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 |
|---|---|---|---|---|---|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
3,676
shares
|
$1.26 Million
0.17% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
3,675
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Added 23.61%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
3,674
shares
|
$1.26 Million
0.27% of portfolio
|
Q1 2025
Added 101.2%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
3,668
shares
|
$1.26 Million
0.61% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
3,661
shares
|
$1.25 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,661
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
3,660
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
3,660
shares
|
$1.25 Million
0.07% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
3,654
shares
|
$1.25 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
3,641
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
3,639
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
3,635
shares
|
$1.25 Million
0.61% of portfolio
|
Q2 2024
Added 5.15%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
3,632
shares
|
$1.24 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
3,628
shares
|
$1.24 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
3,625
shares
|
$1.24 Million
0.21% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
3,612
shares
|
$1.24 Million
0.35% of portfolio
|
Q4 2022
Reduced 99.58%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
3,608
shares
|
$1.24 Million
0.06% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Apr 10, 2025 Q1 2025 |
3,604
shares
|
$1.23 Million
0.13% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
3,600
shares
|
$1.23 Million
0.08% of portfolio
|
Q1 2025
Added 68.62%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
3,600
shares
|
$1.23 Million
0.48% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
3,590
shares
|
$1.23 Million
0.32% of portfolio
|
Q1 2025
Reduced 23.99%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
3,582
shares
|
$1.23 Million
0.26% of portfolio
|
Q1 2025
Added 24.72%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
3,577
shares
|
$1.23 Million
0.11% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
3,576
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
3,560
shares
|
$1.22 Million
0.68% of portfolio
|
Q1 2025
Added 16.49%
|