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 |
|---|---|---|---|---|---|
|
Nichols & Pratt Advisers LLP
|
Aug 05, 2025 Q2 2025 |
70,315
shares
|
$31.7 Million
1.89% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
69,828
shares
|
$31.5 Million
1.99% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Aug 07, 2025 Q2 2025 |
69,356
shares
|
$31.3 Million
0.29% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
69,252
shares
|
$31.2 Million
0.38% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
69,125
shares
|
$31.2 Million
0.47% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
68,782
shares
|
$31 Million
0.07% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
68,648
shares
|
$30.9 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
68,638
shares
|
$30.9 Million
0.19% of portfolio
|
Q2 2025
Added 119.56%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
68,154
shares
|
$30.7 Million
0.6% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
68,122
shares
|
$30.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
66,904
shares
|
$30.2 Million
2.07% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
66,117
shares
|
$29.8 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Ing Groep Nv
|
Aug 06, 2025 Q2 2025 |
65,789
shares
|
$29.6 Million
0.16% of portfolio
|
Q2 2025
Added 1573.59%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
65,533
shares
|
$29.5 Million
0.03% of portfolio
|
Q2 2025
Added 24.81%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
65,237
shares
|
$29.4 Million
0.6% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
65,124
shares
|
$29.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 35.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
64,884
shares
|
$29.2 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
64,699
shares
|
$29.2 Million
0.07% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
64,642
shares
|
$29.1 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
64,136
shares
|
$28.9 Million
0.25% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
64,100
shares
|
$28.9 Million
0.28% of portfolio
|
Q1 2024
Reduced 45.07%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
63,811
shares
|
$28.8 Million
0.16% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Jul 25, 2025 Q2 2025 |
63,546
shares
|
$28.6 Million
5.81% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
62,439
shares
|
$28.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
62,429
shares
|
$28.1 Million
0.17% of portfolio
|
Q2 2025
Added 0.34%
|