Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,641 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 |
|---|---|---|---|---|---|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
1,063
shares
|
$586,829
0.14% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 14, 2026 Q4 2025 |
1,062
shares
|
$586,277
0.26% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
1,057
shares
|
$583,516
0.12% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
1,057
shares
|
$583,516
0.4% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,056
shares
|
$582,964
0.2% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
1,055
shares
|
$582,412
0.09% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
1,055
shares
|
$582,412
0.12% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
1,053
shares
|
$581,308
0.09% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Oct 31, 2025 Q3 2025 |
1,053
shares
|
$581,308
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,052
shares
|
$580,756
0.11% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,051
shares
|
$580,204
0.14% of portfolio
|
Q2 2022
Reduced 19.89%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
1,050
shares
|
$579,652
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
1,050
shares
|
$579,652
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
1,050
shares
|
$579,652
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
1,049
shares
|
$579,100
0.09% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
1,049
shares
|
$579,100
0.11% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
1,048
shares
|
$578,548
0.18% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,045
shares
|
$576,892
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
1,044
shares
|
$576,340
0.43% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
1,044
shares
|
$576,340
0.3% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,042
shares
|
$575,236
0.2% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Touchstone Capital, Inc.
|
Oct 27, 2025 Q3 2025 |
1,038
shares
|
$573,027
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
1,038
shares
|
$573,027
0.1% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,037
shares
|
$572,475
0.05% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,034
shares
|
$570,819
0.03% of portfolio
|
Q3 2025
Added 2.48%
|
|