Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,283 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $101 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richard C. Young & Co., Ltd.
|
Jan 28, 2025 Q4 2024 |
55,755
shares
|
$16.4 Million
2.34% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Ccm Investment Advisers LLC
|
Apr 16, 2025 Q1 2025 |
55,429
shares
|
$16.3 Million
2.28% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
55,124
shares
|
$16.2 Million
0.31% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
55,065
shares
|
$16.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
55,048
shares
|
$16.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
54,899
shares
|
$16.2 Million
1.95% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
54,878
shares
|
$16.1 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Feb 14, 2025 Q4 2024 |
54,600
shares
|
$16.1 Million
0.66% of portfolio
|
Q4 2024
Added 17.77%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
54,371
shares
|
$16 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
53,905
shares
|
$15.9 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
53,882
shares
|
$15.9 Million
0.61% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
53,808
shares
|
$15.8 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
53,498
shares
|
$15.7 Million
0.02% of portfolio
|
Q4 2024
Added 38.06%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
53,060
shares
|
$15.6 Million
0.34% of portfolio
|
Q1 2023
Added 1849.3%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
52,808
shares
|
$15.5 Million
0.86% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
52,488
shares
|
$15.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
51,759
shares
|
$15.2 Million
0.53% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
50,785
shares
|
$14.9 Million
2.54% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Feb 13, 2025 Q4 2024 |
50,594
shares
|
$14.9 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
50,216
shares
|
$14.8 Million
0.24% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
50,097
shares
|
$14.7 Million
0.04% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
49,888
shares
|
$14.7 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
49,778
shares
|
$14.6 Million
0.28% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
49,559
shares
|
$14.6 Million
0.25% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
49,442
shares
|
$14.5 Million
0.68% of portfolio
|
Q4 2024
Added 0.97%
|