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 |
|---|---|---|---|---|---|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
128,283
shares
|
$57.8 Million
0.54% of portfolio
|
Q1 2024
Reduced 8.51%
|
|
|
Achmea Investment Management B.V.
|
Aug 06, 2025 Q2 2025 |
127,903
shares
|
$57.6 Million
0.64% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
125,814
shares
|
$56.7 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
123,276
shares
|
$55.6 Million
1.6% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
123,130
shares
|
$55.5 Million
1.94% of portfolio
|
Q2 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
122,577
shares
|
$55.2 Million
0.13% of portfolio
|
Q2 2025
Added 851.91%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 29, 2025 Q2 2025 |
122,412
shares
|
$55.2 Million
0.33% of portfolio
|
Q1 2025
Added 46.23%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
122,312
shares
|
$55.1 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
121,697
shares
|
$54.8 Million
0.36% of portfolio
|
Q2 2025
Added 18.72%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
119,909
shares
|
$54 Million
0.04% of portfolio
|
Q2 2025
Added 3485.8%
|
|
|
Fjarde Ap Fonden
|
Aug 01, 2025 Q2 2025 |
118,546
shares
|
$53.4 Million
0.42% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
117,414
shares
|
$52.9 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
117,275
shares
|
$52.9 Million
2.92% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
115,347
shares
|
$52 Million
0.24% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Czech National Bank
Prague, 2N |
Jul 09, 2025 Q2 2025 |
114,961
shares
|
$51.8 Million
0.36% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
114,625
shares
|
$51.7 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
113,544
shares
|
$51.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
112,662
shares
|
$50.8 Million
0.66% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
112,526
shares
|
$50.7 Million
0.71% of portfolio
|
Q2 2025
Added 18.89%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
110,580
shares
|
$49.8 Million
1.0% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
110,146
shares
|
$49.6 Million
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
109,048
shares
|
$49.1 Million
0.37% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
108,851
shares
|
$49.1 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
108,406
shares
|
$48.9 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
107,304
shares
|
$48.4 Million
0.41% of portfolio
|
Q2 2025
Reduced 32.38%
|