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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
1,699
shares
|
$765,671
0.07% of portfolio
|
Q2 2025
Added 38.81%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,699
shares
|
$765,671
1.06% of portfolio
|
Q4 2022
Added 626.07%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,697
shares
|
$764,770
0.02% of portfolio
|
Q4 2024
Added 32.58%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
1,697
shares
|
$764,770
0.42% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
1,695
shares
|
$763,868
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
1,694
shares
|
$763,418
0.05% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
1,689
shares
|
$761,164
0.05% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
1,687
shares
|
$760,263
0.05% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
1,687
shares
|
$760,263
0.06% of portfolio
|
Q2 2025
Reduced 17.1%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,686
shares
|
$759,812
0.06% of portfolio
|
Q3 2023
Added 10.41%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
1,686
shares
|
$759,812
0.13% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,684
shares
|
$758,911
0.36% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
1,683
shares
|
$758,460
0.24% of portfolio
|
Q2 2025
Reduced 16.52%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
1,681
shares
|
$757,559
0.23% of portfolio
|
Q2 2025
Added 24.24%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
1,681
shares
|
$757,559
0.04% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
1,681
shares
|
$757,559
0.51% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
1,676
shares
|
$755,306
0.09% of portfolio
|
Q2 2025
Reduced 19.69%
|
|
|
Barr E S & CO
Lexington, KY |
Aug 12, 2025 Q2 2025 |
1,675
shares
|
$754,855
0.04% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
1,674
shares
|
$754,404
0.07% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
1,673
shares
|
$753,954
0.04% of portfolio
|
Q2 2025
Added 17.49%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,670
shares
|
$752,602
0.08% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
1,670
shares
|
$752,602
0.05% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jul 07, 2025 Q2 2025 |
1,670
shares
|
$752,602
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,669
shares
|
$752,151
0.29% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,667
shares
|
$751,250
0.08% of portfolio
|
Q2 2025
Reduced 7.8%
|