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 |
|---|---|---|---|---|---|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
42,984
shares
|
$18 Million
2.69% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
42,870
shares
|
$17.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 35.19%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
42,740
shares
|
$17.9 Million
4.81% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
42,050
shares
|
$17.6 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
41,959
shares
|
$17.5 Million
2.13% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
41,951
shares
|
$17.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
41,943
shares
|
$17.5 Million
0.97% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
41,751
shares
|
$17.5 Million
2.22% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
41,743
shares
|
$17.5 Million
0.04% of portfolio
|
Q1 2025
Added 218.82%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
41,679
shares
|
$17.4 Million
0.45% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
41,525
shares
|
$17.4 Million
5.16% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
41,461
shares
|
$17.3 Million
2.72% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
41,441
shares
|
$17.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
41,029
shares
|
$17.2 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
40,999
shares
|
$17.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
40,649
shares
|
$17 Million
2.21% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
40,592
shares
|
$17 Million
0.04% of portfolio
|
Q4 2023
Reduced 8.5%
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
40,378
shares
|
$16.9 Million
0.09% of portfolio
|
Q1 2025
Added 39.26%
|
|
|
Candriam S.C.A.
|
May 14, 2025 Q1 2025 |
40,261
shares
|
$16.8 Million
0.09% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
40,169
shares
|
$16.8 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
39,685
shares
|
$16.6 Million
0.25% of portfolio
|
Q3 2024
Added 22.88%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
39,561
shares
|
$16.5 Million
0.33% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
39,398
shares
|
$16.5 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
39,217
shares
|
$16.4 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
39,145
shares
|
$16.4 Million
1.17% of portfolio
|
Q2 2025
Reduced 2.39%
|