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 |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,241
shares
|
$5.11 Million
1.5% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
12,236
shares
|
$5.1 Million
0.01% of portfolio
|
Q1 2025
Added 239.7%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
12,208
shares
|
$5.09 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
12,205
shares
|
$5.09 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
12,175
shares
|
$5.08 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
11,993
shares
|
$5 Million
0.22% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
11,986
shares
|
$5 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.57%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
11,962
shares
|
$4.99 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
May 01, 2025 Q1 2025 |
11,928
shares
|
$4.98 Million
3.09% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
11,901
shares
|
$4.96 Million
1.71% of portfolio
|
Q1 2025
Added 17.3%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,886
shares
|
$4.96 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
11,874
shares
|
$4.95 Million
1.12% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
11,872
shares
|
$4.95 Million
1.8% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
11,857
shares
|
$4.95 Million
0.2% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
11,810
shares
|
$4.93 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
11,769
shares
|
$4.91 Million
1.47% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Regency Capital Management Inc.\De
|
May 05, 2025 Q1 2025 |
11,757
shares
|
$4.9 Million
2.36% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
11,739
shares
|
$4.9 Million
0.15% of portfolio
|
Q1 2025
Added 75.89%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
11,735
shares
|
$4.9 Million
0.06% of portfolio
|
Q1 2025
Added 31.46%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,734
shares
|
$4.9 Million
0.69% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
11,715
shares
|
$4.89 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
11,703
shares
|
$4.88 Million
0.43% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
11,676
shares
|
$4.87 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,636
shares
|
$4.85 Million
0.13% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,556
shares
|
$4.82 Million
0.03% of portfolio
|
Q3 2024
Reduced 42.22%
|