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 |
|---|---|---|---|---|---|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
2,835
shares
|
$971,015
0.11% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
2,826
shares
|
$967,933
0.26% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
2,800
shares
|
$959,028
0.45% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Peavine Capital, LLC
|
Apr 23, 2025 Q1 2025 |
2,800
shares
|
$959,028
0.24% of portfolio
|
Q4 2018
Reduced 26.32%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
2,800
shares
|
$959,028
0.07% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
2,797
shares
|
$958,000
0.4% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
2,794
shares
|
$956,972
0.26% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
2,792
shares
|
$956,287
0.38% of portfolio
|
Q1 2025
Added 46.48%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
2,789
shares
|
$955,260
0.03% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,781
shares
|
$952,520
0.09% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
2,778
shares
|
$951,492
0.48% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,777
shares
|
$951,150
0.11% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
2,769
shares
|
$948,410
0.67% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
2,766
shares
|
$947,382
0.4% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,755
shares
|
$943,615
0.28% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
2,752
shares
|
$942,587
0.44% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
2,751
shares
|
$942,245
0.2% of portfolio
|
Q1 2025
Added 87.14%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
2,751
shares
|
$942,245
0.47% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,750
shares
|
$941,902
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
2,748
shares
|
$941,217
0.47% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
2,747
shares
|
$940,874
0.12% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
2,747
shares
|
$940,874
0.75% of portfolio
|
Q1 2025
Added 84.86%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,745
shares
|
$940,189
0.09% of portfolio
|
Q4 2023
Reduced 9.11%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,743
shares
|
$939,504
0.06% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,743
shares
|
$939,504
0.06% of portfolio
|
Q2 2023
Reduced 9.86%
|