Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,320 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $144 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,318
shares
|
$4.43 Million
0.08% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
10,307
shares
|
$4.43 Million
0.23% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
10,290
shares
|
$4.42 Million
0.35% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
10,246
shares
|
$4.4 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
10,222
shares
|
$4.39 Million
0.25% of portfolio
|
Q2 2022
Added 3.6%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
10,217
shares
|
$4.39 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
10,214
shares
|
$4.39 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
10,209
shares
|
$4.38 Million
0.56% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
10,200
shares
|
$4.38 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,126
shares
|
$4.35 Million
0.14% of portfolio
|
Q2 2022
Added 11.63%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
May 15, 2025 Q1 2025 |
10,125
shares
|
$4.35 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
10,083
shares
|
$4.33 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Apr 28, 2025 Q1 2025 |
10,023
shares
|
$4.31 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
9,997
shares
|
$4.29 Million
0.1% of portfolio
|
Q2 2025
Added 25.09%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
9,992
shares
|
$4.29 Million
1.61% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
9,970
shares
|
$4.28 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
9,967
shares
|
$4.28 Million
1.1% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
9,961
shares
|
$4.28 Million
0.93% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
9,959
shares
|
$4.28 Million
0.73% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
9,944
shares
|
$4.27 Million
0.56% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
9,880
shares
|
$4.24 Million
1.44% of portfolio
|
Q1 2025
Added 888.0%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
9,871
shares
|
$4.24 Million
0.18% of portfolio
|
Q2 2025
Reduced 25.89%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
9,854
shares
|
$4.23 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
9,803
shares
|
$4.21 Million
0.14% of portfolio
|
Q1 2024
Added 31.97%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
9,713
shares
|
$4.17 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.87%
|