Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,653 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 |
|---|---|---|---|---|---|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
1,072
shares
|
$591,797
0.13% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
1,072
shares
|
$591,797
0.37% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
1,071
shares
|
$591,245
0.11% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
1,070
shares
|
$590,693
0.09% of portfolio
|
Q3 2025
Reduced 17.69%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
1,070
shares
|
$590,693
0.24% of portfolio
|
Q4 2025
Reduced 10.46%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
1,068
shares
|
$589,589
0.2% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
1,067
shares
|
$589,037
0.14% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
1,065
shares
|
$587,933
0.1% of portfolio
|
Q3 2025
Reduced 26.04%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
1,064
shares
|
$587,381
0.36% of portfolio
|
Q2 2025
Added 23.15%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
1,063
shares
|
$586,829
0.14% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 14, 2026 Q4 2025 |
1,062
shares
|
$586,277
0.26% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
1,057
shares
|
$583,516
0.12% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,056
shares
|
$582,964
0.2% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
1,055
shares
|
$582,412
0.09% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
1,055
shares
|
$582,412
0.12% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
1,053
shares
|
$581,308
0.09% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Oct 31, 2025 Q3 2025 |
1,053
shares
|
$581,308
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,052
shares
|
$580,756
0.11% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,051
shares
|
$580,204
0.14% of portfolio
|
Q2 2022
Reduced 19.89%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
1,050
shares
|
$579,652
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
1,050
shares
|
$579,652
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
1,050
shares
|
$579,652
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
1,049
shares
|
$579,100
0.09% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
1,049
shares
|
$579,100
0.11% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
1,048
shares
|
$578,548
0.18% of portfolio
|
Q1 2025
Reduced 1.41%
|
|