Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,631 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 |
|---|---|---|---|---|---|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
507
shares
|
$279,889
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
507
shares
|
$279,889
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
506
shares
|
$279,337
0.16% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
505
shares
|
$278,785
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
504
shares
|
$278,233
0.02% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
504
shares
|
$278,233
0.17% of portfolio
|
Q4 2024
Reduced 45.22%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
503
shares
|
$277,681
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
503
shares
|
$277,681
0.14% of portfolio
|
Q3 2025
Reduced 33.64%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
501
shares
|
$276,577
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Oct 09, 2025 Q3 2025 |
501
shares
|
$276,577
0.05% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
501
shares
|
$276,577
0.0% of portfolio
|
Q3 2025
Reduced 90.55%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
500
shares
|
$276,025
0.04% of portfolio
|
Q4 2023
Reduced 50.2%
|
|
|
Baugh & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
500
shares
|
$276,025
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 23, 2025 Q3 2025 |
500
shares
|
$276,025
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
500
shares
|
$276,025
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
500
shares
|
$276,025
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
500
shares
|
$276,025
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
500
shares
|
$276,025
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
500
shares
|
$276,025
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
500
shares
|
$276,025
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
500
shares
|
$276,025
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
499
shares
|
$275,472
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 10, 2025 Q3 2025 |
499
shares
|
$275,472
0.14% of portfolio
|
Q3 2025
Reduced 25.85%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
498
shares
|
$274,920
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
497
shares
|
$274,368
0.08% of portfolio
|
Q3 2025
New holding
|
|