Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,120 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 $128 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
46,525,174
shares
|
$17.7 Billion
0.33% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
36,384,598
shares
|
$13.9 Billion
0.59% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
36,212,981
shares
|
$13.8 Billion
0.28% of portfolio
|
Q2 2024
Added 7.99%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Nov 12, 2024 Q3 2024 |
17,734,370
shares
|
$6.77 Billion
6.04% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
17,486,258
shares
|
$6.67 Billion
1.09% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,213,455
shares
|
$3.9 Billion
0.33% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
8,952,632
shares
|
$3.42 Billion
1.44% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,605,522
shares
|
$2.9 Billion
0.22% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
Nov 14, 2024 Q3 2024 |
7,353,614
shares
|
$2.81 Billion
6.38% of portfolio
|
Q1 2022
Reduced 24.07%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,122,853
shares
|
$2.34 Billion
0.4% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,965,646
shares
|
$2.28 Billion
0.2% of portfolio
|
Q3 2024
Added 24.96%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,627,513
shares
|
$1.38 Billion
0.37% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
3,492,033
shares
|
$1.33 Billion
0.29% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,227,378
shares
|
$1.23 Billion
0.25% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
3,098,956
shares
|
$1.18 Billion
0.3% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,982,191
shares
|
$1.14 Billion
0.23% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
2,916,775
shares
|
$1.11 Billion
0.19% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,812,854
shares
|
$1.07 Billion
0.09% of portfolio
|
Q3 2024
Added 29.13%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,645,989
shares
|
$1.01 Billion
0.61% of portfolio
|
Q3 2024
Added 254.11%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,349,615
shares
|
$896 Million
0.27% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
2,136,667
shares
|
$815 Million
0.01% of portfolio
|
Q3 2024
Added 39533.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,117,763
shares
|
$808 Million
0.22% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,016,529
shares
|
$769 Million
0.17% of portfolio
|
Q3 2024
Added 14.27%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
1,873,576
shares
|
$715 Million
0.19% of portfolio
|
Q3 2024
Added 27.63%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,859,081
shares
|
$709 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.72%
|