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 |
|---|---|---|---|---|---|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
1,171
shares
|
$646,450
0.31% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
1,170
shares
|
$645,898
0.32% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,170
shares
|
$645,898
0.18% of portfolio
|
Q1 2023
Added 5.79%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,169
shares
|
$645,346
0.05% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
1,168
shares
|
$644,794
0.4% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Jan 14, 2026 Q4 2025 |
1,161
shares
|
$640,930
0.33% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,156
shares
|
$638,169
0.17% of portfolio
|
Q3 2025
Added 25.24%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
1,155
shares
|
$637,617
0.09% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
1,155
shares
|
$637,617
0.32% of portfolio
|
Q3 2025
Added 14.81%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
1,153
shares
|
$636,513
0.09% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
1,152
shares
|
$635,961
0.26% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
1,151
shares
|
$635,409
0.06% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
1,151
shares
|
$635,409
0.26% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
1,150
shares
|
$634,857
0.5% of portfolio
|
Q3 2024
Reduced 14.81%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,148
shares
|
$633,753
0.15% of portfolio
|
Q3 2025
Added 9.54%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,146
shares
|
$632,649
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,146
shares
|
$632,649
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,146
shares
|
$632,649
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
1,144
shares
|
$631,545
0.09% of portfolio
|
Q3 2025
Added 120.0%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
1,142
shares
|
$630,441
0.01% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
1,141
shares
|
$629,889
0.02% of portfolio
|
Q3 2025
Added 276.57%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,141
shares
|
$629,889
0.4% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
1,139
shares
|
$628,784
0.31% of portfolio
|
Q4 2025
Reduced 4.21%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
1,139
shares
|
$628,784
0.25% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
1,138
shares
|
$628,232
0.36% of portfolio
|
Q4 2025
Reduced 4.37%
|
|