Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,305 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
56,757
shares
|
$23.7 Million
0.08% of portfolio
|
Q1 2025
Added 23.85%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
56,653
shares
|
$23.7 Million
0.55% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
May 09, 2025 Q1 2025 |
56,561
shares
|
$23.6 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
56,216
shares
|
$23.5 Million
0.14% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
56,104
shares
|
$23.5 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
56,049
shares
|
$23.4 Million
0.13% of portfolio
|
Q1 2025
Added 838.53%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
55,711
shares
|
$23.3 Million
0.3% of portfolio
|
Q1 2025
Added 78.13%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
55,589
shares
|
$23.2 Million
2.35% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
55,043
shares
|
$23 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
54,855
shares
|
$22.9 Million
0.1% of portfolio
|
Q1 2025
Added 188.42%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
54,657
shares
|
$22.9 Million
1.79% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
54,567
shares
|
$22.8 Million
2.08% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
54,349
shares
|
$22.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
53,984
shares
|
$22.6 Million
2.67% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
53,060
shares
|
$22.2 Million
0.34% of portfolio
|
Q1 2023
Added 1849.3%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
52,956
shares
|
$22.1 Million
0.19% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
52,818
shares
|
$22.1 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
52,538
shares
|
$22 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
52,507
shares
|
$22 Million
0.02% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
52,441
shares
|
$21.9 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
52,222
shares
|
$21.8 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
51,947
shares
|
$21.7 Million
0.19% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
51,832
shares
|
$21.7 Million
0.53% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
51,819
shares
|
$21.7 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
51,758
shares
|
$21.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.39%
|