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 |
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
421,139
shares
|
$144 Million
1.33% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
419,967
shares
|
$144 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Abrdn PLC
|
May 13, 2025 Q1 2025 |
416,760
shares
|
$143 Million
0.27% of portfolio
|
Q1 2025
Added 41.48%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
403,017
shares
|
$138 Million
0.29% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
397,154
shares
|
$136 Million
1.45% of portfolio
|
Q4 2022
Added 1.98%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
393,498
shares
|
$135 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
387,362
shares
|
$133 Million
0.32% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
376,718
shares
|
$129 Million
0.27% of portfolio
|
Q1 2025
Reduced 30.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
373,157
shares
|
$128 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
372,828
shares
|
$128 Million
0.24% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Korea Investment Corp
Seoul, M5 |
May 14, 2025 Q1 2025 |
363,081
shares
|
$124 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
349,672
shares
|
$120 Million
0.21% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
343,217
shares
|
$118 Million
0.74% of portfolio
|
Q4 2024
Reduced 17.1%
|
|
|
Alecta Tjanstepension Omsesidigt
|
May 06, 2025 Q1 2025 |
328,600
shares
|
$113 Million
0.62% of portfolio
|
Q1 2025
Added 149.7%
|
|
|
Tom Gayner
Markel Corp
|
May 02, 2025 Q1 2025 |
328,050
shares
|
$112 Million
1.05% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
322,270
shares
|
$110 Million
0.06% of portfolio
|
Q4 2024
Added 84.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
322,054
shares
|
$110 Million
0.28% of portfolio
|
Q1 2025
Added 16.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,033
shares
|
$109 Million
0.17% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
318,875
shares
|
$109 Million
0.37% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
308,902
shares
|
$106 Million
0.32% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
308,391
shares
|
$106 Million
2.37% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Capital International Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
307,195
shares
|
$105 Million
0.02% of portfolio
|
Q1 2025
Reduced 45.46%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
306,004
shares
|
$105 Million
0.12% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
300,906
shares
|
$103 Million
1.01% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
297,714
shares
|
$102 Million
0.14% of portfolio
|
Q4 2024
Reduced 60.91%
|