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 |
|---|---|---|---|---|---|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
1,012
shares
|
$558,674
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,011
shares
|
$558,122
0.07% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
1,011
shares
|
$558,122
0.2% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
1,008
shares
|
$556,466
0.22% of portfolio
|
Q3 2025
Reduced 22.94%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,006
shares
|
$555,362
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
1,006
shares
|
$555,362
0.07% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,005
shares
|
$554,810
0.19% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
1,004
shares
|
$554,258
0.14% of portfolio
|
Q2 2025
Reduced 23.01%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Nov 03, 2025 Q3 2025 |
1,004
shares
|
$554,258
0.21% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
1,001
shares
|
$552,602
0.1% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Connective Portfolio Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,000
shares
|
$552,050
1.1% of portfolio
|
Q4 2025
Reduced 50.0%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
1,000
shares
|
$552,050
0.08% of portfolio
|
Q4 2025
Reduced 5.3%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,000
shares
|
$552,050
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$552,050
0.17% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$552,050
0.02% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$552,050
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$552,050
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
998
shares
|
$550,945
0.13% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
997
shares
|
$550,393
0.23% of portfolio
|
Q3 2025
Added 17.43%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2025 Q3 2025 |
993
shares
|
$548,185
0.24% of portfolio
|
Q3 2025
Reduced 99.42%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
990
shares
|
$546,529
0.29% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
988
shares
|
$545,425
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
987
shares
|
$544,873
0.11% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
987
shares
|
$544,873
0.37% of portfolio
|
Q4 2025
Added 11.4%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
985
shares
|
$543,769
0.05% of portfolio
|
Q3 2025
Reduced 7.25%
|
|