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 |
|---|---|---|---|---|---|
|
Fractal Investments LLC
|
Jul 07, 2025 Q2 2025 |
1,500
shares
|
$675,990
0.08% of portfolio
|
Q4 2024
Added 114.29%
|
|
|
Rbo & CO LLC
St Helena, CA |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$675,990
0.11% of portfolio
|
Q3 2020
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$675,990
0.03% of portfolio
|
Q2 2025
Reduced 60.14%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
1,497
shares
|
$674,638
0.35% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
1,496
shares
|
$674,187
0.21% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,495
shares
|
$673,736
0.12% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,485
shares
|
$669,230
0.18% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,482
shares
|
$667,878
0.11% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
1,481
shares
|
$667,427
0.11% of portfolio
|
Q2 2025
Reduced 92.54%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,480
shares
|
$666,976
0.2% of portfolio
|
Q3 2023
Added 42.31%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,480
shares
|
$666,976
0.03% of portfolio
|
Q2 2021
Added 5.71%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
1,478
shares
|
$666,075
0.23% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
1,477
shares
|
$665,624
0.22% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
1,476
shares
|
$665,174
0.18% of portfolio
|
Q2 2025
Reduced 47.13%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,476
shares
|
$665,174
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
1,473
shares
|
$663,822
0.07% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
1,473
shares
|
$663,822
0.19% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
1,469
shares
|
$662,019
0.05% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,469
shares
|
$662,019
0.02% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
1,468
shares
|
$661,568
0.21% of portfolio
|
Q2 2025
Added 34.8%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
1,467
shares
|
$661,118
0.04% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,467
shares
|
$661,118
0.12% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
1,467
shares
|
$661,118
0.06% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,465
shares
|
$660,216
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
1,464
shares
|
$659,766
0.13% of portfolio
|
Q2 2025
Reduced 0.68%
|