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 |
|---|---|---|---|---|---|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
1,988
shares
|
$1.1 Million
0.64% of portfolio
|
Q4 2025
Added 15.51%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
1,986
shares
|
$1.1 Million
0.74% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
1,982
shares
|
$1.09 Million
0.22% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
1,982
shares
|
$1.09 Million
0.17% of portfolio
|
Q2 2025
Added 18.4%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,981
shares
|
$1.09 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,978
shares
|
$1.09 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 10, 2025 Q3 2025 |
1,976
shares
|
$1.09 Million
0.56% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
1,973
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.83%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,971
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 29.33%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,969
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
1,967
shares
|
$1.09 Million
0.25% of portfolio
|
Q4 2025
Reduced 4.19%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
1,964
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Added 13.0%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
1,962
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
1,961
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
1,960
shares
|
$1.08 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,957
shares
|
$1.08 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
1,954
shares
|
$1.08 Million
0.16% of portfolio
|
Q4 2025
Reduced 1.61%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
1,951
shares
|
$1.08 Million
0.2% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
1,950
shares
|
$1.08 Million
0.5% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
1,949
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
1,945
shares
|
$1.07 Million
0.17% of portfolio
|
Q4 2025
Added 343.05%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
1,943
shares
|
$1.07 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,941
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
1,940
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Added 15.96%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
1,934
shares
|
$1.07 Million
0.09% of portfolio
|
Q4 2025
Added 0.47%
|
|