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 |
|---|---|---|---|---|---|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
854
shares
|
$471,450
0.39% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
853
shares
|
$470,898
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
853
shares
|
$470,898
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
852
shares
|
$470,346
0.09% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
852
shares
|
$470,346
0.06% of portfolio
|
Q4 2024
Added 29.09%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
850
shares
|
$469,242
0.12% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
850
shares
|
$469,242
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
848
shares
|
$468,138
0.1% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
847
shares
|
$467,586
0.04% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
846
shares
|
$467,034
0.33% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
844
shares
|
$465,930
0.16% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
844
shares
|
$465,930
0.17% of portfolio
|
Q3 2025
Reduced 29.67%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
843
shares
|
$465,378
0.15% of portfolio
|
Q4 2025
Added 3.82%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
842
shares
|
$464,826
0.17% of portfolio
|
Q2 2023
Added 22.03%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
841
shares
|
$464,274
0.16% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
841
shares
|
$464,274
0.03% of portfolio
|
Q4 2025
Added 7.68%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
841
shares
|
$464,274
0.23% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
841
shares
|
$464,274
0.08% of portfolio
|
Q3 2025
Added 43.52%
|
|
|
South Street Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
840
shares
|
$463,721
0.05% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
840
shares
|
$463,721
0.51% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
839
shares
|
$463,169
0.04% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
839
shares
|
$463,169
0.1% of portfolio
|
Q2 2025
Reduced 25.95%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
837
shares
|
$462,065
0.14% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 14, 2026 Q4 2025 |
836
shares
|
$461,513
0.06% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
833
shares
|
$459,857
0.28% of portfolio
|
Q4 2025
Reduced 0.83%
|
|