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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
11,008
shares
|
$6.08 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
10,996
shares
|
$6.07 Million
0.12% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
10,991
shares
|
$6.07 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
M&G PLC
London, X0 |
Nov 07, 2025 Q3 2025 |
10,960
shares
|
$6.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 58.82%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
10,889
shares
|
$6.01 Million
0.63% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
10,871
shares
|
$6 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
10,868
shares
|
$6 Million
0.11% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
10,850
shares
|
$5.99 Million
0.82% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
10,842
shares
|
$5.99 Million
0.86% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Gallo Partners, LP
Bloomfield, NJ |
Nov 14, 2025 Q3 2025 |
10,826
shares
|
$5.98 Million
3.85% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
10,777
shares
|
$5.95 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
10,776
shares
|
$5.95 Million
1.6% of portfolio
|
Q3 2025
Reduced 49.66%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
10,745
shares
|
$5.93 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
10,742
shares
|
$5.93 Million
1.55% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
10,576
shares
|
$5.84 Million
0.21% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
10,575
shares
|
$5.84 Million
0.39% of portfolio
|
Q4 2025
Reduced 3.78%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
10,539
shares
|
$5.82 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
10,538
shares
|
$5.82 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
10,524
shares
|
$5.81 Million
0.21% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
10,452
shares
|
$5.77 Million
0.26% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
10,434
shares
|
$5.76 Million
0.15% of portfolio
|
Q3 2025
Reduced 17.9%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
10,389
shares
|
$5.74 Million
0.13% of portfolio
|
Q2 2022
Added 16.36%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
10,365
shares
|
$5.72 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
10,362
shares
|
$5.72 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
10,352
shares
|
$5.71 Million
2.51% of portfolio
|
Q3 2025
Reduced 3.92%
|
|