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 |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
9,481
shares
|
$5.23 Million
2.08% of portfolio
|
Q2 2023
Reduced 2.72%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
9,477
shares
|
$5.23 Million
0.15% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
9,404
shares
|
$5.19 Million
0.38% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
9,381
shares
|
$5.18 Million
1.08% of portfolio
|
Q3 2025
Reduced 16.96%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
9,363
shares
|
$5.17 Million
1.29% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
9,333
shares
|
$5.15 Million
0.46% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
9,314
shares
|
$5.14 Million
2.29% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
9,298
shares
|
$5.13 Million
0.95% of portfolio
|
Q3 2023
Added 0.58%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
9,294
shares
|
$5.13 Million
0.72% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,285
shares
|
$5.13 Million
1.12% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
9,250
shares
|
$5.11 Million
1.92% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
9,198
shares
|
$5.08 Million
2.47% of portfolio
|
Q3 2025
Reduced 16.56%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
9,180
shares
|
$5.07 Million
0.62% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Buckley Wealth Management, LLC
|
Nov 14, 2025 Q3 2025 |
9,150
shares
|
$5.05 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
9,147
shares
|
$5.05 Million
0.63% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
9,097
shares
|
$5.02 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
9,077
shares
|
$5.01 Million
0.48% of portfolio
|
Q4 2025
Added 39.0%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
9,066
shares
|
$5 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
9,050
shares
|
$5 Million
0.97% of portfolio
|
Q4 2025
Reduced 1.88%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
9,039
shares
|
$4.99 Million
0.56% of portfolio
|
Q3 2025
Reduced 27.22%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
9,006
shares
|
$4.97 Million
0.21% of portfolio
|
Q3 2023
Added 8.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
9,006
shares
|
$4.97 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
8,993
shares
|
$4.96 Million
0.3% of portfolio
|
Q3 2025
Added 101.5%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
8,967
shares
|
$4.95 Million
0.11% of portfolio
|
Q3 2025
Added 545.11%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,956
shares
|
$4.94 Million
1.57% of portfolio
|
Q3 2025
Reduced 21.11%
|
|