Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,415 institutions that hold shares in the stock, with a total of 343 Million shares, which have been reported (via 13F filing form) to have a value of $142 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
59
shares
|
$24,349
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
58
shares
|
$23,937
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
54
shares
|
$22,286
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
53
shares
|
$21,873
0.01% of portfolio
|
Q2 2025
Reduced 97.24%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
51
shares
|
$21,048
0.01% of portfolio
|
Q3 2024
Reduced 88.69%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
50
shares
|
$20,635
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
47
shares
|
$19,397
0.0% of portfolio
|
Q2 2025
Added 38.24%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
43
shares
|
$17,746
0.0% of portfolio
|
Q2 2025
Reduced 52.75%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
42
shares
|
$17,333
0.0% of portfolio
|
Q1 2025
Reduced 96.68%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
42
shares
|
$17,333
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
41
shares
|
$16,921
0.01% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
39
shares
|
$16,095
0.0% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
39
shares
|
$16,095
0.01% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
38
shares
|
$15,682
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
38
shares
|
$15,682
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
37
shares
|
$15,270
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
37
shares
|
$15,270
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
37
shares
|
$15,270
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
36
shares
|
$14,857
0.01% of portfolio
|
Q1 2025
Reduced 58.14%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
35
shares
|
$14,444
0.0% of portfolio
|
Q2 2024
Added 250.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
35
shares
|
$14,444
0.01% of portfolio
|
Q4 2024
Reduced 82.5%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
35
shares
|
$14,444
0.0% of portfolio
|
Q2 2025
Added 34.62%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
34
shares
|
$14,032
0.0% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
33
shares
|
$13,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
32
shares
|
$13,206
0.0% of portfolio
|
Q2 2025
New holding
|