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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
1,127
shares
|
$622,160
0.21% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,125
shares
|
$621,056
0.15% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 13, 2026 Q4 2025 |
1,123
shares
|
$619,952
0.05% of portfolio
|
Q4 2025
Reduced 21.41%
|
|
|
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%
|
|
|
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
|
Jan 12, 2026 Q4 2025 |
1,120
shares
|
$618,296
0.3% 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%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
1,120
shares
|
$618,296
0.46% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,119
shares
|
$617,743
0.02% of portfolio
|
Q3 2025
Added 18.79%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
1,119
shares
|
$617,743
0.11% of portfolio
|
Q4 2025
Added 135.58%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
1,118
shares
|
$617,191
0.1% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,117
shares
|
$616,639
0.08% of portfolio
|
Q3 2025
Reduced 99.74%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
1,111
shares
|
$613,327
0.23% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
1,111
shares
|
$613,327
0.29% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
1,111
shares
|
$613,327
0.05% of portfolio
|
Q4 2025
Added 7.24%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
1,109
shares
|
$612,223
0.08% of portfolio
|
Q3 2025
Added 14.21%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
1,107
shares
|
$611,119
0.12% of portfolio
|
Q3 2025
Reduced 21.32%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
1,106
shares
|
$610,567
0.03% of portfolio
|
Q3 2025
Added 0.55%
|
|