Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,305 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
684
shares
|
$285,959
0.03% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
684
shares
|
$285,959
0.02% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
683
shares
|
$285,541
0.02% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
683
shares
|
$285,541
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
683
shares
|
$285,541
0.02% of portfolio
|
Q1 2025
Reduced 39.77%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
680
shares
|
$284,287
0.07% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
679
shares
|
$283,869
0.0% of portfolio
|
Q1 2025
Added 15.48%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
678
shares
|
$283,451
0.08% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
677
shares
|
$283,033
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
676
shares
|
$282,615
0.03% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
676
shares
|
$282,615
0.12% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
675
shares
|
$282,197
0.15% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
673
shares
|
$281,361
0.15% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
671
shares
|
$280,524
0.03% of portfolio
|
Q2 2025
Added 29.29%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
671
shares
|
$280,524
0.03% of portfolio
|
Q1 2025
Reduced 89.87%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
671
shares
|
$280,524
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
670
shares
|
$280,106
0.0% of portfolio
|
Q1 2025
Reduced 27.25%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
668
shares
|
$279,270
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
668
shares
|
$279,270
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
667
shares
|
$278,852
0.14% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
666
shares
|
$278,434
0.05% of portfolio
|
Q2 2023
Reduced 3.76%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
664
shares
|
$277,598
0.02% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
663
shares
|
$277,180
0.09% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
662
shares
|
$276,762
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
661
shares
|
$276,344
0.04% of portfolio
|
Q2 2025
Reduced 4.06%
|