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 |
|---|---|---|---|---|---|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,623
shares
|
$895,977
0.12% of portfolio
|
Q4 2025
Added 12.16%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
1,622
shares
|
$895,425
0.62% of portfolio
|
Q4 2025
Reduced 4.42%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,619
shares
|
$893,768
0.09% of portfolio
|
Q3 2025
Reduced 41.53%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
1,619
shares
|
$893,768
0.18% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
1,619
shares
|
$893,768
0.08% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
1,618
shares
|
$893,216
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
1,618
shares
|
$893,216
0.17% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,617
shares
|
$892,664
0.25% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
1,615
shares
|
$891,560
0.08% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
1,610
shares
|
$888,800
0.09% of portfolio
|
Q4 2025
Added 0.94%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
1,609
shares
|
$888,248
0.17% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,609
shares
|
$888,248
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
1,608
shares
|
$887,696
0.1% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
1,604
shares
|
$885,488
0.34% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,601
shares
|
$883,832
0.36% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2026 Q4 2025 |
1,600
shares
|
$883,279
0.09% of portfolio
|
Q4 2025
Reduced 5.88%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
1,600
shares
|
$883,279
0.19% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
1,600
shares
|
$883,279
0.41% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
1,600
shares
|
$883,279
0.44% of portfolio
|
Q4 2021
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
1,600
shares
|
$883,279
0.16% of portfolio
|
Q1 2025
Reduced 40.74%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2025 Q3 2025 |
1,600
shares
|
$883,279
0.01% of portfolio
|
Q3 2025
Reduced 69.23%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
1,600
shares
|
$883,279
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Militia Capital Partners, LP
Las Vegas, NV |
Nov 14, 2025 Q3 2025 |
1,600
shares
|
$883,279
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
1,599
shares
|
$882,727
0.18% of portfolio
|
Q4 2025
Added 201.7%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
1,597
shares
|
$881,623
0.15% of portfolio
|
Q3 2025
Added 13.99%
|
|