Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,653 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 |
|---|---|---|---|---|---|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,354
shares
|
$747,475
0.42% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
1,352
shares
|
$746,371
0.19% of portfolio
|
Q3 2025
Reduced 15.87%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Oct 10, 2025 Q3 2025 |
1,350
shares
|
$745,267
0.24% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
1,350
shares
|
$745,267
0.04% of portfolio
|
Q3 2025
Reduced 15.31%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Jan 12, 2026 Q4 2025 |
1,345
shares
|
$742,507
0.88% of portfolio
|
Q4 2025
Added 14.96%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
1,344
shares
|
$741,955
0.31% of portfolio
|
Q4 2025
Reduced 2.54%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
1,343
shares
|
$741,403
0.22% of portfolio
|
Q3 2025
Reduced 9.07%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,342
shares
|
$740,851
0.22% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,341
shares
|
$740,299
0.08% of portfolio
|
Q2 2022
Reduced 2.19%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
1,341
shares
|
$740,299
0.52% of portfolio
|
Q4 2025
Reduced 13.37%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
1,340
shares
|
$739,746
0.13% of portfolio
|
Q4 2025
Reduced 1.54%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
1,339
shares
|
$739,194
0.43% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
1,336
shares
|
$737,538
0.13% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
1,334
shares
|
$736,434
0.01% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
1,333
shares
|
$735,882
0.19% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
1,331
shares
|
$734,778
0.34% of portfolio
|
Q4 2025
New holding
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
1,331
shares
|
$734,778
0.18% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2026 Q4 2025 |
1,330
shares
|
$734,226
0.24% of portfolio
|
Q4 2025
Reduced 12.5%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
1,329
shares
|
$733,674
0.22% of portfolio
|
Q4 2025
Added 2.31%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
1,328
shares
|
$733,122
0.14% of portfolio
|
Q4 2025
Added 243.15%
|
|
|
David J Yvars Group
|
Jan 12, 2026 Q4 2025 |
1,327
shares
|
$732,570
0.36% of portfolio
|
Q4 2025
Added 3.83%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
1,324
shares
|
$730,914
0.22% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
1,322
shares
|
$729,810
0.62% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
1,321
shares
|
$729,258
0.5% of portfolio
|
Q4 2025
Reduced 10.8%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
1,321
shares
|
$729,258
0.4% of portfolio
|
Q3 2025
Added 1.46%
|
|