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 |
|---|---|---|---|---|---|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
2,626
shares
|
$1.45 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
2,617
shares
|
$1.44 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,616
shares
|
$1.44 Million
0.08% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
2,608
shares
|
$1.44 Million
0.82% of portfolio
|
Q4 2025
Reduced 7.19%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
2,607
shares
|
$1.44 Million
0.15% of portfolio
|
Q3 2025
Added 51.31%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,600
shares
|
$1.44 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
2,593
shares
|
$1.43 Million
0.3% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,592
shares
|
$1.43 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,589
shares
|
$1.43 Million
0.06% of portfolio
|
Q4 2023
Reduced 84.54%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,586
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2022
Reduced 3.25%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2,584
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
2,580
shares
|
$1.42 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,578
shares
|
$1.42 Million
0.41% of portfolio
|
Q4 2025
Reduced 3.99%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
2,573
shares
|
$1.42 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
2,568
shares
|
$1.42 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
2,568
shares
|
$1.42 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
2,567
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
2,565
shares
|
$1.42 Million
0.08% of portfolio
|
Q4 2024
Reduced 23.2%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
2,562
shares
|
$1.41 Million
0.44% of portfolio
|
Q3 2025
Added 240.24%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
2,561
shares
|
$1.41 Million
0.17% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,561
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
2,554
shares
|
$1.41 Million
0.15% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
2,548
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,543
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
2,540
shares
|
$1.4 Million
0.07% of portfolio
|
Q4 2025
Added 5.75%
|
|