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 |
|---|---|---|---|---|---|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
67,633
shares
|
$37.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
67,039
shares
|
$37 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
66,904
shares
|
$36.9 Million
2.07% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
66,546
shares
|
$36.7 Million
0.27% of portfolio
|
Q3 2025
Added 29.41%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
66,260
shares
|
$36.6 Million
0.08% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Covalis Capital LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
65,454
shares
|
$36.1 Million
3.96% of portfolio
|
Q3 2025
Reduced 24.35%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
64,864
shares
|
$35.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 57.39%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
64,826
shares
|
$35.8 Million
0.36% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
64,811
shares
|
$35.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
64,755
shares
|
$35.7 Million
0.39% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
64,100
shares
|
$35.4 Million
0.3% of portfolio
|
Q1 2024
Reduced 45.07%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
64,046
shares
|
$35.4 Million
0.63% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
63,650
shares
|
$35.1 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
61,921
shares
|
$34.2 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
61,915
shares
|
$34.2 Million
0.15% of portfolio
|
Q3 2025
Added 21.7%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 07, 2025 Q3 2025 |
61,806
shares
|
$34.1 Million
6.34% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
61,590
shares
|
$34 Million
0.38% of portfolio
|
Q4 2022
Added 2.86%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
61,422
shares
|
$33.9 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
61,155
shares
|
$33.8 Million
0.39% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
60,916
shares
|
$33.6 Million
3.12% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
60,487
shares
|
$33.4 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
60,364
shares
|
$33.3 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
60,330
shares
|
$33.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 13, 2025 Q3 2025 |
60,000
shares
|
$33.1 Million
1.42% of portfolio
|
Q3 2019
Reduced 0.01%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
59,528
shares
|
$32.9 Million
0.13% of portfolio
|
Q3 2025
Reduced 24.76%
|
|