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 |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
93,396
shares
|
$42.1 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
93,300
shares
|
$42 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
93,057
shares
|
$41.9 Million
0.36% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
92,878
shares
|
$41.9 Million
0.35% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
92,043
shares
|
$41.5 Million
4.87% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
90,633
shares
|
$40.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Aug 13, 2025 Q2 2025 |
90,260
shares
|
$40.7 Million
0.99% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Aug 12, 2025 Q2 2025 |
90,255
shares
|
$40.7 Million
0.42% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
89,328
shares
|
$40.3 Million
1.01% of portfolio
|
Q2 2025
Added 248.05%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
89,179
shares
|
$40.2 Million
0.44% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
88,935
shares
|
$40.1 Million
2.91% of portfolio
|
Q3 2023
Reduced 2.89%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
87,769
shares
|
$39.6 Million
1.21% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
87,210
shares
|
$39.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 33.29%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Aug 14, 2025 Q2 2025 |
87,000
shares
|
$39.2 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Covalis Capital LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
86,526
shares
|
$39 Million
4.51% of portfolio
|
Q2 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
85,085
shares
|
$38.3 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
84,855
shares
|
$38.2 Million
0.35% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
84,473
shares
|
$38.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
83,356
shares
|
$37.6 Million
0.32% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
82,627
shares
|
$37.2 Million
0.23% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
81,351
shares
|
$36.7 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
81,218
shares
|
$36.6 Million
0.11% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
80,969
shares
|
$36.5 Million
0.49% of portfolio
|
Q2 2025
Reduced 37.43%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
79,955
shares
|
$36 Million
0.37% of portfolio
|
Q2 2025
Reduced 22.09%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
79,859
shares
|
$36 Million
0.15% of portfolio
|
Q2 2025
Added 28.46%
|