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 |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
421,139
shares
|
$176 Million
1.33% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
419,967
shares
|
$176 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Abrdn PLC
|
May 13, 2025 Q1 2025 |
416,760
shares
|
$174 Million
0.27% of portfolio
|
Q1 2025
Added 41.48%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
405,975
shares
|
$170 Million
0.27% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
397,852
shares
|
$166 Million
0.14% of portfolio
|
Q1 2025
Added 45.54%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
397,154
shares
|
$166 Million
1.45% of portfolio
|
Q4 2022
Added 1.98%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
393,498
shares
|
$165 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
387,362
shares
|
$162 Million
0.3% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
376,718
shares
|
$157 Million
0.27% of portfolio
|
Q1 2025
Reduced 30.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
373,157
shares
|
$156 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
372,828
shares
|
$156 Million
0.24% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
371,177
shares
|
$155 Million
0.12% of portfolio
|
Q1 2025
Reduced 13.24%
|
|
|
Korea Investment Corp
Seoul, M5 |
May 14, 2025 Q1 2025 |
363,081
shares
|
$152 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
357,563
shares
|
$149 Million
0.24% of portfolio
|
Q1 2025
Added 75.91%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
349,672
shares
|
$146 Million
0.21% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
344,304
shares
|
$144 Million
0.16% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
343,217
shares
|
$143 Million
0.74% of portfolio
|
Q4 2024
Reduced 17.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
342,335
shares
|
$143 Million
0.02% of portfolio
|
Q1 2025
Added 323.87%
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
339,518
shares
|
$142 Million
0.28% of portfolio
|
Q1 2025
Added 16.09%
|
|
|
Alecta Tjanstepension Omsesidigt
|
Jul 10, 2025 Q2 2025 |
328,600
shares
|
$137 Million
0.61% of portfolio
|
Q1 2025
Added 149.7%
|
|
|
Tom Gayner
Markel Corp
|
May 02, 2025 Q1 2025 |
328,050
shares
|
$137 Million
1.05% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
322,054
shares
|
$135 Million
0.28% of portfolio
|
Q1 2025
Added 16.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,033
shares
|
$133 Million
0.17% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
318,875
shares
|
$133 Million
0.37% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
308,902
shares
|
$129 Million
0.32% of portfolio
|
Q1 2025
Added 1.96%
|