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 |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
3,734
shares
|
$1.68 Million
0.12% of portfolio
|
Q2 2025
Added 46.6%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
3,721
shares
|
$1.68 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
3,720
shares
|
$1.68 Million
0.11% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
3,719
shares
|
$1.68 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
3,717
shares
|
$1.68 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
3,710
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
3,708
shares
|
$1.67 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,708
shares
|
$1.67 Million
0.13% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,705
shares
|
$1.67 Million
0.1% of portfolio
|
Q2 2025
Added 60.74%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
3,694
shares
|
$1.66 Million
0.12% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
3,690
shares
|
$1.66 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,689
shares
|
$1.66 Million
0.24% of portfolio
|
Q3 2023
Reduced 20.44%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
3,685
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
3,681
shares
|
$1.66 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Jul 24, 2025 Q2 2025 |
3,681
shares
|
$1.66 Million
1.0% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
3,675
shares
|
$1.66 Million
0.12% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
3,671
shares
|
$1.65 Million
0.67% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
3,669
shares
|
$1.65 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
3,664
shares
|
$1.65 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
3,661
shares
|
$1.65 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,661
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
3,657
shares
|
$1.65 Million
0.69% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
3,654
shares
|
$1.65 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
3,650
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,650
shares
|
$1.64 Million
0.12% of portfolio
|
Q2 2025
Added 2.99%
|