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 |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
248,614
shares
|
$137 Million
0.15% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
246,400
shares
|
$136 Million
0.08% of portfolio
|
Q3 2025
Added 137.02%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
244,344
shares
|
$135 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
242,597
shares
|
$134 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
236,906
shares
|
$131 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Retirement Systems Of Alabama
|
Oct 31, 2025 Q3 2025 |
234,055
shares
|
$129 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
232,746
shares
|
$128 Million
0.21% of portfolio
|
Q3 2025
Added 1140.58%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
231,376
shares
|
$128 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
227,015
shares
|
$125 Million
0.04% of portfolio
|
Q3 2025
Reduced 99.94%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
226,762
shares
|
$125 Million
2.54% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
225,004
shares
|
$124 Million
0.18% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
223,984
shares
|
$124 Million
0.24% of portfolio
|
Q3 2025
Reduced 41.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
223,525
shares
|
$123 Million
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
220,875
shares
|
$122 Million
0.38% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
219,675
shares
|
$121 Million
0.36% of portfolio
|
Q3 2025
Reduced 19.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
219,537
shares
|
$121 Million
0.63% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
215,589
shares
|
$119 Million
2.2% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
214,498
shares
|
$118 Million
0.14% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
209,753
shares
|
$116 Million
0.49% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Treasurer Of The State Of North Carolina
|
Nov 13, 2025 Q3 2025 |
208,186
shares
|
$115 Million
0.31% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
207,983
shares
|
$115 Million
0.27% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
207,500
shares
|
$115 Million
0.51% of portfolio
|
Q3 2025
Reduced 25.89%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
205,215
shares
|
$113 Million
1.87% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
200,328
shares
|
$111 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
199,111
shares
|
$110 Million
0.41% of portfolio
|
Q3 2025
Reduced 12.63%
|
|