Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,320 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 $144 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,877
shares
|
$5.53 Million
0.01% of portfolio
|
Q1 2025
Added 2908.64%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
12,872
shares
|
$5.53 Million
0.4% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
12,859
shares
|
$5.52 Million
0.7% of portfolio
|
Q2 2025
Reduced 45.61%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
12,850
shares
|
$5.52 Million
0.06% of portfolio
|
Q4 2022
Reduced 0.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,842
shares
|
$5.52 Million
0.1% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
12,822
shares
|
$5.51 Million
0.43% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
12,819
shares
|
$5.51 Million
1.62% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
12,801
shares
|
$5.5 Million
0.45% of portfolio
|
Q1 2025
Reduced 41.73%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
12,778
shares
|
$5.49 Million
1.39% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
12,765
shares
|
$5.48 Million
2.47% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
12,700
shares
|
$5.45 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
12,665
shares
|
$5.44 Million
1.77% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
12,641
shares
|
$5.43 Million
0.55% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
12,626
shares
|
$5.42 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
12,621
shares
|
$5.42 Million
0.17% of portfolio
|
Q1 2025
Added 96.16%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,592
shares
|
$5.41 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
12,589
shares
|
$5.41 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
12,554
shares
|
$5.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
12,533
shares
|
$5.38 Million
0.15% of portfolio
|
Q2 2025
Reduced 57.81%
|
|
|
Barbara Oil Co.
Chicago, IL |
May 13, 2025 Q1 2025 |
12,500
shares
|
$5.37 Million
1.69% of portfolio
|
Q3 2017
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
12,473
shares
|
$5.36 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
12,461
shares
|
$5.35 Million
1.24% of portfolio
|
Q2 2025
Added 818.28%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
12,416
shares
|
$5.33 Million
0.31% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
12,300
shares
|
$5.28 Million
0.03% of portfolio
|
Q4 2024
Reduced 19.08%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
12,271
shares
|
$5.27 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.4%
|