May 14, 2025 Q1 2025 |
611
shares
|
$255,440
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
610
shares
|
$255,022
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
610
shares
|
$255,022
0.04% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
610
shares
|
$255,022
0.04% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
609
shares
|
$254,604
0.07% of portfolio
|
Q1 2025
Reduced 55.38%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
606
shares
|
$253,350
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
605
shares
|
$252,932
0.06% of portfolio
|
Q3 2024
Reduced 35.29%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
604
shares
|
$252,514
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
604
shares
|
$252,514
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
602
shares
|
$251,678
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
599
shares
|
$250,423
0.15% of portfolio
|
Q1 2025
Added 40.28%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
592
shares
|
$247,497
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
588
shares
|
$245,825
0.1% of portfolio
|
Q2 2025
Reduced 11.18%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
586
shares
|
$244,989
0.2% of portfolio
|
Q1 2024
Reduced 14.58%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
585
shares
|
$244,570
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
583
shares
|
$243,734
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
583
shares
|
$243,734
0.02% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
581
shares
|
$242,898
0.03% of portfolio
|
Q2 2025
Reduced 24.94%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
581
shares
|
$242,898
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
580
shares
|
$242,480
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
580
shares
|
$242,480
0.15% of portfolio
|
Q2 2025
New holding
|