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 |
|---|---|---|---|---|---|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
500
shares
|
$276,025
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
500
shares
|
$276,025
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
500
shares
|
$276,025
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
500
shares
|
$276,025
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
500
shares
|
$276,025
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
500
shares
|
$276,025
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
499
shares
|
$275,472
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
497
shares
|
$274,368
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
496
shares
|
$273,816
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
493
shares
|
$272,160
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
493
shares
|
$272,160
0.02% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
493
shares
|
$272,160
0.07% of portfolio
|
Q4 2025
Added 10.79%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
493
shares
|
$272,160
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
491
shares
|
$271,056
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
491
shares
|
$271,056
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
491
shares
|
$271,056
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
490
shares
|
$270,504
0.3% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
490
shares
|
$270,504
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Renaissance Investment Group LLC
|
Jan 06, 2026 Q4 2025 |
488
shares
|
$269,400
0.06% of portfolio
|
Q4 2025
Reduced 4.87%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 23, 2025 Q3 2025 |
488
shares
|
$269,400
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
488
shares
|
$269,400
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
487
shares
|
$268,848
0.06% of portfolio
|
Q3 2025
Reduced 42.84%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
487
shares
|
$268,848
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
486
shares
|
$268,296
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
484
shares
|
$267,192
0.1% of portfolio
|
Q3 2025
New holding
|
|