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 |
|---|---|---|---|---|---|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
2,107
shares
|
$1.16 Million
0.55% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,104
shares
|
$1.16 Million
0.18% of portfolio
|
Q4 2025
Added 11.32%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,101
shares
|
$1.16 Million
0.44% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
2,100
shares
|
$1.16 Million
0.16% of portfolio
|
Q4 2025
Reduced 1.41%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,100
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2022
Reduced 19.23%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
2,100
shares
|
$1.16 Million
0.22% of portfolio
|
Q4 2025
Added 2.49%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
2,099
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2025
Added 43.08%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,098
shares
|
$1.16 Million
0.15% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
2,098
shares
|
$1.16 Million
0.37% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
2,097
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,096
shares
|
$1.16 Million
0.36% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,095
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,088
shares
|
$1.15 Million
0.38% of portfolio
|
Q1 2024
Added 21.54%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
2,086
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2022
Added 7.14%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
2,080
shares
|
$1.15 Million
0.24% of portfolio
|
Q3 2025
Reduced 14.58%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
2,077
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
2,075
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
2,075
shares
|
$1.15 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
2,071
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
2,068
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,067
shares
|
$1.14 Million
0.33% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
2,067
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,066
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Af Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,061
shares
|
$1.14 Million
0.4% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,060
shares
|
$1.14 Million
0.18% of portfolio
|
Q2 2022
Added 0.24%
|
|