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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
1,033
shares
|
$570,267
0.21% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
1,030
shares
|
$568,611
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
1,029
shares
|
$568,059
0.07% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
1,029
shares
|
$568,059
0.04% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
1,028
shares
|
$567,507
0.26% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
1,028
shares
|
$567,507
0.39% of portfolio
|
Q2 2025
Reduced 42.89%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
1,027
shares
|
$566,955
0.1% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,027
shares
|
$566,955
0.04% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
1,027
shares
|
$566,955
0.04% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,025
shares
|
$565,851
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
1,025
shares
|
$565,851
0.84% of portfolio
|
Q3 2025
Reduced 12.54%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Nov 07, 2025 Q3 2025 |
1,025
shares
|
$565,851
0.04% of portfolio
|
Q3 2025
Reduced 70.4%
|
|
|
Bender Robert & Associates
|
Oct 22, 2025 Q3 2025 |
1,024
shares
|
$565,299
0.11% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
1,024
shares
|
$565,299
0.13% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
1,024
shares
|
$565,299
0.22% of portfolio
|
Q3 2025
Reduced 20.93%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
1,023
shares
|
$564,747
0.11% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
1,023
shares
|
$564,747
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
1,022
shares
|
$564,195
0.02% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,017
shares
|
$561,434
0.06% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
1,017
shares
|
$561,434
0.17% of portfolio
|
Q4 2025
Added 28.9%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
1,017
shares
|
$561,434
0.29% of portfolio
|
Q3 2024
Added 1.7%
|
|