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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
46,144
shares
|
$20.8 Million
0.1% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
46,000
shares
|
$20.7 Million
0.62% of portfolio
|
Q2 2025
Added 26.03%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
45,879
shares
|
$20.7 Million
1.67% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
45,783
shares
|
$20.6 Million
1.47% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
45,409
shares
|
$20.5 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
45,394
shares
|
$20.5 Million
0.08% of portfolio
|
Q2 2023
Reduced 57.95%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
45,046
shares
|
$20.3 Million
0.29% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
American Assets Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
45,000
shares
|
$20.3 Million
1.43% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
44,619
shares
|
$20.1 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
44,195
shares
|
$19.9 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Zimmer Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
44,000
shares
|
$19.8 Million
0.45% of portfolio
|
Q2 2025
Reduced 35.25%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
43,818
shares
|
$19.7 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
43,731
shares
|
$19.7 Million
2.97% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
42,870
shares
|
$19.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 35.19%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
42,840
shares
|
$19.3 Million
5.32% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
42,457
shares
|
$19.1 Million
0.06% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
42,449
shares
|
$19.1 Million
1.09% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
42,445
shares
|
$19.1 Million
0.38% of portfolio
|
Q2 2025
Added 21.19%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
42,329
shares
|
$19.1 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
42,173
shares
|
$19 Million
1.14% of portfolio
|
Q2 2025
Added 35.66%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
42,050
shares
|
$19 Million
0.37% of portfolio
|
Q2 2025
Added 891.75%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
42,050
shares
|
$19 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
41,959
shares
|
$18.9 Million
2.13% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Dodge & Cox
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
41,921
shares
|
$18.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
41,848
shares
|
$18.9 Million
0.48% of portfolio
|
Q2 2025
Reduced 20.2%
|