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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
847
shares
|
$467,586
0.04% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
846
shares
|
$467,034
0.33% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
844
shares
|
$465,930
0.16% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
844
shares
|
$465,930
0.17% of portfolio
|
Q3 2025
Reduced 29.67%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
843
shares
|
$465,378
0.15% of portfolio
|
Q4 2025
Added 3.82%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
842
shares
|
$464,826
0.17% of portfolio
|
Q2 2023
Added 22.03%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
841
shares
|
$464,274
0.16% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
841
shares
|
$464,274
0.23% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
841
shares
|
$464,274
0.08% of portfolio
|
Q3 2025
Added 43.52%
|
|
|
South Street Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
840
shares
|
$463,721
0.05% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
840
shares
|
$463,721
0.51% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
839
shares
|
$463,169
0.04% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
839
shares
|
$463,169
0.1% of portfolio
|
Q2 2025
Reduced 25.95%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
837
shares
|
$462,065
0.14% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Nov 03, 2025 Q3 2025 |
836
shares
|
$461,513
0.05% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
833
shares
|
$459,857
0.28% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
832
shares
|
$459,305
0.33% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
831
shares
|
$458,753
0.06% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
828
shares
|
$457,097
0.09% of portfolio
|
Q3 2025
Reduced 93.36%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
827
shares
|
$456,545
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
826
shares
|
$455,993
0.06% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
826
shares
|
$455,993
0.06% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
825
shares
|
$455,441
0.19% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
824
shares
|
$454,889
0.03% of portfolio
|
Q3 2025
Added 48.2%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
823
shares
|
$454,337
0.09% of portfolio
|
Q3 2025
Added 17.4%
|
|