Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,434 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $152 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
106,367
shares
|
$47.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
104,176
shares
|
$46.9 Million
0.05% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
104,102
shares
|
$46.9 Million
1.08% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
103,992
shares
|
$46.9 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
103,957
shares
|
$46.8 Million
0.03% of portfolio
|
Q2 2025
Added 26.81%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
102,787
shares
|
$46.3 Million
0.33% of portfolio
|
Q2 2025
Added 23.38%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
102,512
shares
|
$46.2 Million
0.27% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
101,569
shares
|
$45.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
101,065
shares
|
$45.5 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Aug 01, 2025 Q2 2025 |
100,379
shares
|
$45.2 Million
2.52% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
100,324
shares
|
$45.2 Million
1.43% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
100,102
shares
|
$45.1 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
100,101
shares
|
$45.1 Million
0.14% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Paralel Advisors LLC
|
Jul 30, 2025 Q2 2025 |
100,000
shares
|
$45.1 Million
1.62% of portfolio
|
Q4 2021
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
99,590
shares
|
$44.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
99,473
shares
|
$44.8 Million
0.56% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
97,913
shares
|
$44.1 Million
0.24% of portfolio
|
Q2 2025
Added 41.29%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
96,502
shares
|
$43.5 Million
0.32% of portfolio
|
Q2 2025
Added 6086.03%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
95,861
shares
|
$43.2 Million
0.11% of portfolio
|
Q2 2025
Added 98.56%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
95,295
shares
|
$42.9 Million
1.16% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
94,936
shares
|
$42.8 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
94,915
shares
|
$42.8 Million
0.33% of portfolio
|
Q2 2025
Reduced 12.22%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
94,521
shares
|
$42.6 Million
0.03% of portfolio
|
Q2 2025
Added 33.84%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 25, 2025 Q2 2025 |
94,238
shares
|
$42.5 Million
0.77% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
93,783
shares
|
$42.3 Million
0.01% of portfolio
|
Q2 2025
New holding
|