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 |
|---|---|---|---|---|---|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,661
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
3,654
shares
|
$2.02 Million
0.18% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
3,649
shares
|
$2.01 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
3,639
shares
|
$2.01 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
3,635
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
3,635
shares
|
$2.01 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
3,634
shares
|
$2.01 Million
0.17% of portfolio
|
Q4 2025
Added 7.17%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
3,626
shares
|
$2 Million
0.15% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
3,625
shares
|
$2 Million
0.21% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
In Track Investment Management Inc
|
Jan 14, 2026 Q4 2025 |
3,620
shares
|
$2 Million
1.27% of portfolio
|
Q4 2025
Reduced 19.47%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
3,619
shares
|
$2 Million
0.58% of portfolio
|
Q4 2025
Reduced 4.61%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
3,617
shares
|
$2 Million
0.1% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 24, 2025 Q3 2025 |
3,617
shares
|
$2 Million
0.12% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
3,614
shares
|
$2 Million
0.16% of portfolio
|
Q3 2025
Added 44.33%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
3,612
shares
|
$1.99 Million
0.35% of portfolio
|
Q4 2022
Reduced 99.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
3,608
shares
|
$1.99 Million
0.07% of portfolio
|
Q4 2025
Added 9.07%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
3,604
shares
|
$1.99 Million
0.26% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
3,596
shares
|
$1.99 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
3,595
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
3,593
shares
|
$1.98 Million
0.31% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
3,591
shares
|
$1.98 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3,582
shares
|
$1.98 Million
0.11% of portfolio
|
Q3 2025
Added 15.03%
|
|
|
Vanguard Capital Wealth Advisors
|
Jan 16, 2026 Q4 2025 |
3,581
shares
|
$1.98 Million
1.67% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
3,567
shares
|
$1.97 Million
0.08% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
3,558
shares
|
$1.96 Million
0.55% of portfolio
|
Q3 2025
Added 21.81%
|
|