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 |
|---|---|---|---|---|---|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
3,893
shares
|
$1.75 Million
0.55% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
3,890
shares
|
$1.75 Million
0.48% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
3,882
shares
|
$1.75 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
3,862
shares
|
$1.74 Million
0.11% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
3,861
shares
|
$1.74 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,860
shares
|
$1.74 Million
0.33% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,852
shares
|
$1.74 Million
0.17% of portfolio
|
Q3 2024
Reduced 25.19%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
3,841
shares
|
$1.73 Million
0.22% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
3,837
shares
|
$1.73 Million
0.59% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
3,835
shares
|
$1.73 Million
0.02% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
3,831
shares
|
$1.73 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
3,789
shares
|
$1.71 Million
1.04% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
3,786
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
3,780
shares
|
$1.7 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
3,780
shares
|
$1.7 Million
0.33% of portfolio
|
Q1 2025
Added 320.0%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
3,777
shares
|
$1.7 Million
1.09% of portfolio
|
Q1 2025
Added 84.69%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
3,771
shares
|
$1.7 Million
0.7% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
3,765
shares
|
$1.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 13.49%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,760
shares
|
$1.69 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
3,760
shares
|
$1.69 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,756
shares
|
$1.69 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,752
shares
|
$1.69 Million
0.08% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,750
shares
|
$1.69 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
3,741
shares
|
$1.69 Million
0.15% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
3,741
shares
|
$1.69 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.27%
|