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 |
|---|---|---|---|---|---|
|
Davis Rea Ltd.
|
Oct 28, 2025 Q3 2025 |
460
shares
|
$253,942
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Kassira Wealth Management LLC
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
460
shares
|
$253,942
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
458
shares
|
$252,838
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
457
shares
|
$252,286
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
456
shares
|
$251,734
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
456
shares
|
$251,734
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Schaeffer Financial LLC
|
Nov 03, 2025 Q3 2025 |
456
shares
|
$251,734
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
456
shares
|
$251,734
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
455
shares
|
$251,182
0.14% of portfolio
|
Q4 2025
Reduced 8.82%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
455
shares
|
$251,182
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
454
shares
|
$250,630
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
453
shares
|
$250,078
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
453
shares
|
$250,078
0.03% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
453
shares
|
$250,078
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
453
shares
|
$250,078
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
451
shares
|
$248,974
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
451
shares
|
$248,974
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
450
shares
|
$248,422
0.01% of portfolio
|
Q2 2023
Reduced 27.18%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
450
shares
|
$248,422
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
450
shares
|
$248,422
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
449
shares
|
$247,870
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
448
shares
|
$247,318
0.11% of portfolio
|
Q2 2018
Reduced 32.43%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
447
shares
|
$246,766
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
447
shares
|
$246,766
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
447
shares
|
$246,766
0.03% of portfolio
|
Q3 2025
New holding
|
|