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 |
|---|---|---|---|---|---|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
79,234
shares
|
$35.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
79,116
shares
|
$35.7 Million
0.15% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
78,786
shares
|
$35.5 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
78,540
shares
|
$35.4 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
78,512
shares
|
$35.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 05, 2025 Q2 2025 |
76,059
shares
|
$34.3 Million
2.98% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
75,933
shares
|
$34.2 Million
0.35% of portfolio
|
Q2 2025
Added 32.06%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
75,897
shares
|
$34.2 Million
0.43% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Aug 28, 2025 Q2 2025 |
75,836
shares
|
$34.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 99.28%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
75,704
shares
|
$34.1 Million
0.63% of portfolio
|
Q2 2025
Added 111.08%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
75,294
shares
|
$33.9 Million
0.18% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
75,102
shares
|
$33.8 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
75,050
shares
|
$33.8 Million
0.57% of portfolio
|
Q2 2025
Reduced 28.93%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
74,265
shares
|
$33.5 Million
0.17% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
73,778
shares
|
$33.2 Million
1.68% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
73,327
shares
|
$33 Million
0.11% of portfolio
|
Q2 2025
Added 29.19%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
73,224
shares
|
$33 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
72,381
shares
|
$32.6 Million
0.23% of portfolio
|
Q2 2025
Added 36.68%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
72,053
shares
|
$32.5 Million
2.35% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
71,939
shares
|
$32.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 22.84%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
71,897
shares
|
$32.4 Million
1.3% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
71,187
shares
|
$32.1 Million
0.6% of portfolio
|
Q1 2024
Added 2476.44%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
70,798
shares
|
$31.9 Million
0.32% of portfolio
|
Q2 2025
Added 15.58%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
70,408
shares
|
$31.7 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
70,351
shares
|
$31.7 Million
0.25% of portfolio
|
Q2 2025
Added 0.13%
|