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 |
|---|---|---|---|---|---|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
4,334
shares
|
$1.48 Million
0.28% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
4,332
shares
|
$1.48 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.19%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
4,330
shares
|
$1.48 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
4,325
shares
|
$1.48 Million
0.39% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
4,324
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2025
Added 47.63%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
4,324
shares
|
$1.48 Million
0.92% of portfolio
|
Q1 2025
Reduced 63.47%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
4,319
shares
|
$1.48 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,311
shares
|
$1.48 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
4,300
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2021
Reduced 1.06%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
4,299
shares
|
$1.47 Million
0.14% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,298
shares
|
$1.47 Million
0.15% of portfolio
|
Q1 2025
Reduced 56.87%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
4,280
shares
|
$1.47 Million
0.08% of portfolio
|
Q1 2025
Added 83.53%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
4,267
shares
|
$1.46 Million
0.14% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
4,266
shares
|
$1.46 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
4,262
shares
|
$1.46 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
4,262
shares
|
$1.46 Million
0.93% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
4,257
shares
|
$1.46 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
4,253
shares
|
$1.46 Million
0.76% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,252
shares
|
$1.46 Million
0.07% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
4,249
shares
|
$1.46 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,240
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
4,239
shares
|
$1.45 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
4,233
shares
|
$1.45 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
4,226
shares
|
$1.45 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Apr 14, 2025 Q1 2025 |
4,217
shares
|
$1.44 Million
0.88% of portfolio
|
Q4 2023
Reduced 0.33%
|