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 |
|---|---|---|---|---|---|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
1,389
shares
|
$766,797
0.42% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
1,389
shares
|
$766,797
0.02% of portfolio
|
Q3 2025
Reduced 23.09%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
1,388
shares
|
$766,245
0.13% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,388
shares
|
$766,245
0.03% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
1,387
shares
|
$765,693
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
1,386
shares
|
$765,141
0.13% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Avity Investment Management Inc.
|
Jan 13, 2026 Q4 2025 |
1,385
shares
|
$764,589
0.05% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
1,385
shares
|
$764,589
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
1,382
shares
|
$762,933
0.23% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
1,382
shares
|
$762,933
0.12% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,380
shares
|
$761,828
0.03% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
1,380
shares
|
$761,828
0.11% of portfolio
|
Q3 2025
Added 17.55%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,377
shares
|
$760,172
0.1% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
1,375
shares
|
$759,068
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
1,373
shares
|
$757,964
0.06% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
1,373
shares
|
$757,964
0.79% of portfolio
|
Q4 2025
Reduced 13.81%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
1,372
shares
|
$757,412
0.46% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,370
shares
|
$756,308
0.05% of portfolio
|
Q3 2025
Reduced 13.35%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Nov 12, 2025 Q3 2025 |
1,369
shares
|
$755,756
0.29% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
1,367
shares
|
$754,652
0.1% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
1,366
shares
|
$754,100
0.22% of portfolio
|
Q3 2025
Reduced 77.21%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
1,358
shares
|
$749,683
0.14% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
1,357
shares
|
$749,131
0.47% of portfolio
|
Q4 2025
Reduced 3.42%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
1,356
shares
|
$748,579
0.16% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,355
shares
|
$748,027
0.53% of portfolio
|
Q2 2024
Added 1.88%
|
|