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 |
|---|---|---|---|---|---|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
4,074
shares
|
$2.25 Million
1.55% of portfolio
|
Q3 2025
Added 61.35%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
4,070
shares
|
$2.25 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
4,062
shares
|
$2.24 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
4,044
shares
|
$2.23 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
4,042
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,034
shares
|
$2.23 Million
0.52% of portfolio
|
Q2 2022
Added 4.13%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
4,021
shares
|
$2.22 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 16, 2026 Q4 2025 |
4,006
shares
|
$2.21 Million
1.0% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Viking Fund Management LLC
|
Jan 12, 2026 Q4 2025 |
4,000
shares
|
$2.21 Million
0.26% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$2.21 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$2.21 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
3,992
shares
|
$2.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 15.71%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,979
shares
|
$2.2 Million
0.44% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
3,975
shares
|
$2.19 Million
0.45% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
3,967
shares
|
$2.19 Million
0.15% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,966
shares
|
$2.19 Million
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
3,951
shares
|
$2.18 Million
0.22% of portfolio
|
Q4 2025
Reduced 6.6%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
3,948
shares
|
$2.18 Million
0.23% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
3,938
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
3,937
shares
|
$2.17 Million
0.42% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,937
shares
|
$2.17 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
3,933
shares
|
$2.17 Million
0.8% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
3,915
shares
|
$2.16 Million
0.08% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
3,910
shares
|
$2.16 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
3,906
shares
|
$2.16 Million
1.58% of portfolio
|
Q4 2025
Reduced 0.46%
|
|