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 |
|---|---|---|---|---|---|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,922
shares
|
$1 Million
0.41% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
2,922
shares
|
$1 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Apr 29, 2025 Q1 2025 |
2,921
shares
|
$1 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
2,917
shares
|
$999,101
0.12% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
2,916
shares
|
$998,759
0.03% of portfolio
|
Q1 2025
Reduced 39.29%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
2,911
shares
|
$997,046
0.64% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
2,911
shares
|
$997,046
0.46% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,905
shares
|
$994,991
0.04% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
2,899
shares
|
$992,936
0.15% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
2,894
shares
|
$991,223
0.02% of portfolio
|
Q1 2025
Reduced 44.94%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
2,890
shares
|
$989,853
0.38% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
2,881
shares
|
$986,771
0.15% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
2,871
shares
|
$983,346
0.0% of portfolio
|
Q1 2025
Reduced 94.63%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
2,862
shares
|
$980,263
0.22% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
2,862
shares
|
$980,263
0.67% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
2,861
shares
|
$979,921
0.43% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
2,860
shares
|
$979,578
0.06% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,859
shares
|
$979,236
0.42% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
2,859
shares
|
$979,236
0.78% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
2,854
shares
|
$977,523
0.11% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,854
shares
|
$977,523
0.12% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
2,853
shares
|
$977,181
0.57% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
2,852
shares
|
$976,838
1.0% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
2,847
shares
|
$975,125
0.01% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
2,837
shares
|
$971,700
0.42% of portfolio
|
Q1 2025
Added 14.53%
|