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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,595
shares
|
$4.19 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
7,592
shares
|
$4.19 Million
0.2% of portfolio
|
Q3 2025
Added 45.27%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
7,580
shares
|
$4.18 Million
1.59% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
7,566
shares
|
$4.18 Million
1.58% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
7,552
shares
|
$4.17 Million
0.06% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
D. Scott Neal, Inc.
|
Oct 28, 2025 Q3 2025 |
7,549
shares
|
$4.17 Million
1.67% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,542
shares
|
$4.16 Million
1.01% of portfolio
|
Q4 2023
Added 3.9%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
7,532
shares
|
$4.16 Million
0.6% of portfolio
|
Q4 2025
Added 6.32%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,518
shares
|
$4.15 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,511
shares
|
$4.15 Million
0.16% of portfolio
|
Q4 2024
Added 35.33%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
7,470
shares
|
$4.12 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
7,461
shares
|
$4.12 Million
0.37% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
7,439
shares
|
$4.11 Million
0.13% of portfolio
|
Q3 2025
Added 28.3%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
7,403
shares
|
$4.09 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
7,402
shares
|
$4.09 Million
0.39% of portfolio
|
Q3 2023
Reduced 7.2%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
7,397
shares
|
$4.08 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
7,396
shares
|
$4.08 Million
0.39% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
7,381
shares
|
$4.07 Million
1.04% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
7,363
shares
|
$4.06 Million
0.06% of portfolio
|
Q3 2025
Added 51.81%
|
|
|
Iron Bridge Private Wealth, LLC
|
Oct 30, 2025 Q3 2025 |
7,328
shares
|
$4.05 Million
1.23% of portfolio
|
Q3 2025
Reduced 43.26%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
7,274
shares
|
$4.02 Million
0.09% of portfolio
|
Q3 2025
Added 22.07%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
7,257
shares
|
$4.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 89.43%
|
|
|
Surience Private Wealth LLC
|
Jan 16, 2026 Q4 2025 |
7,251
shares
|
$4 Million
4.32% of portfolio
|
Q4 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
7,249
shares
|
$4 Million
0.06% of portfolio
|
Q3 2025
Reduced 20.81%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 16, 2026 Q4 2025 |
7,240
shares
|
$4 Million
2.46% of portfolio
|
Q4 2025
Reduced 38.97%
|
|