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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
3,901
shares
|
$2.15 Million
0.16% of portfolio
|
Q4 2025
Added 22.75%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
3,899
shares
|
$2.15 Million
0.5% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
3,898
shares
|
$2.15 Million
1.46% of portfolio
|
Q4 2025
Added 1.72%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
3,893
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 69.71%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
3,891
shares
|
$2.15 Million
0.07% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,875
shares
|
$2.14 Million
0.23% of portfolio
|
Q3 2025
Reduced 38.25%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
3,875
shares
|
$2.14 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
3,872
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
3,859
shares
|
$2.13 Million
0.65% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,852
shares
|
$2.13 Million
0.17% of portfolio
|
Q3 2024
Reduced 25.19%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
3,851
shares
|
$2.13 Million
0.26% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
3,851
shares
|
$2.13 Million
0.62% of portfolio
|
Q3 2025
Added 95.78%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,847
shares
|
$2.12 Million
0.04% of portfolio
|
Q3 2025
Added 14.32%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
3,846
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
3,835
shares
|
$2.12 Million
0.25% of portfolio
|
Q3 2025
Reduced 16.19%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,826
shares
|
$2.11 Million
0.09% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
3,820
shares
|
$2.11 Million
0.62% of portfolio
|
Q3 2025
Added 10814.29%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
3,816
shares
|
$2.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,812
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,804
shares
|
$2.1 Million
0.16% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
3,800
shares
|
$2.1 Million
0.09% of portfolio
|
Q3 2025
Added 17.9%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
3,798
shares
|
$2.1 Million
1.01% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
3,790
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
3,789
shares
|
$2.09 Million
1.17% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
3,783
shares
|
$2.09 Million
0.5% of portfolio
|
Q3 2025
Reduced 50.63%
|
|