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 |
|---|---|---|---|---|---|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
28,274
shares
|
$15.6 Million
1.53% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
28,213
shares
|
$15.6 Million
0.12% of portfolio
|
Q3 2023
Reduced 68.92%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 06, 2025 Q3 2025 |
28,193
shares
|
$15.6 Million
1.33% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
28,145
shares
|
$15.5 Million
0.57% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
27,886
shares
|
$15.4 Million
2.09% of portfolio
|
Q1 2024
Added 0.5%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
27,805
shares
|
$15.3 Million
0.2% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
27,736
shares
|
$15.3 Million
0.89% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 25, 2025 Q3 2025 |
27,697
shares
|
$15.3 Million
1.16% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
27,695
shares
|
$15.3 Million
0.16% of portfolio
|
Q2 2024
Added 10.48%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
27,631
shares
|
$15.3 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Compass Capital Management, Inc
|
Nov 13, 2025 Q3 2025 |
27,536
shares
|
$15.2 Million
0.72% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
27,509
shares
|
$15.2 Million
2.18% of portfolio
|
Q3 2025
Added 19.71%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
27,444
shares
|
$15.2 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
27,384
shares
|
$15.1 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
27,216
shares
|
$15 Million
0.57% of portfolio
|
Q3 2025
Added 138.09%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
27,070
shares
|
$14.9 Million
0.1% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
27,039
shares
|
$14.9 Million
1.33% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
26,661
shares
|
$14.7 Million
0.17% of portfolio
|
Q3 2025
Added 19648.89%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
26,613
shares
|
$14.7 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
26,531
shares
|
$14.6 Million
4.35% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
26,481
shares
|
$14.6 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
26,166
shares
|
$14.4 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
26,046
shares
|
$14.4 Million
0.38% of portfolio
|
Q3 2025
Reduced 20.88%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
25,720
shares
|
$14.2 Million
0.13% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
25,584
shares
|
$14.1 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|