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Caterpillar (CAT) Institutional Ownership

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$386.03 +5.48 (+1.44%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value 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)
1588
Total
Institutional Inflows
(last 12 months)
$8.43B
Number of
Institutional Sellers
(last 12 months)
1313
Total
Institutional Outflows
(last 12 months)
$6.34B
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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
1/17/2025New Century Financial Group LLC2,147$781K0.3%+3.4%0.000%
1/17/2025Key Client Fiduciary Advisors LLC939$341K0.2%+4.8%0.000%
1/17/2025Veracity Capital LLC2,536$920K0.3%+4.5%0.001%
1/17/2025Secure Asset Management LLC1,040$377K0.1%-22.3%0.000%
1/17/2025Red Door Wealth Management LLC2,043$741K0.1%+3.2%0.000%
1/17/2025IVC Wealth Advisors LLC3,985$1.45M0.8%-8.7%0.001%
1/17/2025Inspire Investing LLC43,164$15.66M1.8%-2.5%0.009%
1/17/2025Baron Silver Stevens Financial Advisors LLC773$280K0.0%N/A0.000%
1/17/2025Avior Wealth Management LLC2,681$973K0.0%-4.0%0.001%
1/17/2025Beacon Investment Advisory Services Inc.22,520$8.17M0.4%+6.8%0.005%
1/17/2025Bill Few Associates Inc.2,104$763K0.3%-14.5%0.000%
1/17/2025Peterson Wealth Advisors LLC792$288K0.1%-21.4%0.000%
1/17/2025MinichMacGregor Wealth Management LLC1,327$481K0.1%+8.2%0.000%
1/17/2025Raleigh Capital Management Inc.3,191$1.16M0.4%-8.6%0.001%
1/17/2025Adirondack Trust Co.8,087$2.93M1.1%-1.8%0.002%
1/17/2025Mustard Seed Financial LLC1,592$578K0.5%-15.6%0.000%
1/17/2025Mutual Advisors LLC17,600$6.70M0.2%-6.9%0.004%
1/17/2025Traynor Capital Management Inc.13,260$4.81M0.3%+17.6%0.003%
1/17/2025Wesbanco Bank Inc.22,065$8.00M0.3%-1.6%0.005%
1/17/2025Hudson Capital Management LLC10,895$3.95M1.2%+0.6%0.002%
1/17/2025Janney Montgomery Scott LLC253,537$91.97M0.3%-2.8%0.053%
1/17/2025Baker Ellis Asset Management LLC1,597$579K0.1%-5.9%0.000%
1/17/2025Paradiem LLC30,839$11.19M3.0%-1.4%0.006%
1/17/2025Kelleher Financial Advisors1,047$380K0.1%-13.8%0.000%
1/17/2025Janney Capital Management LLC40,953$14.86M1.0%-1.6%0.008%
1/17/2025Magnus Financial Group LLC3,652$1.33M0.1%+15.7%0.001%
1/17/2025Daymark Wealth Partners LLC128,418$46.59M1.6%+0.0%0.027%
1/17/2025Albion Financial Group UT100$36K0.0%+334.8%0.000%
1/17/2025Global Trust Asset Management LLC9,090$3.30M1.3%-3.3%0.002%
1/17/2025Advisory Alpha LLC4,990$1.81M0.1%+3.4%0.001%
1/17/2025Dakota Wealth Management38,581$14.00M0.3%+0.6%0.008%
1/17/2025Eads & Heald Wealth Management6,442$2.34M1.1%+5.0%0.001%
1/17/2025XML Financial LLC4,301$1.56M0.1%+7.7%0.001%
1/17/2025Nisa Investment Advisors LLC163,132$59.18M0.2%-1.2%0.034%
1/17/2025Traphagen Investment Advisors LLC3,104$1.13M0.1%-3.9%0.001%
1/17/2025Simon Quick Advisors LLC2,123$770K0.0%+25.5%0.000%
1/17/2025Beaumont Financial Advisors LLC1,979$718K0.1%+13.9%0.000%
1/17/2025Mirabaud & Cie SA4,706$1.71M0.5%+3.4%0.001%
1/17/2025Aspire Private Capital LLC3,266$1.19M0.3%+1.2%0.001%
1/17/2025Fort Washington Investment Advisors Inc. OH166,724$60.48M0.4%+9.4%0.035%
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1/17/2025Mogy Joel R Investment Counsel Inc.1,200$435K0.0%-8.0%0.000%
1/17/2025Atomi Financial Group Inc.23,193$8.41M0.4%+3.9%0.005%
1/17/2025Transform Wealth LLC18,743$6.80M0.4%+44.1%0.004%
1/17/2025Chesley Taft & Associates LLC1,306$474K0.0%+2.8%0.000%
1/17/2025Alpha Cubed Investments LLC125,141$45.40M2.1%+7.4%0.026%
1/17/2025Clear Harbor Asset Management LLC42,123$15.28M1.2%+0.7%0.009%
1/17/2025Segment Wealth Management LLC40,716$14.77M1.0%+0.2%0.008%
1/16/2025First United Bank & Trust950$345K0.1%-3.4%0.000%
1/16/2025Lmcg Investments LLC31,178$11.31M0.7%-2.3%0.006%
1/16/2025Kiley Juergens Wealth Management LLC18,410$6.68M1.7%-1.0%0.004%
1/16/2025Aspiriant LLC2,468$895K0.0%-2.1%0.001%
1/16/2025Crossmark Global Holdings Inc.46,550$16.89M0.3%-2.1%0.010%
1/16/2025Chesapeake Wealth Management2,567$931K0.3%+3.5%0.001%
1/16/2025Reliant Investment Management LLC13,875$5.03M2.2%+3.9%0.003%
1/16/2025Ballentine Partners LLC8,486$3.08M0.1%+1.5%0.002%
1/16/2025Atwood & Palmer Inc.2,565$930K0.1%-23.2%0.001%
1/16/2025Martel Wealth Advisors Inc3,000$1.09M0.2%N/A0.001%
1/16/2025Culbertson A N & Co. Inc.41,760$15.15M2.4%+0.9%0.009%
1/16/2025Pure Financial Advisors LLC10,699$3.88M0.1%+4.3%0.002%
1/16/2025Tudor Financial Inc.2,878$1.04M0.6%+31.8%0.001%
1/16/2025Addenda Capital Inc.26,158$9.49M0.4%-0.3%0.005%
1/16/2025New Hampshire Trust12,048$4.37M0.9%+2.1%0.002%
1/16/2025Koshinski Asset Management Inc.19,585$7.11M0.0%-1.0%0.004%
1/16/2025Central Bank & Trust Co.23,549$8.54M1.3%-6.6%0.005%
1/16/2025Hoese & Co LLP157$57K0.0%N/A0.000%
1/16/2025LaFleur & Godfrey LLC50,785$18.42M2.5%-0.9%0.011%
1/16/2025Union Savings Bank1,657$601K0.3%-2.9%0.000%
1/16/2025Cove Private Wealth LLC1,410$511K0.3%N/A0.000%
1/16/2025Mitchell Mcleod Pugh & Williams Inc.9,477$3.44M0.7%-7.7%0.002%
1/16/2025Zhang Financial LLC9,158$3.32M0.2%+8.7%0.002%
1/16/2025MassMutual Private Wealth & Trust FSB56,875$20.63M0.6%+1.0%0.012%
1/16/2025Corundum Group Inc.5,592$2.03M0.8%+70.6%0.001%
1/16/2025Purus Wealth Management LLC1,084$393K0.2%+12.2%0.000%
1/16/2025Penn Davis Mcfarland Inc.1,600$580K0.1%N/A0.000%
1/16/2025FLC Capital Advisors6,267$2.27M0.5%-14.1%0.001%
1/16/2025Uncommon Cents Investing LLC3,010$1.09M0.3%-2.1%0.001%
1/16/2025Bremer Bank National Association717$260K0.1%-27.2%0.000%
1/16/2025UMB Bank n.a.54,899$19.92M0.3%-5.5%0.011%
1/16/2025Wealth Management Partners LLC3,007$1.09M0.5%-11.3%0.001%
1/16/2025Community Bank of Raymore19,111$6.93M5.5%-18.2%0.004%
1/16/2025M.E. Allison & CO. Inc.843$306K0.3%N/A0.000%
1/16/2025Consolidated Capital Management LLC9,620$3.49M1.5%-1.9%0.002%
1/16/2025Trueblood Wealth Management LLC6,753$2.45M1.2%+3.1%0.001%
1/16/2025Mechanics Bank Trust Department2,373$861K0.1%+3.5%0.000%
1/16/2025Diversify Advisory Services LLC2,543$893K0.0%-14.7%0.001%
1/16/2025Pine Haven Investment Counsel Inc2,511$911K0.7%-4.9%0.001%
1/16/2025Diversify Wealth Management LLC1,992$699K0.1%+36.7%0.000%
1/16/2025Guardian Investment Management4,987$1.81M1.2%-5.7%0.001%
1/16/2025LVW Advisors LLC2,265$822K0.1%-13.4%0.000%
1/16/2025City Holding Co.21,566$7.82M1.1%-2.9%0.004%
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1/16/2025Ellsworth Advisors LLC16,686$6.05M1.6%-5.3%0.003%
1/16/2025Hall Laurie J Trustee2,780$1.01M0.3%-15.2%0.001%
1/16/2025Client 1ST Advisory Group LLC559$203K0.1%N/A0.000%
1/16/2025Grove Bank & Trust1,386$503K0.1%-6.5%0.000%
1/16/2025Brady Martz Wealth Solutions LLC633$235K0.1%N/A0.000%
1/16/2025Cambridge Advisors Inc.9,364$3.40M0.8%-0.6%0.002%
1/16/2025Murphy Middleton Hinkle & Parker Inc.7,324$2.66M1.5%-5.9%0.002%
1/16/2025Steigerwald Gordon & Koch Inc.3,407$1.24M0.1%-3.4%0.001%
1/16/2025Arbor Trust Wealth Advisors LLC6,526$2.37M1.1%-2.9%0.001%
1/16/2025Liberty One Investment Management LLC13,264$4.81M0.5%+3.7%0.003%
(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, 2,853 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), BlackRock Inc. ($8.34B), Geode Capital Management LLC ($3.99B), Fisher Asset Management LLC ($3.50B), and Northern Trust Corp ($1.97B).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 2,399 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 68,496,490 shares in the last 24 months. This purchase volume represents approximately $18.97B in transactions.

Which Caterpillar major shareholders have been selling company stock?

Of the 1,868 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), International Assets Investment Management LLC ($2.14M), Private Advisor Group LLC ($1.55M), Bank of New York Mellon Corp ($1.38M), Capital International Investors ($1.28M), and Winslow Capital Management LLC ($1.12M).

How much institutional selling is happening at Caterpillar?

Institutional investors have sold a total of 68,903,022 shares in the last 24 months. This volume of shares sold represents approximately $18.76B in transactions.


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This page (NYSE:CAT) was last updated on 1/20/2025 by MarketBeat.com Staff
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