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 |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
13,889
shares
|
$7.67 Million
0.23% of portfolio
|
Q3 2025
Added 345.87%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
13,833
shares
|
$7.64 Million
1.89% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
13,826
shares
|
$7.63 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
13,707
shares
|
$7.57 Million
0.41% of portfolio
|
Q4 2025
Added 3.24%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
13,704
shares
|
$7.57 Million
0.29% of portfolio
|
Q4 2022
Reduced 0.35%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
13,689
shares
|
$7.56 Million
0.17% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
13,603
shares
|
$7.51 Million
0.64% of portfolio
|
Q3 2025
Reduced 92.32%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
13,600
shares
|
$7.51 Million
1.71% of portfolio
|
Q4 2025
Added 94.93%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,573
shares
|
$7.49 Million
0.01% of portfolio
|
Q3 2025
Added 14.01%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
13,549
shares
|
$7.48 Million
0.19% of portfolio
|
Q3 2025
Reduced 24.65%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
13,544
shares
|
$7.48 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
13,537
shares
|
$7.47 Million
0.16% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Nov 12, 2025 Q3 2025 |
13,513
shares
|
$7.46 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
13,491
shares
|
$7.45 Million
0.3% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
13,397
shares
|
$7.4 Million
2.29% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
13,368
shares
|
$7.38 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
13,342
shares
|
$7.37 Million
2.91% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
13,311
shares
|
$7.35 Million
0.42% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Oct 29, 2025 Q3 2025 |
13,311
shares
|
$7.35 Million
3.86% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
13,291
shares
|
$7.34 Million
0.56% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Oct 31, 2025 Q3 2025 |
13,271
shares
|
$7.33 Million
0.08% of portfolio
|
Q3 2025
Added 246.05%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
13,254
shares
|
$7.32 Million
0.64% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
13,243
shares
|
$7.31 Million
0.21% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
13,230
shares
|
$7.3 Million
1.95% of portfolio
|
Q2 2022
Added 14.24%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
13,134
shares
|
$7.25 Million
1.79% of portfolio
|
Q3 2025
Added 2.6%
|
|