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 |
|---|---|---|---|---|---|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
1,166
shares
|
$500,820
0.36% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,163
shares
|
$499,531
0.07% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,162
shares
|
$499,102
0.01% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
1,162
shares
|
$499,102
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
1,157
shares
|
$496,954
0.2% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
1,154
shares
|
$495,666
0.08% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,154
shares
|
$495,666
0.09% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
1,152
shares
|
$494,807
0.05% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
1,150
shares
|
$493,948
0.41% of portfolio
|
Q3 2024
Reduced 14.81%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
1,147
shares
|
$492,659
0.36% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,146
shares
|
$492,229
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,146
shares
|
$492,229
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,146
shares
|
$492,229
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,142
shares
|
$490,511
0.02% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
1,142
shares
|
$490,511
0.01% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
1,141
shares
|
$490,082
0.07% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
1,140
shares
|
$489,652
0.07% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,137
shares
|
$488,364
0.04% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
1,134
shares
|
$487,075
0.05% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,133
shares
|
$486,646
0.13% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
1,133
shares
|
$486,646
0.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,131
shares
|
$485,787
0.01% of portfolio
|
Q3 2023
Added 0.44%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
1,131
shares
|
$485,787
0.12% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
1,129
shares
|
$484,928
0.05% of portfolio
|
Q1 2022
Reduced 30.69%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
1,128
shares
|
$484,498
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|