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 |
|---|---|---|---|---|---|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
7,860
shares
|
$4.34 Million
1.16% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
7,855
shares
|
$4.34 Million
0.32% of portfolio
|
Q3 2025
Reduced 18.98%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
7,853
shares
|
$4.34 Million
0.29% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
7,846
shares
|
$4.33 Million
1.1% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
7,837
shares
|
$4.33 Million
0.86% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
7,829
shares
|
$4.32 Million
1.45% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,821
shares
|
$4.32 Million
0.05% of portfolio
|
Q2 2020
Reduced 19.03%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
7,812
shares
|
$4.31 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
7,800
shares
|
$4.31 Million
0.78% of portfolio
|
Q2 2018
New holding
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 14, 2026 Q4 2025 |
7,800
shares
|
$4.31 Million
0.35% of portfolio
|
Q4 2025
Reduced 1.12%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
7,784
shares
|
$4.3 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
7,768
shares
|
$4.29 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
7,759
shares
|
$4.28 Million
0.29% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
7,742
shares
|
$4.27 Million
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
7,738
shares
|
$4.27 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
7,725
shares
|
$4.26 Million
0.57% of portfolio
|
Q3 2025
Added 925.9%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,697
shares
|
$4.25 Million
0.18% of portfolio
|
Q4 2022
Added 12.73%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
7,691
shares
|
$4.25 Million
0.26% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
7,670
shares
|
$4.23 Million
0.66% of portfolio
|
Q3 2025
Reduced 20.73%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
7,651
shares
|
$4.22 Million
0.05% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
7,651
shares
|
$4.22 Million
3.45% of portfolio
|
Q4 2025
Reduced 10.78%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
7,640
shares
|
$4.22 Million
0.22% of portfolio
|
Q3 2025
Added 49.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
7,616
shares
|
$4.2 Million
0.15% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
7,599
shares
|
$4.2 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
7,596
shares
|
$4.19 Million
2.47% of portfolio
|
Q2 2025
Reduced 2.63%
|
|