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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
3,302
shares
|
$1.13 Million
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
3,293
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Added 292.96%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
3,282
shares
|
$1.12 Million
0.52% of portfolio
|
Q1 2025
Reduced 41.31%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
May 08, 2025 Q1 2025 |
3,278
shares
|
$1.12 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
3,277
shares
|
$1.12 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
3,268
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
3,265
shares
|
$1.12 Million
0.27% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
3,260
shares
|
$1.12 Million
0.77% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,251
shares
|
$1.11 Million
0.22% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
3,248
shares
|
$1.11 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
3,245
shares
|
$1.11 Million
0.33% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,244
shares
|
$1.11 Million
0.19% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
3,242
shares
|
$1.11 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,239
shares
|
$1.11 Million
0.41% of portfolio
|
Q1 2025
Added 19.3%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
3,230
shares
|
$1.11 Million
0.16% of portfolio
|
Q4 2023
Reduced 3.0%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
3,218
shares
|
$1.1 Million
0.59% of portfolio
|
Q1 2025
Added 38.83%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,218
shares
|
$1.1 Million
0.83% of portfolio
|
Q3 2024
Added 127.1%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,213
shares
|
$1.1 Million
0.9% of portfolio
|
Q1 2025
Added 20.34%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,211
shares
|
$1.1 Million
0.12% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
3,203
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 53.97%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,191
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,180
shares
|
$1.09 Million
0.28% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
3,174
shares
|
$1.09 Million
0.72% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
3,174
shares
|
$1.09 Million
1.58% of portfolio
|
Q1 2025
New holding
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
3,165
shares
|
$1.08 Million
0.3% of portfolio
|
Q1 2025
Added 2.2%
|