Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,273 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
May 13, 2025 Q1 2025 |
144,094
shares
|
$58 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
143,269
shares
|
$57.6 Million
0.3% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
141,770
shares
|
$57 Million
0.76% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
141,689
shares
|
$57 Million
0.31% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
141,283
shares
|
$56.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
140,614
shares
|
$56.6 Million
0.55% of portfolio
|
Q3 2024
Reduced 77.52%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
May 12, 2025 Q1 2025 |
139,900
shares
|
$56.3 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
139,204
shares
|
$56 Million
2.06% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
137,672
shares
|
$55.4 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
135,012
shares
|
$54.3 Million
0.11% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
May 15, 2025 Q1 2025 |
134,754
shares
|
$54.2 Million
0.09% of portfolio
|
Q1 2025
Added 87.09%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
134,482
shares
|
$54.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
133,397
shares
|
$53.6 Million
0.08% of portfolio
|
Q1 2025
Added 26.12%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
133,006
shares
|
$53.5 Million
0.19% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
132,653
shares
|
$53.4 Million
0.2% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
130,885
shares
|
$52.6 Million
0.28% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
130,733
shares
|
$52.6 Million
0.05% of portfolio
|
Q1 2025
Added 28.54%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
129,410
shares
|
$52 Million
0.71% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
128,969
shares
|
$51.9 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
128,283
shares
|
$51.6 Million
0.54% of portfolio
|
Q1 2024
Reduced 8.51%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
127,209
shares
|
$51.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
125,814
shares
|
$50.6 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
125,429
shares
|
$50.4 Million
0.36% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Meyer Handelman CO
|
Apr 08, 2025 Q1 2025 |
124,136
shares
|
$49.9 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
123,080
shares
|
$49.5 Million
0.23% of portfolio
|
Q1 2025
Added 1124.07%
|