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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
3,553
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
3,544
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
3,542
shares
|
$1.96 Million
0.37% of portfolio
|
Q1 2021
Reduced 3.14%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
3,529
shares
|
$1.95 Million
0.79% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
3,527
shares
|
$1.95 Million
0.56% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
3,525
shares
|
$1.95 Million
0.52% of portfolio
|
Q3 2023
Reduced 2.76%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
3,525
shares
|
$1.95 Million
0.24% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
3,520
shares
|
$1.94 Million
0.09% of portfolio
|
Q4 2025
Added 30.9%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
3,503
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
3,497
shares
|
$1.93 Million
1.17% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
3,495
shares
|
$1.93 Million
0.69% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
3,495
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
3,495
shares
|
$1.93 Million
0.13% of portfolio
|
Q1 2025
Added 139.38%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,495
shares
|
$1.93 Million
0.32% of portfolio
|
Q2 2025
Added 85.31%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
3,486
shares
|
$1.92 Million
0.21% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,483
shares
|
$1.92 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
3,483
shares
|
$1.92 Million
0.28% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
3,483
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,465
shares
|
$1.91 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
3,465
shares
|
$1.91 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
3,456
shares
|
$1.91 Million
0.14% of portfolio
|
Q4 2025
Added 6.57%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
3,454
shares
|
$1.91 Million
0.1% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,438
shares
|
$1.9 Million
0.28% of portfolio
|
Q3 2025
Reduced 65.94%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
3,436
shares
|
$1.9 Million
0.09% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,419
shares
|
$1.89 Million
0.55% of portfolio
|
Q3 2025
Added 64.53%
|
|