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 |
|---|---|---|---|---|---|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,237
shares
|
$682,885
0.15% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
1,234
shares
|
$681,229
0.23% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
1,233
shares
|
$680,677
0.43% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,232
shares
|
$680,125
0.12% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,230
shares
|
$679,021
0.11% of portfolio
|
Q4 2025
Added 1.65%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
1,230
shares
|
$679,021
0.18% of portfolio
|
Q3 2025
Added 18.61%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,223
shares
|
$675,157
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
1,222
shares
|
$674,605
0.11% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
1,221
shares
|
$674,053
0.27% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,220
shares
|
$673,501
0.1% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
1,219
shares
|
$672,948
0.1% of portfolio
|
Q3 2025
Reduced 26.39%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
1,216
shares
|
$671,292
0.12% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
1,213
shares
|
$669,636
0.08% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
1,212
shares
|
$669,084
0.07% of portfolio
|
Q4 2025
Reduced 1.7%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
1,210
shares
|
$667,980
0.46% of portfolio
|
Q4 2025
Reduced 3.51%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
1,208
shares
|
$666,876
0.21% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
1,207
shares
|
$666,324
0.07% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
1,204
shares
|
$664,668
0.24% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
1,203
shares
|
$664,116
0.18% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
1,202
shares
|
$663,564
0.29% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,200
shares
|
$662,460
0.03% of portfolio
|
Q4 2023
Added 36.67%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,200
shares
|
$662,460
0.09% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
1,200
shares
|
$662,460
0.35% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Nov 10, 2025 Q3 2025 |
1,200
shares
|
$662,460
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
1,200
shares
|
$662,460
0.03% of portfolio
|
Q4 2024
Reduced 7.98%
|
|