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 |
|---|---|---|---|---|---|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
951
shares
|
$524,999
0.25% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
950
shares
|
$524,447
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
947
shares
|
$522,791
0.09% of portfolio
|
Q4 2025
Added 12.74%
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
947
shares
|
$522,791
0.13% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
947
shares
|
$522,791
0.08% of portfolio
|
Q3 2025
Reduced 83.41%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
944
shares
|
$521,135
0.33% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
943
shares
|
$520,583
0.02% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
941
shares
|
$519,479
0.04% of portfolio
|
Q4 2024
Reduced 21.12%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
940
shares
|
$518,926
0.17% of portfolio
|
Q3 2025
Added 45.96%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
939
shares
|
$518,374
0.05% of portfolio
|
Q2 2022
Added 13.27%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
936
shares
|
$516,718
0.04% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
936
shares
|
$516,718
0.31% of portfolio
|
Q4 2025
Added 54.2%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
935
shares
|
$516,166
0.15% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
933
shares
|
$515,062
0.5% of portfolio
|
Q4 2023
Reduced 9.68%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
932
shares
|
$514,510
0.07% of portfolio
|
Q4 2025
Added 47.7%
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
931
shares
|
$513,958
0.05% of portfolio
|
Q3 2025
Reduced 13.72%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
930
shares
|
$513,406
0.28% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
930
shares
|
$513,406
0.11% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
928
shares
|
$512,302
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
928
shares
|
$512,302
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
927
shares
|
$511,750
0.1% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
926
shares
|
$511,198
0.07% of portfolio
|
Q3 2025
Added 18.41%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
926
shares
|
$511,198
0.09% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
926
shares
|
$511,198
0.06% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
924
shares
|
$510,094
0.1% of portfolio
|
Q1 2025
Reduced 0.32%
|
|