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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
23,220
shares
|
$10.5 Million
1.31% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
23,204
shares
|
$10.5 Million
0.23% of portfolio
|
Q4 2023
Reduced 18.11%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
23,183
shares
|
$10.4 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
23,095
shares
|
$10.4 Million
0.16% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
23,037
shares
|
$10.4 Million
0.17% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
23,033
shares
|
$10.4 Million
0.08% of portfolio
|
Q2 2025
Added 31.27%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
22,980
shares
|
$10.4 Million
1.58% of portfolio
|
Q2 2025
Added 19.33%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
22,978
shares
|
$10.4 Million
3.23% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
22,877
shares
|
$10.3 Million
0.27% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
22,856
shares
|
$10.3 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
22,760
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
22,602
shares
|
$10.2 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
22,567
shares
|
$10.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
22,509
shares
|
$10.1 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
22,454
shares
|
$10.1 Million
0.21% of portfolio
|
Q2 2025
Added 186.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
22,341
shares
|
$10.1 Million
0.76% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
22,289
shares
|
$10 Million
0.86% of portfolio
|
Q2 2025
Reduced 33.84%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
22,223
shares
|
$10 Million
1.34% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
22,173
shares
|
$9.99 Million
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,111
shares
|
$9.96 Million
0.16% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
22,075
shares
|
$9.95 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
22,019
shares
|
$9.92 Million
0.67% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
21,966
shares
|
$9.9 Million
0.19% of portfolio
|
Q2 2021
Reduced 4.76%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
21,893
shares
|
$9.87 Million
0.37% of portfolio
|
Q2 2025
Reduced 41.6%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
21,694
shares
|
$9.78 Million
2.03% of portfolio
|
Q3 2024
Reduced 1.91%
|