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 |
|---|---|---|---|---|---|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
431
shares
|
$237,933
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
431
shares
|
$237,933
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
430
shares
|
$237,381
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
429
shares
|
$236,829
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
428
shares
|
$236,277
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
428
shares
|
$236,277
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
427
shares
|
$235,725
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
427
shares
|
$235,725
0.03% of portfolio
|
Q3 2025
Reduced 46.49%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
426
shares
|
$235,173
0.15% of portfolio
|
Q3 2025
Reduced 31.95%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 17, 2025 Q3 2025 |
426
shares
|
$235,173
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
425
shares
|
$234,621
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
425
shares
|
$234,621
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
424
shares
|
$234,069
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
424
shares
|
$234,069
0.14% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
423
shares
|
$233,517
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
423
shares
|
$233,517
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
421
shares
|
$232,413
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
421
shares
|
$232,413
0.06% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
421
shares
|
$232,413
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
420
shares
|
$231,860
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
420
shares
|
$231,860
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
420
shares
|
$231,860
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
420
shares
|
$231,860
0.17% of portfolio
|
Q3 2025
Reduced 45.88%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
419
shares
|
$231,308
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
418
shares
|
$230,756
0.04% of portfolio
|
Q3 2025
Added 33.12%
|
|