Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,619 institutions that hold shares in the stock, with a total of 338 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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,148
shares
|
$633,753
0.15% of portfolio
|
Q3 2025
Added 9.54%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,146
shares
|
$632,649
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,146
shares
|
$632,649
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,146
shares
|
$632,649
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
1,144
shares
|
$631,545
0.09% of portfolio
|
Q3 2025
Added 120.0%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
1,142
shares
|
$630,441
0.01% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
1,141
shares
|
$629,889
0.02% of portfolio
|
Q3 2025
Added 276.57%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,141
shares
|
$629,889
0.4% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
1,139
shares
|
$628,784
0.25% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,137
shares
|
$627,680
0.04% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
1,136
shares
|
$627,128
0.06% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,131
shares
|
$624,368
0.01% of portfolio
|
Q3 2023
Added 0.44%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
1,130
shares
|
$623,816
0.14% of portfolio
|
Q3 2025
Added 18.82%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
1,129
shares
|
$623,264
0.05% of portfolio
|
Q1 2022
Reduced 30.69%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
1,128
shares
|
$622,712
0.09% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
1,128
shares
|
$622,712
0.35% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
1,128
shares
|
$622,712
0.48% of portfolio
|
Q3 2025
Added 25.61%
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
1,127
shares
|
$622,160
0.37% of portfolio
|
Q3 2025
Added 21.71%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,125
shares
|
$621,056
0.15% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
1,122
shares
|
$619,400
0.06% of portfolio
|
Q3 2025
Reduced 49.75%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
1,122
shares
|
$619,400
0.06% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
1,121
shares
|
$618,848
0.17% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
1,121
shares
|
$618,848
0.02% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Spring Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
1,120
shares
|
$618,296
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
1,120
shares
|
$618,296
0.08% of portfolio
|
Q3 2025
Reduced 1.84%
|
|