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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
16,460
shares
|
$9.09 Million
0.62% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
16,426
shares
|
$9.07 Million
0.26% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,367
shares
|
$9.04 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jan 16, 2026 Q4 2025 |
16,321
shares
|
$9.01 Million
2.16% of portfolio
|
Q4 2025
Reduced 1.57%
|
|
|
Marketfield Asset Management LLC
|
May 15, 2024 Q1 2024 |
16,302
shares
|
$9 Million
4.7% of portfolio
|
Q1 2024
Reduced 5.12%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
16,297
shares
|
$9 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,257
shares
|
$8.97 Million
0.28% of portfolio
|
Q4 2024
Added 92.3%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
16,230
shares
|
$8.96 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
16,229
shares
|
$8.96 Million
0.97% of portfolio
|
Q1 2023
Added 6.45%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
16,185
shares
|
$8.93 Million
0.11% of portfolio
|
Q3 2025
Reduced 11.81%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
16,152
shares
|
$8.92 Million
2.41% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Gouws Capital LLC
|
Oct 30, 2025 Q3 2025 |
16,149
shares
|
$8.92 Million
4.26% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
16,142
shares
|
$8.91 Million
1.82% of portfolio
|
Q3 2025
Added 94852.94%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
16,099
shares
|
$8.89 Million
0.43% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
16,098
shares
|
$8.89 Million
0.6% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
16,047
shares
|
$8.86 Million
0.36% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
16,028
shares
|
$8.85 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
16,011
shares
|
$8.84 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
16,007
shares
|
$8.84 Million
0.18% of portfolio
|
Q4 2025
Added 4.81%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
15,919
shares
|
$8.79 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
15,809
shares
|
$8.73 Million
0.09% of portfolio
|
Q3 2025
Added 63.69%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
15,774
shares
|
$8.71 Million
0.46% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
15,737
shares
|
$8.69 Million
0.64% of portfolio
|
Q4 2025
Reduced 5.16%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
15,699
shares
|
$8.67 Million
0.27% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
15,612
shares
|
$8.62 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.95%
|
|