Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,298 institutions that hold shares in the stock, with a total of 339 Million shares, which have been reported (via 13F filing form) to have a value of $115 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
65,059
shares
|
$22 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
64,962
shares
|
$22 Million
0.24% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
64,184
shares
|
$21.7 Million
0.32% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
64,100
shares
|
$21.7 Million
0.26% of portfolio
|
Q1 2024
Reduced 45.07%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
64,017
shares
|
$21.7 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
63,534
shares
|
$21.5 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
63,332
shares
|
$21.4 Million
2.93% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Feb 07, 2025 Q4 2024 |
62,967
shares
|
$21.3 Million
5.75% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
62,791
shares
|
$21.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
61,590
shares
|
$20.9 Million
0.38% of portfolio
|
Q4 2022
Added 2.86%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
61,081
shares
|
$20.7 Million
0.18% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
60,832
shares
|
$20.6 Million
0.13% of portfolio
|
Q4 2024
Added 146.3%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
60,722
shares
|
$20.6 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
60,640
shares
|
$20.5 Million
0.32% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
60,499
shares
|
$20.5 Million
0.06% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
60,395
shares
|
$20.5 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
60,169
shares
|
$20.4 Million
0.09% of portfolio
|
Q4 2024
Added 192.82%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Feb 13, 2025 Q4 2024 |
60,000
shares
|
$20.3 Million
1.13% of portfolio
|
Q3 2019
Reduced 0.01%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
59,734
shares
|
$20.2 Million
1.94% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
59,016
shares
|
$20 Million
1.04% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
57,929
shares
|
$19.6 Million
0.33% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
57,375
shares
|
$19.4 Million
0.26% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
57,350
shares
|
$19.4 Million
0.03% of portfolio
|
Q4 2024
Added 247.72%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
57,099
shares
|
$19.3 Million
0.43% of portfolio
|
Q4 2024
Added 27.71%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
56,875
shares
|
$19.3 Million
0.59% of portfolio
|
Q4 2024
Added 1.0%
|