Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,127 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 $126 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
138,182
shares
|
$51.9 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
136,454
shares
|
$51.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
134,491
shares
|
$50.5 Million
0.12% of portfolio
|
Q3 2024
Added 27.03%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
130,709
shares
|
$49.1 Million
0.88% of portfolio
|
Q3 2024
Added 140.06%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
130,477
shares
|
$49 Million
1.7% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
129,353
shares
|
$48.6 Million
0.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
129,322
shares
|
$48.6 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
128,360
shares
|
$48.2 Million
1.7% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
128,336
shares
|
$48.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 49.79%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
128,283
shares
|
$48.2 Million
0.54% of portfolio
|
Q1 2024
Reduced 8.51%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
126,564
shares
|
$47.6 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
126,544
shares
|
$47.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 76.67%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
126,366
shares
|
$47.5 Million
1.69% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
125,573
shares
|
$47.2 Million
0.45% of portfolio
|
Q3 2024
Added 47.26%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
124,626
shares
|
$46.8 Million
0.54% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
124,477
shares
|
$46.8 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
124,370
shares
|
$46.7 Million
0.0% of portfolio
|
Q3 2024
Added 43847.0%
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 29, 2024 Q3 2024 |
123,002
shares
|
$46.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 20.26%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
120,940
shares
|
$45.4 Million
0.51% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
119,944
shares
|
$45.1 Million
1.26% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
119,649
shares
|
$45 Million
0.06% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
119,622
shares
|
$45 Million
0.62% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
119,598
shares
|
$44.9 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Railway Pension Investments LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
118,300
shares
|
$44.5 Million
0.57% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
116,916
shares
|
$43.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.67%
|