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 |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
496
shares
|
$273,816
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
493
shares
|
$272,160
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
493
shares
|
$272,160
0.02% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
493
shares
|
$272,160
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
492
shares
|
$271,608
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
491
shares
|
$271,056
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
491
shares
|
$271,056
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
490
shares
|
$270,504
0.3% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
490
shares
|
$270,504
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Renaissance Investment Group LLC
|
Jan 06, 2026 Q4 2025 |
488
shares
|
$269,400
0.06% of portfolio
|
Q4 2025
Reduced 4.87%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 23, 2025 Q3 2025 |
488
shares
|
$269,400
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
488
shares
|
$269,400
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
487
shares
|
$268,848
0.06% of portfolio
|
Q3 2025
Reduced 42.84%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
487
shares
|
$268,848
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
486
shares
|
$268,296
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
484
shares
|
$267,192
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
484
shares
|
$267,192
0.15% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
482
shares
|
$266,088
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
480
shares
|
$264,984
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
479
shares
|
$264,431
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
477
shares
|
$263,327
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
477
shares
|
$263,327
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
476
shares
|
$262,775
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
475
shares
|
$262,223
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
475
shares
|
$262,223
0.14% of portfolio
|
Q3 2025
New holding
|
|