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 |
|---|---|---|---|---|---|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
28,047
shares
|
$11.3 Million
0.62% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
May 08, 2025 Q1 2025 |
27,886
shares
|
$11.2 Million
1.93% of portfolio
|
Q1 2024
Added 0.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
27,695
shares
|
$11.1 Million
0.16% of portfolio
|
Q2 2024
Added 10.48%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
27,609
shares
|
$11.1 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
27,575
shares
|
$11.1 Million
0.05% of portfolio
|
Q1 2025
Added 199.76%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
27,546
shares
|
$11.1 Million
0.31% of portfolio
|
Q1 2025
Reduced 28.64%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
27,214
shares
|
$10.9 Million
0.62% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
27,210
shares
|
$10.9 Million
1.35% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
27,159
shares
|
$10.9 Million
0.37% of portfolio
|
Q1 2025
Reduced 23.64%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
27,093
shares
|
$10.9 Million
0.21% of portfolio
|
Q4 2024
Reduced 69.11%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
27,074
shares
|
$10.9 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
27,070
shares
|
$10.9 Million
0.1% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
26,911
shares
|
$10.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 20.04%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
26,844
shares
|
$10.8 Million
0.2% of portfolio
|
Q1 2025
Added 25.09%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
26,605
shares
|
$10.7 Million
0.25% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
26,546
shares
|
$10.7 Million
3.7% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
26,463
shares
|
$10.6 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
26,420
shares
|
$10.6 Million
0.18% of portfolio
|
Q1 2025
Added 38.35%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
26,326
shares
|
$10.6 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
26,174
shares
|
$10.5 Million
1.01% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
26,137
shares
|
$10.5 Million
0.58% of portfolio
|
Q1 2025
Added 180.89%
|
|
|
Addenda Capital Inc.
|
Apr 09, 2025 Q1 2025 |
26,113
shares
|
$10.5 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
25,945
shares
|
$10.4 Million
1.28% of portfolio
|
Q1 2025
Added 27.84%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
25,806
shares
|
$10.4 Million
0.2% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
25,710
shares
|
$10.3 Million
0.55% of portfolio
|
Q1 2025
Added 114.68%
|