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 |
|---|---|---|---|---|---|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
530
shares
|
$292,586
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
529
shares
|
$292,034
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
527
shares
|
$290,930
0.06% of portfolio
|
Q4 2025
Added 39.79%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
526
shares
|
$290,378
0.0% of portfolio
|
Q3 2022
Reduced 90.44%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
526
shares
|
$290,378
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
526
shares
|
$290,378
0.22% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
525
shares
|
$289,826
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
525
shares
|
$289,826
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
525
shares
|
$289,826
0.17% of portfolio
|
Q3 2025
Reduced 63.54%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
524
shares
|
$289,274
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
524
shares
|
$289,274
0.13% of portfolio
|
Q4 2025
Added 6.5%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
523
shares
|
$288,722
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
521
shares
|
$287,618
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
521
shares
|
$287,618
0.1% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
520
shares
|
$287,066
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
520
shares
|
$287,066
0.02% of portfolio
|
Q4 2024
Reduced 43.48%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
520
shares
|
$287,066
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
520
shares
|
$287,066
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
519
shares
|
$286,513
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
519
shares
|
$286,513
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
518
shares
|
$285,961
0.04% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
518
shares
|
$285,961
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
517
shares
|
$285,409
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
517
shares
|
$285,409
0.02% of portfolio
|
Q3 2025
Reduced 99.06%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
517
shares
|
$285,409
0.14% of portfolio
|
Q3 2025
New holding
|
|