Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,273 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 $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
La Fleur & Godfrey LLC
|
Apr 23, 2025 Q1 2025 |
51,353
shares
|
$20.7 Million
2.34% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
50,581
shares
|
$20.3 Million
0.64% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
50,219
shares
|
$20.2 Million
0.3% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
50,101
shares
|
$20.1 Million
0.31% of portfolio
|
Q1 2025
Added 30.22%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
49,192
shares
|
$19.8 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
49,171
shares
|
$19.8 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
49,091
shares
|
$19.7 Million
0.1% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
48,521
shares
|
$19.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
48,277
shares
|
$19.4 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
47,764
shares
|
$19.2 Million
0.42% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
47,443
shares
|
$19.1 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
47,068
shares
|
$18.9 Million
0.27% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
46,739
shares
|
$18.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
46,070
shares
|
$18.5 Million
0.09% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
46,046
shares
|
$18.5 Million
0.51% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
46,037
shares
|
$18.5 Million
1.87% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
46,015
shares
|
$18.5 Million
0.57% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
45,901
shares
|
$18.5 Million
0.62% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
45,783
shares
|
$18.4 Million
1.47% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
45,394
shares
|
$18.3 Million
0.08% of portfolio
|
Q2 2023
Reduced 57.95%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
45,049
shares
|
$18.1 Million
1.49% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
45,000
shares
|
$18.1 Million
1.32% of portfolio
|
Q1 2025
New holding
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
44,834
shares
|
$18 Million
0.36% of portfolio
|
Q4 2024
Added 20.23%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
44,777
shares
|
$18 Million
0.76% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
44,115
shares
|
$17.7 Million
0.12% of portfolio
|
Q1 2025
Added 16.69%
|