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 |
|---|---|---|---|---|---|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
889
shares
|
$490,772
0.05% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
885
shares
|
$488,564
0.34% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
882
shares
|
$486,908
0.02% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
881
shares
|
$486,356
0.06% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
877
shares
|
$484,147
0.06% of portfolio
|
Q3 2025
Reduced 49.25%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
877
shares
|
$484,147
0.41% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
876
shares
|
$483,595
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
876
shares
|
$483,595
0.37% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
876
shares
|
$483,595
0.24% of portfolio
|
Q3 2025
Added 24.61%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
875
shares
|
$483,043
0.02% of portfolio
|
Q3 2025
Added 34.41%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
872
shares
|
$481,387
0.09% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
870
shares
|
$480,283
0.04% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Eagle Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
870
shares
|
$480,283
0.18% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
870
shares
|
$480,283
0.07% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
869
shares
|
$479,731
0.03% of portfolio
|
Q2 2023
Added 28.93%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
869
shares
|
$479,731
0.0% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
868
shares
|
$479,179
0.16% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
867
shares
|
$478,627
0.02% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
866
shares
|
$478,075
0.06% of portfolio
|
Q4 2025
Added 8.66%
|
|
|
Holland Advisory Services, Inc.
|
Jan 12, 2026 Q4 2025 |
864
shares
|
$476,971
0.66% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
863
shares
|
$476,419
0.09% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
863
shares
|
$476,419
0.18% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
858
shares
|
$473,658
0.13% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
858
shares
|
$473,658
0.28% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
856
shares
|
$472,554
0.28% of portfolio
|
Q3 2025
Reduced 22.6%
|
|