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 |
|---|---|---|---|---|---|
|
Waverton Investment Management LTD
|
Nov 12, 2025 Q3 2025 |
562
shares
|
$310,252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
561
shares
|
$309,700
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
560
shares
|
$309,148
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
560
shares
|
$309,148
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
560
shares
|
$309,148
0.03% of portfolio
|
Q3 2025
Reduced 29.2%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
559
shares
|
$308,595
0.05% of portfolio
|
Q2 2025
Added 33.1%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
559
shares
|
$308,595
0.02% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
559
shares
|
$308,595
0.08% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
558
shares
|
$308,043
0.06% of portfolio
|
Q4 2025
Reduced 21.19%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
558
shares
|
$308,043
0.04% of portfolio
|
Q4 2025
Added 12.05%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
557
shares
|
$307,491
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
556
shares
|
$306,939
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
555
shares
|
$306,387
0.05% of portfolio
|
Q4 2025
Added 7.98%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
554
shares
|
$305,835
0.07% of portfolio
|
Q3 2025
Reduced 43.87%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Oct 15, 2025 Q3 2025 |
553
shares
|
$305,283
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
552
shares
|
$304,731
0.05% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
551
shares
|
$304,179
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
551
shares
|
$304,179
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
550
shares
|
$303,627
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
550
shares
|
$303,627
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
550
shares
|
$303,627
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Jan 12, 2026 Q4 2025 |
550
shares
|
$303,627
0.2% of portfolio
|
Q4 2025
Added 1.85%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
550
shares
|
$303,627
0.12% of portfolio
|
Q3 2025
Reduced 27.63%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
549
shares
|
$303,075
0.03% of portfolio
|
Q4 2025
Added 3.2%
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Oct 22, 2025 Q3 2025 |
549
shares
|
$303,075
0.13% of portfolio
|
Q2 2025
Reduced 99.28%
|
|