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 |
|---|---|---|---|---|---|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
23,752
shares
|
$13.1 Million
0.48% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,678
shares
|
$13.1 Million
0.2% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
23,524
shares
|
$13 Million
1.53% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
23,496
shares
|
$13 Million
3.6% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
23,476
shares
|
$13 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
23,467
shares
|
$13 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 22, 2025 Q3 2025 |
23,452
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 52.97%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,424
shares
|
$12.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 44.29%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
23,341
shares
|
$12.9 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
23,305
shares
|
$12.9 Million
0.19% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
23,204
shares
|
$12.8 Million
0.23% of portfolio
|
Q4 2023
Reduced 18.11%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
23,094
shares
|
$12.7 Million
0.19% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
23,071
shares
|
$12.7 Million
0.24% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
23,035
shares
|
$12.7 Million
0.08% of portfolio
|
Q3 2025
Added 15.89%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
22,978
shares
|
$12.7 Million
3.23% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
22,938
shares
|
$12.7 Million
0.81% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
22,897
shares
|
$12.6 Million
0.14% of portfolio
|
Q3 2025
Added 32.76%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
22,862
shares
|
$12.6 Million
0.84% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
22,856
shares
|
$12.6 Million
0.49% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
22,626
shares
|
$12.5 Million
0.29% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
22,602
shares
|
$12.5 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
22,568
shares
|
$12.5 Million
0.91% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
22,533
shares
|
$12.4 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
22,510
shares
|
$12.4 Million
0.26% of portfolio
|
Q3 2025
Added 125.17%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
22,413
shares
|
$12.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.52%
|
|