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 |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
6,976
shares
|
$3.14 Million
0.39% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
6,968
shares
|
$3.14 Million
0.34% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
6,956
shares
|
$3.13 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
6,951
shares
|
$3.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,948
shares
|
$3.13 Million
0.11% of portfolio
|
Q1 2025
Reduced 25.86%
|
|
|
Pinnbrook Capital Management LP
|
Aug 08, 2025 Q2 2025 |
6,944
shares
|
$3.13 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
6,941
shares
|
$3.13 Million
0.44% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
6,923
shares
|
$3.12 Million
0.29% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
6,904
shares
|
$3.11 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
6,900
shares
|
$3.11 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
6,875
shares
|
$3.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,807
shares
|
$3.07 Million
0.35% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
6,807
shares
|
$3.07 Million
0.02% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
6,805
shares
|
$3.07 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
6,803
shares
|
$3.07 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
6,800
shares
|
$3.06 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
6,772
shares
|
$3.05 Million
0.5% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
6,717
shares
|
$3.03 Million
1.19% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
6,710
shares
|
$3.02 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,701
shares
|
$3.02 Million
0.06% of portfolio
|
Q1 2023
Added 5.79%
|
|
|
Ar Asset Management Inc
|
Aug 05, 2025 Q2 2025 |
6,700
shares
|
$3.02 Million
0.58% of portfolio
|
Q2 2022
Reduced 1.47%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
6,700
shares
|
$3.02 Million
0.42% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
6,694
shares
|
$3.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.49%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
6,629
shares
|
$2.99 Million
0.31% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,615
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2022
Added 0.09%
|