Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,263 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $114 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
46,215,478
shares
|
$15.9 Billion
0.28% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
36,212,981
shares
|
$12.4 Billion
0.28% of portfolio
|
Q2 2024
Added 7.99%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
36,162,931
shares
|
$12.4 Billion
0.5% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
May 13, 2025 Q1 2025 |
17,669,440
shares
|
$6.07 Billion
5.38% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
10,516,618
shares
|
$3.61 Billion
0.28% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
9,210,125
shares
|
$3.16 Billion
1.34% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Capital World Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
8,074,751
shares
|
$2.77 Billion
0.45% of portfolio
|
Q1 2025
Reduced 50.76%
|
|
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
May 15, 2025 Q1 2025 |
7,353,614
shares
|
$2.53 Billion
5.8% of portfolio
|
Q1 2022
Reduced 24.07%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,168,773
shares
|
$2.46 Billion
0.17% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
6,597,679
shares
|
$2.27 Billion
0.33% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,204,601
shares
|
$2.13 Billion
0.17% of portfolio
|
Q1 2025
Added 30.98%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
4,204,445
shares
|
$1.44 Billion
0.37% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
3,736,163
shares
|
$1.28 Billion
0.28% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
3,730,259
shares
|
$1.28 Billion
0.06% of portfolio
|
Q1 2025
Reduced 99.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,648,925
shares
|
$1.25 Billion
0.09% of portfolio
|
Q1 2025
Added 20.86%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
3,304,448
shares
|
$1.13 Billion
0.21% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
3,182,680
shares
|
$1.09 Billion
0.18% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
3,141,936
shares
|
$1.08 Billion
0.21% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
3,087,773
shares
|
$1.06 Billion
0.26% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,608,104
shares
|
$896 Million
0.24% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,198,389
shares
|
$755 Million
0.23% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,033,724
shares
|
$698 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,957,227
shares
|
$672 Million
0.14% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,814,120
shares
|
$623 Million
0.14% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
1,632,473
shares
|
$561 Million
4.76% of portfolio
|
Q1 2025
Added 6.61%
|