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 |
|---|---|---|---|---|---|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
35,666
shares
|
$16.1 Million
0.93% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Alight Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
35,500
shares
|
$16 Million
3.77% of portfolio
|
Q2 2025
New holding
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
34,758
shares
|
$15.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 46.09%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
34,129
shares
|
$15.4 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
34,109
shares
|
$15.4 Million
0.44% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
33,847
shares
|
$15.3 Million
1.89% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Aventail Capital Group, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
33,808
shares
|
$15.2 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
33,785
shares
|
$15.2 Million
0.34% of portfolio
|
Q2 2025
Added 43.67%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
33,281
shares
|
$15 Million
0.03% of portfolio
|
Q2 2025
Reduced 63.83%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
32,920
shares
|
$14.8 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
32,741
shares
|
$14.8 Million
0.1% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Aug 04, 2025 Q2 2025 |
32,687
shares
|
$14.7 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Sienna Gestion
Paris, I0 |
Aug 06, 2025 Q2 2025 |
32,638
shares
|
$14.7 Million
0.81% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
32,442
shares
|
$14.6 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
31,597
shares
|
$14.2 Million
3.44% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
31,347
shares
|
$14.1 Million
0.28% of portfolio
|
Q2 2025
Reduced 99.57%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
31,297
shares
|
$14.1 Million
0.48% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
31,127
shares
|
$14 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
31,011
shares
|
$14 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
30,942
shares
|
$13.9 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
30,924
shares
|
$13.9 Million
0.4% of portfolio
|
Q2 2025
Added 21.03%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
30,780
shares
|
$13.9 Million
2.88% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
30,639
shares
|
$13.8 Million
0.14% of portfolio
|
Q2 2025
Added 43.35%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
30,538
shares
|
$13.8 Million
0.13% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Compass Capital Management, Inc
|
Aug 07, 2025 Q2 2025 |
30,485
shares
|
$13.7 Million
0.66% of portfolio
|
Q2 2025
New holding
|