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 |
|---|---|---|---|---|---|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
4,598
shares
|
$2.54 Million
0.1% of portfolio
|
Q3 2025
Added 509.01%
|
|
|
Oak Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
4,594
shares
|
$2.54 Million
0.88% of portfolio
|
Q4 2025
Reduced 1.2%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,589
shares
|
$2.53 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
4,588
shares
|
$2.53 Million
0.1% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
4,584
shares
|
$2.53 Million
0.3% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
4,576
shares
|
$2.53 Million
0.28% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
4,571
shares
|
$2.52 Million
0.06% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
4,563
shares
|
$2.52 Million
0.23% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,558
shares
|
$2.52 Million
0.1% of portfolio
|
Q2 2022
Reduced 3.23%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
4,555
shares
|
$2.51 Million
0.24% of portfolio
|
Q4 2025
Added 14.33%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
4,549
shares
|
$2.51 Million
1.55% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
4,537
shares
|
$2.5 Million
0.76% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
4,525
shares
|
$2.5 Million
0.81% of portfolio
|
Q3 2025
Added 343.63%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
4,525
shares
|
$2.5 Million
0.83% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
4,514
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
4,502
shares
|
$2.49 Million
0.88% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,500
shares
|
$2.48 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
4,488
shares
|
$2.48 Million
0.21% of portfolio
|
Q3 2025
Reduced 23.85%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
4,487
shares
|
$2.48 Million
0.25% of portfolio
|
Q3 2025
Added 30.82%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,477
shares
|
$2.47 Million
0.11% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
4,475
shares
|
$2.47 Million
0.17% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
4,474
shares
|
$2.47 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
4,474
shares
|
$2.47 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
4,458
shares
|
$2.46 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
4,455
shares
|
$2.46 Million
1.36% of portfolio
|
Q3 2025
Reduced 5.65%
|
|