Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,302 institutions that hold shares in the stock, with a total of 338 Million shares, which have been reported (via 13F filing form) to have a value of $112 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Apr 01, 2025 Q1 2025 |
8,690
shares
|
$2.87 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
8,600
shares
|
$2.84 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
8,587
shares
|
$2.83 Million
0.45% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
8,566
shares
|
$2.83 Million
0.26% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
8,537
shares
|
$2.82 Million
0.38% of portfolio
|
Q4 2024
Added 48.47%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
8,536
shares
|
$2.82 Million
2.07% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
8,524
shares
|
$2.81 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
8,522
shares
|
$2.81 Million
1.58% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
8,521
shares
|
$2.81 Million
2.2% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
8,500
shares
|
$2.8 Million
1.7% of portfolio
|
Q2 2022
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
8,497
shares
|
$2.8 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
8,486
shares
|
$2.8 Million
0.05% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
8,467
shares
|
$2.79 Million
0.13% of portfolio
|
Q4 2024
Added 93.4%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
8,453
shares
|
$2.79 Million
0.32% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
8,436
shares
|
$2.78 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
8,417
shares
|
$2.78 Million
1.08% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
8,377
shares
|
$2.76 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
8,363
shares
|
$2.76 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8,362
shares
|
$2.76 Million
0.11% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
8,345
shares
|
$2.75 Million
0.14% of portfolio
|
Q4 2024
Added 29.68%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,312
shares
|
$2.74 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
8,298
shares
|
$2.74 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
8,267
shares
|
$2.73 Million
0.08% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
8,239
shares
|
$2.72 Million
0.99% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
8,236
shares
|
$2.72 Million
0.87% of portfolio
|
Q3 2024
Added 3.61%
|