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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
9,283
shares
|
$4.18 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
9,250
shares
|
$4.17 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
9,206
shares
|
$4.15 Million
1.64% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
9,190
shares
|
$4.14 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
9,154
shares
|
$4.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
9,152
shares
|
$4.12 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
9,147
shares
|
$4.12 Million
0.63% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,124
shares
|
$4.11 Million
0.8% of portfolio
|
Q1 2024
Added 37.49%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
9,115
shares
|
$4.11 Million
0.27% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
9,095
shares
|
$4.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.12%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
9,072
shares
|
$4.09 Million
1.97% of portfolio
|
Q2 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
9,064
shares
|
$4.08 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
9,042
shares
|
$4.07 Million
0.73% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
9,007
shares
|
$4.06 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
9,006
shares
|
$4.06 Million
0.21% of portfolio
|
Q3 2023
Added 8.15%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
8,999
shares
|
$4.06 Million
0.29% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
8,999
shares
|
$4.06 Million
0.17% of portfolio
|
Q2 2025
Reduced 69.07%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
8,982
shares
|
$4.05 Million
0.05% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
8,964
shares
|
$4.04 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
8,918
shares
|
$4.02 Million
0.2% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
8,908
shares
|
$4.01 Million
1.01% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,885
shares
|
$4 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
8,840
shares
|
$3.98 Million
0.52% of portfolio
|
Q2 2025
Added 160.77%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
8,804
shares
|
$3.97 Million
0.13% of portfolio
|
Q3 2022
Added 83.84%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
8,791
shares
|
$3.96 Million
2.75% of portfolio
|
Q2 2025
Reduced 1.58%
|