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 $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
1,311
shares
|
$463,543
0.01% of portfolio
|
Q1 2025
Reduced 34.32%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
May 14, 2025 Q1 2025 |
1,310
shares
|
$463,189
0.09% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,309
shares
|
$462,836
0.01% of portfolio
|
Q1 2025
Added 31.82%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
1,309
shares
|
$462,836
0.08% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
1,308
shares
|
$462,482
0.21% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
1,308
shares
|
$462,482
0.11% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
1,305
shares
|
$461,421
0.21% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
1,304
shares
|
$461,068
0.14% of portfolio
|
Q1 2025
Added 29.88%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,302
shares
|
$460,361
0.19% of portfolio
|
Q1 2025
Added 20.11%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
1,299
shares
|
$459,300
0.24% of portfolio
|
Q1 2024
Reduced 6.61%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
1,298
shares
|
$458,946
0.02% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
1,294
shares
|
$457,532
0.01% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
1,291
shares
|
$456,471
0.13% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
1,289
shares
|
$455,764
0.03% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
1,284
shares
|
$453,996
0.05% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
1,280
shares
|
$452,582
0.04% of portfolio
|
Q1 2025
Reduced 61.07%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
1,279
shares
|
$452,228
0.07% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,279
shares
|
$452,228
0.25% of portfolio
|
Q1 2024
Added 4.58%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
1,270
shares
|
$449,046
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,269
shares
|
$448,693
0.05% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,267
shares
|
$447,985
0.14% of portfolio
|
Q4 2023
Reduced 4.52%
|
|
|
Bard Financial Services, Inc.
|
Apr 15, 2025 Q1 2025 |
1,265
shares
|
$447,278
0.05% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,263
shares
|
$446,571
0.14% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
1,263
shares
|
$446,571
0.33% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
1,260
shares
|
$445,510
0.08% of portfolio
|
Q4 2024
Reduced 3.82%
|