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 |
|---|---|---|---|---|---|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,865
shares
|
$1.58 Million
0.42% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
2,864
shares
|
$1.58 Million
0.27% of portfolio
|
Q3 2025
Reduced 68.33%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
2,863
shares
|
$1.58 Million
0.39% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
2,863
shares
|
$1.58 Million
0.21% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
2,853
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,850
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
2,849
shares
|
$1.57 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
2,846
shares
|
$1.57 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
2,844
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Oct 29, 2025 Q3 2025 |
2,840
shares
|
$1.57 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
2,832
shares
|
$1.56 Million
0.28% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
2,831
shares
|
$1.56 Million
0.6% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
2,829
shares
|
$1.56 Million
0.26% of portfolio
|
Q3 2025
Added 45.75%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
2,825
shares
|
$1.56 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
2,824
shares
|
$1.56 Million
0.32% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
2,816
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
2,816
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
2,814
shares
|
$1.55 Million
0.11% of portfolio
|
Q3 2025
Reduced 38.69%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
2,813
shares
|
$1.55 Million
0.6% of portfolio
|
Q4 2025
Added 33.07%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
2,810
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
2,809
shares
|
$1.55 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
2,803
shares
|
$1.55 Million
0.98% of portfolio
|
Q4 2025
Added 2.26%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
2,801
shares
|
$1.55 Million
0.07% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Peavine Capital, LLC
|
Oct 21, 2025 Q3 2025 |
2,800
shares
|
$1.55 Million
0.28% of portfolio
|
Q4 2018
Reduced 26.32%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Nov 12, 2025 Q3 2025 |
2,800
shares
|
$1.55 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|