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 |
|---|---|---|---|---|---|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
6,615
shares
|
$2.98 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
6,599
shares
|
$2.97 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
6,595
shares
|
$2.97 Million
0.99% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
6,591
shares
|
$2.97 Million
0.07% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,580
shares
|
$2.97 Million
0.75% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
6,572
shares
|
$2.96 Million
0.35% of portfolio
|
Q1 2023
Added 0.46%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
6,533
shares
|
$2.94 Million
0.66% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
6,515
shares
|
$2.94 Million
0.2% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
6,506
shares
|
$2.93 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
6,497
shares
|
$2.93 Million
1.25% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
6,481
shares
|
$2.92 Million
0.28% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
6,465
shares
|
$2.91 Million
0.1% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
6,448
shares
|
$2.91 Million
1.17% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,442
shares
|
$2.9 Million
0.12% of portfolio
|
Q2 2023
Added 35.85%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
6,434
shares
|
$2.9 Million
0.03% of portfolio
|
Q2 2025
Added 2189.68%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
6,433
shares
|
$2.9 Million
0.69% of portfolio
|
Q3 2022
Added 4.91%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,426
shares
|
$2.9 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
6,422
shares
|
$2.89 Million
0.08% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
6,422
shares
|
$2.89 Million
1.58% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
6,408
shares
|
$2.89 Million
2.06% of portfolio
|
Q2 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
6,401
shares
|
$2.88 Million
0.08% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
6,392
shares
|
$2.88 Million
0.8% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
6,371
shares
|
$2.87 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
6,339
shares
|
$2.86 Million
1.19% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
6,326
shares
|
$2.85 Million
0.27% of portfolio
|
Q2 2025
Added 0.94%
|