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 |
|---|---|---|---|---|---|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,041
shares
|
$1.38 Million
0.98% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
4,037
shares
|
$1.38 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,034
shares
|
$1.38 Million
0.52% of portfolio
|
Q2 2022
Added 4.13%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
4,033
shares
|
$1.38 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,030
shares
|
$1.38 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
4,014
shares
|
$1.37 Million
0.26% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
4,010
shares
|
$1.37 Million
0.91% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
4,009
shares
|
$1.37 Million
0.35% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
4,009
shares
|
$1.37 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Viking Fund Management LLC
|
Apr 10, 2025 Q1 2025 |
4,000
shares
|
$1.37 Million
0.2% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
3,996
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
3,977
shares
|
$1.36 Million
0.35% of portfolio
|
Q1 2025
Added 17.84%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
3,976
shares
|
$1.36 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
3,975
shares
|
$1.36 Million
0.27% of portfolio
|
Q1 2025
Reduced 56.3%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
3,968
shares
|
$1.36 Million
0.34% of portfolio
|
Q1 2025
Reduced 77.95%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
3,968
shares
|
$1.36 Million
0.21% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,966
shares
|
$1.36 Million
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
3,965
shares
|
$1.36 Million
0.44% of portfolio
|
Q1 2025
Added 32.39%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
3,948
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
3,941
shares
|
$1.35 Million
0.26% of portfolio
|
Q1 2025
Reduced 20.25%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,937
shares
|
$1.35 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
3,931
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 96.25%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
3,929
shares
|
$1.35 Million
0.07% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
3,927
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
3,924
shares
|
$1.34 Million
0.16% of portfolio
|
Q2 2023
Added 172.88%
|