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 |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
5,296
shares
|
$2.92 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Nov 13, 2025 Q3 2025 |
5,270
shares
|
$2.91 Million
2.83% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
5,259
shares
|
$2.9 Million
0.24% of portfolio
|
Q3 2025
Added 23.33%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
5,241
shares
|
$2.89 Million
0.12% of portfolio
|
Q3 2025
Reduced 84.86%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
5,235
shares
|
$2.89 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
5,219
shares
|
$2.88 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 14, 2026 Q4 2025 |
5,216
shares
|
$2.88 Million
1.77% of portfolio
|
Q4 2025
Reduced 6.46%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
5,184
shares
|
$2.86 Million
0.4% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
5,182
shares
|
$2.86 Million
0.04% of portfolio
|
Q3 2025
Reduced 32.95%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
5,182
shares
|
$2.86 Million
0.23% of portfolio
|
Q4 2025
Reduced 4.36%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
5,176
shares
|
$2.86 Million
0.33% of portfolio
|
Q2 2025
Added 40.81%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
5,169
shares
|
$2.85 Million
1.29% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
5,167
shares
|
$2.85 Million
0.71% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
5,164
shares
|
$2.85 Million
1.35% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
5,123
shares
|
$2.83 Million
1.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
5,122
shares
|
$2.83 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2025 Q3 2025 |
5,115
shares
|
$2.82 Million
0.67% of portfolio
|
Q3 2025
Reduced 56.77%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,103
shares
|
$2.82 Million
0.12% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
5,091
shares
|
$2.81 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,088
shares
|
$2.81 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,078
shares
|
$2.8 Million
0.15% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
5,051
shares
|
$2.79 Million
0.2% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
5,051
shares
|
$2.79 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,050
shares
|
$2.79 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
5,041
shares
|
$2.78 Million
0.26% of portfolio
|
Q4 2025
Reduced 3.83%
|
|