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 |
|---|---|---|---|---|---|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
471
shares
|
$260,015
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
471
shares
|
$260,015
0.17% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
470
shares
|
$259,463
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
470
shares
|
$259,463
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
468
shares
|
$258,359
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
468
shares
|
$258,359
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
468
shares
|
$258,359
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
467
shares
|
$257,807
0.07% of portfolio
|
Q4 2025
Added 0.65%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
466
shares
|
$257,255
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
466
shares
|
$257,255
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
466
shares
|
$257,255
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
465
shares
|
$256,703
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Rea Ltd.
|
Oct 28, 2025 Q3 2025 |
460
shares
|
$253,942
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Kassira Wealth Management LLC
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
460
shares
|
$253,942
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
458
shares
|
$252,838
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
457
shares
|
$252,286
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
456
shares
|
$251,734
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
456
shares
|
$251,734
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Schaeffer Financial LLC
|
Nov 03, 2025 Q3 2025 |
456
shares
|
$251,734
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
456
shares
|
$251,734
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
455
shares
|
$251,182
0.14% of portfolio
|
Q4 2025
Reduced 8.82%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
455
shares
|
$251,182
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
454
shares
|
$250,630
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
453
shares
|
$250,078
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
453
shares
|
$250,078
0.03% of portfolio
|
Q3 2025
Reduced 1.95%
|
|