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 |
|---|---|---|---|---|---|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,184
shares
|
$2.31 Million
0.27% of portfolio
|
Q3 2025
Added 149.64%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
4,178
shares
|
$2.31 Million
0.13% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
4,176
shares
|
$2.31 Million
0.13% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
4,169
shares
|
$2.3 Million
0.1% of portfolio
|
Q4 2022
Reduced 4.38%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
4,168
shares
|
$2.3 Million
0.39% of portfolio
|
Q3 2025
Reduced 46.67%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
4,162
shares
|
$2.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 49.44%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
4,158
shares
|
$2.3 Million
0.86% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
4,150
shares
|
$2.29 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
4,147
shares
|
$2.29 Million
0.14% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,145
shares
|
$2.29 Million
0.24% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
4,142
shares
|
$2.29 Million
0.82% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
4,137
shares
|
$2.28 Million
0.14% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
4,136
shares
|
$2.28 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
4,131
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
4,123
shares
|
$2.28 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,122
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2025
Added 38.04%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
4,121
shares
|
$2.27 Million
0.06% of portfolio
|
Q3 2025
Reduced 35.62%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
4,119
shares
|
$2.27 Million
0.2% of portfolio
|
Q4 2025
Added 18.57%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
4,118
shares
|
$2.27 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
4,110
shares
|
$2.27 Million
0.99% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
4,102
shares
|
$2.26 Million
0.03% of portfolio
|
Q3 2025
Added 114.32%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
4,100
shares
|
$2.26 Million
0.7% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
4,092
shares
|
$2.26 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,087
shares
|
$2.26 Million
0.2% of portfolio
|
Q3 2023
Reduced 3.06%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
4,076
shares
|
$2.25 Million
0.07% of portfolio
|
Q3 2025
Added 46.83%
|
|