Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,619 institutions that hold shares in the stock, with a total of 338 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 |
|---|---|---|---|---|---|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
1,182
shares
|
$652,523
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
1,180
shares
|
$651,419
0.29% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,180
shares
|
$651,419
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
1,180
shares
|
$651,419
0.18% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
1,179
shares
|
$650,866
0.14% of portfolio
|
Q2 2023
Reduced 4.38%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
1,177
shares
|
$649,762
0.06% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
1,174
shares
|
$648,106
0.12% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
1,174
shares
|
$648,106
0.65% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
1,173
shares
|
$647,554
0.25% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
1,170
shares
|
$645,898
0.32% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,170
shares
|
$645,898
0.18% of portfolio
|
Q1 2023
Added 5.79%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Nov 07, 2025 Q3 2025 |
1,170
shares
|
$645,898
0.28% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Oct 09, 2025 Q3 2025 |
1,170
shares
|
$645,898
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,169
shares
|
$645,346
0.05% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
1,168
shares
|
$644,794
0.4% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Oct 15, 2025 Q3 2025 |
1,163
shares
|
$642,034
0.29% of portfolio
|
Q3 2025
Reduced 14.17%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
1,159
shares
|
$639,825
0.13% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,156
shares
|
$638,169
0.17% of portfolio
|
Q3 2025
Added 25.24%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
1,155
shares
|
$637,617
0.32% of portfolio
|
Q3 2025
Added 14.81%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
1,154
shares
|
$637,065
0.08% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
1,153
shares
|
$636,513
0.09% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
1,152
shares
|
$635,961
0.26% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
1,151
shares
|
$635,409
0.06% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
1,151
shares
|
$635,409
0.26% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
1,150
shares
|
$634,857
0.5% of portfolio
|
Q3 2024
Reduced 14.81%
|
|