Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,267 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 $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
2,420
shares
|
$845,765
0.15% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
2,418
shares
|
$845,066
0.3% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
2,410
shares
|
$842,270
0.03% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
2,405
shares
|
$840,523
0.1% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
2,403
shares
|
$839,824
0.07% of portfolio
|
Q1 2025
Added 58.93%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,400
shares
|
$838,776
0.15% of portfolio
|
Q1 2022
Added 4.35%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
2,400
shares
|
$838,776
0.11% of portfolio
|
Q1 2025
Added 27.93%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
2,396
shares
|
$837,378
0.06% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
2,396
shares
|
$837,378
0.19% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,392
shares
|
$835,980
0.07% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
2,391
shares
|
$835,630
0.34% of portfolio
|
Q1 2025
Added 50.28%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
2,387
shares
|
$834,232
0.3% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,385
shares
|
$833,533
0.0% of portfolio
|
Q1 2025
Reduced 31.93%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
2,375
shares
|
$830,038
0.16% of portfolio
|
Q1 2025
Added 29.71%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
2,371
shares
|
$828,640
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
2,361
shares
|
$825,145
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
2,358
shares
|
$824,097
0.03% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2,354
shares
|
$822,699
0.27% of portfolio
|
Q2 2022
Reduced 35.28%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
2,346
shares
|
$819,903
0.04% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
2,345
shares
|
$819,554
0.36% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
2,345
shares
|
$819,554
0.1% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
2,345
shares
|
$819,554
0.23% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
2,343
shares
|
$818,855
0.13% of portfolio
|
Q1 2025
Reduced 38.47%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
2,342
shares
|
$818,505
0.22% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,342
shares
|
$818,505
0.25% of portfolio
|
Q4 2022
Reduced 1.22%
|