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 |
|---|---|---|---|---|---|
|
Pinnbrook Capital Management LP
|
Nov 13, 2025 Q3 2025 |
5,758
shares
|
$3.18 Million
0.34% of portfolio
|
Q3 2025
Reduced 17.08%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
5,756
shares
|
$3.18 Million
1.31% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
5,756
shares
|
$3.18 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
5,756
shares
|
$3.18 Million
1.07% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
5,746
shares
|
$3.17 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
5,699
shares
|
$3.15 Million
0.27% of portfolio
|
Q3 2025
Reduced 24.63%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
5,694
shares
|
$3.14 Million
0.61% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,687
shares
|
$3.14 Million
0.21% of portfolio
|
Q2 2023
Reduced 5.31%
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
5,686
shares
|
$3.14 Million
0.08% of portfolio
|
Q3 2025
Reduced 81.61%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
5,684
shares
|
$3.14 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,677
shares
|
$3.13 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
5,653
shares
|
$3.12 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,608
shares
|
$3.1 Million
0.09% of portfolio
|
Q3 2022
Added 3.6%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
5,603
shares
|
$3.09 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Sir Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,600
shares
|
$3.09 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
5,595
shares
|
$3.09 Million
0.23% of portfolio
|
Q1 2023
Added 0.25%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
5,586
shares
|
$3.08 Million
0.62% of portfolio
|
Q4 2025
Added 4.04%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,580
shares
|
$3.08 Million
1.23% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,572
shares
|
$3.08 Million
1.17% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
5,567
shares
|
$3.07 Million
0.04% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
5,548
shares
|
$3.06 Million
0.45% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
5,545
shares
|
$3.06 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
5,540
shares
|
$3.06 Million
0.09% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
5,517
shares
|
$3.05 Million
0.87% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
5,516
shares
|
$3.05 Million
0.19% of portfolio
|
Q3 2025
Added 56.39%
|
|