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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
2,219
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
2,219
shares
|
$1.22 Million
0.2% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
2,218
shares
|
$1.22 Million
0.53% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
2,217
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Added 56.02%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,217
shares
|
$1.22 Million
0.29% of portfolio
|
Q2 2023
Added 3.02%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
2,206
shares
|
$1.22 Million
0.2% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
2,204
shares
|
$1.22 Million
0.83% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
2,201
shares
|
$1.22 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
2,201
shares
|
$1.22 Million
0.28% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 15, 2026 Q4 2025 |
2,200
shares
|
$1.21 Million
0.6% of portfolio
|
Q4 2025
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,197
shares
|
$1.21 Million
0.16% of portfolio
|
Q4 2022
Added 8.49%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
2,194
shares
|
$1.21 Million
0.17% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
2,191
shares
|
$1.21 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
2,188
shares
|
$1.21 Million
0.7% of portfolio
|
Q3 2025
Added 292.82%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
2,185
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
2,184
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
2,183
shares
|
$1.21 Million
0.68% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,182
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 58.74%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,181
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
2,181
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2025
Added 53.59%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
2,180
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
2,179
shares
|
$1.2 Million
0.25% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,178
shares
|
$1.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
2,176
shares
|
$1.2 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
2,176
shares
|
$1.2 Million
0.39% of portfolio
|
Q1 2025
Added 2.98%
|
|