Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,273 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
39,113
shares
|
$15.7 Million
0.29% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
38,972
shares
|
$15.7 Million
0.63% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
38,862
shares
|
$15.6 Million
1.5% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
38,823
shares
|
$15.6 Million
0.07% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
38,787
shares
|
$15.6 Million
0.88% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
38,721
shares
|
$15.6 Million
2.96% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
38,617
shares
|
$15.5 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
38,531
shares
|
$15.5 Million
3.14% of portfolio
|
Q1 2024
Added 4152.87%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
38,521
shares
|
$15.5 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Capital International LTD
Los Angeles, CA |
May 12, 2025 Q1 2025 |
38,381
shares
|
$15.4 Million
0.58% of portfolio
|
Q1 2025
Reduced 50.98%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
38,370
shares
|
$15.4 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
38,349
shares
|
$15.4 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
38,296
shares
|
$15.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
38,268
shares
|
$15.4 Million
0.31% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
38,078
shares
|
$15.3 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
38,009
shares
|
$15.3 Million
2.05% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
37,970
shares
|
$15.3 Million
0.54% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
F
|
May 14, 2025 Q1 2025 |
37,485
shares
|
$15.1 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
37,473
shares
|
$15.1 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
37,269
shares
|
$15 Million
0.11% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
37,254
shares
|
$15 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
37,029
shares
|
$14.9 Million
0.24% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Vantage Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
36,963
shares
|
$14.9 Million
1.05% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
36,759
shares
|
$14.8 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
36,618
shares
|
$14.7 Million
0.71% of portfolio
|
Q1 2025
Added 0.34%
|