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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,697
shares
|
$3.47 Million
0.18% of portfolio
|
Q4 2022
Added 12.73%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
7,694
shares
|
$3.47 Million
0.08% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
7,691
shares
|
$3.47 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
7,684
shares
|
$3.46 Million
0.65% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
7,680
shares
|
$3.46 Million
1.44% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
7,678
shares
|
$3.46 Million
1.61% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
7,662
shares
|
$3.45 Million
0.57% of portfolio
|
Q2 2025
Added 99.69%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
7,643
shares
|
$3.44 Million
0.96% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,642
shares
|
$3.44 Million
0.08% of portfolio
|
Q2 2025
Added 18.63%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
7,609
shares
|
$3.43 Million
0.47% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
7,596
shares
|
$3.42 Million
2.23% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
7,575
shares
|
$3.41 Million
2.33% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
7,573
shares
|
$3.41 Million
0.13% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
7,566
shares
|
$3.41 Million
1.39% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
7,561
shares
|
$3.41 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
7,549
shares
|
$3.4 Million
0.99% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
7,549
shares
|
$3.4 Million
1.46% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
7,548
shares
|
$3.4 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 01, 2025 Q2 2025 |
7,545
shares
|
$3.4 Million
1.03% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,542
shares
|
$3.4 Million
1.01% of portfolio
|
Q4 2023
Added 3.9%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
7,525
shares
|
$3.39 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,518
shares
|
$3.39 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,511
shares
|
$3.38 Million
0.16% of portfolio
|
Q4 2024
Added 35.33%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
7,498
shares
|
$3.38 Million
0.34% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,475
shares
|
$3.37 Million
0.19% of portfolio
|
Q2 2025
Added 32.28%
|