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 |
|---|---|---|---|---|---|
|
Alecta Tjanstepension Omsesidigt
|
Dec 08, 2025 Q3 2025 |
328,600
shares
|
$181 Million
0.71% of portfolio
|
Q1 2025
Added 149.7%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Nov 14, 2025 Q3 2025 |
327,324
shares
|
$181 Million
0.26% of portfolio
|
Q3 2025
Added 100.1%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
326,603
shares
|
$180 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
323,720
shares
|
$179 Million
0.23% of portfolio
|
Q3 2025
Added 27.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
319,703
shares
|
$176 Million
0.26% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,033
shares
|
$176 Million
0.17% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
310,048
shares
|
$171 Million
0.19% of portfolio
|
Q3 2025
Added 84.16%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
308,035
shares
|
$170 Million
1.22% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
307,029
shares
|
$169 Million
0.19% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
306,791
shares
|
$169 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
299,922
shares
|
$166 Million
0.18% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
290,625
shares
|
$160 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
287,694
shares
|
$159 Million
0.19% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
284,856
shares
|
$157 Million
5.27% of portfolio
|
Q3 2025
Added 131.35%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
283,941
shares
|
$157 Million
0.36% of portfolio
|
Q3 2025
Reduced 16.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
283,497
shares
|
$157 Million
0.28% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
279,689
shares
|
$154 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
275,422
shares
|
$152 Million
0.16% of portfolio
|
Q3 2025
Added 18.22%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
267,696
shares
|
$148 Million
0.36% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
260,356
shares
|
$144 Million
0.3% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
257,954
shares
|
$142 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Nov 13, 2025 Q3 2025 |
253,930
shares
|
$140 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
253,660
shares
|
$140 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
252,046
shares
|
$139 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
251,240
shares
|
$139 Million
0.07% of portfolio
|
Q2 2023
Reduced 0.41%
|
|