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 |
|---|---|---|---|---|---|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
19,394
shares
|
$8.74 Million
2.24% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
19,361
shares
|
$8.73 Million
0.07% of portfolio
|
Q2 2025
Added 16.96%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
19,288
shares
|
$8.69 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
19,250
shares
|
$8.68 Million
0.73% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
19,208
shares
|
$8.66 Million
0.05% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
19,186
shares
|
$8.65 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
19,162
shares
|
$8.64 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
19,000
shares
|
$8.56 Million
0.09% of portfolio
|
Q2 2025
Added 54.47%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
18,940
shares
|
$8.54 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
18,904
shares
|
$8.52 Million
0.42% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
18,864
shares
|
$8.5 Million
0.37% of portfolio
|
Q4 2022
Reduced 5.79%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
18,782
shares
|
$8.46 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
18,761
shares
|
$8.45 Million
0.01% of portfolio
|
Q2 2025
Added 229.2%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
18,680
shares
|
$8.42 Million
0.25% of portfolio
|
Q2 2025
Reduced 18.15%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
18,650
shares
|
$8.4 Million
0.13% of portfolio
|
Q2 2025
Added 66.71%
|
|
|
Community Bank Of Raymore
|
Jul 29, 2025 Q2 2025 |
18,521
shares
|
$8.35 Million
5.43% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
18,475
shares
|
$8.33 Million
0.52% of portfolio
|
Q4 2022
Reduced 0.01%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
18,475
shares
|
$8.33 Million
0.25% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
18,458
shares
|
$8.32 Million
0.14% of portfolio
|
Q2 2025
Reduced 31.24%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
18,438
shares
|
$8.31 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
18,425
shares
|
$8.3 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
18,353
shares
|
$8.27 Million
0.12% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
18,334
shares
|
$8.26 Million
3.87% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
18,310
shares
|
$8.25 Million
2.36% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
18,285
shares
|
$8.24 Million
0.2% of portfolio
|
Q2 2025
Added 9.53%
|