Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,618 institutions that hold shares in the stock, with a total of 338 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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,997,263
shares
|
$1.1 Billion
0.19% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
1,830,414
shares
|
$1.01 Billion
0.29% of portfolio
|
Q3 2025
Added 1851.75%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
1,777,589
shares
|
$981 Million
1.03% of portfolio
|
Q3 2025
Added 36.88%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,646,018
shares
|
$909 Million
0.13% of portfolio
|
Q3 2025
Reduced 23.92%
|
|
|
Capital Wealth Planning, LLC
|
Nov 13, 2025 Q3 2025 |
1,619,186
shares
|
$894 Million
5.54% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
1,478,346
shares
|
$816 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
1,355,800
shares
|
$748 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
1,348,179
shares
|
$744 Million
0.22% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Primecap Management CO
Pasadena, CA |
Nov 10, 2025 Q3 2025 |
1,270,428
shares
|
$701 Million
0.48% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
1,245,136
shares
|
$687 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,196,054
shares
|
$660 Million
0.14% of portfolio
|
Q3 2025
Reduced 20.71%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,176,651
shares
|
$650 Million
0.07% of portfolio
|
Q3 2025
Reduced 16.14%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
1,064,346
shares
|
$588 Million
0.48% of portfolio
|
Q3 2025
Added 1524.14%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Nov 03, 2025 Q3 2025 |
1,025,256
shares
|
$566 Million
0.39% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,022,912
shares
|
$565 Million
0.16% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
1,010,934
shares
|
$558 Million
0.37% of portfolio
|
Q1 2024
Reduced 9.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
983,209
shares
|
$543 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
961,224
shares
|
$531 Million
0.23% of portfolio
|
Q3 2022
Reduced 11.13%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
925,126
shares
|
$511 Million
0.15% of portfolio
|
Q3 2025
Added 61.69%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
917,312
shares
|
$506 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
900,511
shares
|
$497 Million
0.27% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
858,479
shares
|
$474 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
852,649
shares
|
$471 Million
0.34% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
736,404
shares
|
$407 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
734,890
shares
|
$406 Million
0.19% of portfolio
|
Q3 2025
Added 0.96%
|
|