Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,618 institutions that hold shares in the stock, with a total of 338 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 |
|---|---|---|---|---|---|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
102,512
shares
|
$56.6 Million
0.27% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
101,566
shares
|
$56.1 Million
0.15% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
101,188
shares
|
$55.9 Million
0.15% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
101,152
shares
|
$55.8 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
100,998
shares
|
$55.8 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2025 Q3 2025 |
100,379
shares
|
$55.4 Million
2.86% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
100,181
shares
|
$55.3 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Paralel Advisors LLC
|
Nov 03, 2025 Q3 2025 |
100,000
shares
|
$55.2 Million
1.91% of portfolio
|
Q4 2021
New holding
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
99,522
shares
|
$54.9 Million
0.25% of portfolio
|
Q3 2025
Reduced 30.54%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
98,343
shares
|
$54.3 Million
0.22% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
98,054
shares
|
$54.1 Million
0.74% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
97,659
shares
|
$53.9 Million
0.43% of portfolio
|
Q3 2025
Added 17.16%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
96,851
shares
|
$53.5 Million
0.79% of portfolio
|
Q3 2025
Reduced 64.69%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
95,837
shares
|
$52.9 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
95,760
shares
|
$52.9 Million
0.15% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
94,374
shares
|
$52.1 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
93,423
shares
|
$51.6 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
92,424
shares
|
$51 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
92,363
shares
|
$51 Million
0.14% of portfolio
|
Q3 2025
Added 25.96%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
91,937
shares
|
$50.8 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
91,324
shares
|
$50.4 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
Oct 28, 2025 Q3 2025 |
91,292
shares
|
$50.4 Million
5.55% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
90,532
shares
|
$50 Million
0.05% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
90,431
shares
|
$49.9 Million
0.34% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
88,935
shares
|
$49.1 Million
2.91% of portfolio
|
Q3 2023
Reduced 2.89%
|
|