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 |
|---|---|---|---|---|---|
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
Jan 15, 2026 Q4 2025 |
706
shares
|
$389,747
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
705
shares
|
$389,195
0.12% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
705
shares
|
$389,195
0.0% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
705
shares
|
$389,195
0.13% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
704
shares
|
$388,643
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
704
shares
|
$388,643
0.06% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
703
shares
|
$388,091
0.0% of portfolio
|
Q3 2025
Reduced 99.43%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
703
shares
|
$388,091
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
701
shares
|
$386,987
0.41% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 12, 2025 Q3 2025 |
700
shares
|
$386,434
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
700
shares
|
$386,434
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
700
shares
|
$386,434
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
700
shares
|
$386,434
0.15% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
699
shares
|
$385,882
0.16% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Oct 30, 2025 Q3 2025 |
699
shares
|
$385,882
0.18% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
699
shares
|
$385,882
0.3% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
698
shares
|
$385,330
0.06% of portfolio
|
Q3 2025
Reduced 45.93%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
697
shares
|
$384,778
0.07% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
697
shares
|
$384,778
0.02% of portfolio
|
Q3 2025
Added 14.83%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
696
shares
|
$384,226
0.06% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jan 15, 2026 Q4 2025 |
696
shares
|
$384,226
0.26% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
694
shares
|
$383,122
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
693
shares
|
$382,570
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
692
shares
|
$382,018
0.03% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
691
shares
|
$381,466
0.03% of portfolio
|
Q3 2025
Reduced 0.86%
|
|