Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,306 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 |
|---|---|---|---|---|---|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
14,436
shares
|
$6.02 Million
0.01% of portfolio
|
Q4 2023
Reduced 57.59%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
14,373
shares
|
$6 Million
2.26% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
14,361
shares
|
$5.99 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
14,324
shares
|
$5.98 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
14,315
shares
|
$5.97 Million
0.13% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
14,268
shares
|
$5.95 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
14,209
shares
|
$5.93 Million
0.41% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
14,203
shares
|
$5.93 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
14,184
shares
|
$5.92 Million
0.23% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
14,086
shares
|
$5.88 Million
0.63% of portfolio
|
Q1 2023
Reduced 0.7%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
14,042
shares
|
$5.86 Million
0.34% of portfolio
|
Q1 2025
Reduced 37.69%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
14,035
shares
|
$5.86 Million
0.47% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
14,018
shares
|
$5.85 Million
0.15% of portfolio
|
Q1 2025
Added 35.53%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
14,004
shares
|
$5.84 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
13,985
shares
|
$5.83 Million
1.7% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
13,967
shares
|
$5.83 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
13,955
shares
|
$5.82 Million
5.01% of portfolio
|
Q1 2023
Added 14.23%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
13,946
shares
|
$5.82 Million
1.67% of portfolio
|
Q4 2021
Added 0.01%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
13,923
shares
|
$5.81 Million
0.77% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
13,909
shares
|
$5.8 Million
0.87% of portfolio
|
Q4 2022
Added 65.19%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
13,902
shares
|
$5.8 Million
1.86% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
13,855
shares
|
$5.78 Million
2.75% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
13,830
shares
|
$5.77 Million
2.53% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
13,785
shares
|
$5.75 Million
1.13% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
13,776
shares
|
$5.75 Million
0.43% of portfolio
|
Q4 2024
Added 52.59%
|