Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,402 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 $141 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
31
shares
|
$12,794
0.0% of portfolio
|
Q2 2025
Added 93.75%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
31
shares
|
$12,794
0.01% of portfolio
|
Q2 2025
Added 121.43%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
30
shares
|
$12,381
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
28
shares
|
$11,555
0.01% of portfolio
|
Q1 2025
Added 154.55%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
26
shares
|
$10,730
0.01% of portfolio
|
Q2 2025
Reduced 99.74%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
25
shares
|
$10,317
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
25
shares
|
$10,317
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
25
shares
|
$10,317
0.0% of portfolio
|
Q2 2025
Added 733.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
24
shares
|
$9,905
0.0% of portfolio
|
Q2 2025
Reduced 64.71%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
24
shares
|
$9,905
0.01% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
22
shares
|
$9,079
0.01% of portfolio
|
Q2 2025
Added 46.67%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
21
shares
|
$8,666
0.01% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
20
shares
|
$8,254
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
20
shares
|
$8,254
0.0% of portfolio
|
Q2 2025
Added 81.82%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
20
shares
|
$8,254
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
20
shares
|
$8,254
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
19
shares
|
$7,841
0.0% of portfolio
|
Q2 2025
Reduced 99.15%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
17
shares
|
$7,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
17
shares
|
$7,016
0.0% of portfolio
|
Q4 2023
Added 54.55%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
15
shares
|
$6,190
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
14
shares
|
$5,777
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$5,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
11
shares
|
$4,539
0.21% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
11
shares
|
$4,539
0.0% of portfolio
|
Q2 2025
Added 266.67%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
10
shares
|
$4,127
0.0% of portfolio
|
Q2 2025
New holding
|