Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,305 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
89,981
shares
|
$37.6 Million
0.41% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
88,935
shares
|
$37.2 Million
2.91% of portfolio
|
Q3 2023
Reduced 2.89%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
87,769
shares
|
$36.7 Million
1.21% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
86,206
shares
|
$36 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
86,188
shares
|
$36 Million
0.41% of portfolio
|
Q1 2025
Added 12354.91%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
86,180
shares
|
$36 Million
0.34% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
83,310
shares
|
$34.8 Million
0.35% of portfolio
|
Q1 2025
Reduced 22.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
81,978
shares
|
$34.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
81,955
shares
|
$34.3 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
80,856
shares
|
$33.8 Million
0.22% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
May 13, 2025 Q1 2025 |
80,556
shares
|
$33.7 Million
0.32% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
80,534
shares
|
$33.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
79,925
shares
|
$33.4 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
79,805
shares
|
$33.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
79,310
shares
|
$33.2 Million
2.9% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
78,968
shares
|
$33 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
78,947
shares
|
$33 Million
0.06% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Capital International, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
77,454
shares
|
$32.4 Million
0.33% of portfolio
|
Q1 2025
Reduced 40.26%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
76,088
shares
|
$31.8 Million
0.07% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
75,704
shares
|
$31.6 Million
0.63% of portfolio
|
Q2 2025
Added 111.08%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
75,102
shares
|
$31.4 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
74,667
shares
|
$31.2 Million
0.31% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
73,966
shares
|
$30.9 Million
0.36% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
73,882
shares
|
$30.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
73,778
shares
|
$30.8 Million
1.68% of portfolio
|
Q1 2025
Added 0.01%
|