Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,298 institutions that hold shares in the stock, with a total of 339 Million shares, which have been reported (via 13F filing form) to have a value of $115 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willis Investment Counsel
Gainesville, GA |
Jan 24, 2025 Q4 2024 |
73,774
shares
|
$25 Million
1.8% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
73,746
shares
|
$25 Million
0.25% of portfolio
|
Q4 2024
Added 172.57%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
72,492
shares
|
$24.5 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
72,395
shares
|
$24.5 Million
1.81% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Feb 14, 2025 Q4 2024 |
72,027
shares
|
$24.4 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
71,822
shares
|
$24.3 Million
0.06% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
71,768
shares
|
$24.3 Million
2.26% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
71,187
shares
|
$24.1 Million
0.6% of portfolio
|
Q1 2024
Added 2476.44%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Feb 11, 2025 Q4 2024 |
71,180
shares
|
$24.1 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
70,548
shares
|
$23.9 Million
0.42% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
70,400
shares
|
$23.8 Million
0.48% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
70,127
shares
|
$23.7 Million
0.24% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Railway Pension Investments LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
69,600
shares
|
$23.6 Million
0.34% of portfolio
|
Q4 2024
Reduced 41.17%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
69,127
shares
|
$23.4 Million
2.28% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
68,629
shares
|
$23.2 Million
0.1% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
68,588
shares
|
$23.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 71.12%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
68,267
shares
|
$23.1 Million
0.42% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
67,796
shares
|
$23 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
67,167
shares
|
$22.7 Million
0.58% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
66,954
shares
|
$22.7 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Amf Tjanstepension Ab
|
Feb 07, 2025 Q4 2024 |
66,863
shares
|
$22.6 Million
0.18% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Feb 07, 2025 Q4 2024 |
66,700
shares
|
$22.6 Million
0.4% of portfolio
|
Q4 2024
Added 47.89%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
66,152
shares
|
$22.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 46.86%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
66,151
shares
|
$22.4 Million
0.3% of portfolio
|
Q4 2024
Added 125.29%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
65,139
shares
|
$22.1 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.57%
|