Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,619 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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
4
shares
|
$2,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
4
shares
|
$2,208
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$2,208
0.0% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3
shares
|
$1,656
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3
shares
|
$1,656
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
2
shares
|
$1,104
0.0% of portfolio
|
Q3 2021
Reduced 96.49%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
2
shares
|
$1,104
0.0% of portfolio
|
Q3 2025
Reduced 94.87%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
2
shares
|
$1,104
0.0% of portfolio
|
Q3 2025
Reduced 99.33%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
2
shares
|
$1,104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2
shares
|
$1,104
0.0% of portfolio
|
Q2 2025
Reduced 94.87%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
1
shares
|
$552
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Ransom Advisory, LTD
Providence, RI |
Oct 03, 2025 Q3 2025 |
0
shares
|
$0
0.26% of portfolio
|
Q3 2025
New holding
|
|