Who owns Caterpillar?

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Analyze quarterly positions in Caterpillar with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Caterpillar stock

Who bought or sold Caterpillar this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Vanguard Group 48M $13B -1% Sep 2023
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State Street Corporation 38M $10B -4% Sep 2023
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BlackRock 33M $9.1B -2% Sep 2023
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Capital World Investors 29M $7.9B 0% Sep 2023
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State Farm Mutual Automobile Insurance Company 18M $5.3B 100% Dec 2023
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Geode Capital Management 9.7M $2.6B 1% Sep 2023
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Fisher Investments 8.1M $2.4B 2% Dec 2023
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Bill & Melinda Gates Foundation Trust 7.4M $2.2B 0% Dec 2023
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Northern Trust 7.0M $1.9B 2% Sep 2023
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Morgan Stanley 6.8M $1.9B 1% Sep 2023
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FMR 6.0M $1.6B 15% Sep 2023
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Norges Bank Investment Management 5.6M $1.7B 100% Dec 2023
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Bank of America Corporation 5.0M $1.5B -10% Dec 2023
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Goldman Sachs Group 4.0M $1.1B -3% Sep 2023
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Legal & General Group 3.8M $1.1B 30% Dec 2023
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Susquehanna International 3.8M $1.0B 27% Sep 2023
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Bank of New York Mellon 3.8M $1.1B -12% Dec 2023
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Citadel Advisors 3.6M $1.1B 15% Dec 2023
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Charles Schwab Investment Management 3.3M $965M 19% Dec 2023
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Amundi 3.2M $936M 11% Dec 2023
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Invesco 3.1M $837M -11% Sep 2023
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Nuveen Asset Management 2.9M $799M -4% Sep 2023
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Dimensional Fund Advisors 2.8M $838M 5% Dec 2023
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Royal Bank of Canada 2.7M $805M 1% Dec 2023
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Ubs Global Asset Management Americas 2.4M $698M -1% Dec 2023
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Wells Fargo & Company 2.3M $671M 31% Dec 2023
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Ameriprise Financial 2.1M $566M -4% Sep 2023
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Jpmorgan Chase & Co 2.0M $593M 20% Dec 2023
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UBS Group 2.0M $583M 11% Dec 2023
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Capital Research Global Investors 1.9M $519M 5% Sep 2023
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Cresset Asset Management 1.9M $511M 755% Sep 2023
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PRIMECAP Management Company 1.8M $534M -3% Dec 2023
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Swiss National Bank 1.6M $472M -4% Dec 2023
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Sumitomo Mitsui Trust Holdings 1.6M $459M -2% Dec 2023
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Diamond Hill Capital Management 1.5M $454M 3% Dec 2023
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Capital Research and Management Company - Division 3 1.5M $417M 0% Sep 2023
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Barclays 1.5M $437M 5% Dec 2023
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Deutsche Bank Aktiengesellschaft 1.4M $428M 29% Dec 2023
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Hsbc Holdings 1.4M $425M 36% Dec 2023
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Millennium Management 1.3M $394M 4% Dec 2023
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CalPERS 1.2M $357M 20% Dec 2023
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Capital Wealth Planning 1.2M $350M 27495% Dec 2023
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T. Rowe Price Associates 1.1M $333M -37% Dec 2023
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Bank Of Montreal 1.1M $334M 4% Dec 2023
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Credit Suisse 1.1M $331M 1% Dec 2023
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Winslow Capital Management 1.1M $305M 2265% Sep 2023
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Lazard Asset Management 1.1M $328M -21% Dec 2023
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D. E. Shaw & Co 1.1M $326M 8% Dec 2023
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Jane Street 1.1M $320M 69% Dec 2023
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Nordea Investment Management Ab 1.0M $299M 19% Dec 2023
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Rhumbline Advisers 925k $274M -1% Dec 2023
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Citigroup 916k $271M 7% Dec 2023
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Renaissance Technologies 907k $248M -32% Sep 2023
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National Pension Service 904k $267M 2% Dec 2023
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ProShare Advisors 904k $247M -10% Sep 2023
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California State Teachers Retirement System 819k $224M -4% Sep 2023
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Mitsubishi UFJ Asset Management 767k $218M 4% Dec 2023
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LPL Financial 760k $208M 5% Sep 2023
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Prudential Financial 758k $207M 15% Sep 2023
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Thomas Stevens, CFA" 756k $224M -22% Dec 2023
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CI Private Wealth 744k $220M 5% Dec 2023
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Principal Financial Group 728k $215M 10% Dec 2023
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New York State Common Retirement Fund 707k $209M -10% Dec 2023
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Envestnet Asset Management 664k $181M 27% Sep 2023
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Stifel Financial 663k $196M 3% Dec 2023
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Raymond James & Associates 642k $190M -1% Dec 2023
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Us Bancorp 642k $190M -1% Dec 2023
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Parallax Volatility Advisers 611k $181M -24% Dec 2023
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Alliancebernstein 602k $178M -3% Dec 2023
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DekaBank Deutsche Girozentrale 593k $176M 12% Dec 2023
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Wolverine Trading 562k $166M -9% Dec 2023
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Neuberger Berman Group 550k $163M -1% Dec 2023
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Florida State Board of Administration 549k $162M 1% Dec 2023
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New York State Teachers Retirement System 541k $160M -3% Dec 2023
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Capital Fund Management 514k $140M -9% Sep 2023
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HPM Partners 507k $50M 265% Dec 2023
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HighTower Advisors 505k $150M 2% Dec 2023
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Victory Capital Management 502k $149M 140% Dec 2023
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Zacks Investment Management 501k $148M -4% Dec 2023
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Axa 489k $133M -6% Sep 2023
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Fifth Third Bancorp 486k $144M 3% Dec 2023
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Bank Julius Baer & Co. Ltd, Zurich 482k $143M 5293% Dec 2023
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Walleye Trading 472k $140M 31% Dec 2023
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Manufacturers Life Insurance Company 470k $128M -1% Sep 2023
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National Bank Of Canada /fi/ 465k $136M 17% Dec 2023
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Squarepoint Ops 457k $135M -39% Dec 2023
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Robeco Investment Management 456k $135M -8% Dec 2023
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APG All Pensions Group NV 452k $123M 9% Sep 2023
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Korea Investment Corporation 447k $122M -12% Sep 2023
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Commonwealth Equity Services 438k $129M -1% Dec 2023
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Goodman & Company, Investment Counsel 434k $119M 210774% Sep 2023
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Baird Financial 434k $128M -11% Dec 2023
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PanAgora Asset Management 423k $125M 15% Dec 2023
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Penserra Capital Management 402k $119M 13964% Dec 2023
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Oaktree Capital Management 400k $109M 100% Sep 2023
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Franklin Resources 392k $116M 18% Dec 2023
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Schroder Investment Management Group 386k $105M -40% Sep 2023
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First Trust Advisors 383k $105M -12% Sep 2023
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First Republic Investment Management 373k $102M 100% Sep 2023
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Standard Life Aberdeen 368k $109M 32% Dec 2023
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Pnc Financial Services 364k $108M 1% Dec 2023
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SG Americas Securities 351k $104M 82% Dec 2023
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Gts Securities 350k $103M 7% Dec 2023
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Bnp Paribas Arbitrage, Snc 348k $103M 5% Dec 2023
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Wintrust Financial Corporation 345k $102M -22% Dec 2023
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Mitsubishi UFJ Trust & Banking Corp 344k $102M 3% Dec 2023
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Advisor Group Holdings 338k $100M -18% Dec 2023
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Diam 326k $97M 7% Dec 2023
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Raymond James Financial Services Advisors 326k $96M 3% Dec 2023
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Ing Investment Management 326k $89M -77% Sep 2023
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Rockefeller Capital Management 325k $96M 16% Dec 2023
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Adage Capital Partners GP 311k $85M 168% Sep 2023
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AQR Capital Management 307k $91M -20% Dec 2023
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Sei Investments 307k $84M 237% Sep 2023
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Markel Corporation 303k $90M 1% Dec 2023
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Toronto-Dominion Bank 299k $82M 10% Sep 2023
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State of New Jersey Common Pension Fund D 293k $87M 0% Dec 2023
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PEAK6 Investments 292k $80M -59% Sep 2023
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Chevy Chase Trust Holdings 292k $86M -1% Dec 2023
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Capstone Investment Advisors 284k $84M 54% Dec 2023
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Janney Montgomery Scott 283k $84M 1% Dec 2023
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Retirement Systems of Alabama 280k $83M -2% Dec 2023
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Great-West Life Assurance Company 278k $76M 7% Sep 2023
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State of Wisconsin Investment Board 274k $81M 0% Dec 2023
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Qube Research & Technologies 274k $75M 38% Sep 2023
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Bessemer 274k $81M 2% Dec 2023
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Nomura Asset Management 270k $80M -1% Dec 2023
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Eisler Capital 269k $74M -40% Sep 2023
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Ohio Pers 264k $78M -2% Dec 2023
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Employees Retirement System of Texas 262k $78M 41% Dec 2023
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M^T Bank Corporation 262k $78M -4% Dec 2023
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Old Republic International 262k $78M -12% Dec 2023
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TD Asset Management 262k $77M 10% Dec 2023
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Natixis Asset Management Advisors 259k $0 -4% Dec 2023
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Empower Advisory Group 253k $75M 2% Dec 2023
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Branch Banking & Trust Company 248k $73M -14% Dec 2023
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Brandywine Global Investment Management 246k $73M -5% Dec 2023
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OTR - Nominee Name for The State Teachers Retirement Board of Ohio 246k $73M -19% Dec 2023
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Sumitomo Mitsui Asset Management Company 245k $72M -1% Dec 2023
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Mn Services Vermogensbeheer B.V. 244k $72M -3% Dec 2023
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Ensign Peak Advisors 244k $67M -3% Sep 2023
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Bank of Nova Scotia 240k $71M 403% Dec 2023
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LSV Asset Management 238k $70M 0% Dec 2023
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State of Tennessee, Treasury Department 237k $65M -15% Sep 2023
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Treasurer of the State of North Carolina 234k $69M 0% Dec 2023
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PineBridge Investments 233k $64M -7% Sep 2023
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Two Sigma Advisers 221k $65M 1984% Dec 2023
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American Century Companies 219k $60M 11% Sep 2023
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Zurcher Kantonalbank 217k $64M -1% Dec 2023
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Northwestern Mutual Wealth Management Company 214k $59M -1% Sep 2023
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Allianz Asset Management 200k $59M -22% Dec 2023
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Walleye Trading Advisors 190k $56M -16% Dec 2023
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Mackenzie Financial 180k $53M -45% Dec 2023
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Brian McDonald 125k $34M -63% Sep 2023
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Private Advisor 70k $21M -96% Dec 2023
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 62k $18M -95% Dec 2023
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Man Group 33k $9.8M -92% Dec 2023
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Who sold out of Caterpillar?

Fund or Company Name Date Sold Shares Held Valued At
Massachusetts Financial Services Sep 2023 536k $146M
Holocene Advisors Sep 2023 321k $88M
Voloridge Investment Management Sep 2023 233k $64M