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 |
|---|---|---|---|---|---|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
691
shares
|
$244,323
0.08% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
689
shares
|
$243,616
0.07% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Apr 08, 2025 Q1 2025 |
689
shares
|
$243,616
0.15% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
689
shares
|
$243,616
0.04% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Apr 21, 2025 Q1 2025 |
689
shares
|
$243,616
0.17% of portfolio
|
Q1 2025
Reduced 80.78%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
688
shares
|
$243,263
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
686
shares
|
$242,555
0.03% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
685
shares
|
$242,202
0.12% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
685
shares
|
$242,202
0.07% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
685
shares
|
$242,202
0.13% of portfolio
|
Q3 2023
Added 14.17%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
685
shares
|
$242,202
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
684
shares
|
$241,848
0.03% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
684
shares
|
$241,848
0.02% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
683
shares
|
$241,495
0.02% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
683
shares
|
$241,495
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
683
shares
|
$241,495
0.02% of portfolio
|
Q1 2025
Reduced 39.77%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
681
shares
|
$240,787
0.2% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
680
shares
|
$240,434
0.07% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
679
shares
|
$240,080
0.0% of portfolio
|
Q1 2025
Added 15.48%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
678
shares
|
$239,727
0.08% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
677
shares
|
$239,373
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
676
shares
|
$239,020
0.03% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
675
shares
|
$238,666
0.15% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
673
shares
|
$237,959
0.15% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
671
shares
|
$237,252
0.03% of portfolio
|
Q1 2025
Reduced 89.87%
|