Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,659 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
627
shares
|
$346,135
0.19% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
627
shares
|
$346,135
0.04% of portfolio
|
Q3 2025
Added 21.51%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
627
shares
|
$346,135
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
625
shares
|
$345,031
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
625
shares
|
$345,031
0.01% of portfolio
|
Q3 2025
Reduced 99.93%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
623
shares
|
$343,927
0.06% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
622
shares
|
$343,375
0.04% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
621
shares
|
$342,823
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
620
shares
|
$342,271
0.12% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
619
shares
|
$341,718
0.06% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Bourne Lent Asset Management Inc
|
Jan 14, 2026 Q4 2025 |
618
shares
|
$341,166
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
617
shares
|
$340,614
0.26% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 09, 2025 Q3 2025 |
613
shares
|
$338,406
1.17% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
612
shares
|
$337,854
0.21% of portfolio
|
Q3 2025
Reduced 16.16%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
611
shares
|
$337,302
0.04% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
611
shares
|
$337,302
0.07% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
611
shares
|
$337,302
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
610
shares
|
$336,750
0.2% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
608
shares
|
$335,646
0.08% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2025 Q3 2025 |
606
shares
|
$334,542
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
606
shares
|
$334,542
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
605
shares
|
$333,990
0.06% of portfolio
|
Q3 2024
Reduced 35.29%
|
|