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 |
|---|---|---|---|---|---|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
4,334
shares
|
$2.39 Million
0.36% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
4,324
shares
|
$2.39 Million
0.47% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
4,320
shares
|
$2.38 Million
0.34% of portfolio
|
Q3 2025
Added 25.44%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
4,319
shares
|
$2.38 Million
0.33% of portfolio
|
Q4 2025
Added 5.34%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
4,300
shares
|
$2.37 Million
0.04% of portfolio
|
Q3 2021
Reduced 1.06%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
4,298
shares
|
$2.37 Million
0.15% of portfolio
|
Q3 2025
Reduced 24.29%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
4,283
shares
|
$2.36 Million
0.12% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
4,270
shares
|
$2.36 Million
0.64% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
4,251
shares
|
$2.35 Million
1.16% of portfolio
|
Q3 2025
Added 19.38%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,250
shares
|
$2.35 Million
0.28% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,244
shares
|
$2.34 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
4,235
shares
|
$2.34 Million
0.25% of portfolio
|
Q3 2025
Added 13.94%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
4,230
shares
|
$2.34 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
4,221
shares
|
$2.33 Million
0.85% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 06, 2026 Q4 2025 |
4,217
shares
|
$2.33 Million
1.2% of portfolio
|
Q4 2023
Reduced 0.33%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
4,213
shares
|
$2.33 Million
0.69% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
4,213
shares
|
$2.33 Million
0.22% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
4,212
shares
|
$2.33 Million
0.2% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
4,211
shares
|
$2.32 Million
0.08% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
4,205
shares
|
$2.32 Million
1.17% of portfolio
|
Q4 2025
Added 3.85%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,204
shares
|
$2.32 Million
2.25% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
4,202
shares
|
$2.32 Million
0.15% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Symmetry Investments LP
|
Nov 14, 2025 Q3 2025 |
4,200
shares
|
$2.32 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
4,190
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 32.06%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
4,188
shares
|
$2.31 Million
0.03% of portfolio
|
Q3 2025
Added 21.64%
|
|