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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
22,297
shares
|
$12.3 Million
1.31% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
22,251
shares
|
$12.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 18.55%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
22,225
shares
|
$12.3 Million
1.56% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
22,202
shares
|
$12.3 Million
0.64% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
22,137
shares
|
$12.2 Million
0.48% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,111
shares
|
$12.2 Million
0.16% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
21,966
shares
|
$12.1 Million
0.19% of portfolio
|
Q2 2021
Reduced 4.76%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
21,842
shares
|
$12.1 Million
0.08% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
21,816
shares
|
$12 Million
0.23% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
21,720
shares
|
$12 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
21,694
shares
|
$12 Million
2.03% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
21,633
shares
|
$11.9 Million
0.24% of portfolio
|
Q3 2025
Reduced 30.99%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
21,616
shares
|
$11.9 Million
0.27% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
21,520
shares
|
$11.9 Million
0.17% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
21,409
shares
|
$11.8 Million
0.65% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
21,373
shares
|
$11.8 Million
0.36% of portfolio
|
Q3 2025
Added 88.24%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
21,293
shares
|
$11.8 Million
0.24% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
21,272
shares
|
$11.7 Million
0.27% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
21,264
shares
|
$11.7 Million
0.2% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
21,164
shares
|
$11.7 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
21,120
shares
|
$11.7 Million
0.29% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
21,021
shares
|
$11.6 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
21,005
shares
|
$11.6 Million
0.1% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
20,963
shares
|
$11.6 Million
0.69% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
20,953
shares
|
$11.6 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.21%
|
|