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 |
|---|---|---|---|---|---|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Aug 07, 2025 Q2 2025 |
8,789
shares
|
$3.96 Million
0.83% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2025 Q2 2025 |
8,784
shares
|
$3.96 Million
0.09% of portfolio
|
Q2 2025
Reduced 65.43%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
8,783
shares
|
$3.96 Million
1.13% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
8,782
shares
|
$3.96 Million
0.08% of portfolio
|
Q4 2023
Added 42.91%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
8,777
shares
|
$3.96 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
8,761
shares
|
$3.95 Million
0.09% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
8,714
shares
|
$3.93 Million
0.15% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
8,710
shares
|
$3.93 Million
0.48% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
8,629
shares
|
$3.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.84%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
8,542
shares
|
$3.85 Million
2.26% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
8,526
shares
|
$3.84 Million
0.44% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
8,515
shares
|
$3.84 Million
0.9% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
8,500
shares
|
$3.83 Million
1.7% of portfolio
|
Q2 2022
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
8,421
shares
|
$3.8 Million
0.3% of portfolio
|
Q2 2025
Added 40.96%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
8,401
shares
|
$3.79 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
8,370
shares
|
$3.77 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
8,368
shares
|
$3.77 Million
0.14% of portfolio
|
Q2 2025
Reduced 39.03%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
8,347
shares
|
$3.76 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
8,318
shares
|
$3.75 Million
1.39% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
8,316
shares
|
$3.75 Million
0.0% of portfolio
|
Q2 2025
Added 848.23%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,312
shares
|
$3.75 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
8,255
shares
|
$3.72 Million
0.28% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,253
shares
|
$3.72 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
8,243
shares
|
$3.71 Million
0.06% of portfolio
|
Q1 2024
Reduced 25.96%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
8,232
shares
|
$3.71 Million
0.16% of portfolio
|
Q2 2025
Added 104.12%
|