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 |
|---|---|---|---|---|---|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
17,277
shares
|
$7.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 58.61%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
17,261
shares
|
$7.78 Million
1.06% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
17,247
shares
|
$7.77 Million
0.09% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
17,130
shares
|
$7.72 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
17,109
shares
|
$7.71 Million
2.05% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
17,054
shares
|
$7.69 Million
0.51% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
17,052
shares
|
$7.68 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
17,032
shares
|
$7.68 Million
1.65% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
17,016
shares
|
$7.67 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
16,710
shares
|
$7.53 Million
2.15% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
16,703
shares
|
$7.53 Million
0.39% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
16,635
shares
|
$7.5 Million
0.15% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
16,571
shares
|
$7.47 Million
0.67% of portfolio
|
Q4 2022
Reduced 0.34%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,498
shares
|
$7.43 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
16,471
shares
|
$7.42 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
16,417
shares
|
$7.4 Million
0.17% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
16,373
shares
|
$7.38 Million
0.24% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,367
shares
|
$7.38 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Marketfield Asset Management LLC
|
May 15, 2024 Q1 2024 |
16,302
shares
|
$7.35 Million
4.7% of portfolio
|
Q1 2024
Reduced 5.12%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
16,300
shares
|
$7.35 Million
0.52% of portfolio
|
Q1 2025
Added 22.56%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,257
shares
|
$7.33 Million
0.28% of portfolio
|
Q4 2024
Added 92.3%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
16,253
shares
|
$7.32 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
16,229
shares
|
$7.31 Million
0.97% of portfolio
|
Q1 2023
Added 6.45%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
16,208
shares
|
$7.3 Million
0.35% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
16,202
shares
|
$7.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 20.02%
|