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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
2,175
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
2,171
shares
|
$1.2 Million
0.82% of portfolio
|
Q3 2025
Added 148.68%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
2,170
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
2,166
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2025
Reduced 1.37%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,166
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
2,162
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2025
Added 129.76%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,162
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
2,161
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
2,155
shares
|
$1.19 Million
0.33% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
2,153
shares
|
$1.19 Million
0.17% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
2,151
shares
|
$1.19 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
2,146
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
2,145
shares
|
$1.18 Million
0.49% of portfolio
|
Q3 2025
Added 14.95%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,142
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,142
shares
|
$1.18 Million
0.11% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
2,139
shares
|
$1.18 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
2,128
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2025
Added 2.31%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
2,125
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,123
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2024
Added 66.25%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
2,122
shares
|
$1.17 Million
0.31% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,112
shares
|
$1.17 Million
0.24% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Martin Capital Advisors, LLP
|
Oct 15, 2025 Q3 2025 |
2,111
shares
|
$1.17 Million
0.63% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,110
shares
|
$1.16 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
2,109
shares
|
$1.16 Million
0.34% of portfolio
|
Q4 2025
Reduced 8.3%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,108
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2022
Reduced 33.56%
|
|