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 |
|---|---|---|---|---|---|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Nov 14, 2025 Q3 2025 |
37,307
shares
|
$20.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
37,256
shares
|
$20.6 Million
0.62% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
37,074
shares
|
$20.5 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Vantage Investment Partners, LLC
|
Oct 30, 2025 Q3 2025 |
36,963
shares
|
$20.4 Million
1.25% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
36,439
shares
|
$20.1 Million
2.19% of portfolio
|
Q2 2022
Added 22.62%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
36,303
shares
|
$20 Million
0.15% of portfolio
|
Q3 2025
Added 19.3%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
36,203
shares
|
$20 Million
0.05% of portfolio
|
Q3 2025
Added 84.23%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
36,112
shares
|
$19.9 Million
1.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
36,093
shares
|
$19.9 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
36,091
shares
|
$19.9 Million
1.27% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
36,062
shares
|
$19.9 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
35,416
shares
|
$19.6 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Scopus Asset Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
35,269
shares
|
$19.5 Million
0.27% of portfolio
|
Q3 2025
Added 252.69%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
35,102
shares
|
$19.4 Million
2.46% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
35,062
shares
|
$19.4 Million
1.39% of portfolio
|
Q3 2025
Added 170.75%
|
|
|
Albar Capital Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
34,363
shares
|
$19 Million
3.74% of portfolio
|
Q3 2025
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
34,257
shares
|
$18.9 Million
0.1% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
34,236
shares
|
$18.9 Million
0.36% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
34,109
shares
|
$18.8 Million
0.44% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
33,945
shares
|
$18.7 Million
2.05% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
33,525
shares
|
$18.5 Million
1.05% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
33,381
shares
|
$18.4 Million
0.17% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Paradiem, LLC
|
Oct 17, 2025 Q3 2025 |
33,089
shares
|
$18.3 Million
4.23% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
32,980
shares
|
$18.2 Million
0.02% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
32,762
shares
|
$18.1 Million
0.26% of portfolio
|
Q3 2025
Added 48.41%
|
|