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 |
|---|---|---|---|---|---|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
3,299
shares
|
$1.82 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
3,296
shares
|
$1.82 Million
0.2% of portfolio
|
Q4 2025
Added 17.05%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Nov 13, 2025 Q3 2025 |
3,296
shares
|
$1.82 Million
1.19% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
3,290
shares
|
$1.82 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,286
shares
|
$1.81 Million
0.25% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,283
shares
|
$1.81 Million
1.07% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
3,275
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.73%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
3,272
shares
|
$1.81 Million
1.49% of portfolio
|
Q3 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,270
shares
|
$1.81 Million
0.15% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
3,250
shares
|
$1.79 Million
0.87% of portfolio
|
Q2 2025
Reduced 14.47%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
3,250
shares
|
$1.79 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
3,250
shares
|
$1.79 Million
0.66% of portfolio
|
Q3 2025
Reduced 10.96%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
3,247
shares
|
$1.79 Million
0.26% of portfolio
|
Q4 2025
Added 1.03%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
3,247
shares
|
$1.79 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
3,240
shares
|
$1.79 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
3,235
shares
|
$1.79 Million
0.15% of portfolio
|
Q3 2025
Added 56.2%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
3,230
shares
|
$1.78 Million
0.22% of portfolio
|
Q4 2023
Reduced 3.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,218
shares
|
$1.78 Million
0.83% of portfolio
|
Q3 2024
Added 127.1%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
3,210
shares
|
$1.77 Million
0.58% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
3,209
shares
|
$1.77 Million
0.24% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
3,205
shares
|
$1.77 Million
0.2% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
3,204
shares
|
$1.77 Million
1.65% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
3,203
shares
|
$1.77 Million
0.62% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,202
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
3,196
shares
|
$1.76 Million
0.2% of portfolio
|
Q3 2024
Added 1.69%
|
|