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 |
|---|---|---|---|---|---|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
1,710
shares
|
$944,005
0.15% of portfolio
|
Q3 2025
Added 40.51%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,706
shares
|
$941,797
0.09% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
1,705
shares
|
$941,245
0.29% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,699
shares
|
$937,932
1.06% of portfolio
|
Q4 2022
Added 626.07%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,698
shares
|
$937,380
0.21% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,697
shares
|
$936,828
0.02% of portfolio
|
Q4 2024
Added 32.58%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,696
shares
|
$936,276
0.06% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
1,695
shares
|
$935,724
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
1,692
shares
|
$934,068
0.33% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
1,691
shares
|
$933,516
0.25% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
1,691
shares
|
$933,516
0.04% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,686
shares
|
$930,756
0.06% of portfolio
|
Q3 2023
Added 10.41%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
1,686
shares
|
$930,756
0.07% of portfolio
|
Q4 2025
Reduced 0.53%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
1,682
shares
|
$928,548
0.57% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,670
shares
|
$921,923
0.08% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jan 07, 2026 Q4 2025 |
1,670
shares
|
$921,923
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
1,668
shares
|
$920,819
0.46% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
1,666
shares
|
$919,715
0.14% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
1,665
shares
|
$919,163
0.36% of portfolio
|
Q2 2022
Added 6.39%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
1,665
shares
|
$919,163
0.03% of portfolio
|
Q4 2025
Added 23.15%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
1,665
shares
|
$919,163
0.99% of portfolio
|
Q3 2025
Reduced 22.74%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,665
shares
|
$919,163
0.02% of portfolio
|
Q3 2022
Added 5.05%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
1,664
shares
|
$918,611
0.09% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,663
shares
|
$918,059
0.07% of portfolio
|
Q1 2025
Reduced 75.48%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,661
shares
|
$916,955
0.31% of portfolio
|
Q3 2025
Added 0.06%
|
|