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 |
|---|---|---|---|---|---|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
12,473
shares
|
$5.02 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
12,435
shares
|
$5 Million
0.31% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
12,416
shares
|
$4.99 Million
0.31% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
12,300
shares
|
$4.95 Million
0.03% of portfolio
|
Q4 2024
Reduced 19.08%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
12,271
shares
|
$4.94 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,241
shares
|
$4.92 Million
1.5% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
12,236
shares
|
$4.92 Million
0.01% of portfolio
|
Q1 2025
Added 239.7%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
12,220
shares
|
$4.91 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
12,208
shares
|
$4.91 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
12,205
shares
|
$4.91 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
12,175
shares
|
$4.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
11,986
shares
|
$4.82 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.57%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
11,962
shares
|
$4.81 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
11,953
shares
|
$4.81 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
11,936
shares
|
$4.8 Million
0.08% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
May 01, 2025 Q1 2025 |
11,928
shares
|
$4.8 Million
3.09% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
11,901
shares
|
$4.79 Million
1.71% of portfolio
|
Q1 2025
Added 17.3%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,886
shares
|
$4.78 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
11,872
shares
|
$4.77 Million
1.8% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
11,810
shares
|
$4.75 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
11,769
shares
|
$4.73 Million
1.47% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
11,766
shares
|
$4.73 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Regency Capital Management Inc.\De
|
May 05, 2025 Q1 2025 |
11,757
shares
|
$4.73 Million
2.36% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
11,739
shares
|
$4.72 Million
0.15% of portfolio
|
Q1 2025
Added 75.89%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
11,735
shares
|
$4.72 Million
0.06% of portfolio
|
Q1 2025
Added 31.46%
|