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 |
|---|---|---|---|---|---|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
8,446
shares
|
$4.66 Million
0.12% of portfolio
|
Q3 2025
Reduced 28.0%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
8,444
shares
|
$4.66 Million
1.12% of portfolio
|
Q4 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
8,434
shares
|
$4.66 Million
1.24% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
8,411
shares
|
$4.64 Million
0.62% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
8,400
shares
|
$4.64 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
8,394
shares
|
$4.63 Million
0.18% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
8,374
shares
|
$4.62 Million
0.34% of portfolio
|
Q4 2025
Reduced 38.11%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,356
shares
|
$4.61 Million
2.53% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
8,312
shares
|
$4.59 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
8,306
shares
|
$4.59 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
8,305
shares
|
$4.58 Million
0.44% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
8,287
shares
|
$4.57 Million
3.28% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
8,275
shares
|
$4.57 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
8,210
shares
|
$4.53 Million
1.52% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
8,210
shares
|
$4.53 Million
0.1% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
8,199
shares
|
$4.53 Million
0.34% of portfolio
|
Q4 2025
Reduced 10.15%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
8,187
shares
|
$4.52 Million
0.17% of portfolio
|
Q4 2025
Added 1.27%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
8,133
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
8,048
shares
|
$4.44 Million
0.05% of portfolio
|
Q3 2025
Added 49.07%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
8,036
shares
|
$4.44 Million
0.48% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
8,023
shares
|
$4.43 Million
0.1% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
8,007
shares
|
$4.42 Million
0.48% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,881
shares
|
$4.35 Million
0.28% of portfolio
|
Q4 2022
Added 3.18%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
7,879
shares
|
$4.35 Million
0.48% of portfolio
|
Q4 2025
Reduced 5.23%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 14, 2025 Q3 2025 |
7,866
shares
|
$4.34 Million
1.97% of portfolio
|
Q3 2025
Reduced 0.13%
|
|