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 |
|---|---|---|---|---|---|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
3,194
shares
|
$1.44 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
3,189
shares
|
$1.44 Million
1.48% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
3,182
shares
|
$1.43 Million
0.27% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,180
shares
|
$1.43 Million
0.28% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
3,172
shares
|
$1.43 Million
0.19% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
3,165
shares
|
$1.43 Million
0.32% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,159
shares
|
$1.42 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
3,158
shares
|
$1.42 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,158
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,154
shares
|
$1.42 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
3,150
shares
|
$1.42 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,142
shares
|
$1.42 Million
0.41% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
3,141
shares
|
$1.42 Million
0.32% of portfolio
|
Q2 2025
Added 25.54%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
3,139
shares
|
$1.41 Million
0.48% of portfolio
|
Q2 2025
Added 18.86%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
3,137
shares
|
$1.41 Million
0.08% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
3,136
shares
|
$1.41 Million
0.12% of portfolio
|
Q1 2025
Reduced 34.52%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
3,118
shares
|
$1.41 Million
0.52% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
3,115
shares
|
$1.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
3,114
shares
|
$1.4 Million
0.12% of portfolio
|
Q2 2025
Added 83.07%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
3,108
shares
|
$1.4 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,107
shares
|
$1.4 Million
0.42% of portfolio
|
Q3 2023
Added 1.34%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
3,101
shares
|
$1.4 Million
0.56% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
3,097
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 39.95%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
3,090
shares
|
$1.39 Million
0.15% of portfolio
|
Q2 2025
Added 144.27%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,075
shares
|
$1.39 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.38%
|