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 |
|---|---|---|---|---|---|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
732
shares
|
$404,100
0.19% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
731
shares
|
$403,548
0.04% of portfolio
|
Q4 2025
Added 20.63%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
730
shares
|
$402,996
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
728
shares
|
$401,892
0.07% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
727
shares
|
$401,340
0.34% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
726
shares
|
$400,788
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
723
shares
|
$399,132
0.29% of portfolio
|
Q3 2025
Reduced 42.53%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
721
shares
|
$398,028
0.31% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
720
shares
|
$397,475
0.04% of portfolio
|
Q1 2025
Added 928.57%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
719
shares
|
$396,923
0.73% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
718
shares
|
$396,371
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
718
shares
|
$396,371
0.13% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
718
shares
|
$396,371
0.13% of portfolio
|
Q3 2025
Reduced 18.13%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
717
shares
|
$395,819
0.04% of portfolio
|
Q4 2024
Reduced 27.21%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
716
shares
|
$395,267
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
712
shares
|
$393,059
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
712
shares
|
$393,059
0.06% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
712
shares
|
$393,059
0.3% of portfolio
|
Q3 2025
Reduced 48.81%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
710
shares
|
$391,955
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
708
shares
|
$390,851
0.28% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Geneva Partners, LLC
|
Nov 12, 2025 Q3 2025 |
707
shares
|
$390,299
0.13% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
707
shares
|
$390,299
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
707
shares
|
$390,299
0.04% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
706
shares
|
$389,747
0.36% of portfolio
|
Q4 2025
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
706
shares
|
$389,747
0.03% of portfolio
|
Q4 2025
Added 0.28%
|
|