Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,279 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
8,216
shares
|
$3.3 Million
0.42% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
8,213
shares
|
$3.3 Million
0.47% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
8,212
shares
|
$3.3 Million
0.74% of portfolio
|
Q1 2025
Reduced 19.7%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
8,211
shares
|
$3.3 Million
0.91% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
8,195
shares
|
$3.3 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
8,115
shares
|
$3.26 Million
1.35% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
8,093
shares
|
$3.25 Million
0.11% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
7,992
shares
|
$3.21 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
7,987
shares
|
$3.21 Million
0.38% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
7,982
shares
|
$3.21 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
7,962
shares
|
$3.2 Million
0.36% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
7,956
shares
|
$3.2 Million
0.27% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
7,921
shares
|
$3.19 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
7,918
shares
|
$3.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
7,912
shares
|
$3.18 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
May 06, 2025 Q1 2025 |
7,888
shares
|
$3.17 Million
1.49% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,881
shares
|
$3.17 Million
0.28% of portfolio
|
Q4 2022
Added 3.18%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
7,878
shares
|
$3.17 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
7,857
shares
|
$3.16 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
7,829
shares
|
$3.15 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,821
shares
|
$3.15 Million
0.05% of portfolio
|
Q2 2020
Reduced 19.03%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
7,817
shares
|
$3.14 Million
0.12% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
7,805
shares
|
$3.14 Million
0.17% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
7,801
shares
|
$3.14 Million
2.04% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
7,800
shares
|
$3.14 Million
0.64% of portfolio
|
Q2 2018
New holding
|