Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,265 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $114 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
5,888
shares
|
$2.02 Million
0.23% of portfolio
|
Q1 2025
Reduced 73.99%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
5,879
shares
|
$2.01 Million
0.21% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
5,862
shares
|
$2.01 Million
0.97% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
5,851
shares
|
$2 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
5,850
shares
|
$2 Million
0.04% of portfolio
|
Q1 2025
Added 44.66%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
5,847
shares
|
$2 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
5,846
shares
|
$2 Million
0.9% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,831
shares
|
$2 Million
0.13% of portfolio
|
Q1 2025
Added 79.64%
|
|
|
Lgt Group Foundation
|
May 13, 2025 Q1 2025 |
5,810
shares
|
$1.99 Million
0.03% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
5,800
shares
|
$1.99 Million
0.07% of portfolio
|
Q1 2025
Reduced 84.85%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
5,797
shares
|
$1.99 Million
1.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
5,778
shares
|
$1.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
5,756
shares
|
$1.97 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
5,727
shares
|
$1.96 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
5,712
shares
|
$1.96 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
5,708
shares
|
$1.96 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
5,699
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wd Rutherford LLC
|
Apr 17, 2025 Q1 2025 |
5,695
shares
|
$1.95 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,687
shares
|
$1.95 Million
0.21% of portfolio
|
Q2 2023
Reduced 5.31%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
5,677
shares
|
$1.94 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
5,651
shares
|
$1.94 Million
0.12% of portfolio
|
Q1 2025
Added 42.56%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
5,644
shares
|
$1.93 Million
1.31% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
5,638
shares
|
$1.93 Million
0.72% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
5,615
shares
|
$1.92 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,608
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2022
Added 3.6%
|