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 |
|---|---|---|---|---|---|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
53,949
shares
|
$24.3 Million
0.11% of portfolio
|
Q2 2025
Added 521.82%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
53,094
shares
|
$23.9 Million
0.57% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
53,060
shares
|
$23.9 Million
0.34% of portfolio
|
Q1 2023
Added 1849.3%
|
|
|
Richard C. Young & Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
53,032
shares
|
$23.9 Million
2.18% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
52,818
shares
|
$23.8 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
51,819
shares
|
$23.4 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
51,441
shares
|
$23.2 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
51,424
shares
|
$23.2 Million
0.21% of portfolio
|
Q2 2025
Reduced 33.61%
|
|
|
Woodline Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
50,874
shares
|
$22.9 Million
0.11% of portfolio
|
Q2 2025
Added 25.99%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
50,658
shares
|
$22.8 Million
0.82% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
50,581
shares
|
$22.8 Million
0.64% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
50,232
shares
|
$22.6 Million
2.23% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
50,200
shares
|
$22.6 Million
0.24% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
50,185
shares
|
$22.6 Million
0.11% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
49,870
shares
|
$22.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 59.09%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
48,687
shares
|
$21.9 Million
0.09% of portfolio
|
Q2 2025
Added 25.41%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
48,664
shares
|
$21.9 Million
0.29% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
48,644
shares
|
$21.9 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
48,340
shares
|
$21.8 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
47,764
shares
|
$21.5 Million
0.44% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
47,443
shares
|
$21.4 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
46,879
shares
|
$21.1 Million
0.85% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
46,844
shares
|
$21.1 Million
1.2% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
46,785
shares
|
$21.1 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
46,215
shares
|
$20.8 Million
0.62% of portfolio
|
Q2 2025
Added 0.43%
|