Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,279 institutions that hold shares in the stock, with a total of 333 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 |
|---|---|---|---|---|---|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
18,310
shares
|
$7.36 Million
2.36% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
18,268
shares
|
$7.35 Million
0.37% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
18,153
shares
|
$7.3 Million
0.29% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
18,150
shares
|
$7.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
18,124
shares
|
$7.29 Million
0.2% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
18,088
shares
|
$7.27 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
17,992
shares
|
$7.24 Million
1.64% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
17,975
shares
|
$7.23 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
17,965
shares
|
$7.23 Million
0.31% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
17,926
shares
|
$7.21 Million
0.23% of portfolio
|
Q1 2025
Added 87.57%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
17,876
shares
|
$7.19 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
17,871
shares
|
$7.19 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
17,818
shares
|
$7.17 Million
0.37% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
17,751
shares
|
$7.14 Million
0.62% of portfolio
|
Q4 2024
Reduced 22.43%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
17,743
shares
|
$7.14 Million
2.06% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
17,713
shares
|
$7.12 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
17,705
shares
|
$7.12 Million
0.36% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
17,679
shares
|
$7.11 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
17,641
shares
|
$7.09 Million
0.65% of portfolio
|
Q2 2025
Added 20.36%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,595
shares
|
$7.08 Million
0.78% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
17,559
shares
|
$7.06 Million
0.25% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
17,546
shares
|
$7.06 Million
0.06% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
17,363
shares
|
$6.98 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,320
shares
|
$6.97 Million
2.03% of portfolio
|
Q2 2022
Reduced 0.92%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
17,319
shares
|
$6.97 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.67%
|