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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
434,774
shares
|
$147 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
427,820
shares
|
$145 Million
0.14% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
416,326
shares
|
$141 Million
1.43% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
410,750
shares
|
$139 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
403,017
shares
|
$136 Million
0.29% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
400,306
shares
|
$136 Million
0.35% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
397,154
shares
|
$134 Million
1.45% of portfolio
|
Q4 2022
Added 1.98%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
388,881
shares
|
$132 Million
0.2% of portfolio
|
Q4 2024
Added 85.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
378,824
shares
|
$128 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
373,157
shares
|
$126 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Korea Investment Corp
Seoul, M5 |
Feb 12, 2025 Q4 2024 |
365,449
shares
|
$124 Million
0.32% of portfolio
|
Q4 2024
Reduced 29.79%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Feb 13, 2025 Q4 2024 |
343,217
shares
|
$116 Million
0.78% of portfolio
|
Q4 2024
Reduced 17.1%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
326,603
shares
|
$111 Million
0.22% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
Tom Gayner
Markel Corp
|
Feb 07, 2025 Q4 2024 |
324,800
shares
|
$110 Million
1.14% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
322,270
shares
|
$109 Million
0.06% of portfolio
|
Q4 2024
Added 84.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,033
shares
|
$108 Million
0.17% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
310,604
shares
|
$105 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
302,950
shares
|
$103 Million
0.34% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
301,573
shares
|
$102 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
301,323
shares
|
$102 Million
0.15% of portfolio
|
Q4 2024
Reduced 11.88%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
300,906
shares
|
$102 Million
1.01% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Feb 28, 2025 Q4 2024 |
300,359
shares
|
$102 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
297,714
shares
|
$101 Million
0.14% of portfolio
|
Q4 2024
Reduced 60.91%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
297,376
shares
|
$101 Million
0.12% of portfolio
|
Q4 2024
Added 11.75%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Feb 10, 2025 Q4 2024 |
296,488
shares
|
$100 Million
0.5% of portfolio
|
Q4 2024
Reduced 16.85%
|