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 |
|---|---|---|---|---|---|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
1,235
shares
|
$530,457
0.1% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
1,233
shares
|
$529,598
0.06% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
1,232
shares
|
$529,168
0.15% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,232
shares
|
$529,168
0.1% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,232
shares
|
$529,168
0.17% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
American Alpha Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
1,231
shares
|
$528,739
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,224
shares
|
$525,732
0.05% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,223
shares
|
$525,302
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
1,223
shares
|
$525,302
0.04% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
1,217
shares
|
$522,725
0.1% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,216
shares
|
$522,296
0.05% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,216
shares
|
$522,296
0.06% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
1,216
shares
|
$522,296
0.58% of portfolio
|
Q1 2025
Reduced 53.97%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
1,210
shares
|
$519,719
0.09% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
1,208
shares
|
$518,860
0.18% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,207
shares
|
$518,430
0.02% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
1,204
shares
|
$517,142
0.05% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
1,204
shares
|
$517,142
0.0% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
1,202
shares
|
$516,283
0.16% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,202
shares
|
$516,283
0.15% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,200
shares
|
$515,424
0.03% of portfolio
|
Q4 2023
Added 36.67%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$515,424
0.23% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,200
shares
|
$515,424
0.09% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
1,200
shares
|
$515,424
0.25% of portfolio
|
Q1 2025
Reduced 21.77%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
1,200
shares
|
$515,424
0.03% of portfolio
|
Q4 2024
Reduced 7.98%
|