Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,125 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $122 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
215,589
shares
|
$78.8 Million
2.2% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
215,451
shares
|
$78.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
214,651
shares
|
$78.4 Million
2.23% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
213,313
shares
|
$77.9 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
213,160
shares
|
$77.9 Million
0.44% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
211,221
shares
|
$77.2 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
210,697
shares
|
$77 Million
0.61% of portfolio
|
Q3 2024
Added 32.58%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
209,834
shares
|
$76.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 27.1%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
209,100
shares
|
$76.4 Million
0.18% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
207,293
shares
|
$75.7 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
205,215
shares
|
$75 Million
1.87% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
199,326
shares
|
$72.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Oct 30, 2024 Q3 2024 |
196,828
shares
|
$71.9 Million
0.54% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
193,447
shares
|
$70.7 Million
0.5% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
189,422
shares
|
$69.2 Million
0.25% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
186,403
shares
|
$68.1 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
185,711
shares
|
$67.9 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
181,629
shares
|
$66.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
181,339
shares
|
$66.3 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
177,538
shares
|
$64.9 Million
0.27% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Old Republic International Corp
Chicago, IL |
Oct 25, 2024 Q3 2024 |
177,000
shares
|
$64.7 Million
2.6% of portfolio
|
Q1 2024
Reduced 32.44%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
175,578
shares
|
$64.2 Million
0.79% of portfolio
|
Q3 2024
Added 58.97%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
174,518
shares
|
$63.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 39.36%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
165,473
shares
|
$60.5 Million
0.12% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
165,411
shares
|
$60.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.31%
|