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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
1,199
shares
|
$661,907
0.09% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,199
shares
|
$661,907
0.24% of portfolio
|
Q3 2025
Added 18.83%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
1,198
shares
|
$661,355
0.53% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
1,195
shares
|
$659,699
0.17% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,195
shares
|
$659,699
0.4% of portfolio
|
Q3 2025
Reduced 21.33%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
1,194
shares
|
$659,147
0.2% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
1,193
shares
|
$658,595
0.03% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
1,193
shares
|
$658,595
0.37% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
1,193
shares
|
$658,595
0.21% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
1,191
shares
|
$657,491
0.09% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
1,191
shares
|
$657,491
0.24% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
1,190
shares
|
$656,939
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
1,189
shares
|
$656,387
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,186
shares
|
$654,731
0.17% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Nov 14, 2025 Q3 2025 |
1,185
shares
|
$654,179
0.27% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,184
shares
|
$653,627
0.08% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
1,183
shares
|
$653,075
0.15% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
1,183
shares
|
$653,075
0.02% of portfolio
|
Q2 2025
Reduced 80.95%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
1,182
shares
|
$652,523
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
1,180
shares
|
$651,419
0.29% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,180
shares
|
$651,419
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
1,177
shares
|
$649,762
0.06% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
1,175
shares
|
$648,658
0.29% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
1,174
shares
|
$648,106
0.12% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
1,174
shares
|
$648,106
0.65% of portfolio
|
Q3 2025
Reduced 3.45%
|
|