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 |
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
231,214
shares
|
$79.2 Million
0.14% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
231,142
shares
|
$79.2 Million
0.84% of portfolio
|
Q4 2024
Added 31.65%
|
|
|
Treasurer Of The State Of North Carolina
|
Feb 13, 2025 Q4 2024 |
229,295
shares
|
$78.5 Million
0.32% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
229,116
shares
|
$78.5 Million
0.62% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
222,471
shares
|
$76.2 Million
0.37% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
219,712
shares
|
$75.3 Million
0.06% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
216,547
shares
|
$74.2 Million
0.14% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
216,063
shares
|
$74 Million
0.12% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
215,589
shares
|
$73.9 Million
2.2% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
213,313
shares
|
$73.1 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
205,215
shares
|
$70.3 Million
1.87% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
204,440
shares
|
$70 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
204,201
shares
|
$69.9 Million
0.22% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
204,014
shares
|
$69.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
203,266
shares
|
$69.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
202,175
shares
|
$69.3 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
199,019
shares
|
$68.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 48.82%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
196,370
shares
|
$67.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 23.13%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
194,404
shares
|
$66.6 Million
1.95% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
194,105
shares
|
$66.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 34.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
191,640
shares
|
$65.6 Million
0.13% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
187,486
shares
|
$64.2 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
185,896
shares
|
$63.7 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
184,152
shares
|
$63.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
182,900
shares
|
$62.7 Million
0.24% of portfolio
|
Q1 2025
Added 2.46%
|