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 |
|---|---|---|---|---|---|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jul 24, 2025 Q2 2025 |
11,905
shares
|
$5.37 Million
3.36% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
11,874
shares
|
$5.35 Million
1.12% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
11,872
shares
|
$5.35 Million
1.8% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
11,857
shares
|
$5.34 Million
0.2% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Aug 13, 2025 Q2 2025 |
11,831
shares
|
$5.33 Million
1.05% of portfolio
|
Q2 2025
Reduced 21.03%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,818
shares
|
$5.33 Million
0.14% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
11,730
shares
|
$5.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 36.92%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
11,708
shares
|
$5.28 Million
2.78% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Seizert Capital Partners, LLC
|
Aug 11, 2025 Q2 2025 |
11,678
shares
|
$5.26 Million
0.21% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
11,677
shares
|
$5.26 Million
0.18% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
11,676
shares
|
$5.26 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
11,658
shares
|
$5.25 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
11,622
shares
|
$5.24 Million
0.41% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
11,569
shares
|
$5.21 Million
1.65% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,556
shares
|
$5.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 42.22%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
11,548
shares
|
$5.2 Million
0.7% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
11,528
shares
|
$5.2 Million
0.28% of portfolio
|
Q3 2022
Reduced 12.55%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
11,470
shares
|
$5.17 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
11,449
shares
|
$5.16 Million
0.15% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
11,431
shares
|
$5.15 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,420
shares
|
$5.15 Million
0.24% of portfolio
|
Q2 2025
Reduced 50.15%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
11,385
shares
|
$5.13 Million
0.82% of portfolio
|
Q2 2025
Reduced 15.35%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
11,373
shares
|
$5.13 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Aug 12, 2025 Q2 2025 |
11,363
shares
|
$5.12 Million
3.13% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
11,354
shares
|
$5.12 Million
0.18% of portfolio
|
Q2 2025
Reduced 18.92%
|