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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
2,704
shares
|
$1.49 Million
0.24% of portfolio
|
Q3 2025
Added 29.94%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
2,700
shares
|
$1.49 Million
0.21% of portfolio
|
Q2 2025
Reduced 23.36%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,700
shares
|
$1.49 Million
0.21% of portfolio
|
Q3 2025
Added 20.59%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
2,695
shares
|
$1.49 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
2,693
shares
|
$1.49 Million
0.16% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
2,691
shares
|
$1.49 Million
0.51% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
2,690
shares
|
$1.49 Million
0.7% of portfolio
|
Q4 2025
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
2,690
shares
|
$1.49 Million
0.59% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
2,687
shares
|
$1.48 Million
0.12% of portfolio
|
Q4 2025
Added 13.66%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
2,681
shares
|
$1.48 Million
1.02% of portfolio
|
Q4 2025
Added 1.55%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
2,674
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,670
shares
|
$1.47 Million
0.19% of portfolio
|
Q3 2025
Added 79.8%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,670
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2025
Reduced 27.94%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,668
shares
|
$1.47 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
2,665
shares
|
$1.47 Million
0.34% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
2,660
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
2,650
shares
|
$1.46 Million
0.26% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Myriad Asset Management Us LP
|
Oct 30, 2025 Q3 2025 |
2,647
shares
|
$1.46 Million
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
2,640
shares
|
$1.46 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
2,639
shares
|
$1.46 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
2,638
shares
|
$1.46 Million
0.24% of portfolio
|
Q4 2025
Reduced 5.21%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
2,637
shares
|
$1.46 Million
1.64% of portfolio
|
Q4 2024
Reduced 22.51%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Nov 10, 2025 Q3 2025 |
2,632
shares
|
$1.45 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,631
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2025
Added 68.76%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
2,629
shares
|
$1.45 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.19%
|
|