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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
2,539
shares
|
$1.4 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
2,537
shares
|
$1.4 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
2,535
shares
|
$1.4 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
2,531
shares
|
$1.4 Million
0.7% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
2,529
shares
|
$1.4 Million
0.14% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
2,522
shares
|
$1.39 Million
0.36% of portfolio
|
Q3 2025
Added 22.25%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
2,512
shares
|
$1.39 Million
0.31% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
2,511
shares
|
$1.39 Million
0.07% of portfolio
|
Q3 2025
Added 71.17%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
2,507
shares
|
$1.38 Million
0.42% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
2,507
shares
|
$1.38 Million
0.49% of portfolio
|
Q3 2025
Reduced 34.66%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
2,500
shares
|
$1.38 Million
0.85% of portfolio
|
Q2 2022
Reduced 10.71%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
2,500
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Oct 17, 2025 Q3 2025 |
2,500
shares
|
$1.38 Million
0.96% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
2,495
shares
|
$1.38 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
2,486
shares
|
$1.37 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
2,484
shares
|
$1.37 Million
0.32% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
2,476
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
2,476
shares
|
$1.37 Million
0.1% of portfolio
|
Q3 2025
Added 20.25%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
2,473
shares
|
$1.37 Million
0.31% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
2,471
shares
|
$1.36 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,467
shares
|
$1.36 Million
0.5% of portfolio
|
Q1 2024
Added 9.64%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,466
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
2,466
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
2,464
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2025
Reduced 92.45%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
2,462
shares
|
$1.36 Million
0.08% of portfolio
|
Q2 2025
Added 2.75%
|
|