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 |
|---|---|---|---|---|---|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
902
shares
|
$497,949
0.11% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
900
shares
|
$496,844
0.0% of portfolio
|
Q2 2025
Added 34.33%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
900
shares
|
$496,844
0.05% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
900
shares
|
$496,844
0.44% of portfolio
|
Q4 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
898
shares
|
$495,740
0.07% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
898
shares
|
$495,740
0.18% of portfolio
|
Q3 2025
Reduced 31.08%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
896
shares
|
$494,636
0.26% of portfolio
|
Q4 2024
Added 50.08%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
895
shares
|
$494,084
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
894
shares
|
$493,532
0.02% of portfolio
|
Q3 2025
Added 36.28%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
893
shares
|
$492,980
0.12% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
893
shares
|
$492,980
0.43% of portfolio
|
Q3 2025
Added 36.13%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
893
shares
|
$492,980
0.1% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
891
shares
|
$491,876
0.07% of portfolio
|
Q4 2025
Added 550.36%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
891
shares
|
$491,876
0.13% of portfolio
|
Q3 2025
Added 28.94%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
890
shares
|
$491,324
0.15% of portfolio
|
Q1 2025
Reduced 39.91%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
889
shares
|
$490,772
0.05% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
885
shares
|
$488,564
0.34% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
882
shares
|
$486,908
0.02% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
881
shares
|
$486,356
0.06% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
877
shares
|
$484,147
0.06% of portfolio
|
Q3 2025
Reduced 49.25%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
877
shares
|
$484,147
0.41% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
876
shares
|
$483,595
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
876
shares
|
$483,595
0.37% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
876
shares
|
$483,595
0.24% of portfolio
|
Q3 2025
Added 24.61%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
875
shares
|
$483,043
0.02% of portfolio
|
Q3 2025
Added 34.41%
|
|