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 |
|---|---|---|---|---|---|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
73,778
shares
|
$29.7 Million
1.68% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
72,469
shares
|
$29.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
72,184
shares
|
$29 Million
0.38% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
71,897
shares
|
$28.9 Million
1.3% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
71,570
shares
|
$28.8 Million
2.2% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
71,187
shares
|
$28.6 Million
0.6% of portfolio
|
Q1 2024
Added 2476.44%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
70,671
shares
|
$28.4 Million
0.23% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
70,651
shares
|
$28.4 Million
1.87% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
70,621
shares
|
$28.4 Million
0.02% of portfolio
|
Q1 2025
Added 2359.8%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
70,471
shares
|
$28.3 Million
0.36% of portfolio
|
Q1 2025
Reduced 22.85%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
70,263
shares
|
$28.3 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
69,895
shares
|
$28.1 Million
1.64% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
69,299
shares
|
$27.9 Million
0.2% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
68,462
shares
|
$27.5 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
68,180
shares
|
$27.4 Million
0.23% of portfolio
|
Q1 2025
Reduced 45.08%
|
|
|
Zimmer Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
67,950
shares
|
$27.3 Million
0.5% of portfolio
|
Q1 2025
Added 125.6%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
67,532
shares
|
$27.2 Million
0.55% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
66,955
shares
|
$26.9 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
66,904
shares
|
$26.9 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Amf Tjanstepension Ab
|
May 12, 2025 Q1 2025 |
66,863
shares
|
$26.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
66,056
shares
|
$26.6 Million
0.1% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
65,353
shares
|
$26.3 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
65,046
shares
|
$26.2 Million
0.29% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
64,879
shares
|
$26.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
May 12, 2025 Q1 2025 |
64,469
shares
|
$25.9 Million
0.09% of portfolio
|
Q1 2025
Added 7.15%
|