Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,619 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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
88,904
shares
|
$49.1 Million
0.94% of portfolio
|
Q3 2025
Reduced 19.6%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
87,769
shares
|
$48.5 Million
1.21% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
87,315
shares
|
$48.2 Million
0.38% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
86,671
shares
|
$47.8 Million
0.06% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
86,511
shares
|
$47.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 37.21%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
85,665
shares
|
$47.3 Million
1.22% of portfolio
|
Q3 2025
New holding
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
85,412
shares
|
$47.2 Million
0.27% of portfolio
|
Q3 2025
Reduced 30.23%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
83,978
shares
|
$46.4 Million
0.26% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
82,892
shares
|
$45.8 Million
0.27% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Yaupon Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
82,253
shares
|
$45.4 Million
1.69% of portfolio
|
Q3 2025
New holding
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
81,788
shares
|
$45.2 Million
0.3% of portfolio
|
Q3 2025
Added 62.92%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
81,500
shares
|
$45 Million
0.09% of portfolio
|
Q3 2025
Reduced 12.65%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
81,480
shares
|
$45 Million
1.39% of portfolio
|
Q3 2025
Reduced 18.78%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
80,990
shares
|
$44.7 Million
0.58% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
80,907
shares
|
$44.7 Million
0.47% of portfolio
|
Q3 2025
Reduced 25.81%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
80,287
shares
|
$44.3 Million
0.2% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
79,430
shares
|
$43.8 Million
0.42% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Nov 06, 2025 Q3 2025 |
78,556
shares
|
$43.4 Million
0.33% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
78,181
shares
|
$43.2 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Ing Groep Nv
|
Nov 06, 2025 Q3 2025 |
77,967
shares
|
$43 Million
0.21% of portfolio
|
Q3 2025
Added 18.51%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Nov 05, 2025 Q3 2025 |
77,731
shares
|
$42.9 Million
2.07% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
77,083
shares
|
$42.6 Million
0.48% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
76,565
shares
|
$42.3 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
76,518
shares
|
$42.2 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
75,866
shares
|
$41.9 Million
3.35% of portfolio
|
Q3 2025
Reduced 0.25%
|
|