Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,313 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 $140 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
2,665
shares
|
$1.11 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
2,662
shares
|
$1.11 Million
0.25% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
2,661
shares
|
$1.11 Million
0.32% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
2,661
shares
|
$1.11 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,660
shares
|
$1.11 Million
0.12% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
2,652
shares
|
$1.11 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
2,651
shares
|
$1.11 Million
0.39% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
2,650
shares
|
$1.11 Million
0.25% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
2,644
shares
|
$1.1 Million
0.44% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
2,641
shares
|
$1.1 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
2,639
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
2,637
shares
|
$1.1 Million
1.28% of portfolio
|
Q4 2024
Reduced 22.51%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
2,634
shares
|
$1.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
2,626
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
2,625
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,618
shares
|
$1.09 Million
0.27% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
2,617
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
2,617
shares
|
$1.09 Million
0.33% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,616
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
2,616
shares
|
$1.09 Million
0.46% of portfolio
|
Q1 2025
Added 28.42%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,609
shares
|
$1.09 Million
0.14% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
2,608
shares
|
$1.09 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,592
shares
|
$1.08 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,590
shares
|
$1.08 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,589
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2023
Reduced 84.54%
|