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 |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
2,388
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
2,388
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.58%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
2,369
shares
|
$1.31 Million
0.14% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
2,365
shares
|
$1.31 Million
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
2,365
shares
|
$1.31 Million
0.26% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,362
shares
|
$1.3 Million
0.42% of portfolio
|
Q3 2025
Added 47.07%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
2,361
shares
|
$1.3 Million
0.69% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
2,359
shares
|
$1.3 Million
0.36% of portfolio
|
Q2 2025
Added 42.54%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
2,355
shares
|
$1.3 Million
0.25% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2,354
shares
|
$1.3 Million
0.27% of portfolio
|
Q2 2022
Reduced 35.28%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
2,354
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2025
Added 72.58%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jan 14, 2026 Q4 2025 |
2,350
shares
|
$1.3 Million
0.11% of portfolio
|
Q4 2025
Reduced 12.96%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
2,344
shares
|
$1.29 Million
0.27% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,342
shares
|
$1.29 Million
0.25% of portfolio
|
Q4 2022
Reduced 1.22%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,333
shares
|
$1.29 Million
0.49% of portfolio
|
Q3 2025
Reduced 18.4%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
2,330
shares
|
$1.29 Million
0.58% of portfolio
|
Q4 2025
Added 4.48%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
2,326
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2025
Added 115.97%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
2,324
shares
|
$1.28 Million
0.93% of portfolio
|
Q4 2025
Reduced 1.82%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
2,321
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
2,319
shares
|
$1.28 Million
0.17% of portfolio
|
Q3 2025
Added 73.19%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
2,312
shares
|
$1.28 Million
0.31% of portfolio
|
Q3 2025
Reduced 17.4%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
2,309
shares
|
$1.27 Million
0.29% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2025 Q3 2025 |
2,307
shares
|
$1.27 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
2,306
shares
|
$1.27 Million
0.32% of portfolio
|
Q3 2025
Added 276.18%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
2,305
shares
|
$1.27 Million
0.47% of portfolio
|
Q4 2025
Reduced 13.08%
|
|