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 |
|---|---|---|---|---|---|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
1,597
shares
|
$881,623
0.17% of portfolio
|
Q4 2025
Added 2.5%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
1,596
shares
|
$881,071
0.11% of portfolio
|
Q3 2025
Added 75.77%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
1,595
shares
|
$880,519
0.21% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
1,595
shares
|
$880,519
0.17% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,594
shares
|
$879,967
0.23% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,592
shares
|
$878,863
0.12% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
1,592
shares
|
$878,863
0.49% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
1,592
shares
|
$878,863
0.94% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,591
shares
|
$878,311
0.16% of portfolio
|
Q3 2025
Added 20.9%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
1,589
shares
|
$877,207
0.25% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
1,588
shares
|
$876,655
0.03% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
1,587
shares
|
$876,103
0.15% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
1,586
shares
|
$875,551
0.03% of portfolio
|
Q4 2023
Reduced 16.7%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
1,586
shares
|
$875,551
0.13% of portfolio
|
Q4 2025
Added 20.52%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,583
shares
|
$873,895
0.12% of portfolio
|
Q3 2025
Reduced 77.19%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
1,579
shares
|
$871,686
0.13% of portfolio
|
Q3 2025
Added 13.84%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
1,576
shares
|
$870,030
0.1% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,573
shares
|
$868,374
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
1,571
shares
|
$867,270
0.07% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,570
shares
|
$866,718
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
1,569
shares
|
$866,166
0.09% of portfolio
|
Q2 2021
Added 2.75%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
1,566
shares
|
$864,510
0.12% of portfolio
|
Q4 2025
Added 15.4%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,566
shares
|
$864,510
0.32% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
1,565
shares
|
$863,958
0.12% of portfolio
|
Q4 2024
Added 71.98%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
1,564
shares
|
$863,406
0.03% of portfolio
|
Q3 2025
Added 0.77%
|
|