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 |
|---|---|---|---|---|---|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
1,932
shares
|
$1.07 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Retireful, LLC
|
Jan 15, 2026 Q4 2025 |
1,931
shares
|
$1.07 Million
1.4% of portfolio
|
Q4 2025
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
1,926
shares
|
$1.06 Million
0.39% of portfolio
|
Q3 2025
Reduced 27.84%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
1,923
shares
|
$1.06 Million
0.26% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,922
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
1,920
shares
|
$1.06 Million
0.05% of portfolio
|
Q4 2025
Reduced 20.5%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
1,920
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
1,917
shares
|
$1.06 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,914
shares
|
$1.06 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,909
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2025
Added 41.62%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
1,907
shares
|
$1.05 Million
0.53% of portfolio
|
Q3 2025
Reduced 14.68%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
1,906
shares
|
$1.05 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
1,906
shares
|
$1.05 Million
0.31% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
1,900
shares
|
$1.05 Million
0.47% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
1,895
shares
|
$1.05 Million
0.81% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
1,888
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2025
Added 14.29%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
1,885
shares
|
$1.04 Million
0.62% of portfolio
|
Q3 2025
Added 13.35%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
1,883
shares
|
$1.04 Million
0.24% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,877
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
1,873
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
1,865
shares
|
$1.03 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
1,864
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2025
Added 105.06%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
1,864
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2025
Added 17.01%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,854
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,850
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 39.22%
|
|