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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
7,206
shares
|
$3.98 Million
0.19% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
7,203
shares
|
$3.98 Million
1.08% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
7,202
shares
|
$3.98 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
7,191
shares
|
$3.97 Million
0.7% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,189
shares
|
$3.97 Million
0.21% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,157
shares
|
$3.95 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
7,152
shares
|
$3.95 Million
0.49% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
7,125
shares
|
$3.93 Million
0.54% of portfolio
|
Q3 2025
Added 72.73%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
7,066
shares
|
$3.9 Million
2.43% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
7,033
shares
|
$3.88 Million
0.69% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Nov 12, 2025 Q3 2025 |
7,033
shares
|
$3.88 Million
2.64% of portfolio
|
Q3 2025
New holding
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
7,027
shares
|
$3.88 Million
1.43% of portfolio
|
Q3 2025
Added 23.11%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
7,000
shares
|
$3.86 Million
0.12% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
6,968
shares
|
$3.85 Million
0.41% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
6,958
shares
|
$3.84 Million
0.74% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
6,951
shares
|
$3.84 Million
0.95% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
6,948
shares
|
$3.84 Million
1.57% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
6,918
shares
|
$3.82 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
6,912
shares
|
$3.82 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
6,911
shares
|
$3.82 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
6,893
shares
|
$3.81 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
6,890
shares
|
$3.8 Million
0.18% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
6,889
shares
|
$3.8 Million
0.2% of portfolio
|
Q3 2025
Added 36.31%
|
|
|
Forefront Wealth Management Inc.
|
Oct 28, 2025 Q3 2025 |
6,851
shares
|
$3.78 Million
2.66% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
6,801
shares
|
$3.75 Million
0.19% of portfolio
|
Q3 2025
Added 54.88%
|
|