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 |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
44,173
shares
|
$24.4 Million
1.17% of portfolio
|
Q3 2025
Added 62.32%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
43,736
shares
|
$24.1 Million
0.74% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
43,509
shares
|
$24 Million
3.35% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
43,231
shares
|
$23.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 94.33%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
43,229
shares
|
$23.9 Million
0.29% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
42,889
shares
|
$23.7 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
42,870
shares
|
$23.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 35.19%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
42,769
shares
|
$23.6 Million
0.44% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Oct 29, 2025 Q3 2025 |
42,460
shares
|
$23.4 Million
0.88% of portfolio
|
Q3 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
42,366
shares
|
$23.4 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
42,305
shares
|
$23.4 Million
0.04% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
42,179
shares
|
$23.3 Million
0.1% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
42,171
shares
|
$23.3 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
42,154
shares
|
$23.3 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
42,140
shares
|
$23.3 Million
0.26% of portfolio
|
Q3 2025
Reduced 47.3%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
42,063
shares
|
$23.2 Million
3.12% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
42,050
shares
|
$23.2 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
41,939
shares
|
$23.2 Million
0.55% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
41,778
shares
|
$23.1 Million
2.3% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
41,555
shares
|
$22.9 Million
5.82% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
41,488
shares
|
$22.9 Million
0.24% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
41,425
shares
|
$22.9 Million
0.19% of portfolio
|
Q3 2025
Added 35.65%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
40,794
shares
|
$22.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
40,697
shares
|
$22.5 Million
0.76% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
40,636
shares
|
$22.4 Million
2.79% of portfolio
|
Q3 2025
Reduced 1.18%
|
|