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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
3,187
shares
|
$1.76 Million
0.08% of portfolio
|
Q3 2025
Added 12.54%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,184
shares
|
$1.76 Million
1.19% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,180
shares
|
$1.76 Million
0.28% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
3,178
shares
|
$1.75 Million
0.62% of portfolio
|
Q4 2025
Reduced 4.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
3,177
shares
|
$1.75 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 22, 2025 Q3 2025 |
3,171
shares
|
$1.75 Million
1.03% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
3,163
shares
|
$1.75 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
3,159
shares
|
$1.74 Million
0.1% of portfolio
|
Q3 2025
Added 204.92%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,158
shares
|
$1.74 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,154
shares
|
$1.74 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,152
shares
|
$1.74 Million
1.09% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,142
shares
|
$1.73 Million
0.41% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
3,138
shares
|
$1.73 Million
0.9% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
3,136
shares
|
$1.73 Million
0.12% of portfolio
|
Q1 2025
Reduced 34.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
3,135
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
3,134
shares
|
$1.73 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
3,133
shares
|
$1.73 Million
0.46% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
3,133
shares
|
$1.73 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
3,115
shares
|
$1.72 Million
0.19% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
3,115
shares
|
$1.72 Million
0.22% of portfolio
|
Q4 2025
Added 238.22%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,107
shares
|
$1.72 Million
0.42% of portfolio
|
Q3 2023
Added 1.34%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
3,086
shares
|
$1.7 Million
0.49% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
3,081
shares
|
$1.7 Million
0.08% of portfolio
|
Q3 2025
Added 59.97%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
3,080
shares
|
$1.7 Million
0.16% of portfolio
|
Q3 2025
Added 59.92%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
3,079
shares
|
$1.7 Million
0.13% of portfolio
|
Q4 2025
Added 0.13%
|
|