Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,434 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 $152 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
61,590
shares
|
$27.8 Million
0.38% of portfolio
|
Q4 2022
Added 2.86%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
61,428
shares
|
$27.7 Million
0.36% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
61,422
shares
|
$27.7 Million
2.72% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
61,229
shares
|
$27.6 Million
0.28% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
60,892
shares
|
$27.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
60,362
shares
|
$27.2 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Bornite Capital Management LP
|
Aug 07, 2025 Q2 2025 |
60,000
shares
|
$27 Million
2.68% of portfolio
|
Q2 2025
New holding
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Aug 14, 2025 Q2 2025 |
60,000
shares
|
$27 Million
1.34% of portfolio
|
Q3 2019
Reduced 0.01%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
59,988
shares
|
$27 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
59,502
shares
|
$26.8 Million
0.32% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
59,387
shares
|
$26.8 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
59,158
shares
|
$26.7 Million
0.62% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Uss Investment Management LTD
|
Aug 13, 2025 Q2 2025 |
58,354
shares
|
$26.3 Million
0.15% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
58,256
shares
|
$26.3 Million
0.41% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
58,079
shares
|
$26.2 Million
0.15% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
57,724
shares
|
$26 Million
1.95% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
57,055
shares
|
$25.7 Million
0.22% of portfolio
|
Q2 2025
Reduced 16.32%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
56,339
shares
|
$25.4 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
55,836
shares
|
$25.2 Million
0.12% of portfolio
|
Q2 2025
Added 56.08%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
55,589
shares
|
$25.1 Million
2.35% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
55,162
shares
|
$24.9 Million
2.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
55,013
shares
|
$24.8 Million
3.54% of portfolio
|
Q2 2025
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
54,798
shares
|
$24.7 Million
0.62% of portfolio
|
Q2 2025
Added 41101.5%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
54,349
shares
|
$24.5 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
53,984
shares
|
$24.3 Million
2.67% of portfolio
|
Q2 2025
Added 5.12%
|