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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
8,918
shares
|
$4.92 Million
0.2% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
8,908
shares
|
$4.92 Million
1.16% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
8,897
shares
|
$4.91 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
8,873
shares
|
$4.9 Million
1.03% of portfolio
|
Q3 2025
Added 41.47%
|
|
|
Delta Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
8,870
shares
|
$4.9 Million
1.83% of portfolio
|
Q4 2025
Reduced 10.13%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,821
shares
|
$4.87 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
8,804
shares
|
$4.86 Million
0.13% of portfolio
|
Q3 2022
Added 83.84%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
8,799
shares
|
$4.86 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
8,784
shares
|
$4.85 Million
0.95% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
8,782
shares
|
$4.85 Million
0.08% of portfolio
|
Q4 2023
Added 42.91%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
8,778
shares
|
$4.85 Million
0.36% of portfolio
|
Q3 2025
Added 24.14%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
8,736
shares
|
$4.82 Million
1.78% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
8,709
shares
|
$4.81 Million
0.33% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Nov 12, 2025 Q3 2025 |
8,674
shares
|
$4.79 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
8,673
shares
|
$4.79 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
8,631
shares
|
$4.76 Million
0.16% of portfolio
|
Q4 2025
Added 2.55%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 12, 2026 Q4 2025 |
8,612
shares
|
$4.75 Million
0.69% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
8,600
shares
|
$4.75 Million
0.2% of portfolio
|
Q4 2025
Reduced 17.2%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,582
shares
|
$4.74 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
8,577
shares
|
$4.73 Million
0.5% of portfolio
|
Q3 2025
Reduced 19.62%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
8,500
shares
|
$4.69 Million
1.7% of portfolio
|
Q2 2022
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
8,476
shares
|
$4.68 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,475
shares
|
$4.68 Million
0.1% of portfolio
|
Q3 2025
Added 24.54%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
8,466
shares
|
$4.67 Million
1.24% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
8,451
shares
|
$4.67 Million
0.48% of portfolio
|
Q3 2025
Added 0.97%
|
|