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 |
|---|---|---|---|---|---|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
5,324
shares
|
$2.4 Million
0.64% of portfolio
|
Q2 2025
Added 672.71%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
5,299
shares
|
$2.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 90.55%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,289
shares
|
$2.38 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
5,286
shares
|
$2.38 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
5,275
shares
|
$2.38 Million
0.06% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
5,264
shares
|
$2.37 Million
0.39% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,253
shares
|
$2.37 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
5,243
shares
|
$2.36 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
5,233
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 88.8%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
5,226
shares
|
$2.36 Million
0.14% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
5,225
shares
|
$2.35 Million
1.57% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
5,219
shares
|
$2.35 Million
0.32% of portfolio
|
Q2 2025
Reduced 29.85%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
5,214
shares
|
$2.35 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Aug 06, 2025 Q2 2025 |
5,200
shares
|
$2.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 75.12%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
5,198
shares
|
$2.34 Million
0.11% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Aug 12, 2025 Q2 2025 |
5,190
shares
|
$2.34 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
5,186
shares
|
$2.34 Million
0.38% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
5,176
shares
|
$2.33 Million
0.27% of portfolio
|
Q2 2025
Added 40.81%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
5,171
shares
|
$2.33 Million
0.46% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
5,168
shares
|
$2.33 Million
0.47% of portfolio
|
Q2 2025
Added 29.95%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,148
shares
|
$2.32 Million
0.07% of portfolio
|
Q2 2025
Added 41.47%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
5,133
shares
|
$2.31 Million
0.08% of portfolio
|
Q2 2025
Reduced 68.67%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
5,119
shares
|
$2.31 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
5,116
shares
|
$2.31 Million
0.19% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,111
shares
|
$2.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 8.57%
|