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 |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,075
shares
|
$1.7 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
3,060
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2025
Added 218.75%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
3,054
shares
|
$1.69 Million
0.52% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
3,051
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2025
Added 18.35%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
3,050
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Bath Savings Trust CO
|
Jan 12, 2026 Q4 2025 |
3,045
shares
|
$1.68 Million
0.17% of portfolio
|
Q4 2025
Reduced 8.83%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
3,036
shares
|
$1.68 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
3,032
shares
|
$1.67 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
3,024
shares
|
$1.67 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
3,015
shares
|
$1.66 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
3,013
shares
|
$1.66 Million
1.31% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
3,011
shares
|
$1.66 Million
0.57% of portfolio
|
Q4 2025
Reduced 5.64%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
3,005
shares
|
$1.66 Million
0.67% of portfolio
|
Q3 2023
Reduced 67.49%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
3,002
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
3,002
shares
|
$1.66 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
3,000
shares
|
$1.66 Million
0.38% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Birinyi Associates Inc
|
Oct 29, 2025 Q3 2025 |
3,000
shares
|
$1.66 Million
0.37% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
3,000
shares
|
$1.66 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
3,000
shares
|
$1.66 Million
1.73% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
2,997
shares
|
$1.65 Million
0.26% of portfolio
|
Q4 2025
Added 7.92%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
2,995
shares
|
$1.65 Million
0.41% of portfolio
|
Q3 2025
Added 26.64%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
2,993
shares
|
$1.65 Million
0.18% of portfolio
|
Q4 2025
Reduced 68.46%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,986
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
2,975
shares
|
$1.64 Million
0.16% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
2,974
shares
|
$1.64 Million
0.89% of portfolio
|
Q4 2025
Added 1.5%
|
|