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 |
|---|---|---|---|---|---|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 12, 2025 Q3 2025 |
700
shares
|
$386,434
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
700
shares
|
$386,434
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
700
shares
|
$386,434
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
700
shares
|
$386,434
0.15% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
699
shares
|
$385,882
0.16% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Oct 30, 2025 Q3 2025 |
699
shares
|
$385,882
0.18% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
699
shares
|
$385,882
0.3% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
698
shares
|
$385,330
0.06% of portfolio
|
Q3 2025
Reduced 45.93%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
697
shares
|
$384,778
0.07% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
697
shares
|
$384,778
0.02% of portfolio
|
Q3 2025
Added 14.83%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
696
shares
|
$384,226
0.06% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
694
shares
|
$383,122
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
693
shares
|
$382,570
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
692
shares
|
$382,018
0.03% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
691
shares
|
$381,466
0.03% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
690
shares
|
$380,914
0.07% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
690
shares
|
$380,914
0.1% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
690
shares
|
$380,914
0.04% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
690
shares
|
$380,914
0.23% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
689
shares
|
$380,362
0.19% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
687
shares
|
$379,258
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
686
shares
|
$378,706
0.01% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
685
shares
|
$378,154
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
685
shares
|
$378,154
0.25% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
685
shares
|
$378,154
0.18% of portfolio
|
Q3 2023
Added 14.17%
|
|