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 |
|---|---|---|---|---|---|
|
J.P. Marvel Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,734
shares
|
$4.72 Million
0.69% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
11,715
shares
|
$4.71 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
11,703
shares
|
$4.71 Million
0.43% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,636
shares
|
$4.68 Million
0.13% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
11,574
shares
|
$4.65 Million
1.01% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,556
shares
|
$4.65 Million
0.03% of portfolio
|
Q3 2024
Reduced 42.22%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
11,547
shares
|
$4.64 Million
1.2% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Nikko Asset Management Americas, Inc.
|
May 07, 2025 Q1 2025 |
11,540
shares
|
$4.64 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
11,528
shares
|
$4.64 Million
0.28% of portfolio
|
Q3 2022
Reduced 12.55%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
11,491
shares
|
$4.62 Million
0.51% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Seizert Capital Partners, LLC
|
May 08, 2025 Q1 2025 |
11,401
shares
|
$4.59 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
11,358
shares
|
$4.57 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
11,340
shares
|
$4.56 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
11,297
shares
|
$4.54 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
11,265
shares
|
$4.53 Million
2.58% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
11,187
shares
|
$4.5 Million
0.08% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
May 07, 2025 Q1 2025 |
11,178
shares
|
$4.5 Million
2.82% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
11,150
shares
|
$4.48 Million
0.3% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
11,103
shares
|
$4.47 Million
1.04% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
11,090
shares
|
$4.46 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
11,077
shares
|
$4.45 Million
0.49% of portfolio
|
Q2 2024
Added 1047.88%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
11,073
shares
|
$4.45 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
11,061
shares
|
$4.45 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
11,009
shares
|
$4.43 Million
1.8% of portfolio
|
Q3 2023
Added 0.99%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
10,943
shares
|
$4.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.16%
|