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 |
|---|---|---|---|---|---|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
6,497
shares
|
$3.59 Million
0.67% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
6,482
shares
|
$3.58 Million
1.53% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
6,480
shares
|
$3.58 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
6,470
shares
|
$3.57 Million
0.02% of portfolio
|
Q3 2025
Added 18.0%
|
|
|
Trust Investment Advisors
|
Nov 24, 2025 Q3 2025 |
6,465
shares
|
$3.57 Million
1.83% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,442
shares
|
$3.56 Million
0.12% of portfolio
|
Q2 2023
Added 35.85%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
6,433
shares
|
$3.55 Million
0.69% of portfolio
|
Q3 2022
Added 4.91%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
6,415
shares
|
$3.54 Million
0.97% of portfolio
|
Q3 2025
Added 140.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
6,399
shares
|
$3.53 Million
0.19% of portfolio
|
Q3 2025
Added 41.76%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
6,395
shares
|
$3.53 Million
2.36% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
6,393
shares
|
$3.53 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
6,382
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.56%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
6,357
shares
|
$3.51 Million
0.31% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
6,336
shares
|
$3.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,323
shares
|
$3.49 Million
0.16% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
6,321
shares
|
$3.49 Million
0.89% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
6,318
shares
|
$3.49 Million
0.17% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
6,315
shares
|
$3.49 Million
2.47% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
6,301
shares
|
$3.48 Million
0.66% of portfolio
|
Q3 2025
Added 21.92%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
6,300
shares
|
$3.48 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
6,275
shares
|
$3.46 Million
1.26% of portfolio
|
Q3 2025
Added 128.35%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
6,253
shares
|
$3.45 Million
0.06% of portfolio
|
Q3 2023
Reduced 51.13%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
6,252
shares
|
$3.45 Million
1.5% of portfolio
|
Q4 2025
Reduced 1.37%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
6,249
shares
|
$3.45 Million
0.49% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
6,236
shares
|
$3.44 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.25%
|
|