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 |
|---|---|---|---|---|---|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
49,171
shares
|
$14.5 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
48,828
shares
|
$14.4 Million
0.22% of portfolio
|
Q4 2024
Added 80.19%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
47,898
shares
|
$14.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 59.03%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
47,764
shares
|
$14.1 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
47,425
shares
|
$14 Million
0.11% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
46,550
shares
|
$13.7 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
45,930
shares
|
$13.5 Million
0.07% of portfolio
|
Q4 2024
Added 14.75%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
45,826
shares
|
$13.5 Million
0.08% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
45,783
shares
|
$13.5 Million
1.47% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
Mizuho Securities Usa LLC
|
Feb 11, 2025 Q4 2024 |
45,759
shares
|
$13.5 Million
0.33% of portfolio
|
Q4 2024
Added 45.53%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
45,547
shares
|
$13.4 Million
0.06% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
45,394
shares
|
$13.4 Million
0.08% of portfolio
|
Q2 2023
Reduced 57.95%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
45,239
shares
|
$13.3 Million
0.29% of portfolio
|
Q4 2024
Added 39.27%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
45,055
shares
|
$13.3 Million
0.1% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
44,777
shares
|
$13.2 Million
0.76% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
44,235
shares
|
$13 Million
5.97% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
43,164
shares
|
$12.7 Million
1.82% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
42,984
shares
|
$12.6 Million
2.69% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
42,740
shares
|
$12.6 Million
4.81% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
42,617
shares
|
$12.5 Million
0.33% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
42,533
shares
|
$12.5 Million
0.5% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
42,123
shares
|
$12.4 Million
1.24% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
42,050
shares
|
$12.4 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Dodge & Cox
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
41,976
shares
|
$12.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
41,760
shares
|
$12.3 Million
2.44% of portfolio
|
Q4 2024
Added 0.88%
|