Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,634 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 |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
548
shares
|
$302,523
0.12% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
546
shares
|
$301,419
0.0% of portfolio
|
Q3 2025
Reduced 44.29%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
546
shares
|
$301,419
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
545
shares
|
$300,867
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
545
shares
|
$300,867
0.15% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
544
shares
|
$300,315
0.07% of portfolio
|
Q1 2024
Reduced 97.14%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
543
shares
|
$299,763
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
541
shares
|
$298,659
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
541
shares
|
$298,659
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
541
shares
|
$298,659
0.2% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
540
shares
|
$298,107
0.02% of portfolio
|
Q3 2025
Reduced 34.15%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
538
shares
|
$297,002
0.16% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
538
shares
|
$297,002
0.12% of portfolio
|
Q3 2025
Added 88.77%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
538
shares
|
$297,002
0.06% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
537
shares
|
$296,450
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
537
shares
|
$296,450
0.12% of portfolio
|
Q3 2025
Reduced 42.69%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
535
shares
|
$295,346
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
534
shares
|
$294,794
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
534
shares
|
$294,794
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
534
shares
|
$294,794
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
534
shares
|
$294,794
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
532
shares
|
$293,690
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
532
shares
|
$293,690
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
532
shares
|
$293,690
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
531
shares
|
$293,138
0.1% of portfolio
|
Q3 2025
New holding
|
|