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 |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
649
shares
|
$358,280
0.05% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
648
shares
|
$357,728
0.09% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Nov 07, 2025 Q3 2025 |
647
shares
|
$357,176
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
646
shares
|
$356,624
0.16% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
645
shares
|
$356,072
0.11% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
645
shares
|
$356,072
0.17% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
644
shares
|
$355,520
0.07% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
643
shares
|
$354,968
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
643
shares
|
$354,968
0.28% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
642
shares
|
$354,416
0.14% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
642
shares
|
$354,416
0.25% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Kdt Advisors, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
642
shares
|
$354,416
0.5% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
640
shares
|
$353,312
0.14% of portfolio
|
Q4 2025
Reduced 27.6%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
640
shares
|
$353,312
0.08% of portfolio
|
Q4 2025
Added 16.36%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
640
shares
|
$353,312
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
637
shares
|
$351,655
0.09% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
637
shares
|
$351,655
0.07% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
635
shares
|
$350,551
0.11% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
635
shares
|
$350,551
0.12% of portfolio
|
Q3 2025
Reduced 61.3%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
634
shares
|
$349,999
0.1% of portfolio
|
Q4 2025
Added 4.97%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
634
shares
|
$349,999
0.15% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 14, 2026 Q4 2025 |
632
shares
|
$348,895
0.17% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
630
shares
|
$347,791
0.17% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
629
shares
|
$347,239
0.03% of portfolio
|
Q2 2025
Reduced 41.38%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
628
shares
|
$346,687
0.24% of portfolio
|
Q2 2025
Added 1.13%
|
|