Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,659 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 |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
5,986
shares
|
$3.3 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
5,983
shares
|
$3.3 Million
1.55% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
5,981
shares
|
$3.3 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
5,978
shares
|
$3.3 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
5,975
shares
|
$3.3 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
5,967
shares
|
$3.29 Million
1.39% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
5,958
shares
|
$3.29 Million
2.24% of portfolio
|
Q1 2024
Reduced 36.95%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Nov 04, 2025 Q3 2025 |
5,940
shares
|
$3.28 Million
1.55% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,925
shares
|
$3.27 Million
0.36% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
5,922
shares
|
$3.27 Million
1.12% of portfolio
|
Q3 2025
Reduced 17.23%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
5,906
shares
|
$3.26 Million
0.09% of portfolio
|
Q3 2025
Added 73.86%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
5,885
shares
|
$3.25 Million
1.84% of portfolio
|
Q3 2025
Reduced 23.35%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
5,881
shares
|
$3.25 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
5,874
shares
|
$3.24 Million
0.67% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,848
shares
|
$3.23 Million
0.04% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2025 Q3 2025 |
5,835
shares
|
$3.22 Million
0.91% of portfolio
|
Q3 2025
New holding
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Oct 21, 2025 Q3 2025 |
5,821
shares
|
$3.21 Million
1.07% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
5,816
shares
|
$3.21 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
5,813
shares
|
$3.21 Million
1.03% of portfolio
|
Q4 2025
Reduced 1.99%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
5,808
shares
|
$3.21 Million
0.14% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
5,796
shares
|
$3.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
5,783
shares
|
$3.19 Million
0.47% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Nov 14, 2025 Q3 2025 |
5,778
shares
|
$3.19 Million
0.1% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 16, 2026 Q4 2025 |
5,770
shares
|
$3.19 Million
0.12% of portfolio
|
Q4 2025
Added 703.62%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
5,759
shares
|
$3.18 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.09%
|
|