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 |
|---|---|---|---|---|---|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
2,301
shares
|
$1.27 Million
0.15% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Puzo Michael J
|
Nov 07, 2025 Q3 2025 |
2,300
shares
|
$1.27 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
2,298
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
2,291
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2025
Reduced 16.75%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
2,290
shares
|
$1.26 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
2,288
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
2,288
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
2,286
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
2,284
shares
|
$1.26 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
2,280
shares
|
$1.26 Million
0.19% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
2,280
shares
|
$1.26 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,276
shares
|
$1.26 Million
0.36% of portfolio
|
Q4 2023
Added 17.5%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
2,276
shares
|
$1.26 Million
0.35% of portfolio
|
Q3 2025
Added 75.75%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
2,275
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
2,274
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
2,267
shares
|
$1.25 Million
0.38% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
2,264
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
2,263
shares
|
$1.25 Million
0.08% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
2,257
shares
|
$1.25 Million
0.49% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
2,257
shares
|
$1.25 Million
0.67% of portfolio
|
Q3 2025
Added 13.93%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
2,231
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,228
shares
|
$1.23 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
2,222
shares
|
$1.23 Million
0.59% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
2,222
shares
|
$1.23 Million
0.52% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
2,220
shares
|
$1.23 Million
0.39% of portfolio
|
Q3 2025
Added 7.98%
|
|