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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
24,959
shares
|
$11.2 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
24,946
shares
|
$11.2 Million
0.33% of portfolio
|
Q2 2024
Added 38.59%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
24,925
shares
|
$11.2 Million
2.2% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
24,800
shares
|
$11.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
24,772
shares
|
$11.2 Million
0.21% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
24,751
shares
|
$11.2 Million
0.34% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
24,677
shares
|
$11.1 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
24,664
shares
|
$11.1 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,641
shares
|
$11.1 Million
0.06% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
24,590
shares
|
$11.1 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
24,511
shares
|
$11 Million
0.54% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
24,370
shares
|
$11 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
24,337
shares
|
$11 Million
0.12% of portfolio
|
Q2 2025
Reduced 23.55%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
24,300
shares
|
$11 Million
0.11% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
24,239
shares
|
$10.9 Million
0.72% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
23,998
shares
|
$10.8 Million
3.38% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
23,990
shares
|
$10.8 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
23,792
shares
|
$10.7 Million
1.54% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
23,774
shares
|
$10.7 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
23,774
shares
|
$10.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
23,692
shares
|
$10.7 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,678
shares
|
$10.7 Million
0.2% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
23,521
shares
|
$10.6 Million
1.25% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
23,476
shares
|
$10.6 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
23,252
shares
|
$10.5 Million
0.43% of portfolio
|
Q2 2025
Reduced 83.75%
|