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 |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,440
shares
|
$794,951
0.14% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
1,435
shares
|
$792,191
0.37% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,432
shares
|
$790,535
0.22% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
1,432
shares
|
$790,535
0.05% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
1,430
shares
|
$789,431
0.25% of portfolio
|
Q4 2025
Added 6.24%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
1,429
shares
|
$788,879
0.1% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
1,427
shares
|
$787,775
0.09% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
1,426
shares
|
$787,223
0.15% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
1,422
shares
|
$785,015
0.4% of portfolio
|
Q3 2025
Added 29.39%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,417
shares
|
$782,254
0.13% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
1,415
shares
|
$781,150
0.1% of portfolio
|
Q4 2025
Added 3.21%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
1,413
shares
|
$780,046
0.05% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
1,409
shares
|
$777,838
0.4% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,408
shares
|
$777,286
0.27% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Qvr LLC
|
Oct 27, 2025 Q3 2025 |
1,400
shares
|
$772,869
0.08% of portfolio
|
Q3 2025
Added 90.74%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Jan 09, 2026 Q4 2025 |
1,400
shares
|
$772,869
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,400
shares
|
$772,869
0.31% of portfolio
|
Q4 2022
Reduced 12.23%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
1,400
shares
|
$772,869
0.25% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
1,398
shares
|
$771,765
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
1,397
shares
|
$771,213
0.23% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
1,394
shares
|
$769,557
0.17% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 15, 2026 Q4 2025 |
1,394
shares
|
$769,557
0.43% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
1,394
shares
|
$769,557
0.23% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
1,391
shares
|
$767,901
0.13% of portfolio
|
Q4 2025
Added 31.85%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
1,390
shares
|
$767,349
0.03% of portfolio
|
Q2 2025
Reduced 5.27%
|
|