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 |
|---|---|---|---|---|---|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
832
shares
|
$459,305
0.33% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
831
shares
|
$458,753
0.06% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
828
shares
|
$457,097
0.09% of portfolio
|
Q3 2025
Reduced 93.36%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
827
shares
|
$456,545
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
826
shares
|
$455,993
0.06% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
825
shares
|
$455,441
0.19% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
824
shares
|
$454,889
0.03% of portfolio
|
Q3 2025
Added 48.2%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
823
shares
|
$454,337
0.09% of portfolio
|
Q3 2025
Added 17.4%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
822
shares
|
$453,785
0.19% of portfolio
|
Q3 2025
Reduced 25.61%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
822
shares
|
$453,785
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
822
shares
|
$453,785
0.12% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
821
shares
|
$453,233
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
821
shares
|
$453,233
0.09% of portfolio
|
Q1 2023
Reduced 40.03%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
820
shares
|
$452,680
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
817
shares
|
$451,024
0.17% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Nov 10, 2025 Q3 2025 |
815
shares
|
$449,920
0.19% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
814
shares
|
$449,368
0.17% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
812
shares
|
$448,264
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
812
shares
|
$448,264
0.18% of portfolio
|
Q3 2025
Added 5700.0%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
811
shares
|
$447,712
0.18% of portfolio
|
Q3 2025
Reduced 19.78%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
811
shares
|
$447,712
0.05% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
811
shares
|
$447,712
0.11% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
811
shares
|
$447,712
0.26% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
810
shares
|
$447,160
0.03% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
809
shares
|
$446,608
0.04% of portfolio
|
Q3 2025
Added 31.12%
|
|