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 |
|---|---|---|---|---|---|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
15,572
shares
|
$8.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 53.91%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
15,558
shares
|
$8.59 Million
1.53% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
15,527
shares
|
$8.57 Million
0.47% of portfolio
|
Q4 2025
Reduced 12.39%
|
|
|
Assenagon Asset Management S.A.
|
Jan 09, 2026 Q4 2025 |
15,470
shares
|
$8.54 Million
0.01% of portfolio
|
Q4 2025
Reduced 96.32%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
15,461
shares
|
$8.54 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
15,349
shares
|
$8.47 Million
0.05% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
15,294
shares
|
$8.44 Million
0.53% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
15,263
shares
|
$8.43 Million
0.39% of portfolio
|
Q3 2025
Added 16.88%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
15,234
shares
|
$8.41 Million
1.0% of portfolio
|
Q4 2025
Reduced 31.68%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
15,220
shares
|
$8.4 Million
0.23% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
15,163
shares
|
$8.37 Million
0.65% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
15,122
shares
|
$8.35 Million
0.07% of portfolio
|
Q3 2025
Reduced 63.4%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
15,076
shares
|
$8.32 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
15,051
shares
|
$8.31 Million
0.47% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
15,046
shares
|
$8.31 Million
0.31% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$8.28 Million
0.33% of portfolio
|
Q3 2020
Added 30.43%
|
|
|
Alight Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$8.28 Million
1.71% of portfolio
|
Q3 2025
Reduced 57.75%
|
|
|
Dkrt Investments Corp.
Toronto, |
Nov 12, 2025 Q3 2025 |
15,000
shares
|
$8.28 Million
1.72% of portfolio
|
Q2 2025
New holding
|
|
|
Mirabella Financial Services LLP
London, X0 |
Dec 15, 2025 Q3 2025 |
14,974
shares
|
$8.27 Million
0.64% of portfolio
|
Q3 2025
Reduced 23.11%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
14,932
shares
|
$8.24 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
14,916
shares
|
$8.23 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
14,849
shares
|
$8.2 Million
0.14% of portfolio
|
Q4 2025
Added 4.98%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
14,799
shares
|
$8.17 Million
0.06% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Palmer Knight CO
|
Nov 04, 2025 Q3 2025 |
14,787
shares
|
$8.16 Million
3.34% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
14,741
shares
|
$8.14 Million
1.79% of portfolio
|
Q3 2025
Reduced 3.05%
|
|