Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,270 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $113 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
296,129
shares
|
$101 Million
0.09% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
294,869
shares
|
$101 Million
0.2% of portfolio
|
Q1 2025
Added 28.08%
|
|
|
Aviva PLC
|
Feb 13, 2025 Q4 2024 |
292,453
shares
|
$100 Million
0.29% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Apr 28, 2025 Q1 2025 |
290,830
shares
|
$99.6 Million
1.0% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
287,489
shares
|
$98.5 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jan 23, 2025 Q4 2024 |
281,628
shares
|
$96.5 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
May 13, 2025 Q1 2025 |
278,955
shares
|
$95.6 Million
0.22% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
276,946
shares
|
$94.9 Million
0.19% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
275,411
shares
|
$94.3 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
275,378
shares
|
$94.3 Million
0.27% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
274,886
shares
|
$94.2 Million
0.32% of portfolio
|
Q1 2025
Reduced 44.17%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
274,565
shares
|
$94.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
273,366
shares
|
$93.6 Million
0.1% of portfolio
|
Q4 2024
Added 384.64%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
256,656
shares
|
$87.9 Million
0.4% of portfolio
|
Q1 2025
Added 356.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
256,499
shares
|
$87.9 Million
0.2% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
256,490
shares
|
$87.9 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
256,441
shares
|
$87.8 Million
0.28% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
256,131
shares
|
$87.7 Million
0.06% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
255,575
shares
|
$87.5 Million
0.24% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
251,240
shares
|
$86.1 Million
0.07% of portfolio
|
Q2 2023
Reduced 0.41%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
241,658
shares
|
$82.8 Million
0.09% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
239,292
shares
|
$82 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
239,204
shares
|
$81.9 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
235,195
shares
|
$80.6 Million
0.16% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
234,021
shares
|
$80.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.84%
|