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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
1,659
shares
|
$915,850
0.08% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
1,659
shares
|
$915,850
0.28% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
1,657
shares
|
$914,746
0.01% of portfolio
|
Q3 2025
Added 27.46%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
1,655
shares
|
$913,642
0.19% of portfolio
|
Q4 2025
Added 2.03%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
1,654
shares
|
$913,090
0.03% of portfolio
|
Q3 2025
Added 26.84%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
1,654
shares
|
$913,090
0.54% of portfolio
|
Q2 2025
Added 42.34%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
1,653
shares
|
$912,538
0.12% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,652
shares
|
$911,986
0.09% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,651
shares
|
$911,434
0.13% of portfolio
|
Q3 2025
Added 49.82%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
1,650
shares
|
$910,882
0.04% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
1,647
shares
|
$909,226
0.11% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,644
shares
|
$907,570
0.05% of portfolio
|
Q2 2023
Added 7.17%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
1,643
shares
|
$907,018
0.27% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$906,466
0.08% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
1,642
shares
|
$906,466
0.08% of portfolio
|
Q3 2025
Added 87.87%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
1,639
shares
|
$904,809
0.06% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
1,638
shares
|
$904,257
0.27% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
1,636
shares
|
$903,153
0.24% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
1,636
shares
|
$903,153
0.64% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
1,634
shares
|
$902,049
0.05% of portfolio
|
Q3 2025
Reduced 20.72%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
1,633
shares
|
$901,497
0.2% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
1,632
shares
|
$900,945
0.2% of portfolio
|
Q3 2025
Reduced 19.57%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,630
shares
|
$899,841
0.07% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,629
shares
|
$899,289
0.14% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
1,625
shares
|
$897,081
0.15% of portfolio
|
Q2 2025
Reduced 1.81%
|
|