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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
17,663
shares
|
$9.75 Million
0.27% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,595
shares
|
$9.71 Million
0.78% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
17,591
shares
|
$9.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 77.8%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
17,462
shares
|
$9.64 Million
0.33% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
17,363
shares
|
$9.59 Million
0.09% of portfolio
|
Q3 2025
Added 21.71%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
17,363
shares
|
$9.59 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,320
shares
|
$9.56 Million
2.03% of portfolio
|
Q2 2022
Reduced 0.92%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
17,312
shares
|
$9.56 Million
1.46% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
17,271
shares
|
$9.53 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
17,262
shares
|
$9.53 Million
0.11% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
17,261
shares
|
$9.53 Million
1.06% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
17,257
shares
|
$9.53 Million
1.35% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
17,237
shares
|
$9.52 Million
0.27% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
17,159
shares
|
$9.47 Million
2.32% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
17,157
shares
|
$9.47 Million
0.11% of portfolio
|
Q3 2025
Reduced 37.03%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
17,152
shares
|
$9.47 Million
0.19% of portfolio
|
Q3 2025
Added 1922.64%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
17,146
shares
|
$9.47 Million
4.85% of portfolio
|
Q4 2025
Reduced 4.16%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
16,861
shares
|
$9.31 Million
0.09% of portfolio
|
Q3 2025
Reduced 53.03%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
16,799
shares
|
$9.27 Million
0.17% of portfolio
|
Q4 2025
Added 17.02%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
16,792
shares
|
$9.27 Million
0.37% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
16,680
shares
|
$9.21 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
16,613
shares
|
$9.17 Million
0.38% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
16,600
shares
|
$9.16 Million
0.2% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
16,581
shares
|
$9.15 Million
0.12% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
16,571
shares
|
$9.15 Million
0.67% of portfolio
|
Q4 2022
Reduced 0.34%
|
|