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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
24,360
shares
|
$9.8 Million
0.1% of portfolio
|
Q1 2025
Added 54.31%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
24,239
shares
|
$9.75 Million
0.72% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
24,075
shares
|
$9.68 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
24,059
shares
|
$9.68 Million
1.1% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
24,056
shares
|
$9.67 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
23,913
shares
|
$9.62 Million
0.5% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
23,798
shares
|
$9.57 Million
0.1% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
23,692
shares
|
$9.53 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,678
shares
|
$9.52 Million
0.2% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
23,656
shares
|
$9.51 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
23,644
shares
|
$9.51 Million
1.22% of portfolio
|
Q1 2025
Reduced 32.78%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
23,515
shares
|
$9.46 Million
0.31% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Cartenna Capital, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
23,500
shares
|
$9.45 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
23,476
shares
|
$9.44 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
23,435
shares
|
$9.43 Million
2.75% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
23,332
shares
|
$9.38 Million
3.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
23,252
shares
|
$9.35 Million
0.43% of portfolio
|
Q2 2025
Reduced 83.75%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
23,204
shares
|
$9.33 Million
0.23% of portfolio
|
Q4 2023
Reduced 18.11%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
23,097
shares
|
$9.29 Million
1.2% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
23,088
shares
|
$9.29 Million
3.3% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
22,992
shares
|
$9.25 Million
0.06% of portfolio
|
Q1 2025
Added 24.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
22,911
shares
|
$9.21 Million
0.32% of portfolio
|
Q1 2025
Added 25.96%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
22,877
shares
|
$9.2 Million
0.27% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
22,865
shares
|
$9.2 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
22,821
shares
|
$9.18 Million
0.28% of portfolio
|
Q1 2025
Reduced 69.42%
|