Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,659 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 |
|---|---|---|---|---|---|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 21, 2025 Q3 2025 |
19,294
shares
|
$10.7 Million
2.74% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
19,276
shares
|
$10.6 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
19,249
shares
|
$10.6 Million
3.09% of portfolio
|
Q4 2025
Added 91561.9%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
19,217
shares
|
$10.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
19,208
shares
|
$10.6 Million
0.05% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
19,187
shares
|
$10.6 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
19,186
shares
|
$10.6 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
19,162
shares
|
$10.6 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
19,144
shares
|
$10.6 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
19,099
shares
|
$10.5 Million
0.88% of portfolio
|
Q4 2025
Reduced 1.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
19,084
shares
|
$10.5 Million
0.14% of portfolio
|
Q3 2025
Added 48.61%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
18,947
shares
|
$10.5 Million
0.82% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
18,937
shares
|
$10.5 Million
0.62% of portfolio
|
Q3 2025
Reduced 21.87%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
18,935
shares
|
$10.5 Million
0.11% of portfolio
|
Q3 2025
Reduced 22.2%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
18,864
shares
|
$10.4 Million
0.37% of portfolio
|
Q4 2022
Reduced 5.79%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
18,853
shares
|
$10.4 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
18,821
shares
|
$10.4 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Boit C F David
Boston, MA |
Jan 15, 2026 Q4 2025 |
18,800
shares
|
$10.4 Million
4.75% of portfolio
|
Q4 2025
Reduced 3.59%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
18,797
shares
|
$10.4 Million
1.06% of portfolio
|
Q3 2025
Added 46.18%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
18,710
shares
|
$10.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
18,638
shares
|
$10.3 Million
0.22% of portfolio
|
Q3 2025
Added 13.53%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
18,603
shares
|
$10.3 Million
0.37% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
18,601
shares
|
$10.3 Million
0.11% of portfolio
|
Q4 2025
Reduced 3.07%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
18,506
shares
|
$10.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.26%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
18,475
shares
|
$10.2 Million
0.52% of portfolio
|
Q4 2022
Reduced 0.01%
|
|