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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,452
shares
|
$2.46 Million
0.1% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,450
shares
|
$2.46 Million
0.1% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
4,450
shares
|
$2.46 Million
1.47% of portfolio
|
Q1 2024
Reduced 5.98%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
4,448
shares
|
$2.46 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Oct 28, 2025 Q3 2025 |
4,445
shares
|
$2.45 Million
1.3% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
4,440
shares
|
$2.45 Million
0.33% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,434
shares
|
$2.45 Million
0.12% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
4,434
shares
|
$2.45 Million
0.17% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
4,432
shares
|
$2.45 Million
0.44% of portfolio
|
Q3 2025
Reduced 27.15%
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
4,430
shares
|
$2.45 Million
0.49% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,419
shares
|
$2.44 Million
1.21% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
4,418
shares
|
$2.44 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
4,412
shares
|
$2.44 Million
0.53% of portfolio
|
Q4 2025
Reduced 1.3%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,399
shares
|
$2.43 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
4,390
shares
|
$2.42 Million
1.11% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
4,384
shares
|
$2.42 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
4,375
shares
|
$2.42 Million
0.99% of portfolio
|
Q2 2025
Added 196.61%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
4,375
shares
|
$2.42 Million
0.42% of portfolio
|
Q4 2025
Added 3.16%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
4,371
shares
|
$2.41 Million
0.46% of portfolio
|
Q4 2025
Reduced 18.75%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
4,371
shares
|
$2.41 Million
0.08% of portfolio
|
Q2 2024
Added 56.95%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
4,371
shares
|
$2.41 Million
0.14% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 16, 2026 Q4 2025 |
4,364
shares
|
$2.41 Million
1.55% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
4,352
shares
|
$2.4 Million
0.58% of portfolio
|
Q3 2025
Added 628.98%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,351
shares
|
$2.4 Million
0.32% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,338
shares
|
$2.39 Million
0.58% of portfolio
|
Q3 2025
Added 1.9%
|
|