Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,291 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $113 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,882,814
shares
|
$621 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,810,400
shares
|
$597 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,566,063
shares
|
$516 Million
0.23% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
1,531,208
shares
|
$505 Million
5.23% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Primecap Management CO
Pasadena, CA |
Feb 10, 2025 Q4 2024 |
1,424,446
shares
|
$470 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
1,410,905
shares
|
$465 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Swiss National Bank
Zurich, V8 |
Feb 10, 2025 Q4 2024 |
1,369,800
shares
|
$452 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
1,310,763
shares
|
$432 Million
0.13% of portfolio
|
Q4 2024
Reduced 30.04%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
1,081,909
shares
|
$357 Million
0.39% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,073,727
shares
|
$354 Million
0.32% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,027,077
shares
|
$339 Million
0.22% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
1,022,418
shares
|
$337 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
1,010,934
shares
|
$333 Million
0.37% of portfolio
|
Q1 2024
Reduced 9.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
973,730
shares
|
$321 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
961,224
shares
|
$317 Million
0.23% of portfolio
|
Q3 2022
Reduced 11.13%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Feb 10, 2025 Q4 2024 |
932,467
shares
|
$308 Million
1.56% of portfolio
|
Q4 2024
Reduced 30.91%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Feb 04, 2025 Q4 2024 |
922,596
shares
|
$304 Million
0.32% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
909,922
shares
|
$300 Million
0.14% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
857,910
shares
|
$283 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Feb 12, 2025 Q4 2024 |
854,517
shares
|
$282 Million
0.21% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
850,002
shares
|
$280 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
756,420
shares
|
$249 Million
0.33% of portfolio
|
Q2 2024
Added 6.3%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
723,776
shares
|
$239 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
702,840
shares
|
$232 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
702,300
shares
|
$232 Million
0.6% of portfolio
|
Q4 2024
Added 2.06%
|