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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
2,971
shares
|
$1.64 Million
0.09% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
2,967
shares
|
$1.64 Million
0.98% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
2,965
shares
|
$1.64 Million
0.38% of portfolio
|
Q4 2025
Reduced 6.32%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
2,960
shares
|
$1.63 Million
0.12% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
2,959
shares
|
$1.63 Million
0.25% of portfolio
|
Q4 2025
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,959
shares
|
$1.63 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
2,953
shares
|
$1.63 Million
0.25% of portfolio
|
Q4 2025
Added 90.52%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
2,941
shares
|
$1.62 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
2,938
shares
|
$1.62 Million
0.18% of portfolio
|
Q2 2024
Reduced 15.06%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
2,934
shares
|
$1.62 Million
0.56% of portfolio
|
Q3 2025
Reduced 14.44%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,932
shares
|
$1.62 Million
0.08% of portfolio
|
Q2 2023
Added 0.79%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 21, 2025 Q3 2025 |
2,931
shares
|
$1.62 Million
0.47% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,930
shares
|
$1.62 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
2,921
shares
|
$1.61 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
2,911
shares
|
$1.61 Million
0.1% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
2,903
shares
|
$1.6 Million
0.09% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
2,902
shares
|
$1.6 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
2,896
shares
|
$1.6 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
2,886
shares
|
$1.59 Million
0.18% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,880
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,880
shares
|
$1.59 Million
0.26% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
2,880
shares
|
$1.59 Million
0.4% of portfolio
|
Q4 2025
Reduced 3.13%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
2,876
shares
|
$1.59 Million
0.33% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
2,868
shares
|
$1.58 Million
0.97% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
2,867
shares
|
$1.58 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.25%
|
|