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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
13,133
shares
|
$7.25 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13,095
shares
|
$7.23 Million
0.32% of portfolio
|
Q3 2022
Added 211.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
12,914
shares
|
$7.13 Million
0.37% of portfolio
|
Q4 2025
Added 9.78%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,901
shares
|
$7.12 Million
0.03% of portfolio
|
Q2 2022
Added 30.25%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
12,881
shares
|
$7.11 Million
0.87% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
12,825
shares
|
$7.08 Million
1.93% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
12,790
shares
|
$7.06 Million
0.29% of portfolio
|
Q3 2025
Added 15.99%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
12,765
shares
|
$7.05 Million
2.73% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
12,744
shares
|
$7.04 Million
0.91% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
12,718
shares
|
$7.02 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
12,714
shares
|
$7.02 Million
0.1% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
12,680
shares
|
$7 Million
0.18% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
12,653
shares
|
$6.99 Million
1.02% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
12,633
shares
|
$6.97 Million
0.39% of portfolio
|
Q3 2025
Added 21.2%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
12,540
shares
|
$6.92 Million
0.12% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,500
shares
|
$6.9 Million
2.24% of portfolio
|
Q3 2017
New holding
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
12,470
shares
|
$6.88 Million
1.72% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
12,466
shares
|
$6.88 Million
0.74% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
12,410
shares
|
$6.85 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
12,400
shares
|
$6.85 Million
1.35% of portfolio
|
Q3 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
12,382
shares
|
$6.84 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
12,321
shares
|
$6.8 Million
1.06% of portfolio
|
Q3 2025
Added 17.56%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
12,318
shares
|
$6.8 Million
0.38% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
12,285
shares
|
$6.78 Million
1.61% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
12,285
shares
|
$6.78 Million
1.64% of portfolio
|
Q3 2025
Added 8.91%
|
|