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 |
|---|---|---|---|---|---|
|
Violich Capital Management, Inc.
|
Oct 29, 2025 Q3 2025 |
1,800
shares
|
$993,689
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
1,800
shares
|
$993,689
0.2% of portfolio
|
Q4 2025
Added 5.82%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
1,797
shares
|
$992,033
0.05% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
1,795
shares
|
$990,929
0.09% of portfolio
|
Q4 2025
Reduced 4.77%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
1,795
shares
|
$990,929
0.07% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,793
shares
|
$989,825
0.21% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,789
shares
|
$987,617
0.48% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,788
shares
|
$987,065
0.31% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 27, 2025 Q3 2025 |
1,787
shares
|
$986,513
0.55% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
1,785
shares
|
$985,409
0.24% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
1,785
shares
|
$985,409
0.27% of portfolio
|
Q4 2025
Added 323.99%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,784
shares
|
$984,857
0.13% of portfolio
|
Q2 2022
Reduced 93.39%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
1,784
shares
|
$984,857
0.19% of portfolio
|
Q3 2025
Added 21.86%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
1,783
shares
|
$984,305
0.21% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
1,783
shares
|
$984,305
0.46% of portfolio
|
Q4 2025
Added 1.25%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,782
shares
|
$983,753
0.21% of portfolio
|
Q3 2023
Reduced 14.66%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
1,779
shares
|
$982,096
0.49% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
1,777
shares
|
$980,992
0.35% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
1,776
shares
|
$980,440
0.11% of portfolio
|
Q4 2025
Added 1.43%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,774
shares
|
$979,336
0.13% of portfolio
|
Q4 2025
Added 31.5%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,773
shares
|
$978,784
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,770
shares
|
$977,128
0.01% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
1,770
shares
|
$977,128
0.37% of portfolio
|
Q4 2025
Added 3.03%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
1,768
shares
|
$976,024
0.2% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
1,765
shares
|
$974,368
0.25% of portfolio
|
Q3 2025
Reduced 13.86%
|
|