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 |
|---|---|---|---|---|---|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
930
shares
|
$513,406
0.28% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
930
shares
|
$513,406
0.11% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
928
shares
|
$512,302
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
928
shares
|
$512,302
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
927
shares
|
$511,750
0.1% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
926
shares
|
$511,198
0.07% of portfolio
|
Q3 2025
Added 18.41%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
926
shares
|
$511,198
0.09% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
926
shares
|
$511,198
0.06% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
924
shares
|
$510,094
0.1% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
923
shares
|
$509,542
0.02% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
922
shares
|
$508,990
0.01% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
920
shares
|
$507,885
0.05% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
920
shares
|
$507,885
0.11% of portfolio
|
Q3 2025
Added 66.97%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
920
shares
|
$507,885
0.34% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
918
shares
|
$506,781
0.07% of portfolio
|
Q3 2025
Reduced 56.66%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
918
shares
|
$506,781
0.22% of portfolio
|
Q3 2025
Reduced 93.05%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
917
shares
|
$506,229
0.2% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
917
shares
|
$506,229
0.07% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Winslow Asset Management Inc
|
Nov 06, 2025 Q3 2025 |
915
shares
|
$505,125
0.08% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
915
shares
|
$505,125
0.05% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
914
shares
|
$504,573
0.04% of portfolio
|
Q3 2023
Added 15.11%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
913
shares
|
$504,021
0.3% of portfolio
|
Q3 2025
Added 12.3%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
911
shares
|
$502,917
0.04% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
911
shares
|
$502,917
0.05% of portfolio
|
Q3 2025
Added 28.13%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
911
shares
|
$502,917
0.15% of portfolio
|
Q3 2025
Reduced 89.05%
|
|