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 |
|---|---|---|---|---|---|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
16,300
shares
|
$6.56 Million
0.5% of portfolio
|
Q1 2025
Added 22.56%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,257
shares
|
$6.54 Million
0.28% of portfolio
|
Q4 2024
Added 92.3%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
16,239
shares
|
$6.53 Million
0.73% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
16,229
shares
|
$6.53 Million
0.97% of portfolio
|
Q1 2023
Added 6.45%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
16,204
shares
|
$6.52 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
16,177
shares
|
$6.51 Million
1.26% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
16,144
shares
|
$6.49 Million
0.38% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
16,081
shares
|
$6.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 71.96%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
16,071
shares
|
$6.46 Million
0.46% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
16,053
shares
|
$6.46 Million
0.19% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
16,018
shares
|
$6.44 Million
0.72% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
15,976
shares
|
$6.43 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
15,968
shares
|
$6.42 Million
0.11% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
15,934
shares
|
$6.41 Million
0.15% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
15,919
shares
|
$6.4 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Legacy Cg, LLC
Plano, TX |
Apr 24, 2025 Q1 2025 |
15,871
shares
|
$6.38 Million
2.25% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
15,776
shares
|
$6.34 Million
0.1% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
15,719
shares
|
$6.32 Million
0.14% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
15,684
shares
|
$6.31 Million
0.18% of portfolio
|
Q1 2025
Reduced 32.83%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
15,638
shares
|
$6.29 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
15,535
shares
|
$6.25 Million
0.23% of portfolio
|
Q1 2025
Reduced 33.02%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
15,496
shares
|
$6.23 Million
0.08% of portfolio
|
Q1 2025
Reduced 48.91%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
15,477
shares
|
$6.22 Million
0.09% of portfolio
|
Q1 2025
Reduced 17.83%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
May 13, 2025 Q1 2025 |
15,400
shares
|
$6.19 Million
0.32% of portfolio
|
Q1 2025
Reduced 80.28%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
15,380
shares
|
$6.19 Million
0.79% of portfolio
|
Q4 2024
Reduced 90.41%
|