Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,659 institutions that hold shares in the stock, with a total of 337 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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
20,931
shares
|
$11.6 Million
1.32% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Addenda Capital Inc.
|
Oct 09, 2025 Q3 2025 |
20,852
shares
|
$11.5 Million
0.4% of portfolio
|
Q3 2025
Reduced 19.67%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
20,768
shares
|
$11.5 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
20,657
shares
|
$11.4 Million
1.14% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
20,618
shares
|
$11.4 Million
0.19% of portfolio
|
Q4 2025
Reduced 1.57%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
20,569
shares
|
$11.4 Million
2.86% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
20,537
shares
|
$11.3 Million
1.28% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
20,480
shares
|
$11.3 Million
0.02% of portfolio
|
Q2 2023
Reduced 1.72%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
20,441
shares
|
$11.3 Million
2.63% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
20,407
shares
|
$11.3 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
20,368
shares
|
$11.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
20,325
shares
|
$11.2 Million
1.46% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
20,265
shares
|
$11.2 Million
0.64% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
20,248
shares
|
$11.2 Million
0.25% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
20,141
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
20,085
shares
|
$11.1 Million
1.8% of portfolio
|
Q4 2025
Reduced 2.23%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$11 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
19,954
shares
|
$11 Million
0.85% of portfolio
|
Q3 2025
Reduced 10.48%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
19,919
shares
|
$11 Million
0.47% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Sentry LLC
Memphis, TN |
Jan 16, 2026 Q4 2025 |
19,778
shares
|
$10.9 Million
3.1% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
19,761
shares
|
$10.9 Million
0.21% of portfolio
|
Q4 2025
Reduced 7.07%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
19,591
shares
|
$10.8 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
19,488
shares
|
$10.8 Million
0.16% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
19,444
shares
|
$10.7 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
19,330
shares
|
$10.7 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.18%
|
|