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 |
|---|---|---|---|---|---|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
8,219
shares
|
$3.7 Million
0.51% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
8,212
shares
|
$3.7 Million
0.79% of portfolio
|
Q1 2025
Reduced 19.7%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
8,211
shares
|
$3.7 Million
0.91% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
8,158
shares
|
$3.68 Million
0.04% of portfolio
|
Q2 2025
Added 36.28%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,136
shares
|
$3.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 70.5%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
8,133
shares
|
$3.67 Million
0.38% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
8,049
shares
|
$3.63 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
8,039
shares
|
$3.62 Million
0.04% of portfolio
|
Q2 2025
Added 49.76%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
8,029
shares
|
$3.62 Million
0.36% of portfolio
|
Q2 2025
Reduced 35.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
8,004
shares
|
$3.61 Million
0.12% of portfolio
|
Q2 2025
Added 16.63%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
7,987
shares
|
$3.6 Million
0.41% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
7,956
shares
|
$3.59 Million
0.27% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
7,912
shares
|
$3.57 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,881
shares
|
$3.55 Million
0.28% of portfolio
|
Q4 2022
Added 3.18%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
7,878
shares
|
$3.55 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
7,876
shares
|
$3.55 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
7,830
shares
|
$3.53 Million
0.2% of portfolio
|
Q2 2025
Reduced 26.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,821
shares
|
$3.52 Million
0.05% of portfolio
|
Q2 2020
Reduced 19.03%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
7,816
shares
|
$3.52 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
7,815
shares
|
$3.52 Million
0.57% of portfolio
|
Q2 2025
Added 17.5%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
7,800
shares
|
$3.52 Million
0.7% of portfolio
|
Q2 2018
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
7,781
shares
|
$3.51 Million
0.39% of portfolio
|
Q2 2025
Reduced 34.19%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
7,768
shares
|
$3.5 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
7,729
shares
|
$3.48 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
7,721
shares
|
$3.48 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.04%
|