Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,717 institutions that hold shares in the stock, with a total of 338 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 |
|---|---|---|---|---|---|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
2,529
shares
|
$1.4 Million
0.14% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
2,522
shares
|
$1.39 Million
0.36% of portfolio
|
Q3 2025
Added 22.25%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jan 26, 2026 Q4 2025 |
2,514
shares
|
$1.39 Million
0.52% of portfolio
|
Q4 2025
Added 13.24%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
2,511
shares
|
$1.39 Million
0.07% of portfolio
|
Q3 2025
Added 71.17%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
2,507
shares
|
$1.38 Million
0.42% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
2,507
shares
|
$1.38 Million
0.61% of portfolio
|
Q4 2025
Added 15.21%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
2,507
shares
|
$1.38 Million
0.49% of portfolio
|
Q3 2025
Reduced 34.66%
|
|
|
Sippican Capital Advisors
|
Jan 23, 2026 Q4 2025 |
2,500
shares
|
$1.38 Million
1.02% of portfolio
|
Q2 2022
Reduced 10.71%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 26, 2026 Q4 2025 |
2,500
shares
|
$1.38 Million
1.05% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
2,495
shares
|
$1.38 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
2,486
shares
|
$1.37 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
2,484
shares
|
$1.37 Million
0.32% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
2,476
shares
|
$1.37 Million
0.1% of portfolio
|
Q3 2025
Added 20.25%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
2,473
shares
|
$1.37 Million
0.31% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
2,471
shares
|
$1.36 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,467
shares
|
$1.36 Million
0.5% of portfolio
|
Q1 2024
Added 9.64%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,466
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
2,464
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2025
Reduced 92.45%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
2,458
shares
|
$1.36 Million
1.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,457
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,456
shares
|
$1.36 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
2,456
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
2,450
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
2,450
shares
|
$1.35 Million
0.21% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
2,447
shares
|
$1.35 Million
0.1% of portfolio
|
Q3 2025
Added 189.24%
|
|