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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
25,547
shares
|
$14.1 Million
0.16% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,319
shares
|
$14 Million
0.28% of portfolio
|
Q3 2023
Added 8.91%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
25,294
shares
|
$14 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
25,238
shares
|
$13.9 Million
2.93% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
Oct 28, 2025 Q3 2025 |
25,118
shares
|
$13.9 Million
2.32% of portfolio
|
Q3 2023
Added 24.85%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
25,012
shares
|
$13.8 Million
1.81% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
24,946
shares
|
$13.8 Million
0.33% of portfolio
|
Q2 2024
Added 38.59%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
24,915
shares
|
$13.8 Million
2.13% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
24,800
shares
|
$13.7 Million
0.22% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
24,772
shares
|
$13.7 Million
2.44% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
24,714
shares
|
$13.6 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 12, 2025 Q3 2025 |
24,706
shares
|
$13.6 Million
0.2% of portfolio
|
Q3 2025
Reduced 37.21%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
24,693
shares
|
$13.6 Million
1.63% of portfolio
|
Q3 2025
Reduced 7.24%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
24,690
shares
|
$13.6 Million
0.89% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
24,635
shares
|
$13.6 Million
0.15% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Braun Stacey Associates Inc
|
Oct 21, 2025 Q3 2025 |
24,611
shares
|
$13.6 Million
0.42% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
24,600
shares
|
$13.6 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
24,511
shares
|
$13.5 Million
0.69% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
24,322
shares
|
$13.4 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
24,314
shares
|
$13.4 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
24,194
shares
|
$13.4 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
23,970
shares
|
$13.2 Million
0.09% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
23,909
shares
|
$13.2 Million
0.22% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
23,823
shares
|
$13.2 Million
0.34% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
23,762
shares
|
$13.1 Million
0.19% of portfolio
|
Q3 2025
Added 2.89%
|
|