Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,279 institutions that hold shares in the stock, with a total of 333 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 |
|---|---|---|---|---|---|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
36,500
shares
|
$14.7 Million
0.52% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
36,439
shares
|
$14.7 Million
2.19% of portfolio
|
Q2 2022
Added 22.62%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
36,342
shares
|
$14.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
36,004
shares
|
$14.5 Million
0.45% of portfolio
|
Q1 2025
Added 57.18%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
35,918
shares
|
$14.4 Million
1.12% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
35,865
shares
|
$14.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Polar Capital Holdings PLC
London, X0 |
May 15, 2025 Q1 2025 |
35,773
shares
|
$14.4 Million
0.08% of portfolio
|
Q1 2025
Added 14.2%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
35,551
shares
|
$14.3 Million
0.22% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
35,232
shares
|
$14.2 Million
0.51% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
35,023
shares
|
$14.1 Million
0.28% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
35,022
shares
|
$14.1 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
34,895
shares
|
$14 Million
0.13% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
34,589
shares
|
$13.9 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
34,465
shares
|
$13.9 Million
0.8% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
34,109
shares
|
$13.7 Million
0.44% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
33,820
shares
|
$13.6 Million
0.16% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
33,692
shares
|
$13.6 Million
1.21% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
33,518
shares
|
$13.5 Million
0.45% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
33,258
shares
|
$13.4 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
32,969
shares
|
$13.3 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
32,043
shares
|
$12.9 Million
0.3% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
32,022
shares
|
$12.9 Million
0.45% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
31,833
shares
|
$12.8 Million
0.14% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
31,741
shares
|
$12.8 Million
0.09% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
31,678
shares
|
$12.7 Million
0.48% of portfolio
|
Q1 2025
New holding
|