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 |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
18,438
shares
|
$10.2 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
18,380
shares
|
$10.1 Million
0.38% of portfolio
|
Q3 2025
Added 20.6%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
18,327
shares
|
$10.1 Million
0.5% of portfolio
|
Q3 2025
Added 29.35%
|
|
|
Hite Hedge Asset Management LLC
Quincy, MA |
Nov 13, 2025 Q3 2025 |
18,322
shares
|
$10.1 Million
0.55% of portfolio
|
Q3 2025
Reduced 39.63%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
18,310
shares
|
$10.1 Million
2.36% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
18,271
shares
|
$10.1 Million
1.92% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
18,265
shares
|
$10.1 Million
0.76% of portfolio
|
Q4 2025
Reduced 11.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
18,255
shares
|
$10.1 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
18,151
shares
|
$10 Million
0.33% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Tribune Investment Group LP
New York, NY |
Nov 13, 2025 Q3 2025 |
18,000
shares
|
$9.94 Million
4.16% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
17,981
shares
|
$9.93 Million
0.2% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
17,975
shares
|
$9.92 Million
2.1% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
17,973
shares
|
$9.92 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
17,967
shares
|
$9.92 Million
0.36% of portfolio
|
Q4 2025
Added 2.79%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
17,963
shares
|
$9.92 Million
0.1% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
17,932
shares
|
$9.9 Million
1.96% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
17,918
shares
|
$9.89 Million
0.28% of portfolio
|
Q3 2025
Added 63.96%
|
|
|
Community Bank Of Raymore
|
Oct 14, 2025 Q3 2025 |
17,886
shares
|
$9.87 Million
6.02% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
17,878
shares
|
$9.87 Million
0.37% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
17,876
shares
|
$9.87 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
17,808
shares
|
$9.83 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
17,770
shares
|
$9.81 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
17,751
shares
|
$9.8 Million
0.62% of portfolio
|
Q4 2024
Reduced 22.43%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
17,738
shares
|
$9.79 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
17,713
shares
|
$9.78 Million
2.14% of portfolio
|
Q4 2024
Reduced 0.12%
|
|