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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
366
shares
|
$202,050
0.03% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
359
shares
|
$198,185
0.1% of portfolio
|
Q3 2025
Reduced 83.67%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
357
shares
|
$197,081
0.03% of portfolio
|
Q4 2025
Reduced 36.59%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
354
shares
|
$195,425
0.08% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
354
shares
|
$195,425
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
351
shares
|
$193,769
0.05% of portfolio
|
Q4 2025
Added 6.04%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
351
shares
|
$193,769
0.06% of portfolio
|
Q2 2025
Reduced 46.08%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
350
shares
|
$193,217
0.02% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
347
shares
|
$191,561
0.04% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
346
shares
|
$191,009
0.06% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
344
shares
|
$189,905
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
342
shares
|
$188,801
0.05% of portfolio
|
Q1 2025
Reduced 39.47%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
336
shares
|
$185,488
0.09% of portfolio
|
Q3 2025
Added 30.23%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
333
shares
|
$183,832
0.04% of portfolio
|
Q2 2025
Reduced 22.2%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
332
shares
|
$183,280
0.13% of portfolio
|
Q2 2025
Reduced 41.65%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
332
shares
|
$183,280
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
329
shares
|
$181,624
0.03% of portfolio
|
Q3 2024
Reduced 35.24%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
329
shares
|
$181,624
0.86% of portfolio
|
Q3 2025
Reduced 86.42%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
320
shares
|
$176,656
0.0% of portfolio
|
Q3 2023
Reduced 1.84%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
312
shares
|
$172,239
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
310
shares
|
$171,135
0.03% of portfolio
|
Q3 2025
Added 37.78%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
307
shares
|
$169,479
0.1% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
304
shares
|
$167,823
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
302
shares
|
$166,719
0.02% of portfolio
|
Q2 2024
Reduced 9.58%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
294
shares
|
$162,302
0.07% of portfolio
|
Q3 2025
Added 1370.0%
|
|