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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
9,979
shares
|
$5.51 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
9,967
shares
|
$5.5 Million
1.37% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
9,960
shares
|
$5.5 Million
0.06% of portfolio
|
Q3 2025
Added 766.09%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
9,902
shares
|
$5.47 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
9,890
shares
|
$5.46 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
9,872
shares
|
$5.45 Million
0.06% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,856
shares
|
$5.44 Million
0.13% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
9,855
shares
|
$5.44 Million
0.11% of portfolio
|
Q3 2025
Added 167.73%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
9,850
shares
|
$5.44 Million
0.65% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
9,810
shares
|
$5.42 Million
0.06% of portfolio
|
Q4 2025
Added 20.96%
|
|
|
Mattern Wealth Management LLC
|
Jan 16, 2026 Q4 2025 |
9,808
shares
|
$5.41 Million
1.15% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
9,803
shares
|
$5.41 Million
0.14% of portfolio
|
Q1 2024
Added 31.97%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
9,795
shares
|
$5.41 Million
0.69% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
9,788
shares
|
$5.4 Million
0.78% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
9,759
shares
|
$5.39 Million
0.08% of portfolio
|
Q3 2025
Added 164.83%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,733
shares
|
$5.37 Million
0.07% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
9,711
shares
|
$5.36 Million
0.11% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,641
shares
|
$5.32 Million
0.09% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
9,617
shares
|
$5.31 Million
0.24% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,586
shares
|
$5.29 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Cumberland Advisors Inc
|
Nov 10, 2025 Q3 2025 |
9,550
shares
|
$5.27 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
9,548
shares
|
$5.27 Million
2.17% of portfolio
|
Q3 2025
Reduced 44.19%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
9,544
shares
|
$5.27 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
9,539
shares
|
$5.27 Million
0.49% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
9,491
shares
|
$5.24 Million
0.03% of portfolio
|
Q3 2025
Added 9.99%
|
|