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 |
|---|---|---|---|---|---|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
1,849
shares
|
$1.02 Million
0.18% of portfolio
|
Q2 2025
Reduced 26.16%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
1,847
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
1,846
shares
|
$1.02 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
1,845
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
1,845
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
1,840
shares
|
$1.02 Million
0.26% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
1,833
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
1,830
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
1,827
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2025
Reduced 34.63%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
1,826
shares
|
$1.01 Million
0.52% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,824
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
1,824
shares
|
$1.01 Million
0.31% of portfolio
|
Q4 2025
Reduced 4.0%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,822
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
1,820
shares
|
$1 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
1,819
shares
|
$1 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
1,819
shares
|
$1 Million
0.1% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
1,816
shares
|
$1 Million
0.15% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
1,815
shares
|
$1 Million
0.42% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,811
shares
|
$999,762
0.07% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
1,810
shares
|
$999,210
0.68% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Mc Broom & Associates, LLC
|
Oct 28, 2025 Q3 2025 |
1,806
shares
|
$997,002
0.43% of portfolio
|
Q1 2024
Reduced 14.0%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
1,805
shares
|
$996,450
0.52% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
1,804
shares
|
$995,898
0.11% of portfolio
|
Q3 2025
Reduced 86.08%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,801
shares
|
$994,242
0.04% of portfolio
|
Q4 2023
Added 2.21%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
1,801
shares
|
$994,242
0.21% of portfolio
|
Q3 2025
New holding
|
|