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 |
|---|---|---|---|---|---|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
4,892
shares
|
$2.7 Million
0.62% of portfolio
|
Q3 2025
Reduced 21.25%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,886
shares
|
$2.7 Million
1.51% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
4,870
shares
|
$2.69 Million
0.43% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
4,867
shares
|
$2.69 Million
0.1% of portfolio
|
Q4 2025
Reduced 2.56%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
4,855
shares
|
$2.68 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
4,845
shares
|
$2.67 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
4,776
shares
|
$2.64 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
4,773
shares
|
$2.63 Million
0.4% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
4,768
shares
|
$2.63 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
4,754
shares
|
$2.62 Million
0.1% of portfolio
|
Q3 2025
Reduced 30.12%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
4,731
shares
|
$2.61 Million
0.06% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
4,728
shares
|
$2.61 Million
0.35% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
4,719
shares
|
$2.61 Million
0.3% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
4,704
shares
|
$2.6 Million
0.89% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
4,701
shares
|
$2.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
4,696
shares
|
$2.59 Million
0.14% of portfolio
|
Q3 2025
Added 39.55%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
4,691
shares
|
$2.59 Million
0.27% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
4,679
shares
|
$2.58 Million
1.36% of portfolio
|
Q4 2023
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
4,678
shares
|
$2.58 Million
0.94% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
4,676
shares
|
$2.58 Million
0.43% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Diamant Asset Management, Inc.
|
Oct 29, 2025 Q3 2025 |
4,658
shares
|
$2.57 Million
1.65% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
4,653
shares
|
$2.57 Million
1.06% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,649
shares
|
$2.57 Million
0.02% of portfolio
|
Q3 2022
Added 110.17%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
4,639
shares
|
$2.56 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
4,621
shares
|
$2.55 Million
0.3% of portfolio
|
Q3 2025
Added 1.76%
|
|