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 |
|---|---|---|---|---|---|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
116,445
shares
|
$42.5 Million
1.58% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
115,744
shares
|
$42.3 Million
2.96% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
114,217
shares
|
$41.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Achmea Investment Management B.V.
|
Nov 12, 2024 Q3 2024 |
114,083
shares
|
$41.7 Million
0.74% of portfolio
|
Q3 2024
Added 59.08%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
113,744
shares
|
$41.6 Million
0.05% of portfolio
|
Q3 2024
Added 37.74%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
113,044
shares
|
$41.3 Million
0.29% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
113,007
shares
|
$41.3 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
112,775
shares
|
$41.2 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
111,400
shares
|
$40.7 Million
0.07% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
110,725
shares
|
$40.5 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Fjarde Ap Fonden
|
Nov 08, 2024 Q3 2024 |
110,546
shares
|
$40.4 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
110,328
shares
|
$40.3 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
110,146
shares
|
$40.2 Million
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
108,506
shares
|
$39.6 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
105,558
shares
|
$38.6 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
105,065
shares
|
$38.4 Million
0.23% of portfolio
|
Q3 2024
Reduced 54.1%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
104,213
shares
|
$38.1 Million
0.34% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
104,102
shares
|
$38 Million
1.08% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
103,779
shares
|
$37.9 Million
0.49% of portfolio
|
Q2 2023
Reduced 18.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
101,786
shares
|
$37.2 Million
0.37% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
101,500
shares
|
$37.1 Million
0.05% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 08, 2024 Q3 2024 |
100,596
shares
|
$36.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
100,379
shares
|
$36.7 Million
3.11% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
100,278
shares
|
$36.6 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Paralel Advisors LLC
|
Nov 12, 2024 Q3 2024 |
100,000
shares
|
$36.5 Million
1.72% of portfolio
|
Q4 2021
New holding
|