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 |
|---|---|---|---|---|---|
|
Claris Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
2,798
shares
|
$1.54 Million
0.53% of portfolio
|
Q4 2025
Added 1.89%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
2,796
shares
|
$1.54 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
2,794
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
2,783
shares
|
$1.54 Million
0.59% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,781
shares
|
$1.54 Million
0.09% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,780
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
2,774
shares
|
$1.53 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
2,773
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2025
Reduced 15.71%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
2,768
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
2,762
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
2,756
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
2,755
shares
|
$1.52 Million
0.09% of portfolio
|
Q3 2025
Reduced 49.92%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
2,750
shares
|
$1.52 Million
0.09% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
2,750
shares
|
$1.52 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,745
shares
|
$1.52 Million
0.09% of portfolio
|
Q4 2023
Reduced 9.11%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,743
shares
|
$1.51 Million
0.06% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,743
shares
|
$1.51 Million
0.06% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 14, 2026 Q4 2025 |
2,730
shares
|
$1.51 Million
0.81% of portfolio
|
Q4 2025
Reduced 1.8%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
2,725
shares
|
$1.5 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
2,720
shares
|
$1.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 30.43%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
2,716
shares
|
$1.5 Million
0.18% of portfolio
|
Q4 2025
Added 18.5%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,715
shares
|
$1.5 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,712
shares
|
$1.5 Million
0.04% of portfolio
|
Q4 2022
Added 1.57%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
2,708
shares
|
$1.49 Million
0.54% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
2,704
shares
|
$1.49 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.67%
|
|