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 |
|---|---|---|---|---|---|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
31,261
shares
|
$12.6 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
31,087
shares
|
$12.5 Million
0.75% of portfolio
|
Q1 2025
Reduced 28.97%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
30,955
shares
|
$12.4 Million
0.1% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
30,888
shares
|
$12.4 Million
0.44% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
30,780
shares
|
$12.4 Million
2.54% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
30,458
shares
|
$12.2 Million
0.08% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
30,405
shares
|
$12.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
30,142
shares
|
$12.1 Million
1.22% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
29,982
shares
|
$12.1 Million
0.12% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Paradiem, LLC
|
Apr 22, 2025 Q1 2025 |
29,893
shares
|
$12 Million
2.85% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
29,705
shares
|
$11.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
29,703
shares
|
$11.9 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,676
shares
|
$11.9 Million
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
29,638
shares
|
$11.9 Million
0.79% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
29,630
shares
|
$11.9 Million
0.37% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
29,592
shares
|
$11.9 Million
1.28% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
29,395
shares
|
$11.8 Million
0.06% of portfolio
|
Q1 2025
Added 1222.91%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
29,250
shares
|
$11.8 Million
0.46% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
29,201
shares
|
$11.7 Million
0.42% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
29,160
shares
|
$11.7 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
29,110
shares
|
$11.7 Million
0.75% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
29,096
shares
|
$11.7 Million
0.36% of portfolio
|
Q4 2024
Reduced 18.71%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
28,759
shares
|
$11.6 Million
0.14% of portfolio
|
Q3 2022
Reduced 0.66%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
28,420
shares
|
$11.4 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
28,213
shares
|
$11.3 Million
0.12% of portfolio
|
Q3 2023
Reduced 68.92%
|