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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
240,807
shares
|
$101 Million
0.14% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
239,292
shares
|
$100 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
239,204
shares
|
$100 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
235,195
shares
|
$98.3 Million
0.16% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
234,021
shares
|
$97.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
233,825
shares
|
$97.8 Million
0.1% of portfolio
|
Q1 2025
Added 19.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
229,116
shares
|
$95.8 Million
0.62% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
222,471
shares
|
$93 Million
0.37% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
219,712
shares
|
$91.9 Million
0.06% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
216,547
shares
|
$90.5 Million
0.14% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
215,589
shares
|
$90.1 Million
2.2% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
213,902
shares
|
$89.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
212,231
shares
|
$88.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
205,215
shares
|
$85.8 Million
1.87% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
205,136
shares
|
$85.8 Million
0.42% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
204,201
shares
|
$85.4 Million
0.22% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
204,014
shares
|
$85.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
202,175
shares
|
$84.5 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
199,019
shares
|
$83.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 48.82%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
194,720
shares
|
$81.4 Million
1.69% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
194,105
shares
|
$81.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 34.4%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
193,894
shares
|
$81.1 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
187,486
shares
|
$78.4 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
184,152
shares
|
$77 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
182,900
shares
|
$76.5 Million
0.24% of portfolio
|
Q1 2025
Added 2.46%
|