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 |
|---|---|---|---|---|---|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
38,531
shares
|
$17.4 Million
3.14% of portfolio
|
Q1 2024
Added 4152.87%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
38,530
shares
|
$17.4 Million
0.46% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
38,521
shares
|
$17.4 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
38,391
shares
|
$17.3 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
38,299
shares
|
$17.3 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
38,296
shares
|
$17.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
38,285
shares
|
$17.3 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
38,268
shares
|
$17.2 Million
0.31% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
38,262
shares
|
$17.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 97.29%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
38,026
shares
|
$17.1 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
37,796
shares
|
$17 Million
2.25% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
37,744
shares
|
$17 Million
0.12% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Aug 07, 2025 Q2 2025 |
37,665
shares
|
$17 Million
0.15% of portfolio
|
Q2 2025
Reduced 27.49%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
37,363
shares
|
$16.8 Million
1.17% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
37,268
shares
|
$16.8 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
37,264
shares
|
$16.8 Million
0.22% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
37,260
shares
|
$16.8 Million
0.6% of portfolio
|
Q2 2025
Added 27.6%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
37,256
shares
|
$16.8 Million
0.53% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Candriam S.C.A.
|
Aug 08, 2025 Q2 2025 |
37,110
shares
|
$16.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
37,095
shares
|
$16.7 Million
0.57% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
36,963
shares
|
$16.7 Million
1.09% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
36,439
shares
|
$16.4 Million
2.19% of portfolio
|
Q2 2022
Added 22.62%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
36,382
shares
|
$16.4 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
36,107
shares
|
$16.3 Million
0.89% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
35,894
shares
|
$16.2 Million
0.12% of portfolio
|
Q2 2025
New holding
|