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 |
|---|---|---|---|---|---|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
911
shares
|
$502,917
0.15% of portfolio
|
Q3 2025
Reduced 89.05%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
910
shares
|
$502,365
0.03% of portfolio
|
Q1 2025
Reduced 58.82%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
909
shares
|
$501,813
0.24% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
907
shares
|
$500,709
0.34% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
906
shares
|
$500,157
0.05% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
906
shares
|
$500,157
0.19% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
905
shares
|
$499,605
0.44% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
905
shares
|
$499,605
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
904
shares
|
$499,053
0.18% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
903
shares
|
$498,501
0.15% of portfolio
|
Q3 2025
Added 22.03%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
902
shares
|
$497,949
0.11% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
900
shares
|
$496,844
0.0% of portfolio
|
Q2 2025
Added 34.33%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
900
shares
|
$496,844
0.05% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
900
shares
|
$496,844
0.44% of portfolio
|
Q4 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
898
shares
|
$495,740
0.07% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
898
shares
|
$495,740
0.18% of portfolio
|
Q3 2025
Reduced 31.08%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
896
shares
|
$494,636
0.26% of portfolio
|
Q4 2024
Added 50.08%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
895
shares
|
$494,084
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
894
shares
|
$493,532
0.02% of portfolio
|
Q3 2025
Added 36.28%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
893
shares
|
$492,980
0.12% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
893
shares
|
$492,980
0.43% of portfolio
|
Q3 2025
Added 36.13%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
893
shares
|
$492,980
0.1% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
891
shares
|
$491,876
0.07% of portfolio
|
Q4 2025
Added 550.36%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
891
shares
|
$491,876
0.13% of portfolio
|
Q3 2025
Added 28.94%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
890
shares
|
$491,324
0.15% of portfolio
|
Q1 2025
Reduced 39.91%
|
|