Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,137 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $130 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paralel Advisors LLC
|
Nov 12, 2024 Q3 2024 |
100,000
shares
|
$39 Million
1.72% of portfolio
|
Q4 2021
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
99,556
shares
|
$38.9 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
98,773
shares
|
$38.6 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
98,293
shares
|
$38.4 Million
1.33% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Nov 12, 2024 Q3 2024 |
97,556
shares
|
$38.1 Million
0.35% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Ing Groep Nv
|
Nov 06, 2024 Q3 2024 |
96,128
shares
|
$37.5 Million
0.23% of portfolio
|
Q3 2024
Reduced 67.79%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
96,006
shares
|
$37.5 Million
0.6% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
Oct 29, 2024 Q3 2024 |
95,888
shares
|
$37.4 Million
4.9% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
95,620
shares
|
$37.3 Million
0.98% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
94,953
shares
|
$37.1 Million
1.15% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
94,050
shares
|
$36.7 Million
2.36% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
92,510
shares
|
$36.1 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
92,144
shares
|
$36 Million
0.14% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
91,971
shares
|
$35.9 Million
0.71% of portfolio
|
Q2 2024
New holding
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
91,707
shares
|
$35.8 Million
0.42% of portfolio
|
Q3 2024
Added 27.79%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
91,340
shares
|
$35.6 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
90,000
shares
|
$35.1 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Uss Investment Management LTD
|
Nov 13, 2024 Q3 2024 |
89,334
shares
|
$34.9 Million
0.26% of portfolio
|
Q3 2024
Added 15.78%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
88,935
shares
|
$34.7 Million
2.91% of portfolio
|
Q3 2023
Reduced 2.89%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
87,769
shares
|
$34.3 Million
1.21% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2024 Q3 2024 |
87,695
shares
|
$34.2 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
87,236
shares
|
$34 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
86,936
shares
|
$33.9 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
86,576
shares
|
$33.8 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
86,394
shares
|
$33.7 Million
3.27% of portfolio
|
Q3 2024
Reduced 0.3%
|