Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,641 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Home Federal Bank Of Tennessee
|
Oct 15, 2025 Q3 2025 |
984
shares
|
$543,217
0.13% of portfolio
|
Q2 2025
Reduced 54.95%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
984
shares
|
$543,217
0.22% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
983
shares
|
$542,665
0.42% of portfolio
|
Q4 2025
Added 13.51%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
982
shares
|
$542,113
0.07% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
982
shares
|
$542,113
0.04% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
981
shares
|
$541,561
0.07% of portfolio
|
Q3 2025
Reduced 36.75%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
980
shares
|
$541,009
0.06% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
979
shares
|
$540,456
0.15% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
979
shares
|
$540,456
0.03% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
979
shares
|
$540,456
0.12% of portfolio
|
Q3 2024
Added 104.38%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
979
shares
|
$540,456
0.17% of portfolio
|
Q4 2025
Reduced 5.14%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
977
shares
|
$539,352
0.03% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
977
shares
|
$539,352
0.05% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
977
shares
|
$539,352
0.26% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
973
shares
|
$537,144
0.2% of portfolio
|
Q4 2025
Added 1.35%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
971
shares
|
$536,040
0.29% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
969
shares
|
$534,936
0.11% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
965
shares
|
$532,728
0.07% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
964
shares
|
$532,176
0.06% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
960
shares
|
$529,968
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
956
shares
|
$527,759
0.23% of portfolio
|
Q3 2025
Reduced 28.44%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
954
shares
|
$526,655
0.15% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
953
shares
|
$526,103
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
951
shares
|
$524,999
0.36% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
951
shares
|
$524,999
0.03% of portfolio
|
Q3 2025
Reduced 2.26%
|
|