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Get Institutions for : 
Caterpillar Inc (CAT)  
$336.75 1.31 (0.39%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2429    18
Total shares held : 
 353,388,814  
% of shares held : 
 65.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 4,005,628  
% of shares held change : 
   0.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $271.72  
Last Quarter's Ending Price : 
 $295.67  
Last Quarter's Average Price : 
 $259.41  
Change from last quarter's     
avg. price to the last closing  : 
77.34 (29.81%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
123
 6,312,618
 1.79%
 
Increased Positions :
912
 13,661,705
 3.87%
 
Unchanged Positions :
481
 27,506,578
 7.78%
 
Decreased Positions :
913
-13,321,092
-3.77%
 
Closed Positions :
105
-2,647,603
-0.75%
 
Guru Positions :
3
8,223,619
 2.33%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 47 - 2023-12-31 48,353,370 $14,296,641,000 129,216
   STATE STREET CORP 27 - 2023-12-31 37,722,884 $11,153,525,000 98,375
   BLACKROCK INC. 61 - 2023-12-31 33,510,465 $9,908,039,000 308,875
   CAPITAL WORLD INVESTORS 11 - 2023-12-31 29,029,953 $8,583,372,000 96,479
   GEODE CAPITAL MANAGEMENT LLC 51 - 2023-12-31 9,872,982 $2,911,748,000 218,775
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 14 - 2023-12-31 8,139,040 $2,406,471,000 173,108
   MORGAN STANLEY 104 - 2023-12-31 7,199,614 $2,128,710,000 368,765
   LEGAL & GENERAL GROUP PLC 60 - 2023-12-31 3,822,478 $1,130,194,000 874,537
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 73 - 2023-12-31 3,264,635 $947,875,000 529,420
   AMUNDI 43 - 2023-12-31 3,203,591 $936,407,000 328,117
   DIMENSIONAL FUND ADVISORS INC 42 - 2023-12-31 2,833,681 $837,851,000 131,755
   J P MORGAN CHASE & CO 292 - 2023-12-31 2,007,020 $593,416,000 331,327
   CAPITAL RESEARCH GLOBAL INVESTORS 143 - 2023-12-31 1,900,774 $562,002,000 537
   WELLS FARGO & CO/MN 141 - 2023-12-31 1,836,664 $543,046,000 100,125
   UBS Group AG 104 - 2023-12-31 1,761,391 $520,790,000 467,337
   DIAMOND HILL CAPITAL MANAGEMENT INC 13 - 2023-12-31 1,536,626 $454,334,000 42,621
   DEUTSCHE BANK AG 103 - 2023-12-31 1,446,701 $427,746,000 324,179
   BARCLAYS PLC 92 - 2023-12-31 1,421,528 $420,304,000 32,797
   HSBC HOLDINGS PLC 46 - 2023-12-31 1,386,882 $409,600,000 358,994
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 75 - 2023-12-31 1,208,816 $357,411,000 202,154
   Capital Wealth Planning LLC 12 - 2023-12-31 1,182,453 $349,616,000 1,178,168
   BANK OF MONTREAL /CAN/ 108 - 2023-12-31 1,120,830 $334,075,000 43,106
   CREDIT SUISSE/ 56 - 2023-12-31 1,118,068 $330,579,000 13,888
   JANE STREET GROUP LLC 37 - 2023-12-31 1,082,581 $320,087,000 442,320
   NORDEA INVESTMENT MANAGEMENT AB 71 - 2023-12-31 1,016,464 $298,861,000 160,670
   National Pension Service 49 - 2023-12-31 903,806 $267,228,000 20,516
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 52 - 2023-12-31 819,362 $242,261,000 293
   LPL FINANCIAL CORP 137 - 2023-12-31 785,746 $232,321,000 25,380
   ING INVESTMENT MANAGEMENT LLC 87 - 2023-12-31 776,975 $229,728,000 450,989
   CI Private Wealth LLC 51 - 2023-12-31 743,632 $219,870,000 33,072
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 54 - 2023-12-31 767,208 $218,117,000 29,073
   PRINCIPAL FINANCIAL GROUP INC 145 - 2023-12-31 727,853 $215,204,000 65,635
   ENVESTNET ASSET MANAGEMENT INC 229 - 2023-12-31 680,074 $201,077,000 15,766
   STIFEL FINANCIAL CORP 92 - 2023-12-31 662,759 $195,974,000 19,506
   FIFTH THIRD BANCORP 31 - 2024-03-31 502,108 $183,987,000 16,239
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 50 - 2023-12-31 549,291 $162,409,000 6,887
   MANUFACTURERES LIFE INSURANCE CO 145 - 2023-12-31 529,884 $156,671,000 59,815
   HIGHTOWER ADVISORS, LLC 83 - 2023-12-31 504,780 $149,313,000 8,840
   VICTORY CAPITAL MANAGEMENT INC 143 - 2023-12-31 502,267 $148,505,000 292,710
   Bank Julius Baer & Co. Ltd Zurich 34 - 2023-12-31 482,360 $142,620,000 473,416
   NATIONAL BANK OF CANADA /FI/ 92 - 2023-12-31 464,813 $136,047,000 67,615
   CITADEL ADVISORS LLC 178 - 2023-12-31 430,286 $127,223,000 403,092
   PANAGORA ASSET MANAGEMENT INC 31 - 2023-12-31 423,047 $125,082,000 55,392
   AMERICAN CENTURY COMPANIES INC 264 - 2023-12-31 415,505 $122,852,000 196,284
   Penserra Capital Management LLC 12 - 2023-12-31 401,795 $118,797,000 398,938
   THRIVENT FINANCIAL FOR LUTHERANS 96 - 2023-12-31 399,120 $118,014,000 325,487
   FIRST TRUST ADVISORS LP 199 - 2023-12-31 392,114 $115,936,000 8,934
   FRANKLIN RESOURCES INC 330 - 2023-12-31 391,765 $115,833,000 60,554
   D E SHAW & CO INC 127 - 2023-12-31 375,976 $111,165,000 203,139
   Standard Life Aberdeen plc 99 - 2023-12-31 368,391 $108,922,000 89,447
   PNC FINANCIAL SERVICES GROUP INC 164 - 2023-12-31 363,995 $107,622,000 4,077
   TORONTO DOMINION BANK 97 - 2023-12-31 361,403 $106,856,000 62,573
   SG AMERICAS SECURITIES LLC 12 - 2023-12-31 351,064 $103,799,000 158,604
   BNP PARIBAS ARBITRAGE SA 126 - 2023-12-31 345,531 $102,163,000 16,006
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 85 - 2023-09-30 373,157 $101,872,000 373,157
   MITSUBISHI UFJ TRUST & BANKING CORP 102 - 2023-12-31 344,417 $101,828,000 11,292
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 88 - 2023-12-31 341,313 $100,916,000 1,645
   NATIXIS ASSET MANAGEMENT ADVISORS LP 101 - 2024-03-31 268,938 $98,547,000 10,215
   DIAM CO. LTD - 2023-12-31 326,391 $96,898,000 21,738
   Rockefeller Capital Management L.P. 70 - 2023-12-31 324,681 $95,999,000 44,184
   ROTHSCHILD ASSET MANAGEMENT INC 24 - 2022-12-31 397,154 $95,142,000 7,697
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 55 - 2024-03-31 248,905 $91,206,000 32,145
   MARKEL CORP 33 - 2023-12-31 303,100 $89,618,000 4,000
   Qube Research & Technologies Ltd 131 - 2023-12-31 301,056 $89,013,000 38,335
   JANNEY MONTGOMERY SCOTT LLC 72 - 2023-12-31 283,007 $83,678,000 3,031
   BESSEMER GROUP INC 169 - 2023-12-31 273,607 $80,898,000 5,008
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 26 - 2023-12-31 262,200 $77,525,000 76,000
   TD ASSET MANAGEMENT INC 219 - 2023-12-31 261,756 $77,393,000 22,763
   Pictet Asset Management Holding SA 242 - 2023-12-31 260,328 $76,971,000 13,719
   Empower Advisory Group LLC 75 - 2023-12-31 252,653 $74,702,000 6,072
   BANK OF NOVA SCOTIA / 127 - 2023-12-31 240,099 $70,987,000 192,391
   LSV ASSET MANAGEMENT 184 - 2023-12-31 238,200 $70,429,000 1,000
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 65 - 2024-03-31 188,801 $69,183,000 39,789
   TWO SIGMA ADVISERS, LLC 144 - 2023-12-31 220,900 $65,314,000 210,300
   ROYAL LONDON ASSET MANAGEMENT LTD 107 - 2023-12-31 214,074 $63,295,000 3,576
   CIBC WORLD MARKETS INC. 78 - 2023-12-31 212,276 $62,764,000 30,259
   OFI INVEST ASSET MANAGEMENT 9 - 2023-12-31 234,299 $62,712,000 54,750
   JENNISON ASSOCIATES LLC 164 - 2023-12-31 211,953 $62,668,000 110,108
   MARINER WEALTH ADVISORS, LLC 141 - 2023-12-31 209,190 $61,852,000 13,717
   InterOcean Capital Group LLC 13 - 2023-12-31 208,599 $61,677,000 48,203
   BOLLARD GROUP LLC 8 - 2023-12-31 196,551 $58,114,000 948
   AVIVA PLC 99 - 2023-12-31 190,322 $56,273,000 8,987
   RATHBONE BROTHERS PLC 73 - 2023-12-31 183,898 $54,373,000 30,308
   ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 179 - 2024-03-31 146,389 $53,641,000 25,237
   CREATIVE PLANNING 117 - 2023-12-31 180,613 $53,402,000 13,482
   FEDERATED INVESTORS INC /PA/ 204 - 2023-12-31 175,426 $51,868,000 8,102
   Goss Wealth Management LLC 37 - 2023-12-31 174,090 $51,194,000 5,131
   Vontobel Holding Ltd. 103 - 2023-12-31 169,343 $50,070,000 36,775
   Assenagon Asset Management S.A. 122 - 2024-03-31 135,416 $49,620,000 119,962
   HPM Partners LLC - 2023-12-31 507,322 $49,466,000 368,421
   Handelsbanken Fonder AB 94 - 2023-12-31 163,201 $48,254,000 27,779
   MML INVESTORS SERVICES LLC 103 - 2023-12-31 157,878 $46,680,000 30,418
   AMERICAN INTERNATIONAL GROUP INC 49 - 2023-12-31 152,749 $45,163,000 234
   CAPTRUST FINANCIAL ADVISORS 133 - 2023-12-31 150,682 $44,552,000 1,562
   KEYBANK NATIONAL ASSOCIATION/OH 115 - 2023-12-31 142,245 $42,058,000 670
   GLENMEDE TRUST CO NA 106 - 2023-12-31 141,015 $41,694,000 41,782
   Alpha Cubed Investments LLC 12 - 2024-03-31 113,456 $41,574,000 15,070
   Tredje AP-fonden 50 - 2023-12-31 140,548 $41,556,000 21,260
   CAPITAL INTERNATIONAL INC /CA/ 44 - 2023-12-31 139,506 $41,248,000 34,088
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 136,245 $40,289,000 2,650
  100 Records found
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