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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
8,782
shares
|
$3.53 Million
0.08% of portfolio
|
Q4 2023
Added 42.91%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
8,749
shares
|
$3.52 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
8,710
shares
|
$3.5 Million
0.48% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,676
shares
|
$3.49 Million
0.02% of portfolio
|
Q1 2025
Added 103.09%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
8,629
shares
|
$3.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.84%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
8,577
shares
|
$3.45 Million
0.35% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,536
shares
|
$3.43 Million
1.38% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
8,522
shares
|
$3.43 Million
1.39% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
8,506
shares
|
$3.42 Million
0.86% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
8,500
shares
|
$3.42 Million
1.7% of portfolio
|
Q2 2022
New holding
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
8,500
shares
|
$3.42 Million
0.77% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
8,478
shares
|
$3.41 Million
0.07% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
8,460
shares
|
$3.4 Million
0.32% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
8,458
shares
|
$3.4 Million
0.99% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
8,450
shares
|
$3.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 93.42%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
8,400
shares
|
$3.38 Million
1.97% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
8,390
shares
|
$3.37 Million
1.35% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
8,350
shares
|
$3.36 Million
0.36% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
8,342
shares
|
$3.35 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
8,323
shares
|
$3.35 Million
1.45% of portfolio
|
Q1 2025
Reduced 46.12%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,312
shares
|
$3.34 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
8,291
shares
|
$3.33 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
8,258
shares
|
$3.32 Million
0.17% of portfolio
|
Q1 2025
Reduced 22.58%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
8,252
shares
|
$3.32 Million
0.78% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
May 12, 2025 Q1 2025 |
8,246
shares
|
$3.32 Million
0.58% of portfolio
|
Q1 2025
Reduced 51.61%
|