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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
476,877
shares
|
$215 Million
0.06% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
464,791
shares
|
$209 Million
0.19% of portfolio
|
Q2 2025
Added 51.89%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Aug 13, 2025 Q2 2025 |
447,203
shares
|
$202 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Abrdn PLC
|
Jul 24, 2025 Q2 2025 |
434,586
shares
|
$196 Million
0.29% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
433,631
shares
|
$195 Million
0.02% of portfolio
|
Q2 2025
Added 36586.21%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
429,033
shares
|
$193 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
424,071
shares
|
$191 Million
1.45% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
422,948
shares
|
$191 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
New York State Teachers Retirement System
|
Jul 28, 2025 Q2 2025 |
413,521
shares
|
$186 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
413,061
shares
|
$186 Million
0.34% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
405,660
shares
|
$183 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
397,154
shares
|
$179 Million
1.45% of portfolio
|
Q4 2022
Added 1.98%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
383,063
shares
|
$173 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
374,637
shares
|
$169 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
373,157
shares
|
$168 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
368,170
shares
|
$166 Million
0.23% of portfolio
|
Q2 2025
Added 1394.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
362,973
shares
|
$164 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Korea Investment Corp
Seoul, M5 |
Aug 13, 2025 Q2 2025 |
362,089
shares
|
$163 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
361,126
shares
|
$163 Million
0.3% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
344,304
shares
|
$155 Million
0.16% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
340,368
shares
|
$153 Million
0.37% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Tom Gayner
Markel Corp
|
Aug 01, 2025 Q2 2025 |
328,650
shares
|
$148 Million
1.2% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Alecta Tjanstepension Omsesidigt
|
Jul 10, 2025 Q2 2025 |
328,600
shares
|
$148 Million
0.61% of portfolio
|
Q1 2025
Added 149.7%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
326,603
shares
|
$147 Million
0.23% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,033
shares
|
$144 Million
0.17% of portfolio
|
Q3 2024
Added 0.24%
|