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 |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
14,024
shares
|
$6.32 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
14,013
shares
|
$6.32 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
13,985
shares
|
$6.3 Million
1.7% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
13,955
shares
|
$6.29 Million
5.01% of portfolio
|
Q1 2023
Added 14.23%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
13,946
shares
|
$6.28 Million
1.67% of portfolio
|
Q4 2021
Added 0.01%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
13,909
shares
|
$6.27 Million
0.87% of portfolio
|
Q4 2022
Added 65.19%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
13,855
shares
|
$6.24 Million
2.75% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
13,810
shares
|
$6.22 Million
1.29% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
13,808
shares
|
$6.22 Million
0.4% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
13,773
shares
|
$6.21 Million
1.69% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
13,768
shares
|
$6.2 Million
0.4% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
13,767
shares
|
$6.2 Million
0.38% of portfolio
|
Q2 2025
Reduced 46.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
13,704
shares
|
$6.18 Million
0.29% of portfolio
|
Q4 2022
Reduced 0.35%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
13,704
shares
|
$6.18 Million
0.04% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
13,650
shares
|
$6.15 Million
0.96% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
13,507
shares
|
$6.09 Million
1.1% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
13,499
shares
|
$6.08 Million
2.81% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
13,497
shares
|
$6.08 Million
1.94% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
13,474
shares
|
$6.07 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
13,468
shares
|
$6.07 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
13,368
shares
|
$6.02 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
13,368
shares
|
$6.02 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
13,349
shares
|
$6.02 Million
0.14% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
13,321
shares
|
$6 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Aug 01, 2025 Q2 2025 |
13,287
shares
|
$5.99 Million
3.4% of portfolio
|
Q2 2025
Added 0.08%
|