Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,653 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 |
|---|---|---|---|---|---|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
1,320
shares
|
$728,705
0.13% of portfolio
|
Q3 2025
Added 50.68%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
1,318
shares
|
$727,601
0.11% of portfolio
|
Q4 2025
Added 85.63%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
1,317
shares
|
$727,049
0.2% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
1,314
shares
|
$725,393
0.17% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
1,312
shares
|
$724,289
0.15% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,311
shares
|
$723,737
0.02% of portfolio
|
Q3 2022
Added 4.21%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
1,310
shares
|
$723,185
0.35% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,305
shares
|
$720,425
0.14% of portfolio
|
Q3 2025
Reduced 43.58%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,303
shares
|
$719,321
0.04% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 07, 2025 Q3 2025 |
1,300
shares
|
$717,664
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
1,299
shares
|
$717,112
0.03% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
1,299
shares
|
$717,112
0.24% of portfolio
|
Q1 2024
Reduced 6.61%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
1,294
shares
|
$714,352
0.28% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
1,288
shares
|
$711,040
0.22% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,288
shares
|
$711,040
0.25% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
1,288
shares
|
$711,040
0.58% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
1,284
shares
|
$708,832
0.01% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
1,284
shares
|
$708,832
0.31% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
1,282
shares
|
$707,728
0.11% of portfolio
|
Q4 2025
Reduced 1.54%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
1,281
shares
|
$707,176
0.06% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,279
shares
|
$706,071
0.25% of portfolio
|
Q1 2024
Added 4.58%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 15, 2026 Q4 2025 |
1,279
shares
|
$706,071
0.53% of portfolio
|
Q4 2025
Reduced 3.83%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
1,278
shares
|
$705,519
0.41% of portfolio
|
Q3 2025
Reduced 17.71%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
1,277
shares
|
$704,967
0.05% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,277
shares
|
$704,967
0.08% of portfolio
|
Q3 2025
New holding
|
|