Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,659 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,695
shares
|
$8.11 Million
0.14% of portfolio
|
Q2 2025
Reduced 45.39%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
14,679
shares
|
$8.1 Million
0.21% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
14,667
shares
|
$8.1 Million
0.65% of portfolio
|
Q4 2024
Added 2098.95%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
14,522
shares
|
$8.02 Million
2.98% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Reliant Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
14,490
shares
|
$8 Million
2.77% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Mercuria Capital Strategies, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
14,490
shares
|
$8 Million
9.11% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
14,489
shares
|
$8 Million
0.26% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
14,447
shares
|
$7.98 Million
0.46% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
14,436
shares
|
$7.97 Million
0.01% of portfolio
|
Q4 2023
Reduced 57.59%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
14,395
shares
|
$7.95 Million
0.09% of portfolio
|
Q3 2025
Added 60.26%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
14,391
shares
|
$7.94 Million
2.73% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Montgomery Investment Management Inc
|
Jan 16, 2026 Q4 2025 |
14,327
shares
|
$7.91 Million
2.81% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
14,303
shares
|
$7.9 Million
0.92% of portfolio
|
Q4 2025
Reduced 12.96%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
14,295
shares
|
$7.89 Million
0.17% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
14,269
shares
|
$7.88 Million
2.95% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
14,258
shares
|
$7.87 Million
2.6% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
14,139
shares
|
$7.81 Million
0.98% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
14,086
shares
|
$7.78 Million
0.63% of portfolio
|
Q1 2023
Reduced 0.7%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
14,024
shares
|
$7.74 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
13,960
shares
|
$7.71 Million
0.13% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
13,955
shares
|
$7.7 Million
5.01% of portfolio
|
Q1 2023
Added 14.23%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
13,946
shares
|
$7.7 Million
1.67% of portfolio
|
Q4 2021
Added 0.01%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
13,923
shares
|
$7.69 Million
3.17% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
13,909
shares
|
$7.68 Million
0.87% of portfolio
|
Q4 2022
Added 65.19%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
13,893
shares
|
$7.67 Million
1.57% of portfolio
|
Q3 2025
Reduced 2.33%
|
|