Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,634 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 |
|---|---|---|---|---|---|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
720
shares
|
$397,475
0.04% of portfolio
|
Q1 2025
Added 928.57%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
719
shares
|
$396,923
0.73% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
718
shares
|
$396,371
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
718
shares
|
$396,371
0.13% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
718
shares
|
$396,371
0.13% of portfolio
|
Q3 2025
Reduced 18.13%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
717
shares
|
$395,819
0.04% of portfolio
|
Q4 2024
Reduced 27.21%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
716
shares
|
$395,267
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
712
shares
|
$393,059
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
712
shares
|
$393,059
0.06% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
712
shares
|
$393,059
0.3% of portfolio
|
Q3 2025
Reduced 48.81%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
710
shares
|
$391,955
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
708
shares
|
$390,851
0.28% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Geneva Partners, LLC
|
Nov 12, 2025 Q3 2025 |
707
shares
|
$390,299
0.13% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
707
shares
|
$390,299
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
707
shares
|
$390,299
0.04% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
706
shares
|
$389,747
0.36% of portfolio
|
Q4 2025
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
706
shares
|
$389,747
0.03% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
705
shares
|
$389,195
0.12% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
705
shares
|
$389,195
0.0% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
705
shares
|
$389,195
0.13% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
704
shares
|
$388,643
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
704
shares
|
$388,643
0.06% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
703
shares
|
$388,091
0.0% of portfolio
|
Q3 2025
Reduced 99.43%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
703
shares
|
$388,091
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
701
shares
|
$386,987
0.41% of portfolio
|
Q3 2025
Added 0.14%
|
|