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 |
|---|---|---|---|---|---|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
483
shares
|
$266,640
0.08% of portfolio
|
Q4 2025
Added 12.85%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
482
shares
|
$266,088
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
480
shares
|
$264,984
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
479
shares
|
$264,431
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
477
shares
|
$263,327
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
477
shares
|
$263,327
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
476
shares
|
$262,775
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
475
shares
|
$262,223
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
475
shares
|
$262,223
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
475
shares
|
$262,223
0.03% of portfolio
|
Q3 2025
Reduced 50.31%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
475
shares
|
$262,223
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
First Long Island Investors, LLC
|
Nov 12, 2025 Q3 2025 |
474
shares
|
$261,671
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
473
shares
|
$261,119
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
473
shares
|
$261,119
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
471
shares
|
$260,015
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
471
shares
|
$260,015
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
471
shares
|
$260,015
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
471
shares
|
$260,015
0.17% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
470
shares
|
$259,463
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
470
shares
|
$259,463
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
468
shares
|
$258,359
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
468
shares
|
$258,359
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
468
shares
|
$258,359
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
467
shares
|
$257,807
0.07% of portfolio
|
Q4 2025
Added 0.65%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
466
shares
|
$257,255
0.05% of portfolio
|
Q3 2025
New holding
|
|