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 |
|---|---|---|---|---|---|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
585
shares
|
$322,949
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jan 12, 2026 Q4 2025 |
585
shares
|
$322,949
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jan 13, 2026 Q4 2025 |
584
shares
|
$322,397
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
584
shares
|
$322,397
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
583
shares
|
$321,845
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
583
shares
|
$321,845
0.04% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
583
shares
|
$321,845
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
583
shares
|
$321,845
0.04% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
582
shares
|
$321,293
0.31% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
582
shares
|
$321,293
0.09% of portfolio
|
Q3 2025
Added 81.31%
|
|
|
Ninepoint Partners LP
|
Nov 12, 2025 Q3 2025 |
581
shares
|
$320,741
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
581
shares
|
$320,741
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
580
shares
|
$320,189
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
579
shares
|
$319,636
0.08% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2025 Q3 2025 |
579
shares
|
$319,636
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
578
shares
|
$319,084
0.08% of portfolio
|
Q3 2025
Reduced 20.17%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jan 15, 2026 Q4 2025 |
577
shares
|
$318,532
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
576
shares
|
$317,980
0.0% of portfolio
|
Q3 2025
Reduced 15.67%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 13, 2025 Q3 2025 |
575
shares
|
$317,428
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
574
shares
|
$316,876
0.08% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
573
shares
|
$316,324
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
571
shares
|
$315,220
0.12% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
570
shares
|
$314,668
0.14% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
570
shares
|
$314,668
0.0% of portfolio
|
Q3 2025
Reduced 98.16%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
570
shares
|
$314,668
0.15% of portfolio
|
Q3 2024
Reduced 61.15%
|
|