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 |
|---|---|---|---|---|---|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
75,021
shares
|
$41.4 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
74,699
shares
|
$41.2 Million
0.31% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
74,587
shares
|
$41.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 53.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
74,248
shares
|
$41 Million
0.31% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
73,966
shares
|
$40.8 Million
0.63% of portfolio
|
Q3 2025
Reduced 21.51%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
73,363
shares
|
$40.5 Million
0.37% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
73,224
shares
|
$40.4 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
72,331
shares
|
$39.9 Million
0.74% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
72,313
shares
|
$39.9 Million
0.96% of portfolio
|
Q3 2025
Reduced 19.05%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
71,897
shares
|
$39.7 Million
1.3% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
71,665
shares
|
$39.6 Million
0.62% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
71,430
shares
|
$39.4 Million
2.2% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
71,290
shares
|
$39.4 Million
2.63% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
71,187
shares
|
$39.3 Million
0.6% of portfolio
|
Q1 2024
Added 2476.44%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
71,118
shares
|
$39.3 Million
1.84% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 13, 2025 Q3 2025 |
70,800
shares
|
$39.1 Million
0.25% of portfolio
|
Q3 2025
Reduced 18.62%
|
|
|
Rheos Capital Works Inc.
|
Oct 22, 2025 Q3 2025 |
70,000
shares
|
$38.6 Million
1.87% of portfolio
|
Q3 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
69,312
shares
|
$38.3 Million
0.43% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
68,999
shares
|
$38.1 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
68,917
shares
|
$38 Million
0.7% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
68,840
shares
|
$38 Million
0.53% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
68,732
shares
|
$37.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
68,500
shares
|
$37.8 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
68,321
shares
|
$37.7 Million
0.18% of portfolio
|
Q3 2025
Added 22.36%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
67,716
shares
|
$37.4 Million
0.2% of portfolio
|
Q3 2025
Reduced 10.06%
|
|