Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,267 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
764
shares
|
$270,135
0.23% of portfolio
|
Q1 2025
Reduced 32.51%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Apr 17, 2025 Q1 2025 |
763
shares
|
$269,781
0.01% of portfolio
|
Q1 2025
Reduced 56.33%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
763
shares
|
$269,781
0.17% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
763
shares
|
$269,781
0.22% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
762
shares
|
$269,427
0.09% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
760
shares
|
$268,720
0.05% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
760
shares
|
$268,720
0.06% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
760
shares
|
$268,720
0.0% of portfolio
|
Q1 2025
Reduced 26.64%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
758
shares
|
$268,013
0.1% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
756
shares
|
$267,306
0.04% of portfolio
|
Q4 2023
Reduced 9.24%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
756
shares
|
$267,306
0.03% of portfolio
|
Q2 2024
Added 36.46%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
755
shares
|
$266,952
0.05% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Apr 28, 2025 Q1 2025 |
755
shares
|
$266,952
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
754
shares
|
$266,599
0.07% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
752
shares
|
$265,892
0.16% of portfolio
|
Q1 2024
Added 79.9%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Apr 09, 2025 Q1 2025 |
751
shares
|
$265,538
0.19% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
750
shares
|
$265,185
0.05% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
750
shares
|
$265,185
0.01% of portfolio
|
Q1 2025
Reduced 72.91%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
750
shares
|
$265,185
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Chico Wealth Ria
|
Apr 22, 2025 Q1 2025 |
749
shares
|
$264,831
0.22% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
748
shares
|
$264,477
0.22% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
747
shares
|
$264,124
0.08% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
747
shares
|
$264,124
0.07% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
746
shares
|
$263,770
0.03% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
744
shares
|
$263,063
0.04% of portfolio
|
Q1 2025
Reduced 0.13%
|