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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
800
shares
|
$441,639
0.04% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
800
shares
|
$441,639
0.09% of portfolio
|
Q4 2023
Reduced 78.95%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
796
shares
|
$439,431
0.1% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
796
shares
|
$439,431
0.18% of portfolio
|
Q3 2025
Reduced 17.26%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
795
shares
|
$438,879
0.06% of portfolio
|
Q3 2025
Reduced 45.25%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
793
shares
|
$437,775
0.08% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
792
shares
|
$437,223
0.03% of portfolio
|
Q3 2025
Added 37.02%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
791
shares
|
$436,671
0.02% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
Wedge Capital Management L L P
|
Jan 14, 2026 Q4 2025 |
790
shares
|
$436,119
0.01% of portfolio
|
Q4 2025
Reduced 6.95%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
786
shares
|
$433,911
0.16% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
783
shares
|
$432,255
0.21% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
781
shares
|
$431,151
0.02% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
781
shares
|
$431,151
0.08% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
780
shares
|
$430,598
0.02% of portfolio
|
Q3 2025
Reduced 16.84%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
778
shares
|
$429,494
0.07% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
776
shares
|
$428,390
0.02% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
775
shares
|
$427,838
0.04% of portfolio
|
Q3 2025
Added 33.39%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
774
shares
|
$427,286
0.03% of portfolio
|
Q3 2025
Reduced 65.6%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
774
shares
|
$427,286
0.07% of portfolio
|
Q3 2025
Reduced 28.93%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
773
shares
|
$426,734
0.05% of portfolio
|
Q3 2025
Reduced 20.31%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
773
shares
|
$426,734
0.05% of portfolio
|
Q3 2025
Added 43.41%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
771
shares
|
$425,630
0.1% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
771
shares
|
$425,630
0.27% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
770
shares
|
$425,078
0.31% of portfolio
|
Q3 2025
Reduced 55.87%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
770
shares
|
$425,078
0.06% of portfolio
|
Q3 2024
Added 3.36%
|
|