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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,413
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,410
shares
|
$1.88 Million
0.07% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Uncommon Cents Investing LLC
|
Jan 15, 2026 Q4 2025 |
3,406
shares
|
$1.88 Million
0.49% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
3,405
shares
|
$1.88 Million
0.16% of portfolio
|
Q3 2025
Reduced 69.08%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
3,397
shares
|
$1.88 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
3,392
shares
|
$1.87 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
3,390
shares
|
$1.87 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
3,379
shares
|
$1.87 Million
0.53% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Pinnacle Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
3,375
shares
|
$1.86 Million
2.3% of portfolio
|
Q4 2025
New holding
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
3,362
shares
|
$1.86 Million
0.3% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
3,358
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
3,354
shares
|
$1.85 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
3,350
shares
|
$1.85 Million
0.19% of portfolio
|
Q4 2025
Reduced 38.31%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
3,347
shares
|
$1.85 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,347
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2025
Added 29.48%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
3,346
shares
|
$1.85 Million
0.52% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,340
shares
|
$1.84 Million
0.34% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
3,339
shares
|
$1.84 Million
0.84% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
3,332
shares
|
$1.84 Million
0.11% of portfolio
|
Q3 2025
Added 700.96%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
3,329
shares
|
$1.84 Million
0.12% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
3,326
shares
|
$1.84 Million
0.08% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
3,324
shares
|
$1.84 Million
0.35% of portfolio
|
Q4 2025
Added 1.4%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
3,318
shares
|
$1.83 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
3,302
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
3,301
shares
|
$1.82 Million
0.66% of portfolio
|
Q3 2025
Added 6.45%
|
|