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 $114 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
42,123
shares
|
$14.2 Million
1.24% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
42,050
shares
|
$14.1 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Dodge & Cox
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
41,976
shares
|
$14.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
41,767
shares
|
$14 Million
3.05% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
41,760
shares
|
$14 Million
2.44% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
41,393
shares
|
$13.9 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
41,315
shares
|
$13.9 Million
1.9% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
41,279
shares
|
$13.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
40,953
shares
|
$13.8 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
40,716
shares
|
$13.7 Million
1.04% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
40,692
shares
|
$13.7 Million
2.82% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
40,592
shares
|
$13.6 Million
0.04% of portfolio
|
Q4 2023
Reduced 8.5%
|
|
|
Quilter PLC
|
Jan 29, 2025 Q4 2024 |
40,329
shares
|
$13.6 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
40,267
shares
|
$13.5 Million
1.43% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
40,252
shares
|
$13.5 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Dnca Finance
Paris, I0 |
Feb 13, 2025 Q4 2024 |
40,000
shares
|
$13.5 Million
1.13% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Candriam S.C.A.
|
Feb 06, 2025 Q4 2024 |
39,911
shares
|
$13.4 Million
0.09% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
39,685
shares
|
$13.3 Million
0.25% of portfolio
|
Q3 2024
Added 22.88%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
39,486
shares
|
$13.3 Million
0.61% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
39,447
shares
|
$13.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 27.58%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
39,404
shares
|
$13.2 Million
0.24% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
39,159
shares
|
$13.2 Million
0.63% of portfolio
|
Q4 2024
Added 24.06%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
38,779
shares
|
$13 Million
0.38% of portfolio
|
Q4 2024
Added 388.15%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
38,721
shares
|
$13 Million
2.96% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
38,602
shares
|
$13 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.18%
|