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 |
|---|---|---|---|---|---|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
2,060
shares
|
$1.14 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
2,055
shares
|
$1.13 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
2,053
shares
|
$1.13 Million
0.11% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
2,052
shares
|
$1.13 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,051
shares
|
$1.13 Million
0.66% of portfolio
|
Q4 2023
Reduced 24.18%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
2,048
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,040
shares
|
$1.13 Million
0.11% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
2,040
shares
|
$1.13 Million
0.08% of portfolio
|
Q4 2025
Reduced 11.96%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
2,035
shares
|
$1.12 Million
0.29% of portfolio
|
Q4 2025
Reduced 5.44%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
2,033
shares
|
$1.12 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
2,030
shares
|
$1.12 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
2,029
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2025
Added 763.4%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
2,025
shares
|
$1.12 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
2,015
shares
|
$1.11 Million
0.71% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
2,013
shares
|
$1.11 Million
0.45% of portfolio
|
Q4 2025
Reduced 13.79%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
2,012
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,012
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
2,010
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2025
Added 29.51%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
2,008
shares
|
$1.11 Million
0.12% of portfolio
|
Q3 2025
Added 126.38%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,003
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Added 36.35%
|
|
|
Saybrook Capital
|
Oct 16, 2025 Q3 2025 |
2,000
shares
|
$1.1 Million
0.26% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
1,999
shares
|
$1.1 Million
0.27% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
1,996
shares
|
$1.1 Million
0.26% of portfolio
|
Q4 2022
Reduced 3.11%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,995
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
1,989
shares
|
$1.1 Million
0.54% of portfolio
|
Q3 2025
Added 15.37%
|
|