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 |
|---|---|---|---|---|---|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
25,700
shares
|
$10.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
25,665
shares
|
$10.3 Million
0.46% of portfolio
|
Q1 2025
Reduced 24.16%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
25,641
shares
|
$10.3 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
25,572
shares
|
$10.3 Million
1.63% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
25,562
shares
|
$10.3 Million
0.22% of portfolio
|
Q1 2025
Reduced 31.49%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
25,550
shares
|
$10.3 Million
0.38% of portfolio
|
Q1 2025
Added 355.03%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
25,409
shares
|
$10.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 34.48%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
25,387
shares
|
$10.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
25,328
shares
|
$10.2 Million
2.38% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,319
shares
|
$10.2 Million
0.28% of portfolio
|
Q3 2023
Added 8.91%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
25,318
shares
|
$10.2 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
25,176
shares
|
$10.1 Million
0.23% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
25,168
shares
|
$10.1 Million
0.35% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
25,122
shares
|
$10.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
May 09, 2025 Q1 2025 |
25,118
shares
|
$10.1 Million
2.62% of portfolio
|
Q3 2023
Added 24.85%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
24,946
shares
|
$10 Million
0.33% of portfolio
|
Q2 2024
Added 38.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
24,915
shares
|
$10 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
24,875
shares
|
$10 Million
1.93% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
24,758
shares
|
$9.96 Million
0.78% of portfolio
|
Q1 2025
Reduced 20.62%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,641
shares
|
$9.91 Million
0.06% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
24,641
shares
|
$9.91 Million
0.01% of portfolio
|
Q1 2025
Added 111.2%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
24,602
shares
|
$9.89 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
24,511
shares
|
$9.86 Million
0.54% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
24,493
shares
|
$9.85 Million
0.38% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
24,490
shares
|
$9.85 Million
0.1% of portfolio
|
Q1 2025
Added 8.72%
|