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 |
|---|---|---|---|---|---|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
1,109
shares
|
$612,223
0.08% of portfolio
|
Q3 2025
Added 14.21%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
1,107
shares
|
$611,119
0.12% of portfolio
|
Q3 2025
Reduced 21.32%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
1,106
shares
|
$610,567
0.03% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
1,103
shares
|
$608,911
0.06% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,101
shares
|
$607,807
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
1,101
shares
|
$607,807
0.03% of portfolio
|
Q3 2025
Added 26.55%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
1,101
shares
|
$607,807
0.1% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
1,101
shares
|
$607,807
0.13% of portfolio
|
Q3 2025
Reduced 18.32%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
1,100
shares
|
$607,255
0.1% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
1,100
shares
|
$607,255
0.33% of portfolio
|
Q1 2023
Reduced 5.01%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
1,100
shares
|
$607,255
0.37% of portfolio
|
Q2 2025
Reduced 22.81%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
1,096
shares
|
$605,046
0.06% of portfolio
|
Q3 2025
Reduced 13.15%
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
1,095
shares
|
$604,494
0.17% of portfolio
|
Q3 2025
Added 15.87%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,095
shares
|
$604,494
0.05% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,093
shares
|
$603,390
0.22% of portfolio
|
Q2 2024
Reduced 64.46%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
1,092
shares
|
$602,838
0.17% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,092
shares
|
$602,838
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
1,090
shares
|
$601,734
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
1,090
shares
|
$601,734
0.09% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,084
shares
|
$598,422
0.34% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
1,079
shares
|
$595,661
0.05% of portfolio
|
Q3 2025
Added 28.15%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
1,079
shares
|
$595,661
0.34% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
1,077
shares
|
$594,557
0.08% of portfolio
|
Q3 2025
Reduced 25.21%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
1,076
shares
|
$594,005
0.16% of portfolio
|
Q4 2025
Reduced 7.16%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
1,076
shares
|
$594,005
0.02% of portfolio
|
Q3 2019
Reduced 18.05%
|
|