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 |
|---|---|---|---|---|---|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
1,554,870
shares
|
$650 Million
0.19% of portfolio
|
Q1 2025
Reduced 28.22%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
1,416,464
shares
|
$592 Million
0.34% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
1,414,280
shares
|
$591 Million
1.31% of portfolio
|
Q1 2025
Added 2723.08%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,408,016
shares
|
$589 Million
0.19% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Primecap Management CO
Pasadena, CA |
May 09, 2025 Q1 2025 |
1,379,485
shares
|
$577 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,364,224
shares
|
$570 Million
0.13% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
1,361,600
shares
|
$569 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
1,281,306
shares
|
$536 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
1,181,849
shares
|
$494 Million
0.37% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
1,114,592
shares
|
$466 Million
0.23% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,051,592
shares
|
$440 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
1,038,105
shares
|
$434 Million
0.04% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
1,010,934
shares
|
$423 Million
0.37% of portfolio
|
Q1 2024
Reduced 9.58%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
1,000,626
shares
|
$418 Million
7.77% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
May 12, 2025 Q1 2025 |
997,577
shares
|
$417 Million
0.32% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
977,456
shares
|
$409 Million
0.13% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
964,428
shares
|
$403 Million
0.17% of portfolio
|
Q1 2025
Added 37.9%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
961,224
shares
|
$402 Million
0.23% of portfolio
|
Q3 2022
Reduced 11.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
940,372
shares
|
$393 Million
0.13% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
857,910
shares
|
$359 Million
0.27% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
843,093
shares
|
$352 Million
0.54% of portfolio
|
Q2 2025
Added 546.63%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
819,631
shares
|
$343 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
779,317
shares
|
$326 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
748,599
shares
|
$313 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
700,736
shares
|
$293 Million
1.11% of portfolio
|
Q1 2025
Reduced 24.85%
|