Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,273 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 $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
103,143
shares
|
$41.5 Million
0.31% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
102,868
shares
|
$41.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
102,629
shares
|
$41.3 Million
0.42% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
102,508
shares
|
$41.2 Million
0.32% of portfolio
|
Q1 2025
Added 39.0%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
102,236
shares
|
$41.1 Million
0.88% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Fjarde Ap Fonden
|
May 13, 2025 Q1 2025 |
101,846
shares
|
$41 Million
0.4% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
101,170
shares
|
$40.7 Million
0.27% of portfolio
|
Q1 2025
Reduced 53.52%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
100,441
shares
|
$40.4 Million
0.27% of portfolio
|
Q1 2025
Added 336.21%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
100,379
shares
|
$40.4 Million
2.46% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
100,101
shares
|
$40.3 Million
0.14% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Paralel Advisors LLC
|
May 13, 2025 Q1 2025 |
100,000
shares
|
$40.2 Million
1.38% of portfolio
|
Q4 2021
New holding
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
May 15, 2025 Q1 2025 |
99,400
shares
|
$40 Million
0.99% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
99,336
shares
|
$40 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
98,731
shares
|
$39.7 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
98,562
shares
|
$39.6 Million
2.23% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
95,628
shares
|
$38.5 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
95,599
shares
|
$38.4 Million
0.4% of portfolio
|
Q1 2025
Added 44.52%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
95,295
shares
|
$38.3 Million
1.16% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
94,648
shares
|
$38.1 Million
0.56% of portfolio
|
Q1 2025
Added 3783.79%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
93,420
shares
|
$37.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 38.26%
|
|
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
93,063
shares
|
$37.4 Million
4.66% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
92,878
shares
|
$37.4 Million
0.35% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2025 Q1 2025 |
92,333
shares
|
$37.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
92,010
shares
|
$37 Million
0.08% of portfolio
|
Q1 2025
Added 176.31%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
91,734
shares
|
$36.9 Million
0.06% of portfolio
|
Q1 2025
New holding
|