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 |
|---|---|---|---|---|---|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
1,557
shares
|
$859,541
0.07% of portfolio
|
Q4 2025
Reduced 3.71%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 16, 2026 Q4 2025 |
1,556
shares
|
$858,989
0.37% of portfolio
|
Q4 2025
Added 12.51%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
1,556
shares
|
$858,989
0.39% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
1,551
shares
|
$856,229
0.25% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
1,550
shares
|
$855,677
0.25% of portfolio
|
Q4 2025
Reduced 8.82%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,550
shares
|
$855,677
0.05% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
1,545
shares
|
$852,917
0.23% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,544
shares
|
$852,365
0.02% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
1,543
shares
|
$851,813
0.26% of portfolio
|
Q3 2025
Reduced 51.14%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
1,541
shares
|
$850,709
0.04% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Sam Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,540
shares
|
$850,156
0.24% of portfolio
|
Q1 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
1,540
shares
|
$850,156
0.05% of portfolio
|
Q3 2025
Added 56.5%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,538
shares
|
$849,052
0.26% of portfolio
|
Q3 2025
Reduced 67.86%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,537
shares
|
$848,500
0.08% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
1,536
shares
|
$847,948
0.31% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
1,532
shares
|
$845,740
0.17% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
1,528
shares
|
$843,532
0.05% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
1,520
shares
|
$839,115
0.27% of portfolio
|
Q3 2025
Reduced 55.94%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
1,515
shares
|
$836,355
0.06% of portfolio
|
Q3 2025
Reduced 25.19%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,510
shares
|
$833,595
0.07% of portfolio
|
Q3 2025
Added 22.17%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
1,503
shares
|
$829,731
0.49% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Chickasaw Capital Management LLC
|
Jan 09, 2026 Q4 2025 |
1,500
shares
|
$828,074
0.04% of portfolio
|
Q3 2020
New holding
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$828,074
0.13% of portfolio
|
Q3 2020
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
1,500
shares
|
$828,074
0.1% of portfolio
|
Q3 2025
Added 28.31%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
1,499
shares
|
$827,522
0.38% of portfolio
|
Q3 2025
Added 0.13%
|
|