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 |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
642
shares
|
$354,416
0.14% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
642
shares
|
$354,416
0.25% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Kdt Advisors, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
642
shares
|
$354,416
0.5% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
640
shares
|
$353,312
0.14% of portfolio
|
Q4 2025
Reduced 27.6%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
640
shares
|
$353,312
0.08% of portfolio
|
Q4 2025
Added 16.36%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
640
shares
|
$353,312
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
637
shares
|
$351,655
0.09% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
637
shares
|
$351,655
0.07% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
635
shares
|
$350,551
0.11% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
635
shares
|
$350,551
0.12% of portfolio
|
Q3 2025
Reduced 61.3%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
634
shares
|
$349,999
0.1% of portfolio
|
Q4 2025
Added 4.97%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
634
shares
|
$349,999
0.15% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
632
shares
|
$348,895
0.15% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
630
shares
|
$347,791
0.17% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
629
shares
|
$347,239
0.03% of portfolio
|
Q2 2025
Reduced 41.38%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
628
shares
|
$346,687
0.24% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
627
shares
|
$346,135
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
627
shares
|
$346,135
0.19% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
627
shares
|
$346,135
0.04% of portfolio
|
Q3 2025
Added 21.51%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
627
shares
|
$346,135
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
625
shares
|
$345,031
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
625
shares
|
$345,031
0.01% of portfolio
|
Q3 2025
Reduced 99.93%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
623
shares
|
$343,927
0.06% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
622
shares
|
$343,375
0.04% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
621
shares
|
$342,823
0.14% of portfolio
|
Q3 2025
New holding
|
|