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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
41,780
shares
|
$18.8 Million
0.2% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
41,531
shares
|
$18.7 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
41,441
shares
|
$18.7 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
41,388
shares
|
$18.7 Million
0.71% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
41,321
shares
|
$18.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 85.92%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
41,121
shares
|
$18.5 Million
2.48% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
41,040
shares
|
$18.5 Million
0.21% of portfolio
|
Q2 2025
Added 3030.43%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
40,999
shares
|
$18.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
40,996
shares
|
$18.5 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
40,880
shares
|
$18.4 Million
2.76% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
40,649
shares
|
$18.3 Million
2.21% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
40,629
shares
|
$18.3 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
40,614
shares
|
$18.3 Million
0.21% of portfolio
|
Q2 2025
Added 20.09%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
40,592
shares
|
$18.3 Million
0.04% of portfolio
|
Q4 2023
Reduced 8.5%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
40,582
shares
|
$18.3 Million
0.3% of portfolio
|
Q2 2025
Added 1238.46%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
40,169
shares
|
$18.1 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
40,108
shares
|
$18.1 Million
0.27% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
39,980
shares
|
$18 Million
6.9% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
39,685
shares
|
$17.9 Million
0.25% of portfolio
|
Q3 2024
Added 22.88%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
39,634
shares
|
$17.9 Million
0.64% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
39,348
shares
|
$17.7 Million
0.32% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
39,217
shares
|
$17.7 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
39,145
shares
|
$17.6 Million
1.17% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
38,862
shares
|
$17.5 Million
1.5% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
38,721
shares
|
$17.5 Million
2.96% of portfolio
|
Q3 2022
Reduced 0.02%
|