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 |
|---|---|---|---|---|---|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
251,240
shares
|
$113 Million
0.07% of portfolio
|
Q2 2023
Reduced 0.41%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
246,612
shares
|
$111 Million
0.08% of portfolio
|
Q2 2025
Reduced 62.81%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
245,376
shares
|
$111 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
244,380
shares
|
$110 Million
0.36% of portfolio
|
Q2 2025
Added 84.23%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
243,746
shares
|
$110 Million
0.13% of portfolio
|
Q2 2025
Added 22.47%
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
240,054
shares
|
$108 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Cartenna Capital, LP
Stamford, CT |
Aug 14, 2025 Q2 2025 |
240,000
shares
|
$108 Million
6.09% of portfolio
|
Q2 2025
Added 921.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
237,553
shares
|
$107 Million
0.01% of portfolio
|
Q2 2025
Added 16.44%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
236,019
shares
|
$106 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
235,040
shares
|
$106 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
232,978
shares
|
$105 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
227,901
shares
|
$103 Million
0.4% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
227,708
shares
|
$103 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
226,553
shares
|
$102 Million
0.09% of portfolio
|
Q2 2025
Reduced 66.12%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
225,967
shares
|
$102 Million
0.66% of portfolio
|
Q2 2025
Added 485.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
223,378
shares
|
$101 Million
0.06% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
218,946
shares
|
$98.7 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
216,659
shares
|
$97.6 Million
0.46% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
216,547
shares
|
$97.6 Million
0.14% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Treasurer Of The State Of North Carolina
|
Aug 14, 2025 Q2 2025 |
216,302
shares
|
$97.5 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
215,589
shares
|
$97.2 Million
2.2% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
215,354
shares
|
$97.1 Million
1.91% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
212,231
shares
|
$95.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
210,765
shares
|
$95 Million
0.18% of portfolio
|
Q2 2025
Reduced 44.05%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
209,922
shares
|
$94.6 Million
0.29% of portfolio
|
Q2 2025
Added 3.83%
|