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 |
|---|---|---|---|---|---|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
750
shares
|
$414,037
0.06% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Mount Vernon Associates Inc
|
Oct 24, 2025 Q3 2025 |
750
shares
|
$414,037
0.25% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
750
shares
|
$414,037
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
750
shares
|
$414,037
0.06% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
750
shares
|
$414,037
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
750
shares
|
$414,037
0.22% of portfolio
|
Q3 2025
Reduced 12.18%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
749
shares
|
$413,485
0.07% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
747
shares
|
$412,381
0.09% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Hourglass Capital, LLC
|
Jan 14, 2026 Q4 2025 |
747
shares
|
$412,381
0.1% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
747
shares
|
$412,381
0.27% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
744
shares
|
$410,725
0.01% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
743
shares
|
$410,173
0.09% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
743
shares
|
$410,173
0.11% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
741
shares
|
$409,069
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
740
shares
|
$408,516
0.08% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
739
shares
|
$407,964
0.13% of portfolio
|
Q3 2025
Reduced 18.61%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
739
shares
|
$407,964
0.25% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
732
shares
|
$404,100
0.19% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
731
shares
|
$403,548
0.04% of portfolio
|
Q4 2025
Added 20.63%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
730
shares
|
$402,996
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
728
shares
|
$401,892
0.07% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
727
shares
|
$401,340
0.34% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
726
shares
|
$400,788
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
723
shares
|
$399,132
0.29% of portfolio
|
Q3 2025
Reduced 42.53%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
721
shares
|
$398,028
0.31% of portfolio
|
Q3 2025
Added 4.64%
|
|