Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,633 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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
164
shares
|
$90,536
0.02% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
161
shares
|
$88,880
0.05% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
159
shares
|
$87,775
0.05% of portfolio
|
Q4 2024
Reduced 38.61%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
158
shares
|
$87,223
0.07% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Oct 17, 2025 Q3 2025 |
158
shares
|
$87,223
0.04% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
153
shares
|
$84,463
0.04% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
152
shares
|
$83,911
0.04% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
152
shares
|
$83,911
0.05% of portfolio
|
Q4 2024
Added 5378.95%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
149
shares
|
$82,255
0.02% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
148
shares
|
$81,703
0.0% of portfolio
|
Q2 2024
Reduced 22.11%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
148
shares
|
$81,703
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
145
shares
|
$80,047
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
142
shares
|
$78,391
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
140
shares
|
$77,287
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
137
shares
|
$75,630
0.06% of portfolio
|
Q3 2025
Reduced 69.69%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
136
shares
|
$75,078
0.01% of portfolio
|
Q2 2023
Reduced 42.37%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
136
shares
|
$75,078
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
135
shares
|
$74,526
0.04% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
134
shares
|
$73,974
0.04% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
130
shares
|
$71,766
0.03% of portfolio
|
Q3 2025
Added 26.21%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
129
shares
|
$71,214
0.09% of portfolio
|
Q3 2025
Added 29.0%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
127
shares
|
$70,110
0.02% of portfolio
|
Q1 2022
Reduced 45.96%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
122
shares
|
$67,350
0.0% of portfolio
|
Q3 2025
Added 64.86%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
121
shares
|
$66,798
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
120
shares
|
$66,246
0.02% of portfolio
|
Q4 2025
Reduced 3.23%
|
|