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 |
|---|---|---|---|---|---|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
2,458
shares
|
$1.36 Million
1.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,457
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,456
shares
|
$1.36 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
2,456
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
2,450
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
2,450
shares
|
$1.35 Million
0.21% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
2,447
shares
|
$1.35 Million
0.1% of portfolio
|
Q3 2025
Added 189.24%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,442
shares
|
$1.35 Million
0.14% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
2,437
shares
|
$1.35 Million
0.99% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
2,436
shares
|
$1.34 Million
0.56% of portfolio
|
Q4 2025
Reduced 0.57%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,434
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
2,432
shares
|
$1.34 Million
0.36% of portfolio
|
Q3 2025
Reduced 18.93%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
2,430
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,422
shares
|
$1.34 Million
0.36% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
2,418
shares
|
$1.33 Million
0.44% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
2,411
shares
|
$1.33 Million
0.48% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,408
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,400
shares
|
$1.32 Million
0.15% of portfolio
|
Q1 2022
Added 4.35%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
2,400
shares
|
$1.32 Million
0.17% of portfolio
|
Q3 2025
Reduced 36.51%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
2,399
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,398
shares
|
$1.32 Million
0.17% of portfolio
|
Q3 2025
Added 125.59%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
2,395
shares
|
$1.32 Million
0.5% of portfolio
|
Q4 2025
Reduced 36.39%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,392
shares
|
$1.32 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
2,391
shares
|
$1.32 Million
0.35% of portfolio
|
Q1 2025
Added 50.28%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
2,390
shares
|
$1.32 Million
0.14% of portfolio
|
Q3 2025
Reduced 10.42%
|
|