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 |
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
114,895
shares
|
$39.4 Million
2.54% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
114,742
shares
|
$39.3 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
114,279
shares
|
$39.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
113,350
shares
|
$38.8 Million
0.1% of portfolio
|
Q4 2024
Reduced 19.59%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
113,102
shares
|
$38.7 Million
0.25% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
112,248
shares
|
$38.5 Million
0.56% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
111,853
shares
|
$38.3 Million
0.14% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
110,146
shares
|
$37.7 Million
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Czech National Bank
Prague, 2N |
Apr 09, 2025 Q1 2025 |
109,773
shares
|
$37.6 Million
0.34% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
109,627
shares
|
$37.6 Million
0.64% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
109,385
shares
|
$37.5 Million
1.35% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
109,297
shares
|
$37.4 Million
0.22% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
108,978
shares
|
$37.3 Million
0.57% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
108,894
shares
|
$37.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
108,134
shares
|
$37 Million
0.4% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
May 13, 2025 Q1 2025 |
107,075
shares
|
$36.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
106,641
shares
|
$36.5 Million
0.4% of portfolio
|
Q1 2025
Reduced 32.77%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
106,490
shares
|
$36.5 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
104,102
shares
|
$35.7 Million
1.08% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
103,686
shares
|
$35.5 Million
0.9% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
103,143
shares
|
$35.3 Million
0.31% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
102,868
shares
|
$35.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
102,629
shares
|
$35.2 Million
0.42% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
102,508
shares
|
$35.1 Million
0.32% of portfolio
|
Q1 2025
Added 39.0%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
102,236
shares
|
$35 Million
0.88% of portfolio
|
Q1 2025
Added 0.73%
|