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 |
|---|---|---|---|---|---|
|
Candriam S.C.A.
|
Nov 05, 2025 Q3 2025 |
32,639
shares
|
$18 Million
0.08% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
32,617
shares
|
$18 Million
0.14% of portfolio
|
Q3 2025
Reduced 69.6%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
32,141
shares
|
$17.7 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
31,956
shares
|
$17.6 Million
0.63% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
31,338
shares
|
$17.3 Million
0.5% of portfolio
|
Q3 2025
Added 21.72%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Nov 12, 2025 Q3 2025 |
31,144
shares
|
$17.2 Million
0.1% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
31,110
shares
|
$17.2 Million
1.09% of portfolio
|
Q3 2025
Reduced 26.23%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
30,858
shares
|
$17 Million
1.69% of portfolio
|
Q3 2025
Added 296.58%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
30,853
shares
|
$17 Million
0.21% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
30,807
shares
|
$17 Million
0.57% of portfolio
|
Q3 2025
Reduced 17.32%
|
|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
30,780
shares
|
$17 Million
3.43% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
30,723
shares
|
$17 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
30,578
shares
|
$16.9 Million
1.3% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
30,541
shares
|
$16.9 Million
0.45% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Drh Investments, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
30,434
shares
|
$16.8 Million
13.22% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
30,322
shares
|
$16.7 Million
0.2% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Davidson Kempner Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
30,000
shares
|
$16.6 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,676
shares
|
$16.4 Million
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
29,227
shares
|
$16.1 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
29,072
shares
|
$16 Million
0.39% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
28,921
shares
|
$16 Million
0.1% of portfolio
|
Q3 2025
Reduced 55.59%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
28,806
shares
|
$15.9 Million
1.55% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
28,759
shares
|
$15.9 Million
0.14% of portfolio
|
Q3 2022
Reduced 0.66%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
28,508
shares
|
$15.7 Million
0.49% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
28,472
shares
|
$15.7 Million
0.07% of portfolio
|
Q3 2025
Added 62.15%
|
|