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 |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
727,912
shares
|
$328 Million
0.16% of portfolio
|
Q2 2025
Added 21.68%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
725,166
shares
|
$327 Million
0.58% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
700,736
shares
|
$316 Million
1.11% of portfolio
|
Q1 2025
Reduced 24.85%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
681,565
shares
|
$307 Million
0.18% of portfolio
|
Q2 2025
Added 46.78%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
677,707
shares
|
$305 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
666,319
shares
|
$300 Million
0.34% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jul 29, 2025 Q2 2025 |
631,379
shares
|
$285 Million
0.24% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
625,585
shares
|
$282 Million
0.24% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Aug 12, 2025 Q2 2025 |
624,360
shares
|
$281 Million
1.77% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
621,518
shares
|
$280 Million
0.53% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
608,753
shares
|
$274 Million
0.15% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
606,007
shares
|
$273 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
599,309
shares
|
$270 Million
0.12% of portfolio
|
Q2 2025
Added 180.18%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
586,555
shares
|
$264 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
583,485
shares
|
$263 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
572,165
shares
|
$258 Million
0.08% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
571,724
shares
|
$258 Million
0.25% of portfolio
|
Q2 2025
Added 403.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
569,196
shares
|
$257 Million
0.29% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
537,357
shares
|
$242 Million
0.64% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
518,896
shares
|
$234 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
518,577
shares
|
$234 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
512,757
shares
|
$231 Million
0.22% of portfolio
|
Q2 2025
Added 164.16%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
501,210
shares
|
$226 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
493,282
shares
|
$222 Million
0.33% of portfolio
|
Q2 2025
Added 37.96%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
490,953
shares
|
$221 Million
0.79% of portfolio
|
Q2 2025
Added 140.43%
|