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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
21,647
shares
|
$9.76 Million
0.26% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
21,584
shares
|
$9.73 Million
0.04% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
21,558
shares
|
$9.72 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Hixon Zuercher, LLC
|
Jul 31, 2025 Q2 2025 |
21,407
shares
|
$9.65 Million
2.73% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Braun Stacey Associates Inc
|
Aug 12, 2025 Q2 2025 |
21,388
shares
|
$9.64 Million
0.33% of portfolio
|
Q2 2025
Reduced 39.29%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
21,340
shares
|
$9.62 Million
0.43% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
21,272
shares
|
$9.59 Million
0.27% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
21,240
shares
|
$9.57 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
21,240
shares
|
$9.57 Million
0.24% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
21,192
shares
|
$9.55 Million
0.78% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
21,160
shares
|
$9.54 Million
0.4% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
21,148
shares
|
$9.53 Million
0.21% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
21,140
shares
|
$9.53 Million
0.18% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
21,118
shares
|
$9.52 Million
1.65% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
21,083
shares
|
$9.5 Million
0.04% of portfolio
|
Q2 2025
Added 43.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
20,827
shares
|
$9.39 Million
0.15% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
20,689
shares
|
$9.32 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
20,675
shares
|
$9.32 Million
1.36% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
20,666
shares
|
$9.31 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
20,644
shares
|
$9.3 Million
0.98% of portfolio
|
Q2 2025
Added 20.52%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
20,569
shares
|
$9.27 Million
2.53% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
20,487
shares
|
$9.23 Million
1.14% of portfolio
|
Q2 2025
Added 33.21%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
20,480
shares
|
$9.23 Million
0.02% of portfolio
|
Q2 2023
Reduced 1.72%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
20,468
shares
|
$9.22 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
20,253
shares
|
$9.13 Million
2.25% of portfolio
|
Q2 2025
Reduced 0.49%
|