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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
27,695
shares
|
$11.6 Million
0.16% of portfolio
|
Q2 2024
Added 10.48%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
27,609
shares
|
$11.5 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
27,575
shares
|
$11.5 Million
0.05% of portfolio
|
Q1 2025
Added 199.76%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
27,546
shares
|
$11.5 Million
0.31% of portfolio
|
Q1 2025
Reduced 28.64%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
27,214
shares
|
$11.4 Million
0.62% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
27,210
shares
|
$11.4 Million
1.35% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
27,159
shares
|
$11.4 Million
0.37% of portfolio
|
Q1 2025
Reduced 23.64%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
27,093
shares
|
$11.3 Million
0.21% of portfolio
|
Q4 2024
Reduced 69.11%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
27,074
shares
|
$11.3 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
27,070
shares
|
$11.3 Million
0.1% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
26,933
shares
|
$11.3 Million
0.46% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
26,911
shares
|
$11.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 20.04%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
26,734
shares
|
$11.2 Million
1.12% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
26,605
shares
|
$11.1 Million
0.25% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
26,587
shares
|
$11.1 Million
0.31% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
26,503
shares
|
$11.1 Million
4.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
26,420
shares
|
$11 Million
0.18% of portfolio
|
Q1 2025
Added 38.35%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
26,326
shares
|
$11 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
26,137
shares
|
$10.9 Million
0.58% of portfolio
|
Q1 2025
Added 180.89%
|
|
|
Addenda Capital Inc.
|
Jul 17, 2025 Q2 2025 |
25,958
shares
|
$10.9 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
25,945
shares
|
$10.8 Million
1.28% of portfolio
|
Q1 2025
Added 27.84%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
25,806
shares
|
$10.8 Million
0.2% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
25,710
shares
|
$10.7 Million
0.55% of portfolio
|
Q1 2025
Added 114.68%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
25,700
shares
|
$10.7 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
25,665
shares
|
$10.7 Million
0.46% of portfolio
|
Q1 2025
Reduced 24.16%
|