Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,305 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
3,921
shares
|
$1.61 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,918
shares
|
$1.61 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
|
$1.61 Million
0.06% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
3,899
shares
|
$1.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
3,898
shares
|
$1.6 Million
0.16% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
3,898
shares
|
$1.6 Million
0.62% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
3,897
shares
|
$1.6 Million
0.06% of portfolio
|
Q1 2025
Added 33.92%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
3,886
shares
|
$1.59 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
|
$1.59 Million
0.18% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
3,862
shares
|
$1.58 Million
0.11% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
3,861
shares
|
$1.58 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
3,858
shares
|
$1.58 Million
0.03% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
3,855
shares
|
$1.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 25.33%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,852
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2024
Reduced 25.19%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
3,847
shares
|
$1.58 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
3,841
shares
|
$1.58 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
3,837
shares
|
$1.57 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
3,835
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,824
shares
|
$1.57 Million
0.09% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
3,821
shares
|
$1.57 Million
0.81% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
3,808
shares
|
$1.56 Million
0.13% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
3,800
shares
|
$1.56 Million
0.52% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
3,792
shares
|
$1.55 Million
0.57% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
3,780
shares
|
$1.55 Million
0.85% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
3,780
shares
|
$1.55 Million
0.33% of portfolio
|
Q1 2025
Added 320.0%
|