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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
23,990
shares
|
$10 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
23,913
shares
|
$10 Million
0.5% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
23,798
shares
|
$9.95 Million
0.1% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
23,692
shares
|
$9.9 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,678
shares
|
$9.9 Million
0.2% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
23,656
shares
|
$9.89 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
23,521
shares
|
$9.83 Million
1.25% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
23,515
shares
|
$9.83 Million
0.31% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Cartenna Capital, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
23,500
shares
|
$9.82 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
23,476
shares
|
$9.81 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
23,435
shares
|
$9.8 Million
2.75% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
23,332
shares
|
$9.75 Million
3.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
23,252
shares
|
$9.72 Million
0.43% of portfolio
|
Q2 2025
Reduced 83.75%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
23,220
shares
|
$9.71 Million
1.31% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
23,204
shares
|
$9.7 Million
0.23% of portfolio
|
Q4 2023
Reduced 18.11%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
22,992
shares
|
$9.61 Million
0.06% of portfolio
|
Q1 2025
Added 24.08%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
22,978
shares
|
$9.61 Million
3.23% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
22,911
shares
|
$9.58 Million
0.32% of portfolio
|
Q1 2025
Added 25.96%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
22,877
shares
|
$9.56 Million
0.27% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
22,821
shares
|
$9.54 Million
0.28% of portfolio
|
Q1 2025
Reduced 69.42%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
22,689
shares
|
$9.49 Million
0.15% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
22,680
shares
|
$9.48 Million
0.77% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
22,616
shares
|
$9.46 Million
0.24% of portfolio
|
Q1 2025
Added 134.22%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
22,609
shares
|
$9.45 Million
0.18% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
22,602
shares
|
$9.45 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.16%
|