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 |
|---|---|---|---|---|---|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
30,473
shares
|
$13.7 Million
0.51% of portfolio
|
Q2 2025
Added 766.2%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
30,429
shares
|
$13.7 Million
0.11% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Drh Investments, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
30,414
shares
|
$13.7 Million
12.2% of portfolio
|
Q2 2025
New holding
|
|
|
Hite Hedge Asset Management LLC
Quincy, MA |
Aug 14, 2025 Q2 2025 |
30,352
shares
|
$13.7 Million
0.75% of portfolio
|
Q2 2025
Added 244.24%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
30,284
shares
|
$13.6 Million
0.4% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
29,807
shares
|
$13.4 Million
0.56% of portfolio
|
Q2 2025
Reduced 24.34%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,676
shares
|
$13.4 Million
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,665
shares
|
$13.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 52.4%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
29,458
shares
|
$13.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
29,183
shares
|
$13.2 Million
1.35% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
29,146
shares
|
$13.1 Million
0.19% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
29,140
shares
|
$13.1 Million
1.33% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
28,902
shares
|
$13 Million
1.38% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
28,759
shares
|
$13 Million
0.14% of portfolio
|
Q3 2022
Reduced 0.66%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
28,372
shares
|
$12.8 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
28,287
shares
|
$12.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
28,213
shares
|
$12.7 Million
0.12% of portfolio
|
Q3 2023
Reduced 68.92%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
28,145
shares
|
$12.7 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
28,002
shares
|
$12.6 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
27,893
shares
|
$12.6 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
27,891
shares
|
$12.6 Million
0.68% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Aug 12, 2025 Q2 2025 |
27,886
shares
|
$12.6 Million
1.92% of portfolio
|
Q1 2024
Added 0.5%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Jul 30, 2025 Q2 2025 |
27,876
shares
|
$12.6 Million
0.09% of portfolio
|
Q2 2025
Added 33.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
27,695
shares
|
$12.5 Million
0.16% of portfolio
|
Q2 2024
Added 10.48%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
27,600
shares
|
$12.4 Million
0.18% of portfolio
|
Q2 2025
Added 8.72%
|