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 |
|---|---|---|---|---|---|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
64,100
shares
|
$25.8 Million
0.25% of portfolio
|
Q1 2024
Reduced 45.07%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
64,081
shares
|
$25.8 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
64,017
shares
|
$25.7 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
63,502
shares
|
$25.5 Million
0.06% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
May 08, 2025 Q1 2025 |
63,435
shares
|
$25.5 Million
5.2% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
63,360
shares
|
$25.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 60.85%
|
|
|
Aegon Asset Management Uk PLC
|
Apr 10, 2025 Q1 2025 |
63,053
shares
|
$25.4 Million
0.3% of portfolio
|
Q1 2025
Reduced 25.12%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
62,393
shares
|
$25.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
62,315
shares
|
$25.1 Million
0.04% of portfolio
|
Q1 2025
Added 13.17%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
62,216
shares
|
$25 Million
0.17% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
62,166
shares
|
$25 Million
0.12% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
61,764
shares
|
$24.8 Million
0.05% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
61,590
shares
|
$24.8 Million
0.38% of portfolio
|
Q4 2022
Added 2.86%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
61,492
shares
|
$24.7 Million
2.49% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Capital International Sarl
Los Angeles, CA |
May 12, 2025 Q1 2025 |
61,480
shares
|
$24.7 Million
0.48% of portfolio
|
Q1 2025
Reduced 47.46%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
61,287
shares
|
$24.6 Million
0.13% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
61,257
shares
|
$24.6 Million
0.31% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
61,230
shares
|
$24.6 Million
0.7% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
61,122
shares
|
$24.6 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
60,903
shares
|
$24.5 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
May 14, 2025 Q1 2025 |
60,000
shares
|
$24.1 Million
1.15% of portfolio
|
Q3 2019
Reduced 0.01%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
59,158
shares
|
$23.8 Million
0.62% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
58,676
shares
|
$23.6 Million
0.3% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
58,178
shares
|
$23.4 Million
1.83% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Uss Investment Management LTD
|
May 14, 2025 Q1 2025 |
57,808
shares
|
$23.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 27.48%
|