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 |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
205,215
shares
|
$92.5 Million
1.87% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
198,559
shares
|
$89.5 Million
0.23% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
193,894
shares
|
$87.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
191,239
shares
|
$86.2 Million
0.28% of portfolio
|
Q2 2025
Added 42.2%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
190,846
shares
|
$86 Million
1.09% of portfolio
|
Q2 2025
Added 34.62%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
187,373
shares
|
$84.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
179,864
shares
|
$81.1 Million
0.19% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Old Republic International Corp
Chicago, IL |
Jul 09, 2025 Q2 2025 |
177,000
shares
|
$79.8 Million
2.69% of portfolio
|
Q1 2024
Reduced 32.44%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
173,410
shares
|
$78.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
172,129
shares
|
$77.6 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
170,806
shares
|
$77 Million
0.2% of portfolio
|
Q2 2025
Added 20.9%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Aug 06, 2025 Q2 2025 |
170,246
shares
|
$76.7 Million
0.33% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
168,356
shares
|
$75.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
167,390
shares
|
$75.4 Million
1.49% of portfolio
|
Q2 2025
Reduced 45.72%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
166,388
shares
|
$75 Million
0.34% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Aug 15, 2025 Q2 2025 |
165,553
shares
|
$74.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
163,677
shares
|
$73.8 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Aug 14, 2025 Q2 2025 |
163,584
shares
|
$73.7 Million
0.11% of portfolio
|
Q2 2025
Added 21.39%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
163,211
shares
|
$73.6 Million
2.42% of portfolio
|
Q2 2025
Added 17.25%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
162,260
shares
|
$73.1 Million
0.23% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
161,778
shares
|
$72.9 Million
0.13% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jul 31, 2025 Q2 2025 |
161,667
shares
|
$72.9 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
161,307
shares
|
$72.7 Million
0.28% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
Aug 13, 2025 Q2 2025 |
161,023
shares
|
$72.6 Million
0.37% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
160,371
shares
|
$72.3 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.32%
|