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 |
|---|---|---|---|---|---|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
3,924
shares
|
$1.34 Million
1.05% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
3,921
shares
|
$1.34 Million
0.36% of portfolio
|
Q1 2025
Added 592.76%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
3,921
shares
|
$1.34 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,918
shares
|
$1.34 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
3,915
shares
|
$1.34 Million
0.06% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Douglas Lane & Associates, LLC
|
Apr 09, 2025 Q1 2025 |
3,912
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.71%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
3,899
shares
|
$1.34 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
3,898
shares
|
$1.34 Million
0.16% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
3,898
shares
|
$1.34 Million
0.62% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
3,897
shares
|
$1.33 Million
0.06% of portfolio
|
Q1 2025
Added 33.92%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
3,893
shares
|
$1.33 Million
0.28% of portfolio
|
Q1 2025
Reduced 63.46%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
3,886
shares
|
$1.33 Million
0.12% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
3,872
shares
|
$1.33 Million
0.18% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
3,871
shares
|
$1.33 Million
0.37% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
3,862
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
3,858
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
3,855
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 25.33%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
3,852
shares
|
$1.32 Million
1.13% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,852
shares
|
$1.32 Million
0.17% of portfolio
|
Q3 2024
Reduced 25.19%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
3,847
shares
|
$1.32 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
3,841
shares
|
$1.32 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
3,841
shares
|
$1.32 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,824
shares
|
$1.31 Million
0.09% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
3,821
shares
|
$1.31 Million
0.81% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
3,808
shares
|
$1.3 Million
0.13% of portfolio
|
Q1 2025
Added 2.17%
|