Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,626 institutions that hold shares in the stock, with a total of 338 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 |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
416
shares
|
$229,652
0.0% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
416
shares
|
$229,652
0.12% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
415
shares
|
$229,100
0.19% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
415
shares
|
$229,100
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
410
shares
|
$226,340
0.03% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
410
shares
|
$226,340
0.1% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
403
shares
|
$222,476
0.06% of portfolio
|
Q3 2025
Reduced 63.43%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
400
shares
|
$220,819
0.02% of portfolio
|
Q3 2025
Reduced 40.39%
|
|
|
Tl Private Wealth
|
Oct 14, 2025 Q3 2025 |
400
shares
|
$220,819
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
400
shares
|
$220,819
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
400
shares
|
$220,819
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
394
shares
|
$217,507
0.03% of portfolio
|
Q3 2023
Added 196.24%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
393
shares
|
$216,955
0.03% of portfolio
|
Q2 2025
Reduced 65.62%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
387
shares
|
$213,643
0.03% of portfolio
|
Q3 2025
Reduced 15.87%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
379
shares
|
$209,226
0.01% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
377
shares
|
$208,122
0.04% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
375
shares
|
$207,018
0.14% of portfolio
|
Q4 2025
Reduced 15.35%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
369
shares
|
$203,706
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
369
shares
|
$203,706
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
366
shares
|
$202,050
0.03% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
359
shares
|
$198,185
0.1% of portfolio
|
Q3 2025
Reduced 83.67%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
357
shares
|
$197,081
0.03% of portfolio
|
Q4 2025
Reduced 36.59%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
354
shares
|
$195,425
0.08% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
354
shares
|
$195,425
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
351
shares
|
$193,769
0.05% of portfolio
|
Q4 2025
Added 6.04%
|
|