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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
10,322
shares
|
$5.7 Million
0.16% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
10,308
shares
|
$5.69 Million
0.1% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
10,297
shares
|
$5.68 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
10,264
shares
|
$5.67 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
10,258
shares
|
$5.66 Million
0.16% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
10,234
shares
|
$5.65 Million
0.13% of portfolio
|
Q4 2025
Added 30.7%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
10,226
shares
|
$5.65 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,223
shares
|
$5.64 Million
1.08% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
10,222
shares
|
$5.64 Million
0.25% of portfolio
|
Q2 2022
Added 3.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,202
shares
|
$5.63 Million
0.14% of portfolio
|
Q3 2025
Reduced 13.67%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
10,200
shares
|
$5.63 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
10,195
shares
|
$5.63 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
10,184
shares
|
$5.62 Million
0.12% of portfolio
|
Q3 2025
Reduced 36.45%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
10,172
shares
|
$5.62 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
10,166
shares
|
$5.61 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
10,163
shares
|
$5.61 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
10,162
shares
|
$5.61 Million
2.49% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Nikko Asset Management Americas, Inc.
|
Nov 12, 2025 Q3 2025 |
10,158
shares
|
$5.61 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,126
shares
|
$5.59 Million
0.14% of portfolio
|
Q2 2022
Added 11.63%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
10,058
shares
|
$5.55 Million
2.13% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
10,055
shares
|
$5.55 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
10,023
shares
|
$5.53 Million
0.38% of portfolio
|
Q4 2025
Reduced 3.74%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Oct 29, 2025 Q3 2025 |
10,023
shares
|
$5.53 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$5.52 Million
0.05% of portfolio
|
Q3 2025
Reduced 47.37%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
9,986
shares
|
$5.51 Million
0.18% of portfolio
|
Q4 2025
Reduced 11.64%
|
|