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 |
|---|---|---|---|---|---|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
4,679
shares
|
$2.11 Million
1.36% of portfolio
|
Q4 2023
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
4,676
shares
|
$2.11 Million
0.37% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
4,676
shares
|
$2.11 Million
0.87% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
4,661
shares
|
$2.1 Million
0.54% of portfolio
|
Q2 2025
Added 18.87%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,649
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2022
Added 110.17%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,636
shares
|
$2.09 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
4,626
shares
|
$2.08 Million
0.31% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,605
shares
|
$2.08 Million
0.98% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
4,598
shares
|
$2.07 Million
1.15% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
4,590
shares
|
$2.07 Million
0.12% of portfolio
|
Q2 2025
Added 258.59%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
4,576
shares
|
$2.06 Million
0.26% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
4,573
shares
|
$2.06 Million
0.93% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
4,572
shares
|
$2.06 Million
0.27% of portfolio
|
Q2 2025
Reduced 36.58%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
4,561
shares
|
$2.06 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
4,559
shares
|
$2.05 Million
0.18% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,558
shares
|
$2.05 Million
0.1% of portfolio
|
Q2 2022
Reduced 3.23%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
4,555
shares
|
$2.05 Million
0.09% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
4,549
shares
|
$2.05 Million
1.16% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,542
shares
|
$2.05 Million
0.16% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
4,541
shares
|
$2.05 Million
0.26% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
4,536
shares
|
$2.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
4,534
shares
|
$2.04 Million
0.47% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
4,529
shares
|
$2.04 Million
1.24% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,514
shares
|
$2.03 Million
0.15% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
4,511
shares
|
$2.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.8%
|