Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,641 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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250
shares
|
$138,012
0.02% of portfolio
|
Q3 2021
Reduced 4.58%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
250
shares
|
$138,012
0.05% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
250
shares
|
$138,012
0.04% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
250
shares
|
$138,012
0.06% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
249
shares
|
$137,460
0.09% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
247
shares
|
$136,356
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
247
shares
|
$136,356
0.03% of portfolio
|
Q2 2025
Added 69.18%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
245
shares
|
$135,252
0.01% of portfolio
|
Q3 2025
Reduced 15.52%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
243
shares
|
$134,148
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
240
shares
|
$132,492
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
239
shares
|
$131,939
0.01% of portfolio
|
Q3 2025
Reduced 29.5%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
237
shares
|
$130,835
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
234
shares
|
$129,179
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
232
shares
|
$128,075
0.07% of portfolio
|
Q4 2025
Reduced 13.75%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
230
shares
|
$126,971
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
229
shares
|
$126,419
0.04% of portfolio
|
Q3 2025
Added 44.03%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
228
shares
|
$125,867
0.04% of portfolio
|
Q3 2023
Added 20.0%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
226
shares
|
$124,763
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
225
shares
|
$124,211
0.04% of portfolio
|
Q3 2025
Reduced 78.69%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
224
shares
|
$123,659
0.02% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
223
shares
|
$123,107
0.02% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
221
shares
|
$122,003
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
220
shares
|
$121,450
0.04% of portfolio
|
Q2 2021
Added 1000.0%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
220
shares
|
$121,450
0.01% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
218
shares
|
$120,346
0.01% of portfolio
|
Q3 2025
Added 12.95%
|
|