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 |
|---|---|---|---|---|---|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
1,200
shares
|
$515,424
0.23% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,199
shares
|
$514,994
0.08% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
1,197
shares
|
$514,135
0.02% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
1,194
shares
|
$512,846
0.01% of portfolio
|
Q1 2025
Added 61.13%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
1,194
shares
|
$512,846
0.2% of portfolio
|
Q1 2025
Added 20.12%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
1,190
shares
|
$511,128
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
1,187
shares
|
$509,840
0.31% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
1,187
shares
|
$509,840
0.07% of portfolio
|
Q1 2025
Reduced 80.99%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,186
shares
|
$509,410
0.17% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
1,185
shares
|
$508,981
0.22% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,184
shares
|
$508,551
0.33% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
1,184
shares
|
$508,551
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,182
shares
|
$507,692
0.06% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
1,180
shares
|
$506,833
0.17% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
1,179
shares
|
$506,404
0.13% of portfolio
|
Q2 2023
Reduced 4.38%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,176
shares
|
$505,115
0.07% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
1,175
shares
|
$504,686
0.16% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
1,174
shares
|
$504,256
0.09% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
1,171
shares
|
$502,967
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,170
shares
|
$502,538
0.06% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
1,170
shares
|
$502,538
0.27% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,170
shares
|
$502,538
0.05% of portfolio
|
Q1 2025
Added 33.41%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,170
shares
|
$502,538
0.18% of portfolio
|
Q1 2023
Added 5.79%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
1,168
shares
|
$501,679
0.16% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
1,167
shares
|
$501,249
0.25% of portfolio
|
Q1 2025
Added 0.09%
|