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 |
|---|---|---|---|---|---|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
774
shares
|
$427,286
0.07% of portfolio
|
Q3 2025
Reduced 28.93%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
773
shares
|
$426,734
0.05% of portfolio
|
Q3 2025
Reduced 20.31%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
773
shares
|
$426,734
0.05% of portfolio
|
Q3 2025
Added 43.41%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
771
shares
|
$425,630
0.1% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
771
shares
|
$425,630
0.27% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
770
shares
|
$425,078
0.31% of portfolio
|
Q3 2025
Reduced 55.87%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
770
shares
|
$425,078
0.06% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
767
shares
|
$423,422
0.11% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
765
shares
|
$422,318
0.02% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
765
shares
|
$422,318
0.04% of portfolio
|
Q2 2025
Reduced 28.77%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
765
shares
|
$422,318
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
764
shares
|
$421,766
0.17% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
764
shares
|
$421,766
0.1% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
763
shares
|
$421,214
0.01% of portfolio
|
Q1 2025
Reduced 56.33%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
763
shares
|
$421,214
0.19% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Q3 Asset Management
|
Oct 27, 2025 Q3 2025 |
762
shares
|
$420,662
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
761
shares
|
$420,110
0.04% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
760
shares
|
$419,557
0.01% of portfolio
|
Q3 2025
Reduced 26.64%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
760
shares
|
$419,557
0.14% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
758
shares
|
$418,453
0.15% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
757
shares
|
$417,901
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
756
shares
|
$417,349
0.04% of portfolio
|
Q4 2023
Reduced 9.24%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
756
shares
|
$417,349
0.1% of portfolio
|
Q3 2025
Added 22.33%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
756
shares
|
$417,349
0.03% of portfolio
|
Q2 2024
Added 36.46%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
756
shares
|
$417,349
0.07% of portfolio
|
Q3 2025
Reduced 0.13%
|
|