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 |
|---|---|---|---|---|---|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
15,207
shares
|
$6.12 Million
0.27% of portfolio
|
Q1 2025
Added 15.49%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
15,200
shares
|
$6.11 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
15,142
shares
|
$6.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
15,127
shares
|
$6.08 Million
0.29% of portfolio
|
Q1 2025
Added 63.78%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
15,109
shares
|
$6.08 Million
0.2% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
15,090
shares
|
$6.07 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
15,077
shares
|
$6.06 Million
1.54% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
15,000
shares
|
$6.03 Million
0.31% of portfolio
|
Q3 2020
Added 30.43%
|
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
14,990
shares
|
$6.03 Million
2.97% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
14,981
shares
|
$6.03 Million
2.61% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
May 14, 2025 Q1 2025 |
14,981
shares
|
$6.03 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
14,949
shares
|
$6.01 Million
0.23% of portfolio
|
Q1 2025
Added 20.32%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
14,916
shares
|
$6 Million
0.16% of portfolio
|
Q1 2025
Added 15.48%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
14,842
shares
|
$5.97 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
14,832
shares
|
$5.97 Million
0.41% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
14,760
shares
|
$5.94 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
14,732
shares
|
$5.92 Million
0.02% of portfolio
|
Q1 2025
Added 83.35%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
14,708
shares
|
$5.92 Million
0.24% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
14,679
shares
|
$5.9 Million
0.21% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
14,667
shares
|
$5.9 Million
0.48% of portfolio
|
Q4 2024
Added 2098.95%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
14,667
shares
|
$5.9 Million
2.67% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
14,656
shares
|
$5.89 Million
1.99% of portfolio
|
Q1 2025
Added 80.25%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
14,585
shares
|
$5.87 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Malaga Cove Capital, LLC
|
May 08, 2025 Q1 2025 |
14,565
shares
|
$5.86 Million
2.22% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
14,547
shares
|
$5.85 Million
2.15% of portfolio
|
Q1 2025
Added 1.06%
|