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 |
|---|---|---|---|---|---|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
14,933
shares
|
$6.73 Million
2.8% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
14,910
shares
|
$6.72 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
14,897
shares
|
$6.71 Million
0.27% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
14,886
shares
|
$6.71 Million
0.46% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
14,760
shares
|
$6.65 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,695
shares
|
$6.62 Million
0.14% of portfolio
|
Q2 2025
Reduced 45.39%
|
|
|
Reliant Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
14,690
shares
|
$6.62 Million
2.62% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
14,679
shares
|
$6.62 Million
0.21% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
14,667
shares
|
$6.61 Million
0.52% of portfolio
|
Q4 2024
Added 2098.95%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
14,632
shares
|
$6.59 Million
0.58% of portfolio
|
Q2 2025
Added 14.3%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
14,575
shares
|
$6.57 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
14,530
shares
|
$6.55 Million
2.36% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
14,498
shares
|
$6.53 Million
2.54% of portfolio
|
Q2 2025
New holding
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
14,436
shares
|
$6.51 Million
0.01% of portfolio
|
Q4 2023
Reduced 57.59%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
14,373
shares
|
$6.48 Million
2.26% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
14,315
shares
|
$6.45 Million
0.13% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
14,314
shares
|
$6.45 Million
2.33% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
14,309
shares
|
$6.45 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
14,303
shares
|
$6.45 Million
0.14% of portfolio
|
Q2 2025
Added 160.58%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
14,302
shares
|
$6.45 Million
0.05% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
14,266
shares
|
$6.43 Million
0.07% of portfolio
|
Q2 2025
Added 68.27%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
14,231
shares
|
$6.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
14,225
shares
|
$6.41 Million
1.49% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
14,168
shares
|
$6.38 Million
0.56% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
14,086
shares
|
$6.35 Million
0.63% of portfolio
|
Q1 2023
Reduced 0.7%
|