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 |
|---|---|---|---|---|---|
|
Seizert Capital Partners, LLC
|
Oct 29, 2025 Q3 2025 |
11,678
shares
|
$6.45 Million
0.25% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
11,623
shares
|
$6.42 Million
1.28% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
11,569
shares
|
$6.39 Million
0.23% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
11,559
shares
|
$6.38 Million
0.33% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,556
shares
|
$6.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 42.22%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
11,528
shares
|
$6.36 Million
0.28% of portfolio
|
Q3 2022
Reduced 12.55%
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
11,524
shares
|
$6.36 Million
1.93% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
11,470
shares
|
$6.33 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
11,468
shares
|
$6.33 Million
0.09% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
11,453
shares
|
$6.32 Million
1.54% of portfolio
|
Q4 2025
Added 2.87%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
11,442
shares
|
$6.32 Million
0.37% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
11,417
shares
|
$6.3 Million
1.32% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
11,382
shares
|
$6.28 Million
0.36% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
11,296
shares
|
$6.24 Million
3.6% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
11,234
shares
|
$6.2 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
11,147
shares
|
$6.15 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
11,126
shares
|
$6.14 Million
1.06% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
11,121
shares
|
$6.14 Million
0.46% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
11,090
shares
|
$6.12 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
11,077
shares
|
$6.12 Million
0.49% of portfolio
|
Q2 2024
Added 1047.88%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
11,059
shares
|
$6.11 Million
0.11% of portfolio
|
Q3 2025
Added 944.29%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
11,045
shares
|
$6.1 Million
1.24% of portfolio
|
Q3 2025
Reduced 20.02%
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
11,040
shares
|
$6.09 Million
0.35% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
11,027
shares
|
$6.09 Million
2.22% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
11,017
shares
|
$6.08 Million
0.12% of portfolio
|
Q4 2025
Added 3.73%
|
|