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 |
|---|---|---|---|---|---|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
998
shares
|
$550,945
0.13% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
997
shares
|
$550,393
0.23% of portfolio
|
Q3 2025
Added 17.43%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2025 Q3 2025 |
993
shares
|
$548,185
0.24% of portfolio
|
Q3 2025
Reduced 99.42%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2026 Q4 2025 |
993
shares
|
$548,185
0.41% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
990
shares
|
$546,529
0.34% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
988
shares
|
$545,425
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
987
shares
|
$544,873
0.11% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
987
shares
|
$544,873
0.37% of portfolio
|
Q4 2025
Added 11.4%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
985
shares
|
$543,769
0.05% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 15, 2025 Q3 2025 |
984
shares
|
$543,217
0.13% of portfolio
|
Q2 2025
Reduced 54.95%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
984
shares
|
$543,217
0.22% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
983
shares
|
$542,665
0.42% of portfolio
|
Q4 2025
Added 13.51%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
982
shares
|
$542,113
0.07% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
982
shares
|
$542,113
0.04% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
981
shares
|
$541,561
0.07% of portfolio
|
Q3 2025
Reduced 36.75%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 16, 2026 Q4 2025 |
980
shares
|
$541,009
0.17% of portfolio
|
Q4 2025
Reduced 16.95%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
980
shares
|
$541,009
0.06% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
979
shares
|
$540,456
0.15% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
979
shares
|
$540,456
0.03% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
979
shares
|
$540,456
0.12% of portfolio
|
Q3 2024
Added 104.38%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
979
shares
|
$540,456
0.17% of portfolio
|
Q4 2025
Reduced 5.14%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
977
shares
|
$539,352
0.03% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
977
shares
|
$539,352
0.05% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
977
shares
|
$539,352
0.26% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
973
shares
|
$537,144
0.2% of portfolio
|
Q4 2025
Added 1.35%
|
|