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 |
|---|---|---|---|---|---|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
20,675
shares
|
$8.64 Million
1.36% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
20,666
shares
|
$8.64 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
20,540
shares
|
$8.59 Million
0.2% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
20,495
shares
|
$8.57 Million
0.17% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
20,480
shares
|
$8.56 Million
0.02% of portfolio
|
Q2 2023
Reduced 1.72%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
20,474
shares
|
$8.56 Million
0.3% of portfolio
|
Q1 2025
Reduced 26.23%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
20,468
shares
|
$8.56 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
20,353
shares
|
$8.51 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
20,258
shares
|
$8.47 Million
0.22% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
20,186
shares
|
$8.44 Million
0.07% of portfolio
|
Q2 2025
Reduced 17.57%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
20,181
shares
|
$8.44 Million
0.26% of portfolio
|
Q1 2025
Added 1225.08%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
20,130
shares
|
$8.42 Million
0.7% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
20,090
shares
|
$8.4 Million
0.2% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
20,064
shares
|
$8.39 Million
0.08% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Tema Etfs LLC
New York, NY |
May 14, 2025 Q1 2025 |
19,958
shares
|
$8.34 Million
1.97% of portfolio
|
Q1 2025
Added 49.74%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
19,924
shares
|
$8.33 Million
0.55% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
19,904
shares
|
$8.32 Million
1.28% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
19,868
shares
|
$8.31 Million
0.12% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
19,855
shares
|
$8.3 Million
0.39% of portfolio
|
Q1 2025
Added 595.2%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19,760
shares
|
$8.26 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
19,748
shares
|
$8.26 Million
0.21% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
19,614
shares
|
$8.2 Million
0.02% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
19,591
shares
|
$8.19 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
19,560
shares
|
$8.18 Million
0.43% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
19,500
shares
|
$8.15 Million
3.28% of portfolio
|
Q4 2024
Reduced 8.88%
|