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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,903,646
shares
|
$858 Million
0.16% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
1,855,578
shares
|
$836 Million
0.08% of portfolio
|
Q2 2025
Added 78.75%
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
1,633,850
shares
|
$736 Million
5.08% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
1,517,385
shares
|
$684 Million
0.23% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,508,417
shares
|
$680 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
1,499,272
shares
|
$676 Million
0.37% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,403,087
shares
|
$632 Million
0.12% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Primecap Management CO
Pasadena, CA |
Aug 11, 2025 Q2 2025 |
1,370,898
shares
|
$618 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
1,361,600
shares
|
$614 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
1,298,617
shares
|
$585 Million
0.61% of portfolio
|
Q2 2025
Added 331.74%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
1,255,507
shares
|
$566 Million
0.4% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
1,010,934
shares
|
$456 Million
0.37% of portfolio
|
Q1 2024
Reduced 9.58%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Aug 07, 2025 Q2 2025 |
994,303
shares
|
$448 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
986,421
shares
|
$445 Million
0.14% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
975,244
shares
|
$440 Million
0.19% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
972,410
shares
|
$438 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
961,224
shares
|
$433 Million
0.23% of portfolio
|
Q3 2022
Reduced 11.13%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
932,615
shares
|
$420 Million
10.84% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
921,842
shares
|
$415 Million
0.22% of portfolio
|
Q2 2025
Reduced 17.29%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
895,804
shares
|
$404 Million
0.28% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
846,648
shares
|
$382 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
843,093
shares
|
$380 Million
0.54% of portfolio
|
Q2 2025
Added 546.63%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Aug 13, 2025 Q2 2025 |
840,431
shares
|
$379 Million
0.21% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
761,800
shares
|
$343 Million
0.36% of portfolio
|
Q2 2025
Added 425.16%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
751,795
shares
|
$339 Million
0.33% of portfolio
|
Q2 2025
Added 0.43%
|