Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,626 institutions that hold shares in the stock, with a total of 338 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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
445
shares
|
$245,662
0.05% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
445
shares
|
$245,662
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
444
shares
|
$245,110
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Jupiter Asset Management LTD
|
Nov 10, 2025 Q3 2025 |
443
shares
|
$244,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
443
shares
|
$244,558
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
443
shares
|
$244,558
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
443
shares
|
$244,558
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Fractal Investments LLC
|
Oct 27, 2025 Q3 2025 |
442
shares
|
$244,006
0.03% of portfolio
|
Q3 2025
Reduced 70.53%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
442
shares
|
$244,006
0.02% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Kirr Marbach & CO LLC
|
Oct 14, 2025 Q3 2025 |
440
shares
|
$242,901
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
440
shares
|
$242,901
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
440
shares
|
$242,901
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
438
shares
|
$241,797
0.02% of portfolio
|
Q3 2025
Reduced 33.13%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
438
shares
|
$241,797
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
436
shares
|
$240,693
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Nov 03, 2025 Q3 2025 |
436
shares
|
$240,693
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moody Aldrich Partners LLC
|
Oct 20, 2025 Q3 2025 |
435
shares
|
$240,141
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
435
shares
|
$240,141
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
435
shares
|
$240,141
0.08% of portfolio
|
Q3 2023
Reduced 14.03%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Jan 08, 2026 Q4 2025 |
435
shares
|
$240,141
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
435
shares
|
$240,141
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
434
shares
|
$239,589
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
434
shares
|
$239,589
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
434
shares
|
$239,589
0.0% of portfolio
|
Q3 2025
Reduced 52.15%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
431
shares
|
$237,933
0.05% of portfolio
|
Q3 2025
New holding
|
|