Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 2,939 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $114 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
397,511
shares
|
$135 Million
0.31% of portfolio
|
Q1 2024
Reduced 8.36%
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
397,154
shares
|
$134 Million
1.45% of portfolio
|
Q4 2022
Added 1.98%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
373,157
shares
|
$126 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
373,009
shares
|
$126 Million
0.19% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
Deka Bank Deutsche Girozentrale
|
Apr 24, 2024 Q1 2024 |
372,828
shares
|
$126 Million
0.25% of portfolio
|
Q1 2024
Reduced 37.1%
|
|
Abrdn PLC
|
May 08, 2024 Q1 2024 |
371,821
shares
|
$126 Million
0.27% of portfolio
|
Q1 2024
Added 0.93%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
370,744
shares
|
$126 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
Schroder Investment Management Group
London, X0 |
May 14, 2024 Q1 2024 |
368,371
shares
|
$125 Million
0.16% of portfolio
|
Q1 2024
Added 4.41%
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 14, 2024 Q1 2024 |
357,277
shares
|
$121 Million
0.21% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
356,953
shares
|
$121 Million
0.09% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
332,200
shares
|
$112 Million
1.53% of portfolio
|
Q1 2024
Reduced 17.32%
|
|
Sg Americas Securities, LLC
|
May 06, 2024 Q1 2024 |
321,800
shares
|
$109 Million
0.57% of portfolio
|
Q1 2024
Reduced 8.34%
|
|
Asset Management One Co., Ltd.
|
May 02, 2024 Q1 2024 |
320,515
shares
|
$109 Million
0.46% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 08, 2024 Q1 2024 |
320,471
shares
|
$108 Million
1.05% of portfolio
|
Q1 2024
Reduced 7.16%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
309,113
shares
|
$105 Million
0.17% of portfolio
|
Q1 2024
Reduced 5.18%
|
|
Tom Gayner
Markel Corp
|
May 03, 2024 Q1 2024 |
307,600
shares
|
$104 Million
1.19% of portfolio
|
Q1 2024
Added 1.48%
|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
297,327
shares
|
$101 Million
0.11% of portfolio
|
Q1 2024
Reduced 24.17%
|
|
State Of New Jersey Common Pension Fund D
|
May 02, 2024 Q1 2024 |
293,188
shares
|
$99.3 Million
0.33% of portfolio
|
Q3 2023
Reduced 4.12%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
291,938
shares
|
$98.8 Million
0.32% of portfolio
|
Q1 2024
Reduced 10.08%
|
|
Korea Investment Corp
Seoul, M5 |
May 14, 2024 Q1 2024 |
290,105
shares
|
$98.2 Million
0.28% of portfolio
|
Q1 2024
Reduced 33.01%
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
May 03, 2024 Q1 2024 |
288,674
shares
|
$97.7 Million
0.35% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
Panagora Asset Management Inc
Boston, MA |
May 07, 2024 Q1 2024 |
285,700
shares
|
$96.7 Million
0.55% of portfolio
|
Q1 2024
Reduced 32.47%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
284,071
shares
|
$96.2 Million
0.24% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 14, 2024 Q1 2024 |
280,518
shares
|
$95 Million
0.28% of portfolio
|
Q1 2024
Added 2.44%
|
|
Retirement Systems Of Alabama
|
Apr 30, 2024 Q1 2024 |
280,116
shares
|
$94.8 Million
0.4% of portfolio
|
Q1 2024
Reduced 0.02%
|