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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,037
shares
|
$2.78 Million
0.02% of portfolio
|
Q4 2023
Reduced 8.47%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
5,032
shares
|
$2.78 Million
0.2% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
5,018
shares
|
$2.77 Million
0.09% of portfolio
|
Q3 2022
Reduced 2.9%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
5,017
shares
|
$2.77 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Norway Savings Bank
|
Jan 08, 2026 Q4 2025 |
5,007
shares
|
$2.76 Million
1.32% of portfolio
|
Q4 2025
Added 8.78%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
5,002
shares
|
$2.76 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$2.76 Million
1.37% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Guardian Investment Management
|
Nov 13, 2025 Q3 2025 |
4,987
shares
|
$2.75 Million
2.1% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
4,983
shares
|
$2.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
4,982
shares
|
$2.75 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
4,981
shares
|
$2.75 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
4,979
shares
|
$2.75 Million
0.42% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
4,978
shares
|
$2.75 Million
0.25% of portfolio
|
Q3 2025
Added 25.14%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,968
shares
|
$2.74 Million
0.41% of portfolio
|
Q3 2025
Added 3448.57%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
4,966
shares
|
$2.74 Million
0.24% of portfolio
|
Q4 2025
Reduced 8.49%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
4,955
shares
|
$2.74 Million
0.16% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
4,939
shares
|
$2.73 Million
0.84% of portfolio
|
Q4 2025
Reduced 0.96%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
4,937
shares
|
$2.73 Million
0.19% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
4,931
shares
|
$2.72 Million
0.08% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
4,928
shares
|
$2.72 Million
0.1% of portfolio
|
Q4 2025
Added 6.02%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
4,914
shares
|
$2.71 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
4,914
shares
|
$2.71 Million
0.02% of portfolio
|
Q3 2025
Reduced 27.81%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,913
shares
|
$2.71 Million
0.34% of portfolio
|
Q2 2022
Reduced 2.01%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,907
shares
|
$2.71 Million
0.33% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
4,906
shares
|
$2.71 Million
0.18% of portfolio
|
Q3 2025
Added 79.84%
|
|