Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,272 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $113 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
646,194
shares
|
$221 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
632,948
shares
|
$217 Million
0.35% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
626,742
shares
|
$215 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
622,840
shares
|
$213 Million
0.22% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
614,588
shares
|
$211 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
608,753
shares
|
$209 Million
0.15% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
604,142
shares
|
$207 Million
0.46% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
598,234
shares
|
$205 Million
0.13% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
597,249
shares
|
$205 Million
1.47% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
593,155
shares
|
$203 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
573,134
shares
|
$196 Million
0.29% of portfolio
|
Q4 2024
Added 352.91%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
569,535
shares
|
$195 Million
0.06% of portfolio
|
Q1 2025
Added 22.8%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
548,251
shares
|
$188 Million
0.07% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
538,454
shares
|
$184 Million
0.66% of portfolio
|
Q1 2025
Reduced 22.87%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
530,597
shares
|
$182 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
508,808
shares
|
$174 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
476,066
shares
|
$163 Million
0.04% of portfolio
|
Q1 2025
Added 594.1%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
468,160
shares
|
$160 Million
0.46% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
465,817
shares
|
$160 Million
0.14% of portfolio
|
Q4 2024
Reduced 65.72%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
464,358
shares
|
$159 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
463,278
shares
|
$159 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
463,208
shares
|
$159 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
438,960
shares
|
$150 Million
0.2% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
427,820
shares
|
$147 Million
0.14% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
424,640
shares
|
$145 Million
0.07% of portfolio
|
Q1 2025
Added 3.38%
|