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 |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
117
shares
|
$64,589
0.02% of portfolio
|
Q1 2025
Reduced 30.36%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
116
shares
|
$64,037
0.05% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
110
shares
|
$60,725
0.05% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
107
shares
|
$59,069
0.0% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
107
shares
|
$59,069
15.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
106
shares
|
$58,517
0.02% of portfolio
|
Q1 2024
Reduced 15.2%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
105
shares
|
$57,965
0.02% of portfolio
|
Q4 2025
Added 40.0%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
104
shares
|
$57,413
0.02% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
101
shares
|
$55,757
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
101
shares
|
$55,757
0.03% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
100
shares
|
$55,204
0.0% of portfolio
|
Q4 2024
Added 334.78%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$55,204
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
100
shares
|
$55,204
0.0% of portfolio
|
Q1 2025
Reduced 98.46%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
100
shares
|
$55,204
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
100
shares
|
$55,204
0.02% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
100
shares
|
$55,204
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
99
shares
|
$54,652
0.03% of portfolio
|
Q3 2025
Reduced 23.85%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
99
shares
|
$54,652
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
97
shares
|
$53,548
0.03% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
95
shares
|
$52,444
0.02% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
92
shares
|
$50,788
0.05% of portfolio
|
Q3 2025
Reduced 23.97%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
90
shares
|
$49,684
0.03% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
88
shares
|
$48,580
0.04% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
88
shares
|
$48,580
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
85
shares
|
$46,924
0.02% of portfolio
|
Q3 2025
Added 11.84%
|
|