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 |
|---|---|---|---|---|---|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
1,128
shares
|
$484,498
0.33% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
1,127
shares
|
$484,069
0.03% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
1,127
shares
|
$484,069
0.1% of portfolio
|
Q2 2024
Added 22.9%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
1,126
shares
|
$483,639
0.02% of portfolio
|
Q1 2025
Reduced 82.61%
|
|
|
Spring Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,120
shares
|
$481,062
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
1,119
shares
|
$480,632
0.2% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
May 14, 2025 Q1 2025 |
1,118
shares
|
$480,203
0.41% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
1,117
shares
|
$479,773
0.33% of portfolio
|
Q1 2025
Added 24.25%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
1,106
shares
|
$475,049
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,105
shares
|
$474,619
0.03% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
1,105
shares
|
$474,619
0.02% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
1,104
shares
|
$474,190
0.05% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
1,103
shares
|
$473,760
0.06% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,101
shares
|
$472,901
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,101
shares
|
$472,901
0.08% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
1,100
shares
|
$472,472
0.26% of portfolio
|
Q1 2023
Reduced 5.01%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,093
shares
|
$469,465
0.22% of portfolio
|
Q2 2024
Reduced 64.46%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
1,093
shares
|
$469,465
0.09% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
1,092
shares
|
$469,035
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,092
shares
|
$469,035
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
1,092
shares
|
$469,035
0.04% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
1,090
shares
|
$468,176
0.07% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
1,089
shares
|
$467,747
0.14% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
1,087
shares
|
$466,888
0.02% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
1,087
shares
|
$466,888
0.28% of portfolio
|
Q1 2025
Added 0.18%
|