Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,618 institutions that hold shares in the stock, with a total of 338 Million shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Nov 05, 2025 Q3 2025 |
458,542
shares
|
$253 Million
1.09% of portfolio
|
Q3 2025
Reduced 34.56%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
439,989
shares
|
$243 Million
0.39% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
437,441
shares
|
$241 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
422,182
shares
|
$233 Million
1.66% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Assenagon Asset Management S.A.
|
Oct 07, 2025 Q3 2025 |
420,435
shares
|
$232 Million
0.31% of portfolio
|
Q3 2025
Reduced 50.13%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
419,989
shares
|
$232 Million
0.36% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2025 Q3 2025 |
419,436
shares
|
$232 Million
0.42% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
403,737
shares
|
$223 Million
0.09% of portfolio
|
Q3 2025
Reduced 32.63%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
403,727
shares
|
$223 Million
0.33% of portfolio
|
Q3 2025
Added 179.98%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
397,154
shares
|
$219 Million
1.45% of portfolio
|
Q4 2022
Added 1.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
389,730
shares
|
$215 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
387,749
shares
|
$214 Million
0.36% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Oct 27, 2025 Q3 2025 |
386,408
shares
|
$213 Million
0.17% of portfolio
|
Q3 2025
Reduced 38.8%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
384,172
shares
|
$212 Million
0.35% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
383,256
shares
|
$212 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2025 Q3 2025 |
378,158
shares
|
$209 Million
0.34% of portfolio
|
Q3 2025
Added 79.42%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
373,157
shares
|
$206 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
358,727
shares
|
$198 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
352,743
shares
|
$195 Million
0.27% of portfolio
|
Q3 2025
Reduced 37.85%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
347,892
shares
|
$192 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
345,411
shares
|
$191 Million
0.17% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
343,917
shares
|
$190 Million
0.13% of portfolio
|
Q3 2025
Added 24.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
335,688
shares
|
$185 Million
0.24% of portfolio
|
Q3 2025
Added 21.85%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
334,495
shares
|
$185 Million
0.13% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Tom Gayner
Markel Corp
|
Oct 31, 2025 Q3 2025 |
328,650
shares
|
$181 Million
1.41% of portfolio
|
Q2 2025
Added 0.18%
|
|