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 |
|---|---|---|---|---|---|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
59,476
shares
|
$32.8 Million
0.22% of portfolio
|
Q3 2025
Added 57.58%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
59,357
shares
|
$32.8 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
59,091
shares
|
$32.6 Million
0.25% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
58,410
shares
|
$32.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 81.37%
|
|
|
Uss Investment Management LTD
|
Nov 13, 2025 Q3 2025 |
58,354
shares
|
$32.2 Million
0.14% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
57,824
shares
|
$31.9 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
57,331
shares
|
$31.6 Million
2.33% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
57,040
shares
|
$31.5 Million
0.7% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
56,649
shares
|
$31.3 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
56,075
shares
|
$31 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
55,888
shares
|
$30.9 Million
0.11% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
55,617
shares
|
$30.7 Million
3.61% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Ccm Investment Advisers LLC
|
Oct 10, 2025 Q3 2025 |
55,219
shares
|
$30.5 Million
2.62% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
55,116
shares
|
$30.4 Million
0.3% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
54,385
shares
|
$30 Million
2.31% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Congress Asset Management CO
|
Oct 10, 2025 Q3 2025 |
54,084
shares
|
$29.9 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
53,510
shares
|
$29.5 Million
0.34% of portfolio
|
Q3 2025
Added 31.7%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
53,181
shares
|
$29.4 Million
0.19% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
53,060
shares
|
$29.3 Million
0.34% of portfolio
|
Q1 2023
Added 1849.3%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
52,708
shares
|
$29.1 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Nov 10, 2025 Q3 2025 |
52,360
shares
|
$28.9 Million
0.72% of portfolio
|
Q3 2025
Reduced 41.99%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
52,116
shares
|
$28.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 12, 2025 Q3 2025 |
51,811
shares
|
$28.6 Million
2.42% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Nov 12, 2025 Q3 2025 |
51,469
shares
|
$28.4 Million
0.46% of portfolio
|
Q3 2025
Reduced 21.1%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
51,351
shares
|
$28.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 78.99%
|
|