Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,633 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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$113,722
0.01% of portfolio
|
Q1 2023
Reduced 32.68%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
200
shares
|
$110,409
0.04% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
200
shares
|
$110,409
0.65% of portfolio
|
Q1 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
200
shares
|
$110,409
0.01% of portfolio
|
Q3 2022
Reduced 27.01%
|
|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
200
shares
|
$110,409
2.86% of portfolio
|
Q1 2024
New holding
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
200
shares
|
$110,409
0.03% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
200
shares
|
$110,409
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
199
shares
|
$109,857
0.01% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
198
shares
|
$109,305
0.07% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
193
shares
|
$106,545
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
191
shares
|
$105,441
0.01% of portfolio
|
Q3 2025
Added 27.33%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
189
shares
|
$104,337
0.04% of portfolio
|
Q1 2023
Added 10.53%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
189
shares
|
$104,337
0.02% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
189
shares
|
$104,337
0.07% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
188
shares
|
$103,785
0.03% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
184
shares
|
$101,577
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
183
shares
|
$101,025
0.05% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
180
shares
|
$99,368
0.05% of portfolio
|
Q1 2025
Reduced 20.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
178
shares
|
$98,264
0.05% of portfolio
|
Q3 2022
Added 0.56%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
177
shares
|
$97,712
0.02% of portfolio
|
Q3 2025
Added 40.48%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
172
shares
|
$94,952
0.01% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
168
shares
|
$92,744
0.04% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
168
shares
|
$92,744
0.02% of portfolio
|
Q3 2025
Reduced 65.43%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
166
shares
|
$91,640
0.02% of portfolio
|
Q2 2025
Added 31.75%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
165
shares
|
$91,088
0.04% of portfolio
|
Q3 2025
Reduced 8.33%
|
|