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 |
|---|---|---|---|---|---|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
12,682
shares
|
$5.72 Million
0.19% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
12,665
shares
|
$5.71 Million
1.77% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
12,641
shares
|
$5.7 Million
0.55% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,592
shares
|
$5.67 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
12,574
shares
|
$5.67 Million
0.25% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
12,554
shares
|
$5.66 Million
0.34% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
12,533
shares
|
$5.65 Million
0.15% of portfolio
|
Q2 2025
Reduced 57.81%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
12,509
shares
|
$5.64 Million
0.36% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Barbara Oil Co.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,500
shares
|
$5.63 Million
1.93% of portfolio
|
Q3 2017
New holding
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
12,495
shares
|
$5.63 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
12,492
shares
|
$5.63 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
12,461
shares
|
$5.62 Million
1.24% of portfolio
|
Q2 2025
Added 818.28%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
12,454
shares
|
$5.61 Million
0.94% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
12,420
shares
|
$5.6 Million
0.52% of portfolio
|
Q2 2025
Reduced 20.58%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
12,246
shares
|
$5.52 Million
0.11% of portfolio
|
Q2 2025
Reduced 61.78%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,241
shares
|
$5.52 Million
1.5% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,208
shares
|
$5.5 Million
0.97% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
12,175
shares
|
$5.49 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
12,032
shares
|
$5.42 Million
1.37% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
11,993
shares
|
$5.4 Million
0.22% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
11,988
shares
|
$5.4 Million
0.55% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
11,969
shares
|
$5.39 Million
0.97% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,960
shares
|
$5.39 Million
0.14% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
11,948
shares
|
$5.38 Million
0.34% of portfolio
|
Q2 2025
Reduced 16.26%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
11,905
shares
|
$5.37 Million
0.0% of portfolio
|
Q2 2025
Added 71.42%
|