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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
12,249
shares
|
$6.76 Million
0.81% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
12,236
shares
|
$6.75 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
12,218
shares
|
$6.74 Million
1.12% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
12,215
shares
|
$6.74 Million
1.05% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
12,200
shares
|
$6.74 Million
1.8% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
12,186
shares
|
$6.73 Million
0.39% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
12,173
shares
|
$6.72 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
12,109
shares
|
$6.68 Million
0.02% of portfolio
|
Q3 2025
Reduced 72.37%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
12,107
shares
|
$6.68 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
12,083
shares
|
$6.67 Million
1.74% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
12,069
shares
|
$6.66 Million
0.18% of portfolio
|
Q3 2025
Reduced 19.05%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
12,066
shares
|
$6.66 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
11,954
shares
|
$6.6 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
11,951
shares
|
$6.6 Million
0.23% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
11,924
shares
|
$6.58 Million
0.98% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
11,872
shares
|
$6.55 Million
1.8% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
11,835
shares
|
$6.53 Million
0.1% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
11,835
shares
|
$6.53 Million
0.05% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
Nov 13, 2025 Q3 2025 |
11,795
shares
|
$6.51 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
11,762
shares
|
$6.49 Million
3.1% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 12, 2025 Q3 2025 |
11,750
shares
|
$6.49 Million
0.44% of portfolio
|
Q3 2025
Reduced 22.6%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,744
shares
|
$6.48 Million
0.85% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
11,701
shares
|
$6.46 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
11,697
shares
|
$6.46 Million
0.44% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
11,684
shares
|
$6.45 Million
0.28% of portfolio
|
Q4 2025
Reduced 1.96%
|
|