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 |
|---|---|---|---|---|---|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
27,319
shares
|
$12.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Aug 12, 2025 Q2 2025 |
27,293
shares
|
$12.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 94.17%
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
27,246
shares
|
$12.3 Million
0.17% of portfolio
|
Q2 2025
Added 70.63%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
27,214
shares
|
$12.3 Million
0.62% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2025 Q2 2025 |
27,093
shares
|
$12.2 Million
0.24% of portfolio
|
Q4 2024
Reduced 69.11%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
27,070
shares
|
$12.2 Million
0.1% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
26,933
shares
|
$12.1 Million
0.46% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
26,891
shares
|
$12.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 88.5%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
26,756
shares
|
$12.1 Million
0.66% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
26,734
shares
|
$12 Million
1.12% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
26,621
shares
|
$12 Million
1.47% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
26,613
shares
|
$12 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
26,587
shares
|
$12 Million
0.31% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
26,503
shares
|
$11.9 Million
4.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
26,202
shares
|
$11.8 Million
0.85% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Addenda Capital Inc.
|
Jul 17, 2025 Q2 2025 |
25,958
shares
|
$11.7 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
25,746
shares
|
$11.6 Million
0.38% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
25,486
shares
|
$11.5 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
25,454
shares
|
$11.5 Million
0.62% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
25,401
shares
|
$11.4 Million
0.55% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,319
shares
|
$11.4 Million
0.28% of portfolio
|
Q3 2023
Added 8.91%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
25,304
shares
|
$11.4 Million
2.56% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
Jul 30, 2025 Q2 2025 |
25,118
shares
|
$11.3 Million
2.01% of portfolio
|
Q3 2023
Added 24.85%
|
|
|
Davidson Kempner Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$11.3 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
24,988
shares
|
$11.3 Million
1.84% of portfolio
|
Q2 2025
Reduced 2.28%
|