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 |
|---|---|---|---|---|---|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
5,515
shares
|
$3.04 Million
0.21% of portfolio
|
Q4 2025
Reduced 9.68%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
5,514
shares
|
$3.04 Million
0.12% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
5,514
shares
|
$3.04 Million
0.31% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
5,505
shares
|
$3.04 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
5,496
shares
|
$3.03 Million
0.54% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
5,483
shares
|
$3.03 Million
0.08% of portfolio
|
Q3 2025
Reduced 58.98%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
5,480
shares
|
$3.03 Million
0.7% of portfolio
|
Q4 2025
Added 2.68%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,477
shares
|
$3.02 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
5,471
shares
|
$3.02 Million
0.07% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,463
shares
|
$3.02 Million
0.19% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
5,452
shares
|
$3.01 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
5,436
shares
|
$3 Million
0.66% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
5,424
shares
|
$2.99 Million
0.47% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
5,391
shares
|
$2.98 Million
0.19% of portfolio
|
Q4 2025
Added 13.97%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
5,358
shares
|
$2.96 Million
0.59% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,357
shares
|
$2.96 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
5,356
shares
|
$2.96 Million
1.61% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
5,348
shares
|
$2.95 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
5,347
shares
|
$2.95 Million
0.3% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
5,342
shares
|
$2.95 Million
0.58% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,341
shares
|
$2.95 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
5,330
shares
|
$2.94 Million
0.05% of portfolio
|
Q3 2025
Added 61.22%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
5,330
shares
|
$2.94 Million
0.33% of portfolio
|
Q3 2025
Added 86.62%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
5,326
shares
|
$2.94 Million
0.38% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
5,302
shares
|
$2.93 Million
0.57% of portfolio
|
Q4 2025
Added 2.41%
|
|