Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,653 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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
969
shares
|
$534,936
0.11% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
965
shares
|
$532,728
0.07% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
964
shares
|
$532,176
0.06% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
960
shares
|
$529,968
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
956
shares
|
$527,759
0.23% of portfolio
|
Q3 2025
Reduced 28.44%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
954
shares
|
$526,655
0.15% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
953
shares
|
$526,103
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
951
shares
|
$524,999
0.4% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
951
shares
|
$524,999
0.03% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
951
shares
|
$524,999
0.25% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
950
shares
|
$524,447
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
947
shares
|
$522,791
0.09% of portfolio
|
Q4 2025
Added 12.74%
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
947
shares
|
$522,791
0.13% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
947
shares
|
$522,791
0.08% of portfolio
|
Q3 2025
Reduced 83.41%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
944
shares
|
$521,135
0.33% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
943
shares
|
$520,583
0.02% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
941
shares
|
$519,479
0.04% of portfolio
|
Q4 2024
Reduced 21.12%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
940
shares
|
$518,926
0.17% of portfolio
|
Q3 2025
Added 45.96%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
939
shares
|
$518,374
0.05% of portfolio
|
Q2 2022
Added 13.27%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
936
shares
|
$516,718
0.04% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
936
shares
|
$516,718
0.31% of portfolio
|
Q4 2025
Added 54.2%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
935
shares
|
$516,166
0.15% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
933
shares
|
$515,062
0.5% of portfolio
|
Q4 2023
Reduced 9.68%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
932
shares
|
$514,510
0.07% of portfolio
|
Q4 2025
Added 47.7%
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
931
shares
|
$513,958
0.05% of portfolio
|
Q3 2025
Reduced 13.72%
|
|