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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
241,658
shares
|
$81.8 Million
0.09% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
240,938
shares
|
$81.6 Million
0.22% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
233,524
shares
|
$79.1 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
231,214
shares
|
$78.3 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
|
$78.3 Million
0.84% of portfolio
|
Q4 2024
Added 31.65%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
230,215
shares
|
$78 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Treasurer Of The State Of North Carolina
|
Feb 13, 2025 Q4 2024 |
229,295
shares
|
$77.6 Million
0.32% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
227,041
shares
|
$76.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 99.69%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
217,681
shares
|
$73.7 Million
0.48% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
215,589
shares
|
$73 Million
2.2% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
215,452
shares
|
$73 Million
0.07% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
215,021
shares
|
$72.8 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
213,313
shares
|
$72.2 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
210,221
shares
|
$71.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
209,683
shares
|
$71 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
207,183
shares
|
$70.2 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
205,215
shares
|
$69.5 Million
1.87% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
203,266
shares
|
$68.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
199,561
shares
|
$67.6 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
197,515
shares
|
$66.9 Million
0.62% of portfolio
|
Q4 2024
Added 57.29%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
196,370
shares
|
$66.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 23.13%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
194,666
shares
|
$65.9 Million
0.29% of portfolio
|
Q4 2024
Reduced 36.13%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
194,404
shares
|
$65.8 Million
1.95% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
185,896
shares
|
$62.9 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
185,720
shares
|
$62.9 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.95%
|