Institutional Ownership and Shareholders - CATERPILLAR INC (CAT)

CATERPILLAR INC institutional ownership:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 institutional investors who own the securities for the reported quarter.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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201420162018202020222024010M20M30M40M50M
Hedge funds holding history for CATERPILLAR INC@ https://www.secform4.comShares Held

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#HolderReport
Quarter
Shares
Held
Value
(Price)
Portfolio
(%)
Shares Vs.
Prev Report
Money
Flow
Holding
History
#
Holder
Report
Quarter
Shares
Held
Value
(Price)
Portfolio
(%)
Shares Vs.
Prev Report
Money
Flow
Holding
History
1CONFLUENCE INVESTMENT MANAGEMENT LLC2025Q1153,785$31.022M
($201.72)
0.4472%History
2RHUMBLINE ADVISERS2025Q1113,886$22.973M
($201.72)
0.0215%History
3Bond & Devick Financial Network Inc.2025Q144,539$8.984M
($201.72)
3.81%History
4XXEC Inc.2025Q117,510$3.532M
($201.72)
3.06%History
5Czech National Bank2025Q112,456$2.513M
($201.72)
0.0230%History
6Legacy Financial Strategies LLC2025Q111,676$2.355M
($201.72)
0.5136%History
7MITCHELL & PAHL PRIVATE WEALTH LLC2025Q14,381$883.735K
($201.72)
0.4120%History
8Fulton Bank N.A.2025Q13,661$738.497K
($201.72)
0.0299%History
9GAMMA Investing LLC2025Q13,485$703.00K
($201.72)
0.0053%History
10LVW Advisors LLC2025Q13,381$682.015K
($201.72)
0.0874%History
Showing 1 to 10 of 27 entries
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