Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,620 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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
269
shares
|
$148,501
0.08% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
269
shares
|
$148,501
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
268
shares
|
$147,949
0.08% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
268
shares
|
$147,949
0.04% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
267
shares
|
$147,397
0.03% of portfolio
|
Q2 2025
Added 926.92%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
265
shares
|
$146,293
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
257
shares
|
$141,876
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
254
shares
|
$140,220
0.02% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
253
shares
|
$139,668
0.08% of portfolio
|
Q2 2025
Added 155.56%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
251
shares
|
$138,564
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
251
shares
|
$138,564
0.07% of portfolio
|
Q4 2023
Reduced 58.24%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250
shares
|
$138,012
0.02% of portfolio
|
Q3 2021
Reduced 4.58%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
250
shares
|
$138,012
0.05% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
250
shares
|
$138,012
0.04% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
250
shares
|
$138,012
0.06% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
249
shares
|
$137,460
0.09% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
247
shares
|
$136,356
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
247
shares
|
$136,356
0.03% of portfolio
|
Q2 2025
Added 69.18%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
245
shares
|
$135,252
0.01% of portfolio
|
Q3 2025
Reduced 15.52%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
243
shares
|
$134,148
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
240
shares
|
$132,492
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
239
shares
|
$131,939
0.01% of portfolio
|
Q3 2025
Reduced 29.5%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
237
shares
|
$130,835
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
234
shares
|
$129,179
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
230
shares
|
$126,971
0.07% of portfolio
|
Q3 2025
New holding
|
|