Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,266 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 |
|---|---|---|---|---|---|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
4,488
shares
|
$1.54 Million
0.24% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
4,487
shares
|
$1.54 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
4,473
shares
|
$1.53 Million
1.06% of portfolio
|
Q1 2025
Added 123.2%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
4,467
shares
|
$1.53 Million
0.07% of portfolio
|
Q1 2025
Added 172.54%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
4,462
shares
|
$1.53 Million
0.14% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
4,458
shares
|
$1.53 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
4,453
shares
|
$1.53 Million
0.17% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
4,453
shares
|
$1.53 Million
0.68% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
4,450
shares
|
$1.52 Million
1.12% of portfolio
|
Q1 2024
Reduced 5.98%
|
|
|
Norway Savings Bank
|
Apr 22, 2025 Q1 2025 |
4,445
shares
|
$1.52 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
4,437
shares
|
$1.52 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
4,432
shares
|
$1.52 Million
0.6% of portfolio
|
Q1 2025
Added 28.72%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
4,430
shares
|
$1.52 Million
0.41% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Am Investment Strategies LLC
|
May 07, 2025 Q1 2025 |
4,429
shares
|
$1.52 Million
0.37% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
4,421
shares
|
$1.51 Million
0.14% of portfolio
|
Q1 2025
Added 19.23%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
4,415
shares
|
$1.51 Million
0.37% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
4,378
shares
|
$1.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,376
shares
|
$1.5 Million
0.12% of portfolio
|
Q1 2025
Added 72833.33%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
4,375
shares
|
$1.5 Million
0.14% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
4,373
shares
|
$1.5 Million
0.5% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
4,371
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2024
Added 56.95%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,358
shares
|
$1.49 Million
0.08% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
4,352
shares
|
$1.49 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,351
shares
|
$1.49 Million
0.32% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
4,342
shares
|
$1.49 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.55%
|