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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
20,186
shares
|
$9.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 17.57%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
20,176
shares
|
$9.09 Million
0.34% of portfolio
|
Q2 2025
Added 46.46%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
20,150
shares
|
$9.08 Million
0.42% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
20,130
shares
|
$9.07 Million
0.7% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
20,099
shares
|
$9.06 Million
0.14% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
20,038
shares
|
$9.03 Million
0.38% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
20,032
shares
|
$9.03 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
20,008
shares
|
$9.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
19,984
shares
|
$9.01 Million
0.19% of portfolio
|
Q2 2025
Reduced 20.62%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
19,876
shares
|
$8.96 Million
0.07% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
19,827
shares
|
$8.94 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
19,808
shares
|
$8.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 94.34%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
19,795
shares
|
$8.92 Million
0.18% of portfolio
|
Q2 2025
Added 37.08%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
19,757
shares
|
$8.9 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
19,715
shares
|
$8.88 Million
0.6% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
19,651
shares
|
$8.86 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
19,603
shares
|
$8.83 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
19,591
shares
|
$8.83 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
19,560
shares
|
$8.81 Million
0.46% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
19,542
shares
|
$8.81 Million
1.84% of portfolio
|
Q2 2025
Added 1233.92%
|
|
|
Boit C F David
Boston, MA |
Jul 30, 2025 Q2 2025 |
19,500
shares
|
$8.79 Million
3.69% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
19,494
shares
|
$8.79 Million
0.24% of portfolio
|
Q2 2025
Added 54.46%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
19,488
shares
|
$8.78 Million
0.16% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
19,475
shares
|
$8.78 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
19,450
shares
|
$8.77 Million
0.08% of portfolio
|
Q2 2025
Added 55.92%
|