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 |
|---|---|---|---|---|---|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
13,230
shares
|
$5.96 Million
1.95% of portfolio
|
Q2 2022
Added 14.24%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
13,218
shares
|
$5.96 Million
0.36% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
13,208
shares
|
$5.95 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
13,207
shares
|
$5.95 Million
0.51% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
13,203
shares
|
$5.95 Million
0.19% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
13,193
shares
|
$5.95 Million
0.44% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
13,186
shares
|
$5.94 Million
0.45% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
13,132
shares
|
$5.92 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13,095
shares
|
$5.9 Million
0.32% of portfolio
|
Q3 2022
Added 211.27%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
13,059
shares
|
$5.89 Million
0.31% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
13,013
shares
|
$5.86 Million
0.84% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
12,964
shares
|
$5.84 Million
0.44% of portfolio
|
Q2 2025
Reduced 92.43%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
12,959
shares
|
$5.84 Million
0.11% of portfolio
|
Q2 2025
Added 35.17%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
12,957
shares
|
$5.84 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Tema Etfs LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
12,950
shares
|
$5.84 Million
1.33% of portfolio
|
Q2 2025
Reduced 35.11%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
12,940
shares
|
$5.83 Million
1.71% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,901
shares
|
$5.81 Million
0.03% of portfolio
|
Q2 2022
Added 30.25%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
12,859
shares
|
$5.8 Million
0.7% of portfolio
|
Q2 2025
Reduced 45.61%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
12,854
shares
|
$5.79 Million
0.02% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,842
shares
|
$5.79 Million
0.1% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
12,819
shares
|
$5.78 Million
1.62% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
12,801
shares
|
$5.77 Million
1.54% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
12,765
shares
|
$5.75 Million
2.47% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
12,739
shares
|
$5.74 Million
1.04% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
12,709
shares
|
$5.73 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.31%
|