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 |
|---|---|---|---|---|---|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
2,637
shares
|
$1.19 Million
1.4% of portfolio
|
Q4 2024
Reduced 22.51%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
2,634
shares
|
$1.19 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
2,626
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
2,625
shares
|
$1.18 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
2,622
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2025
Added 63.26%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
2,619
shares
|
$1.18 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,618
shares
|
$1.18 Million
0.27% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
2,617
shares
|
$1.18 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
|
$1.18 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
|
$1.18 Million
0.08% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
2,608
shares
|
$1.18 Million
0.5% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,600
shares
|
$1.17 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
2,596
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 42.95%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,592
shares
|
$1.17 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,589
shares
|
$1.17 Million
0.06% of portfolio
|
Q4 2023
Reduced 84.54%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,586
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2022
Reduced 3.25%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,585
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Added 70.51%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
2,578
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,572
shares
|
$1.16 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,568
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
2,565
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2024
Reduced 23.2%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
2,556
shares
|
$1.15 Million
0.21% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
2,555
shares
|
$1.15 Million
0.12% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Cortland Associates Inc
|
Jul 23, 2025 Q2 2025 |
2,552
shares
|
$1.15 Million
0.12% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
2,546
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2025
Added 1.15%
|