Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,120 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $128 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
706,308
shares
|
$269 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
688,094
shares
|
$263 Million
0.68% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
665,638
shares
|
$254 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
664,167
shares
|
$253 Million
0.33% of portfolio
|
Q2 2023
Added 22135.25%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
650,481
shares
|
$248 Million
0.26% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
627,347
shares
|
$239 Million
0.26% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Nov 05, 2024 Q3 2024 |
625,538
shares
|
$239 Million
0.28% of portfolio
|
Q3 2024
Reduced 43.85%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
621,982
shares
|
$237 Million
0.95% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
608,753
shares
|
$232 Million
0.15% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
607,246
shares
|
$232 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
584,378
shares
|
$223 Million
0.48% of portfolio
|
Q3 2024
Added 22.73%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
562,424
shares
|
$215 Million
0.04% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
559,041
shares
|
$213 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
543,003
shares
|
$207 Million
0.07% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
521,985
shares
|
$199 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2024 Q3 2024 |
520,480
shares
|
$199 Million
0.49% of portfolio
|
Q3 2024
Added 42.19%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
518,214
shares
|
$198 Million
0.74% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
517,000
shares
|
$197 Million
0.12% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
503,020
shares
|
$192 Million
0.29% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
481,400
shares
|
$184 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
New York State Teachers Retirement System
|
Oct 25, 2024 Q3 2024 |
474,041
shares
|
$181 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
469,326
shares
|
$179 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 12, 2024 Q3 2024 |
458,263
shares
|
$175 Million
1.26% of portfolio
|
Q3 2024
Added 18.06%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
449,078
shares
|
$171 Million
1.54% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
443,315
shares
|
$169 Million
0.05% of portfolio
|
Q3 2024
Added 14.3%
|