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 |
|---|---|---|---|---|---|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
40,592
shares
|
$22.4 Million
0.04% of portfolio
|
Q4 2023
Reduced 8.5%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
40,552
shares
|
$22.4 Million
0.3% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 06, 2025 Q3 2025 |
40,433
shares
|
$22.3 Million
0.07% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
40,185
shares
|
$22.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
39,980
shares
|
$22.1 Million
8.82% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
39,687
shares
|
$21.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 47.73%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
39,685
shares
|
$21.9 Million
0.25% of portfolio
|
Q3 2024
Added 22.88%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
39,486
shares
|
$21.8 Million
1.63% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
39,113
shares
|
$21.6 Million
2.4% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
38,969
shares
|
$21.5 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
38,833
shares
|
$21.4 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
38,721
shares
|
$21.4 Million
2.96% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Quilter PLC
|
Oct 31, 2025 Q3 2025 |
38,685
shares
|
$21.4 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
38,531
shares
|
$21.3 Million
3.14% of portfolio
|
Q1 2024
Added 4152.87%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
38,521
shares
|
$21.3 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
38,391
shares
|
$21.2 Million
0.61% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
38,270
shares
|
$21.1 Million
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
38,268
shares
|
$21.1 Million
0.31% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
38,168
shares
|
$21.1 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
37,963
shares
|
$21 Million
0.72% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
37,920
shares
|
$20.9 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
37,855
shares
|
$20.9 Million
1.37% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
37,843
shares
|
$20.9 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Jacobs & CO
|
Oct 01, 2025 Q3 2025 |
37,790
shares
|
$20.9 Million
1.72% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
37,772
shares
|
$20.9 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.97%
|
|