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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
579
shares
|
$242,062
0.07% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
579
shares
|
$242,062
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
577
shares
|
$241,226
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
576
shares
|
$240,808
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
573
shares
|
$239,554
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
570
shares
|
$238,299
0.15% of portfolio
|
Q3 2024
Reduced 61.15%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
569
shares
|
$237,881
0.17% of portfolio
|
Q1 2025
Added 145.26%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
568
shares
|
$237,463
0.08% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
567
shares
|
$237,045
0.11% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Renaissance Investment Group LLC
|
Jul 09, 2025 Q2 2025 |
563
shares
|
$235,373
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
559
shares
|
$233,701
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
557
shares
|
$232,864
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
557
shares
|
$232,864
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
555
shares
|
$232,028
0.06% of portfolio
|
Q2 2025
Reduced 82.9%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
555
shares
|
$232,028
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
553
shares
|
$231,192
0.06% of portfolio
|
Q2 2025
Reduced 76.72%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
552
shares
|
$230,774
0.03% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
551
shares
|
$230,356
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
550
shares
|
$229,938
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
544
shares
|
$227,430
0.07% of portfolio
|
Q1 2024
Reduced 97.14%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
543
shares
|
$227,012
0.87% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
536
shares
|
$224,085
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
535
shares
|
$223,667
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
534
shares
|
$223,249
0.1% of portfolio
|
Q2 2025
Reduced 60.85%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
534
shares
|
$223,249
0.14% of portfolio
|
Q2 2025
New holding
|