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 |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
9,871
shares
|
$4.45 Million
0.18% of portfolio
|
Q2 2025
Reduced 25.89%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
9,803
shares
|
$4.42 Million
0.14% of portfolio
|
Q1 2024
Added 31.97%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
9,779
shares
|
$4.41 Million
0.71% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,724
shares
|
$4.38 Million
0.06% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
9,695
shares
|
$4.37 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
9,691
shares
|
$4.37 Million
0.05% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
9,690
shares
|
$4.37 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
9,676
shares
|
$4.36 Million
0.56% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
9,676
shares
|
$4.36 Million
0.57% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
9,658
shares
|
$4.35 Million
0.05% of portfolio
|
Q2 2025
Reduced 25.91%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
9,630
shares
|
$4.34 Million
1.13% of portfolio
|
Q2 2025
Reduced 56.09%
|
|
|
Cumberland Advisors Inc
|
Aug 07, 2025 Q2 2025 |
9,550
shares
|
$4.3 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
9,544
shares
|
$4.3 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
9,539
shares
|
$4.3 Million
0.49% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
9,481
shares
|
$4.27 Million
2.08% of portfolio
|
Q2 2023
Reduced 2.72%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
9,456
shares
|
$4.26 Million
0.75% of portfolio
|
Q2 2025
Reduced 22.62%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
9,447
shares
|
$4.26 Million
0.05% of portfolio
|
Q1 2025
Reduced 54.47%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
9,440
shares
|
$4.25 Million
0.13% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
9,434
shares
|
$4.25 Million
0.2% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
9,404
shares
|
$4.24 Million
0.38% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
9,298
shares
|
$4.19 Million
0.95% of portfolio
|
Q3 2023
Added 0.58%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,295
shares
|
$4.19 Million
0.07% of portfolio
|
Q2 2025
Added 356.08%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
9,294
shares
|
$4.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
9,288
shares
|
$4.19 Million
1.64% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,285
shares
|
$4.18 Million
1.12% of portfolio
|
Q4 2024
Reduced 3.17%
|