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 |
|---|---|---|---|---|---|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
2,014
shares
|
$703,872
0.2% of portfolio
|
Q1 2025
Added 32.67%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
2,014
shares
|
$703,872
0.08% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
2,013
shares
|
$703,523
0.02% of portfolio
|
Q1 2025
Added 26.76%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,012
shares
|
$703,173
0.05% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Saybrook Capital
|
Apr 23, 2025 Q1 2025 |
2,000
shares
|
$698,980
0.19% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
1,997
shares
|
$697,931
0.22% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
1,996
shares
|
$697,582
0.19% of portfolio
|
Q4 2022
Reduced 3.11%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
1,990
shares
|
$695,485
0.42% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
1,987
shares
|
$694,436
0.15% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
1,984
shares
|
$693,388
0.34% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
1,983
shares
|
$693,038
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
1,979
shares
|
$691,640
0.22% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,978
shares
|
$691,291
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
1,978
shares
|
$691,291
0.02% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
1,969
shares
|
$688,145
0.04% of portfolio
|
Q1 2025
Added 196.09%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
1,969
shares
|
$688,145
0.15% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
1,966
shares
|
$687,097
0.26% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
1,965
shares
|
$686,747
0.29% of portfolio
|
Q1 2025
Added 126.91%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,958
shares
|
$684,301
0.09% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
1,958
shares
|
$684,301
0.27% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,957
shares
|
$683,951
0.25% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
1,956
shares
|
$683,602
0.01% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
1,955
shares
|
$683,252
0.05% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
1,952
shares
|
$682,204
0.06% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
1,951
shares
|
$681,854
0.24% of portfolio
|
Q1 2025
Reduced 1.32%
|