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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
51,250
shares
|
$28.3 Million
0.73% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
50,914
shares
|
$28.1 Million
2.99% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
50,343
shares
|
$27.8 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
50,185
shares
|
$27.7 Million
0.11% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
50,176
shares
|
$27.7 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
49,578
shares
|
$27.4 Million
1.02% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
47,764
shares
|
$26.4 Million
0.51% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
47,397
shares
|
$26.2 Million
2.36% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
47,231
shares
|
$26.1 Million
0.44% of portfolio
|
Q3 2025
Added 155.88%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
47,099
shares
|
$26 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
47,059
shares
|
$26 Million
0.3% of portfolio
|
Q3 2025
Added 631.41%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
46,787
shares
|
$25.8 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
46,710
shares
|
$25.8 Million
0.6% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
46,251
shares
|
$25.5 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
46,242
shares
|
$25.5 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
46,000
shares
|
$25.4 Million
0.73% of portfolio
|
Q2 2025
Added 26.03%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
45,901
shares
|
$25.3 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
45,783
shares
|
$25.3 Million
1.47% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
45,780
shares
|
$25.3 Million
0.14% of portfolio
|
Q3 2025
Added 85.79%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
45,606
shares
|
$25.2 Million
0.25% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
45,394
shares
|
$25.1 Million
0.08% of portfolio
|
Q2 2023
Reduced 57.95%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
45,003
shares
|
$24.8 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
45,000
shares
|
$24.8 Million
1.6% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
44,595
shares
|
$24.6 Million
0.15% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Aventail Capital Group, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
44,422
shares
|
$24.5 Million
1.05% of portfolio
|
Q3 2025
Added 31.39%
|
|