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 |
|---|---|---|---|---|---|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
230
shares
|
$81,323
1.01% of portfolio
|
Q1 2025
Reduced 37.84%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
228
shares
|
$80,616
0.03% of portfolio
|
Q3 2023
Added 20.0%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
226
shares
|
$79,909
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
One River Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
226
shares
|
$79,909
0.01% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
225
shares
|
$79,555
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
224
shares
|
$79,201
0.02% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
223
shares
|
$78,848
0.05% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
222
shares
|
$78,494
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
220
shares
|
$77,787
0.04% of portfolio
|
Q2 2021
Added 1000.0%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
218
shares
|
$77,080
0.02% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
217
shares
|
$76,726
0.01% of portfolio
|
Q3 2021
Added 60.74%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
215
shares
|
$76,019
0.03% of portfolio
|
Q4 2024
Reduced 36.76%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
214
shares
|
$75,666
0.06% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
212
shares
|
$74,958
0.02% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$72,837
0.01% of portfolio
|
Q1 2023
Reduced 32.68%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
204
shares
|
$72,130
0.02% of portfolio
|
Q1 2025
Added 40.69%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
202
shares
|
$71,423
0.01% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Chelsea Counsel CO
|
Feb 27, 2025 Q4 2024 |
200
shares
|
$70,716
0.04% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
200
shares
|
$70,716
0.65% of portfolio
|
Q1 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
200
shares
|
$70,716
0.01% of portfolio
|
Q3 2022
Reduced 27.01%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
200
shares
|
$70,716
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
200
shares
|
$70,716
2.86% of portfolio
|
Q1 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
193
shares
|
$68,240
0.01% of portfolio
|
Q4 2024
Reduced 68.1%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
190
shares
|
$67,180
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
189
shares
|
$66,826
0.03% of portfolio
|
Q1 2023
Added 10.53%
|