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 |
|---|---|---|---|---|---|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
1,498
shares
|
$826,970
0.17% of portfolio
|
Q3 2025
Added 54.59%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
1,495
shares
|
$825,314
0.14% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Orser Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,489
shares
|
$822,002
0.5% of portfolio
|
Q4 2025
Added 3.12%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
1,489
shares
|
$822,002
0.39% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
1,482
shares
|
$818,138
0.08% of portfolio
|
Q4 2025
Added 270.5%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
1,482
shares
|
$818,138
0.12% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,480
shares
|
$817,033
0.2% of portfolio
|
Q3 2023
Added 42.31%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,480
shares
|
$817,033
0.03% of portfolio
|
Q2 2021
Added 5.71%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,476
shares
|
$814,825
0.17% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
1,476
shares
|
$814,825
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
1,474
shares
|
$813,721
0.25% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
1,473
shares
|
$813,169
0.07% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Range Financial Group LLC
|
Jan 15, 2026 Q4 2025 |
1,466
shares
|
$809,305
0.33% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
1,465
shares
|
$808,753
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,458
shares
|
$804,888
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
1,456
shares
|
$803,784
0.11% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,454
shares
|
$802,680
0.22% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
1,449
shares
|
$799,920
0.17% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
1,447
shares
|
$798,816
0.73% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,445
shares
|
$797,712
0.2% of portfolio
|
Q3 2025
Added 80.63%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
1,444
shares
|
$797,160
0.17% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
1,443
shares
|
$796,608
0.07% of portfolio
|
Q2 2024
Reduced 12.7%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,443
shares
|
$796,608
0.2% of portfolio
|
Q2 2022
Reduced 33.53%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
1,442
shares
|
$796,056
0.1% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
1,441
shares
|
$795,504
0.18% of portfolio
|
Q1 2025
Reduced 1.84%
|
|