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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
923
shares
|
$509,542
0.02% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
922
shares
|
$508,990
0.01% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
920
shares
|
$507,885
0.05% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
920
shares
|
$507,885
0.11% of portfolio
|
Q3 2025
Added 66.97%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
920
shares
|
$507,885
0.34% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
918
shares
|
$506,781
0.07% of portfolio
|
Q3 2025
Reduced 56.66%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
918
shares
|
$506,781
0.22% of portfolio
|
Q3 2025
Reduced 93.05%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
917
shares
|
$506,229
0.2% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
917
shares
|
$506,229
0.07% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Winslow Asset Management Inc
|
Nov 06, 2025 Q3 2025 |
915
shares
|
$505,125
0.08% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
915
shares
|
$505,125
0.05% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
914
shares
|
$504,573
0.04% of portfolio
|
Q3 2023
Added 15.11%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
913
shares
|
$504,021
0.3% of portfolio
|
Q3 2025
Added 12.3%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
911
shares
|
$502,917
0.04% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
911
shares
|
$502,917
0.05% of portfolio
|
Q3 2025
Added 28.13%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
911
shares
|
$502,917
0.15% of portfolio
|
Q3 2025
Reduced 89.05%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
910
shares
|
$502,365
0.03% of portfolio
|
Q1 2025
Reduced 58.82%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
909
shares
|
$501,813
0.24% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
907
shares
|
$500,709
0.34% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
906
shares
|
$500,157
0.05% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
906
shares
|
$500,157
0.19% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
905
shares
|
$499,605
0.44% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
905
shares
|
$499,605
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
904
shares
|
$499,053
0.18% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
903
shares
|
$498,501
0.15% of portfolio
|
Q3 2025
Added 22.03%
|
|