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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
315,581
shares
|
$142 Million
0.23% of portfolio
|
Q2 2025
Reduced 22.27%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
313,528
shares
|
$141 Million
0.97% of portfolio
|
Q2 2025
Added 966.6%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
312,700
shares
|
$141 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
310,730
shares
|
$140 Million
0.11% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
306,650
shares
|
$138 Million
1.1% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
301,187
shares
|
$136 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
295,642
shares
|
$133 Million
0.17% of portfolio
|
Q2 2025
Added 22.77%
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
292,154
shares
|
$132 Million
0.36% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
292,036
shares
|
$132 Million
0.15% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
287,936
shares
|
$130 Million
0.21% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
286,264
shares
|
$129 Million
0.28% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
283,800
shares
|
$128 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
281,111
shares
|
$127 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.71%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
280,447
shares
|
$126 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
280,000
shares
|
$126 Million
0.64% of portfolio
|
Q2 2025
Reduced 18.42%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
275,950
shares
|
$124 Million
0.09% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
275,503
shares
|
$124 Million
0.2% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Interval Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
274,315
shares
|
$124 Million
1.88% of portfolio
|
Q2 2025
New holding
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
271,915
shares
|
$123 Million
0.41% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
265,734
shares
|
$120 Million
0.31% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
261,027
shares
|
$118 Million
0.26% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Aug 14, 2025 Q2 2025 |
260,759
shares
|
$118 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
260,329
shares
|
$117 Million
0.18% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
254,471
shares
|
$115 Million
0.16% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
253,624
shares
|
$114 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.12%
|