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 |
|---|---|---|---|---|---|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
621
shares
|
$342,823
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
620
shares
|
$342,271
0.12% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
619
shares
|
$341,718
0.06% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Bourne Lent Asset Management Inc
|
Jan 14, 2026 Q4 2025 |
618
shares
|
$341,166
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
617
shares
|
$340,614
0.26% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 09, 2025 Q3 2025 |
613
shares
|
$338,406
1.17% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
612
shares
|
$337,854
0.21% of portfolio
|
Q3 2025
Reduced 16.16%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
611
shares
|
$337,302
0.04% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
611
shares
|
$337,302
0.07% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
611
shares
|
$337,302
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
610
shares
|
$336,750
0.2% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
608
shares
|
$335,646
0.08% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2025 Q3 2025 |
606
shares
|
$334,542
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
606
shares
|
$334,542
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
605
shares
|
$333,990
0.06% of portfolio
|
Q3 2024
Reduced 35.29%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
605
shares
|
$333,990
0.12% of portfolio
|
Q3 2025
Reduced 15.27%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
604
shares
|
$333,438
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
604
shares
|
$333,438
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
603
shares
|
$332,886
0.03% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
601
shares
|
$331,782
0.01% of portfolio
|
Q4 2025
Added 18.77%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
601
shares
|
$331,782
0.03% of portfolio
|
Q4 2025
Reduced 4.15%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
601
shares
|
$331,782
0.08% of portfolio
|
Q3 2025
Added 257.74%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
601
shares
|
$331,782
0.15% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
600
shares
|
$331,230
0.05% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
600
shares
|
$331,230
0.01% of portfolio
|
Q2 2025
New holding
|
|