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Caterpillar (CAT) Institutional Ownership

Caterpillar logo
$366.04 +5.67 (+1.57%)
(As of 05:45 PM ET)
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Institutional Ownership Changes (13F Filings) for Caterpillar (NYSE:CAT)

Current
Institutional Ownership
Percentage
70.98%
Number of
Institutional Buyers
(last 12 months)
1587
Total
Institutional Inflows
(last 12 months)
$8.50B
Number of
Institutional Sellers
(last 12 months)
1320
Total
Institutional Outflows
(last 12 months)
$5.62B
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CAT Institutional Buying and Selling by Quarter

Caterpillar Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/16/2024 SMART Wealth LLC1,418$555K0.2%+75.9%0.000%
12/13/2024 B. Riley Wealth Advisors Inc.35,793$14.00M0.4%-14.1%0.007%
12/11/2024 1ST Source Bank9,282$3.63M0.2%-6.7%0.002%
12/11/2024 Alternative Investment Advisors LLC.535$209K0.1%N/A0.000%
12/10/2024 Birmingham Capital Management Co. Inc. AL47,105$18.42M6.7%-7.4%0.010%
12/10/2024 Garden State Investment Advisory Services LLC1,146$449K0.1%-6.1%0.000%
12/9/2024 Copley Financial Group Inc.2,045$800K0.7%N/A0.000%
12/6/2024 Fidelity D & D Bancorp Inc.576$225K0.1%N/A0.000%
12/6/2024 Retirement Systems of Alabama243,773$95.34M0.4%-8.4%0.050%
12/3/2024 Oddo BHF Asset Management Sas8,009$3.13M0.2%N/A0.002%
12/2/2024 Beaird Harris Wealth Management LLC529$207K0.0%-9.3%0.000%
11/27/2024 Franklin Resources Inc.443,315$174.64M0.0%+14.3%0.092%
11/26/2024 Peapack Gladstone Financial Corp80,444$31.46M0.5%-2.8%0.017%
11/25/2024 Synovus Financial Corp38,551$15.08M0.2%+2.0%0.008%
11/25/2024 Castellan Group16,637$6.51M2.7%+10.1%0.003%
11/25/2024 Tidal Investments LLC27,056$10.58M0.1%-11.4%0.006%
11/25/2024 Cim Investment Management Inc.3,848$1.51M0.4%-2.5%0.001%
11/25/2024 Destination Wealth Management854$334K0.0%+37.3%0.000%
11/25/2024 Wilmington Savings Fund Society FSB21,129$8.26M0.1%+139.2%0.004%
11/25/2024 Arvest Bank Trust Division1,560$610K0.0%N/A0.000%
11/25/2024 Sfmg LLC1,458$570K0.0%+3.6%0.000%
11/25/2024 World Investment Advisors LLC4,012$1.57M0.0%+26.6%0.001%
11/25/2024 Sanctuary Advisors LLC126,564$50.31M0.3%+9.9%0.026%
11/22/2024 Stock Yards Bank & Trust Co.84,324$32.98M1.1%-4.8%0.017%
11/21/2024 Anchor Investment Management LLC13,317$5.21M0.5%+2.9%0.003%
11/21/2024 Tudor Financial Inc.2,184$854K0.5%N/A0.000%
11/20/2024 SOA Wealth Advisors LLC.156$61K0.0%+47.2%0.000%
11/20/2024 Bard Financial Services Inc.1,360$532K0.1%-15.5%0.000%
11/19/2024 Invst LLC651$255K0.0%-6.5%0.000%
11/19/2024 Citizens Business Bank1,556$609K0.1%-21.6%0.000%
11/19/2024 Second Line Capital LLC551$216K0.1%N/A0.000%
11/19/2024 Hohimer Wealth Management LLC4,763$1.86M0.4%+2.7%0.001%
11/18/2024 Soltis Investment Advisors LLC1,401$548K0.1%-7.4%0.000%
11/18/2024 TD Private Client Wealth LLC3,003$1.18M0.0%-6.2%0.001%
11/18/2024 Virtue Capital Management LLC1,136$444K0.1%-11.2%0.000%
11/18/2024 Fortem Financial Group LLC2,535$992K0.4%+4.8%0.001%
11/18/2024 Arete Wealth Advisors LLC6,622$2.58M0.2%-1.9%0.001%
11/18/2024 Teachers Retirement System of The State of Kentucky37,189$14.55M0.1%-9.2%0.008%
11/18/2024 Sunbelt Securities Inc.3,666$1.43M0.1%-5.5%0.001%
11/18/2024 Toronto Dominion Bank165,473$64.72M0.1%+1.3%0.034%
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11/18/2024 Chiron Investment Management LLC1,740$681K0.2%N/A0.000%
11/18/2024 Wilson & Boucher Capital Management LLC6,281$2.46M1.7%-0.5%0.001%
11/18/2024 Coldstream Capital Management Inc.25,624$10.02M0.2%+2.3%0.005%
11/18/2024 Gould Capital LLC8,677$3.39M2.2%-1.8%0.002%
11/18/2024 RB Capital Management LLC9,563$3.74M0.9%+1.6%0.002%
11/18/2024 FRG Family Wealth Advisors LLC14,324$5.60M1.0%-2.1%0.003%
11/18/2024 First Dallas Securities Inc.9,847$3.85M1.6%-2.0%0.002%
11/16/2024 Geode Capital Management LLC10,213,455$3.99B0.3%+0.7%2.115%
11/15/2024 Greenwood Gearhart Inc.33,075$12.94M1.1%+6.4%0.007%
11/15/2024 Frisch Financial Group Inc.1,533$600K0.2%+5.4%0.000%
11/15/2024 Prestige Wealth Management Group LLC2,425$949K0.2%-1.5%0.001%
11/15/2024 Brophy Wealth Management LLC1,045$409K0.1%N/A0.000%
11/15/2024 Vestcor Inc18,708$7.32M0.2%-4.7%0.004%
11/15/2024 Executive Wealth Management LLC2,174$850K0.1%N/A0.000%
11/15/2024 Guardian Wealth Management Inc.2,343$916K0.6%-2.5%0.000%
11/15/2024 Abel Hall LLC575$225K0.1%N/A0.000%
11/15/2024 Nabity Jensen Investment Management Inc2,859$1.12M0.9%N/A0.001%
11/15/2024 Continuum Advisory LLC1,162$450K0.1%+11.9%0.000%
11/15/2024 LRI Investments LLC3,851$1.49M0.1%+106.5%0.001%
11/15/2024 Public Employees Retirement System of Ohio224,537$87.82M0.4%-0.8%0.047%
11/15/2024 EWA LLC824$319K0.1%+14.1%0.000%
11/15/2024 Nomura Asset Management Co. Ltd.286,006$111.86M0.3%+7.3%0.059%
11/15/2024 Y Intercept Hong Kong Ltd8,535$3.34M0.2%-50.0%0.002%
11/15/2024 MML Investors Services LLC146,643$57.36M0.2%+4.8%0.030%
11/15/2024 Hodges Capital Management Inc.22,622$8.85M0.6%+19.0%0.005%
11/15/2024 First National Bank of Omaha550$215K0.0%N/A0.000%
11/15/2024 CTC Alternative Strategies Ltd.601$235K0.3%-92.8%0.000%
11/15/2024 Kimelman & Baird LLC100$39K0.0%+42.9%0.000%
11/15/2024 Northeast Financial Consultants Inc592$232K0.0%N/A0.000%
11/15/2024 Dunhill Financial LLC169$66K0.0%+47.0%0.000%
11/15/2024 Delos Wealth Advisors LLC257$101K0.1%-27.8%0.000%
11/15/2024 Orion Portfolio Solutions LLC27,053$10.58M0.2%+3.3%0.006%
11/15/2024 XTX Topco Ltd15,842$6.20M0.4%+38.3%0.003%
11/15/2024 Zacks Investment Management449,078$175.64M1.5%+2.1%0.093%
11/15/2024 Zega Financial LLC3,625$1.42M0.2%+3.5%0.001%
11/15/2024 Zimmer Partners LP20,000$7.82M0.1%-50.0%0.004%
11/15/2024 Zurich Insurance Group Ltd FI255,355$99.87M0.8%+4,018.6%0.053%
11/15/2024 Glen Eagle Advisors LLC6,346$2.48M0.4%+8.7%0.001%
11/15/2024 iA Global Asset Management Inc.17,880$6.99M0.1%-14.6%0.004%
11/15/2024 EP Wealth Advisors LLC18,032$7.05M0.1%+55.0%0.004%
11/15/2024 United Services Automobile Association64,416$25.19M0.6%-24.3%0.013%
11/15/2024 Insigneo Advisory Services LLC7,110$2.78M0.3%-7.4%0.001%
11/15/2024 Kovitz Investment Group Partners LLC113,044$41.76M0.3%+4.4%0.023%
11/15/2024 Virtus Investment Advisers Inc.610$239K0.2%+281.3%0.000%
11/15/2024 Wellington Management Group LLP51,654$20.20M0.0%-21.1%0.011%
11/15/2024 Worldquant Millennium Advisors LLC3,572$1.40M0.0%-64.8%0.001%
11/15/2024 Weaver Consulting Group543$212K0.1%N/A0.000%
11/15/2024 Weiss Asset Management LP12,601$4.93M0.1%-60.5%0.003%
11/15/2024 Temasek Holdings Private Ltd54,469$21.30M0.1%-51.8%0.011%
11/15/2024 Texas Capital Bank Wealth Management Services Inc26,274$10.28M1.0%+1.7%0.005%
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11/15/2024 State Street Corp36,384,598$14.23B0.6%-0.6%7.536%
11/15/2024 Stevens Capital Management LP11,403$4.46M0.6%N/A0.002%
11/15/2024 Stifel Financial Corp665,638$260.36M0.3%-0.8%0.138%
11/15/2024 SYM FINANCIAL Corp876$343K0.0%+7.1%0.000%
11/15/2024 Safe Harbor Fiduciary LLC777$304K0.3%N/A0.000%
11/15/2024 Quadrature Capital Ltd30,067$11.75M0.3%-70.0%0.006%
11/15/2024 Quantinno Capital Management LP69,858$27.32M0.4%+70.3%0.014%
11/15/2024 Royal London Asset Management Ltd.255,485$99.93M0.2%+11.1%0.053%
11/15/2024 Redwood Investment Management LLC4,635$1.81M0.2%-6.6%0.001%
11/15/2024 Reynders McVeigh Capital Management LLC2,356$922K0.0%+9.2%0.000%
(Data available from 1/1/2016 forward)

CAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CAT shares?

During the previous two years, 2,842 institutional investors and hedge funds held shares of Caterpillar. The most heavily invested institutionals were Vanguard Group Inc. ($17.54B), State Street Corp ($14.23B), Capital World Investors ($10.32B), International Assets Investment Management LLC ($8.36B), BlackRock Inc. ($8.34B), Geode Capital Management LLC ($3.99B), and Fisher Asset Management LLC ($3.50B).Learn more on CAT's institutional investors.

What percentage of Caterpillar stock is owned by institutional investors?

70.98% of Caterpillar stock is owned by institutional investors. Learn more on CAT's institutional investor holdings.

Which institutional investors have been buying Caterpillar stock?

Of the 2,390 institutional investors that purchased Caterpillar stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($9.15M), Norges Bank ($5.62M), International Assets Investment Management LLC ($4.29M), Gateway Advisory LLC ($4.02M), FMR LLC ($1.81M), Renaissance Technologies LLC ($1.58M), and Altshuler Shaham Ltd ($1.46M).

How much institutional buying is happening at Caterpillar?

Institutional investors have bought a total of 68,699,875 shares in the last 24 months. This purchase volume represents approximately $18.99B in transactions.

Which Caterpillar major shareholders have been selling company stock?

Of the 1,858 institutional investors that sold Caterpillar stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($28.26M), Altshuler Shaham Ltd ($3.81M), Private Advisor Group LLC ($1.55M), Bank of New York Mellon Corp ($1.38M), Capital International Investors ($1.28M), Winslow Capital Management LLC ($1.12M), and Boston Partners ($1.11M).

How much institutional selling is happening at Caterpillar?

Institutional investors have sold a total of 66,836,071 shares in the last 24 months. This volume of shares sold represents approximately $17.99B in transactions.


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This page (NYSE:CAT) was last updated on 12/20/2024 by MarketBeat.com Staff
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