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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
59
shares
|
$32,570
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
59
shares
|
$32,570
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
58
shares
|
$32,018
0.0% of portfolio
|
Q3 2025
Added 1060.0%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
58
shares
|
$32,018
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
56
shares
|
$30,914
0.01% of portfolio
|
Q4 2025
Added 47.37%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
55
shares
|
$30,362
0.01% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
54
shares
|
$29,810
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
53
shares
|
$29,258
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
51
shares
|
$28,154
0.01% of portfolio
|
Q3 2024
Reduced 88.69%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
51
shares
|
$28,154
0.01% of portfolio
|
Q3 2025
Added 112.5%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
50
shares
|
$27,602
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
48
shares
|
$26,498
0.0% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
47
shares
|
$25,946
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
43
shares
|
$23,738
0.0% of portfolio
|
Q2 2025
Reduced 52.75%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
43
shares
|
$23,738
0.01% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
42
shares
|
$23,186
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
41
shares
|
$22,634
0.0% of portfolio
|
Q3 2025
Reduced 69.63%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
39
shares
|
$21,529
0.0% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
38
shares
|
$20,977
0.01% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
38
shares
|
$20,977
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
37
shares
|
$20,425
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
37
shares
|
$20,425
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
37
shares
|
$20,425
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
36
shares
|
$19,873
0.01% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
36
shares
|
$19,873
0.0% of portfolio
|
Q3 2025
Added 5.88%
|
|