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 |
|---|---|---|---|---|---|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
700,736
shares
|
$282 Million
1.11% of portfolio
|
Q1 2025
Reduced 24.85%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
668,695
shares
|
$269 Million
0.27% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
663,058
shares
|
$267 Million
0.22% of portfolio
|
Q1 2025
Added 42.34%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
658,967
shares
|
$265 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
646,194
shares
|
$260 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
632,948
shares
|
$255 Million
0.35% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
626,742
shares
|
$252 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
622,840
shares
|
$250 Million
0.22% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
614,588
shares
|
$247 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
608,753
shares
|
$245 Million
0.15% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
604,142
shares
|
$243 Million
0.46% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
598,234
shares
|
$241 Million
0.13% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
597,249
shares
|
$240 Million
1.47% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
593,155
shares
|
$239 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
569,535
shares
|
$229 Million
0.06% of portfolio
|
Q1 2025
Added 22.8%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
538,454
shares
|
$217 Million
0.66% of portfolio
|
Q1 2025
Reduced 22.87%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
537,319
shares
|
$216 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
530,597
shares
|
$213 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
508,808
shares
|
$205 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
476,066
shares
|
$191 Million
0.04% of portfolio
|
Q1 2025
Added 594.1%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
468,160
shares
|
$188 Million
0.46% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
464,358
shares
|
$187 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
463,278
shares
|
$186 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
463,208
shares
|
$186 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
438,960
shares
|
$177 Million
0.2% of portfolio
|
Q1 2025
Added 0.96%
|