Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,634 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 |
|---|---|---|---|---|---|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
872
shares
|
$481,387
0.09% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
870
shares
|
$480,283
0.04% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Eagle Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
870
shares
|
$480,283
0.18% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
870
shares
|
$480,283
0.07% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
869
shares
|
$479,731
0.03% of portfolio
|
Q2 2023
Added 28.93%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
869
shares
|
$479,731
0.0% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
868
shares
|
$479,179
0.16% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
867
shares
|
$478,627
0.02% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
866
shares
|
$478,075
0.06% of portfolio
|
Q4 2025
Added 8.66%
|
|
|
Holland Advisory Services, Inc.
|
Jan 12, 2026 Q4 2025 |
864
shares
|
$476,971
0.66% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
863
shares
|
$476,419
0.09% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
863
shares
|
$476,419
0.18% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
858
shares
|
$473,658
0.13% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
858
shares
|
$473,658
0.28% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
856
shares
|
$472,554
0.28% of portfolio
|
Q3 2025
Reduced 22.6%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
856
shares
|
$472,554
0.07% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
856
shares
|
$472,554
0.47% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
854
shares
|
$471,450
0.39% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
853
shares
|
$470,898
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
853
shares
|
$470,898
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
852
shares
|
$470,346
0.09% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
852
shares
|
$470,346
0.06% of portfolio
|
Q4 2024
Added 29.09%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
850
shares
|
$469,242
0.12% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
850
shares
|
$469,242
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
848
shares
|
$468,138
0.1% of portfolio
|
Q3 2024
Reduced 0.12%
|
|