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Caterpillar (CAT) Institutional Ownership

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$335.49 -0.76 (-0.23%)
Closing price 03/21/2025 03:58 PM Eastern
Extended Trading
$335.91 +0.42 (+0.13%)
As of 03/21/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
1880
Total
Institutional Inflows
(last 12 months)
$10.72B
Number of
Institutional Sellers
(last 12 months)
1447
Total
Institutional Outflows
(last 12 months)
$6.67B
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CAT Institutional Buying and Selling by Quarter

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Caterpillar Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/21/2025Prostatis Group LLC1,279$464K0.1%+15.6%0.000%
3/21/2025Fairtree Asset Management Pty Ltd1,124$408K0.4%N/A0.000%
3/19/2025M1 Capital Management LLC1,505$546K0.3%N/A0.000%
3/19/2025Chancellor Financial Group WB LP2,855$1.04M0.8%N/A0.001%
3/18/2025Objective Capital Management LLC1,501$545K0.4%-18.1%0.000%
3/17/2025 NorthCrest Asset Manangement LLC74,921$27.18M0.8%+1.0%0.016%
3/12/2025 Northstar Financial Companies Inc.1,310$475K0.4%N/A0.000%
3/12/2025 Centaurus Financial Inc.2,121$769K0.0%-7.2%0.000%
3/10/2025 Old North State Trust LLC883$320K0.2%N/A0.000%
3/10/2025 Mattson Financial Services LLC100$39K0.0%N/A0.000%
3/6/2025 IronOak Wealth LLC.5,565$2.02M2.3%N/A0.001%
3/6/2025 Wood Tarver Financial Group LLC273$99K0.0%N/A0.000%
3/6/2025 TFR Capital LLC.768$279K0.1%N/A0.000%
3/5/2025 Probity Advisors Inc.3,679$1.34M0.3%-11.8%0.001%
3/5/2025 Copley Financial Group Inc.3,777$1.37M1.0%+84.7%0.001%
3/4/2025 Birmingham Capital Management Co. Inc. AL44,235$16.05M6.0%-6.1%0.009%
3/4/2025 Dogwood Wealth Management LLC1,698$616K0.3%+29.4%0.000%
3/4/2025 Smith Shellnut Wilson LLC ADV1,661$603K0.3%+7.2%0.000%
3/4/2025 Audent Global Asset Management LLC1,486$539K0.4%N/A0.000%
3/4/2025 Siemens Fonds Invest GmbH2,626$953K0.0%-83.2%0.001%
2/28/2025 Park Square Financial Group LLC758$275K0.2%N/A0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH300,359$108.96M0.2%N/A0.063%
2/28/2025 Brooklyn FI LLC1,944$755K0.1%N/A0.000%
2/27/2025 Fidelity D & D Bancorp Inc.743$270K0.2%+29.0%0.000%
2/27/2025 Brucke Financial Inc.3,158$1.17M1.0%N/A0.001%
2/27/2025Jefferies Financial Group Inc.24,628$8.93M0.0%+0.8%0.005%
2/27/2025 Landaas & Co. WI ADV1,470$533K0.1%+13.3%0.000%
2/27/2025 Bernard Wealth Management Corp.8,336$3.02M1.4%N/A0.002%
2/27/2025 Pinnacle Wealth Planning Services Inc.2,825$1.03M0.2%-17.9%0.001%
2/26/2025 Yoffe Investment Management LLC2,637$957K1.4%N/A0.001%
2/26/2025 LifeWealth Investments LLC644$234K0.2%N/A0.000%
2/26/2025 Capital A Wealth Management LLC186$68K0.1%N/A0.000%
2/26/2025 LM Advisors LLC1,286$467K0.1%N/A0.000%
2/26/2025 Virtue Capital Management LLC1,086$394K0.1%-4.4%0.000%
2/25/2025 Heck Capital Advisors LLC3,747$1.36M0.1%N/A0.001%
2/25/2025 Leigh Baldwin & CO. LLC955$346K0.2%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.29,096$10.56M0.3%-18.7%0.006%
2/25/2025 Armis Advisers LLC1,512$549K0.1%N/A0.000%
2/25/2025 Shufro Rose & Co. LLC805$292K0.0%-19.9%0.000%
2/25/2025 Integrated Advisors Network LLC59,016$21.41M1.0%+1.3%0.012%
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2/25/2025 Garde Capital Inc.5,356$1.94M0.1%+6.7%0.001%
2/24/2025 Hall Capital Management Co. Inc.595$216K0.1%N/A0.000%
2/24/2025 Liberty Square Wealth Partners LLC1,546$546K0.2%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.10,108$3.67M0.1%-1.8%0.002%
2/24/2025 Cypress Asset Management Inc. TX2,662$1.02M0.3%N/A0.001%
2/24/2025 Ameriflex Group Inc.3,443$1.28M0.6%N/A0.001%
2/24/2025 United Advisor Group LLC1,177$427K0.1%+24.0%0.000%
2/24/2025 Challenger Wealth Management1,000$363K0.3%N/A0.000%
2/22/2025 American Trust784$284K0.0%-7.1%0.000%
2/21/2025 Ascent Group LLC1,639$595K0.0%+44.0%0.000%
2/21/2025 Gould Capital LLC8,521$3.09M2.2%-1.8%0.002%
2/21/2025 Aberdeen Wealth Management LLC2,182$792K0.5%-2.2%0.000%
2/21/2025 Putney Financial Group LLC278$101K0.1%N/A0.000%
2/21/2025 Vermillion Wealth Management Inc.3,012$1.09M0.6%N/A0.001%
2/20/2025 Mackenzie Financial Corp170,811$61.96M0.1%+15.1%0.036%
2/20/2025 Forum Financial Management LP7,048$2.56M0.0%+14.5%0.001%
2/20/2025 Griffith & Werner Inc.854$310K0.2%N/A0.000%
2/20/2025 Revisor Wealth Management LLC866$313K0.3%-28.3%0.000%
2/19/2025 North Star Asset Management Inc.2,261$820K0.0%+82.9%0.000%
2/19/2025 Wilson & Boucher Capital Management LLC6,156$2.23M1.6%-2.0%0.001%
2/19/2025 Parr Mcknight Wealth Management Group LLC2,022$734K0.1%N/A0.000%
2/19/2025 Public Employees Retirement System of Ohio215,021$78.00M0.3%-4.2%0.045%
2/18/2025 McMill Wealth Management1,311$476K0.2%N/A0.000%
2/18/2025 Western Wealth Management LLC2,653$962K0.3%-62.2%0.001%
2/18/2025 Vega Investment Solutions1,197$434K0.4%N/A0.000%
2/18/2025 Investment Management Corp VA ADV91$33K0.0%N/A0.000%
2/18/2025 Helium Advisors LLC575$209K0.2%N/A0.000%
2/18/2025 US Asset Management LLC2,928$1.06M1.0%-2.8%0.001%
2/18/2025 Sunbelt Securities Inc.3,708$1.35M0.1%+1.1%0.001%
2/18/2025 GTS Securities LLC1,764$640K0.0%-112.0%0.000%
2/18/2025 Fourth Dimension Wealth LLC236$86K0.0%N/A0.000%
2/18/2025 Breed s Hill Capital LLC671$243K0.1%N/A0.000%
2/18/2025 Vise Technologies Inc.13,776$5.00M0.4%+52.6%0.003%
2/18/2025 Retirement Planning Group LLC1,580$573K0.0%+28.1%0.000%
2/18/2025 Pinnacle Wealth Management LLC6,425$2.33M2.6%-1.3%0.001%
2/18/2025 Connecticut Wealth Management LLC5,455$1.98M0.1%-0.8%0.001%
2/18/2025 Headinvest LLC846$307K0.1%-5.6%0.000%
2/18/2025 City National Bank of Florida MSD899$326K0.3%N/A0.000%
2/18/2025 JT Stratford LLC6,244$2.27M0.4%-26.3%0.001%
2/18/2025 Cornerstone Advisory LLC1,755$620K0.1%+2.3%0.000%
2/18/2025 Highview Capital Management LLC DE 1,320$479K0.2%+29.4%0.000%
2/18/2025 Mosaic Family Wealth Partners LLC611$222K0.0%N/A0.000%
2/18/2025 RB Capital Management LLC9,746$3.54M0.8%+1.9%0.002%
2/18/2025 McIlrath & Eck LLC962$349K0.0%+3.2%0.000%
2/18/2025 Monograph Wealth Advisors LLC3,055$1.11M0.1%-3.2%0.001%
2/18/2025 Arrowpoint Investment Partners Singapore Pte. Ltd.2,928$1.06M0.2%N/A0.001%
2/18/2025 Novem Group1,737$630K0.1%N/A0.000%
2/18/2025 10Elms LLP852$309K0.3%N/A0.000%
2/18/2025 Castleark Management LLC27,470$9.97M0.3%+2,029.5%0.006%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp92,851$33.68M0.2%+13.8%0.019%
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2/18/2025 Focus Partners Advisor Solutions LLC11,623$4.22M0.1%+43.9%0.002%
2/18/2025 First Heartland Consultants Inc.3,258$1.18M0.1%-2.4%0.001%
2/18/2025 Continuum Advisory LLC1,443$523K0.1%+24.2%0.000%
2/18/2025 Glen Eagle Advisors LLC6,799$2.47M0.4%+7.1%0.001%
2/18/2025 Mpwm Advisory Solutions LLC99$36K0.0%N/A0.000%
2/18/2025 Principal Street Partners LLC784$284K0.1%+7.8%0.000%
2/18/2025 Kinloch Capital LLC10,597$3.84M1.9%+2.5%0.002%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,940,391$1.43B0.3%+8.6%0.816%
2/17/2025 USS Investment Management Ltd79,708$28.93M0.2%-10.8%0.017%
2/17/2025 Voloridge Investment Management LLC20,803$7.55M0.0%N/A0.004%
(Data available from 1/1/2016 forward)

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CAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CAT shares?

During the previous two years, 3,123 institutional investors and hedge funds held shares of Caterpillar. The most heavily invested institutionals were Vanguard Group Inc. ($16.98B), State Street Corp ($14.23B), BlackRock Inc. ($8.34B), Capital World Investors ($5.95B), Geode Capital Management LLC ($3.79B), Fisher Asset Management LLC ($3.29B), and Northern Trust Corp ($2.48B).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 2,640 institutional investors that purchased Caterpillar stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($11.64M), Bank Julius Baer & Co. Ltd Zurich ($9.23M), Gateway Advisory LLC ($4.02M), International Assets Investment Management LLC ($3.62M), FMR LLC ($1.81M), Altshuler Shaham Ltd ($1.46M), and Capital Wealth Planning LLC ($1.43M).

How much institutional buying is happening at Caterpillar?

Institutional investors have bought a total of 78,230,102 shares in the last 24 months. This purchase volume represents approximately $23.42B in transactions.

Which Caterpillar major shareholders have been selling company stock?

Of the 1,965 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), International Assets Investment Management LLC ($2.14M), Altshuler Shaham Ltd ($2.05M), Capital World Investors ($1.94M), Private Advisor Group LLC ($1.55M), Bank of New York Mellon Corp ($1.43M), and Capital International Investors ($1.28M).

How much institutional selling is happening at Caterpillar?

Institutional investors have sold a total of 70,774,165 shares in the last 24 months. This volume of shares sold represents approximately $20.04B in transactions.


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This page (NYSE:CAT) was last updated on 3/23/2025 by MarketBeat.com Staff
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