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 |
|---|---|---|---|---|---|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
3,780
shares
|
$2.09 Million
1.2% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
3,777
shares
|
$2.09 Million
1.23% of portfolio
|
Q1 2025
Added 84.69%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,771
shares
|
$2.08 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
3,770
shares
|
$2.08 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
3,768
shares
|
$2.08 Million
0.08% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
3,768
shares
|
$2.08 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
3,763
shares
|
$2.08 Million
0.91% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 15, 2026 Q4 2025 |
3,758
shares
|
$2.07 Million
1.21% of portfolio
|
Q4 2025
Reduced 1.73%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
3,756
shares
|
$2.07 Million
0.48% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
3,751
shares
|
$2.07 Million
0.18% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
3,729
shares
|
$2.06 Million
1.77% of portfolio
|
Q3 2025
New holding
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
3,725
shares
|
$2.06 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,714
shares
|
$2.05 Million
0.11% of portfolio
|
Q3 2025
Added 14.49%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
3,711
shares
|
$2.05 Million
0.03% of portfolio
|
Q4 2025
Added 14.4%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
3,692
shares
|
$2.04 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
3,691
shares
|
$2.04 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,689
shares
|
$2.04 Million
0.24% of portfolio
|
Q3 2023
Reduced 20.44%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
3,680
shares
|
$2.03 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,679
shares
|
$2.03 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
3,679
shares
|
$2.03 Million
0.07% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
3,672
shares
|
$2.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
3,669
shares
|
$2.03 Million
1.02% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
3,668
shares
|
$2.02 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
3,666
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.94%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,665
shares
|
$2.02 Million
0.26% of portfolio
|
Q3 2025
Added 0.3%
|
|