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 |
|---|---|---|---|---|---|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
684
shares
|
$377,602
0.15% of portfolio
|
Q3 2025
Reduced 35.1%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Oct 16, 2025 Q3 2025 |
684
shares
|
$377,602
0.22% of portfolio
|
Q3 2025
Added 17.93%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
683
shares
|
$377,050
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
681
shares
|
$375,946
0.19% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
679
shares
|
$374,841
0.1% of portfolio
|
Q3 2025
Reduced 16.89%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
679
shares
|
$374,841
0.13% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
677
shares
|
$373,737
0.09% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
676
shares
|
$373,185
0.01% of portfolio
|
Q3 2025
Reduced 14.65%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
675
shares
|
$372,633
0.05% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
675
shares
|
$372,633
0.15% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
675
shares
|
$372,633
0.09% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
672
shares
|
$370,977
0.05% of portfolio
|
Q3 2025
Reduced 85.47%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
671
shares
|
$370,425
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Leverty Financial Group, LLC
|
Jan 08, 2026 Q4 2025 |
670
shares
|
$369,873
0.11% of portfolio
|
Q4 2025
Added 6.35%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
670
shares
|
$369,873
0.04% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
670
shares
|
$369,873
0.06% of portfolio
|
Q3 2025
Added 19.43%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
668
shares
|
$368,769
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
668
shares
|
$368,769
0.13% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
667
shares
|
$368,217
0.1% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
667
shares
|
$368,217
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
666
shares
|
$367,665
0.05% of portfolio
|
Q2 2023
Reduced 3.76%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
666
shares
|
$367,665
0.11% of portfolio
|
Q4 2025
Added 19.14%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
666
shares
|
$367,665
0.23% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
665
shares
|
$367,113
0.04% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
665
shares
|
$367,113
0.04% of portfolio
|
Q3 2025
Reduced 1.19%
|
|