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 |
|---|---|---|---|---|---|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
1,274
shares
|
$703,311
0.45% of portfolio
|
Q4 2025
Added 12.94%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
1,271
shares
|
$701,655
0.39% of portfolio
|
Q3 2025
Added 17.03%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
1,271
shares
|
$701,655
0.48% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
1,270
shares
|
$701,103
0.29% of portfolio
|
Q4 2022
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,267
shares
|
$699,447
0.14% of portfolio
|
Q4 2023
Reduced 4.52%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
1,266
shares
|
$698,895
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
1,264
shares
|
$697,791
0.19% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
1,263
shares
|
$697,239
0.12% of portfolio
|
Q4 2025
Reduced 15.01%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
1,262
shares
|
$696,687
0.25% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
1,260
shares
|
$695,583
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
1,260
shares
|
$695,583
0.22% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
1,260
shares
|
$695,583
0.1% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
1,259
shares
|
$695,030
0.14% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
1,254
shares
|
$692,270
0.02% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,254
shares
|
$692,270
0.02% of portfolio
|
Q3 2025
Reduced 59.51%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,250
shares
|
$690,062
0.04% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
1,250
shares
|
$690,062
0.21% of portfolio
|
Q3 2025
Reduced 25.73%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
1,250
shares
|
$690,062
0.32% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 16, 2026 Q4 2025 |
1,249
shares
|
$689,510
0.19% of portfolio
|
Q4 2025
Reduced 0.56%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
1,249
shares
|
$689,510
0.08% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
1,247
shares
|
$688,406
0.11% of portfolio
|
Q4 2025
Added 0.97%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
1,242
shares
|
$685,646
0.07% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
1,240
shares
|
$684,542
0.08% of portfolio
|
Q4 2025
Reduced 24.57%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
1,240
shares
|
$684,542
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
1,239
shares
|
$683,989
0.09% of portfolio
|
Q3 2025
Reduced 5.56%
|
|