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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
664
shares
|
$366,561
0.02% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
661
shares
|
$364,905
0.15% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
661
shares
|
$364,905
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
661
shares
|
$364,905
0.23% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
657
shares
|
$362,696
0.01% of portfolio
|
Q3 2025
Reduced 18.59%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
656
shares
|
$362,144
0.15% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
655
shares
|
$361,592
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
654
shares
|
$361,040
0.21% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
653
shares
|
$360,488
0.12% of portfolio
|
Q4 2025
Added 2.51%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
653
shares
|
$360,488
0.05% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
653
shares
|
$360,488
0.08% of portfolio
|
Q4 2024
Reduced 18.48%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2026 Q4 2025 |
652
shares
|
$359,936
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Nia Impact Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
651
shares
|
$359,384
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
650
shares
|
$358,832
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
649
shares
|
$358,280
0.17% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
649
shares
|
$358,280
0.17% of portfolio
|
Q4 2025
Reduced 4.28%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
649
shares
|
$358,280
0.05% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
648
shares
|
$357,728
0.09% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Nov 07, 2025 Q3 2025 |
647
shares
|
$357,176
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
646
shares
|
$356,624
0.16% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
645
shares
|
$356,072
0.11% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
645
shares
|
$356,072
0.17% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
644
shares
|
$355,520
0.07% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
643
shares
|
$354,968
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
643
shares
|
$354,968
0.28% of portfolio
|
Q3 2025
Reduced 0.62%
|
|