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 |
|---|---|---|---|---|---|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
122,551
shares
|
$49.3 Million
0.42% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Robeco Institutional Asset Management B.V.
|
Apr 23, 2025 Q1 2025 |
121,892
shares
|
$49 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
121,134
shares
|
$48.7 Million
0.58% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
117,204
shares
|
$47.1 Million
0.94% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Czech National Bank
Prague, 2N |
Jul 09, 2025 Q2 2025 |
114,961
shares
|
$46.2 Million
0.36% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
114,895
shares
|
$46.2 Million
2.54% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
114,742
shares
|
$46.1 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
114,279
shares
|
$46 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
113,661
shares
|
$45.7 Million
0.05% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
113,102
shares
|
$45.5 Million
0.25% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
112,826
shares
|
$45.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
112,248
shares
|
$45.1 Million
0.56% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
111,853
shares
|
$45 Million
0.14% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
110,146
shares
|
$44.3 Million
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
109,627
shares
|
$44.1 Million
0.64% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
109,385
shares
|
$44 Million
1.35% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
109,297
shares
|
$44 Million
0.22% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
108,978
shares
|
$43.8 Million
0.57% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
108,894
shares
|
$43.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
108,134
shares
|
$43.5 Million
0.4% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
May 13, 2025 Q1 2025 |
107,075
shares
|
$43.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
106,641
shares
|
$42.9 Million
0.4% of portfolio
|
Q1 2025
Reduced 32.77%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
106,490
shares
|
$42.8 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
105,607
shares
|
$42.5 Million
0.83% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
104,102
shares
|
$41.9 Million
1.08% of portfolio
|
Q1 2024
Reduced 0.27%
|