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 |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
1,755
shares
|
$968,847
0.24% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Hall Laurie J Trustee
|
Oct 14, 2025 Q3 2025 |
1,753
shares
|
$967,743
0.28% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,752
shares
|
$967,191
0.06% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
1,751
shares
|
$966,639
0.02% of portfolio
|
Q4 2025
Added 21.01%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
1,749
shares
|
$965,535
0.37% of portfolio
|
Q4 2025
Added 14.46%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
1,740
shares
|
$960,566
0.31% of portfolio
|
Q3 2025
Reduced 64.92%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
1,736
shares
|
$958,358
0.53% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
1,736
shares
|
$958,358
0.16% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
1,736
shares
|
$958,358
0.12% of portfolio
|
Q3 2025
Reduced 9.58%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
1,733
shares
|
$956,702
0.09% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
1,732
shares
|
$956,150
0.24% of portfolio
|
Q3 2025
Reduced 61.8%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
1,728
shares
|
$953,942
0.08% of portfolio
|
Q4 2025
Reduced 14.41%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
1,721
shares
|
$950,078
0.25% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,720
shares
|
$949,525
0.16% of portfolio
|
Q4 2024
Reduced 32.79%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
1,720
shares
|
$949,525
0.6% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
1,719
shares
|
$948,973
0.07% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,718
shares
|
$948,421
0.03% of portfolio
|
Q3 2025
Reduced 12.3%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
1,718
shares
|
$948,421
0.15% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Check Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
1,717
shares
|
$947,869
0.03% of portfolio
|
Q2 2024
Added 6.18%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,715
shares
|
$946,765
0.33% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
1,715
shares
|
$946,765
0.36% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
1,713
shares
|
$945,661
0.02% of portfolio
|
Q3 2025
Reduced 12.47%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
1,712
shares
|
$945,109
0.29% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
1,711
shares
|
$944,557
0.23% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
1,710
shares
|
$944,005
0.09% of portfolio
|
Q3 2025
New holding
|
|