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 |
|---|---|---|---|---|---|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
9,680
shares
|
$3.89 Million
1.94% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
9,637
shares
|
$3.88 Million
1.02% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
9,609
shares
|
$3.86 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
May 15, 2025 Q1 2025 |
9,604
shares
|
$3.86 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
9,587
shares
|
$3.86 Million
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cumberland Advisors Inc
|
May 09, 2025 Q1 2025 |
9,553
shares
|
$3.84 Million
1.43% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
9,544
shares
|
$3.84 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
9,539
shares
|
$3.84 Million
0.49% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,484
shares
|
$3.81 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
9,481
shares
|
$3.81 Million
2.08% of portfolio
|
Q2 2023
Reduced 2.72%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
9,478
shares
|
$3.81 Million
0.65% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
9,467
shares
|
$3.81 Million
0.46% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
9,447
shares
|
$3.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 54.47%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
9,409
shares
|
$3.78 Million
0.12% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
9,404
shares
|
$3.78 Million
0.38% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
9,395
shares
|
$3.78 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
9,364
shares
|
$3.77 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
9,347
shares
|
$3.76 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
9,303
shares
|
$3.74 Million
0.18% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
9,298
shares
|
$3.74 Million
0.95% of portfolio
|
Q3 2023
Added 0.58%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,285
shares
|
$3.73 Million
1.12% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
9,283
shares
|
$3.73 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
9,222
shares
|
$3.71 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
9,206
shares
|
$3.7 Million
1.64% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
9,192
shares
|
$3.7 Million
0.1% of portfolio
|
Q1 2025
Added 12.51%
|