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 |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
8
shares
|
$3,301
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
8
shares
|
$3,301
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
6
shares
|
$2,476
0.0% of portfolio
|
Q1 2025
Reduced 99.43%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
6
shares
|
$2,476
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5
shares
|
$2,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
4
shares
|
$1,650
0.0% of portfolio
|
Q2 2023
Reduced 80.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
4
shares
|
$1,650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
4
shares
|
$1,650
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
4
shares
|
$1,650
0.0% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
3
shares
|
$1,238
0.0% of portfolio
|
Q3 2023
Reduced 98.56%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3
shares
|
$1,238
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
3
shares
|
$1,238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
2
shares
|
$825
0.0% of portfolio
|
Q3 2021
Reduced 96.49%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
2
shares
|
$825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
2
shares
|
$825
0.0% of portfolio
|
Q2 2025
Reduced 99.99%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2
shares
|
$825
0.0% of portfolio
|
Q2 2025
Reduced 94.87%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2
shares
|
$825
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
1
shares
|
$412
0.0% of portfolio
|
Q1 2025
Reduced 99.7%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
1
shares
|
$412
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|