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 |
|---|---|---|---|---|---|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
16,123
shares
|
$7.27 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
16,089
shares
|
$7.25 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
16,081
shares
|
$7.25 Million
0.09% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
16,071
shares
|
$7.24 Million
0.46% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Gouws Capital LLC
|
Aug 07, 2025 Q2 2025 |
15,935
shares
|
$7.18 Million
3.44% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
15,919
shares
|
$7.17 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
15,839
shares
|
$7.14 Million
0.21% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
15,762
shares
|
$7.1 Million
0.19% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
15,683
shares
|
$7.07 Million
1.32% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
15,663
shares
|
$7.06 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
15,634
shares
|
$7.05 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
15,552
shares
|
$7.01 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
15,511
shares
|
$6.99 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,298
shares
|
$6.89 Million
0.14% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
15,240
shares
|
$6.87 Million
0.29% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
15,205
shares
|
$6.85 Million
1.55% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Aug 12, 2025 Q2 2025 |
15,180
shares
|
$6.84 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Palmer Knight CO
|
Jul 29, 2025 Q2 2025 |
15,158
shares
|
$6.83 Million
2.55% of portfolio
|
Q2 2025
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
15,145
shares
|
$6.83 Million
0.23% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
15,096
shares
|
$6.8 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
15,041
shares
|
$6.78 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
15,003
shares
|
$6.76 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$6.76 Million
0.29% of portfolio
|
Q3 2020
Added 30.43%
|
|
|
Dkrt Investments Corp.
Toronto, |
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$6.76 Million
1.41% of portfolio
|
Q2 2025
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
14,968
shares
|
$6.75 Million
2.77% of portfolio
|
Q2 2025
Reduced 0.09%
|