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Caterpillar (CAT) Institutional Ownership

Caterpillar logo
$298.07 +4.62 (+1.57%)
As of 04/14/2025 03:58 PM Eastern
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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)
1881
Total
Institutional Inflows
(last 12 months)
$11.96B
Number of
Institutional Sellers
(last 12 months)
1450
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
4/14/2025Harbor Capital Advisors Inc.7,737$2.55M0.1%-28.6%0.002%
4/14/2025Yousif Capital Management LLC86,180$28.42M0.3%-6.8%0.018%
4/14/2025Octavia Wealth Advisors LLC774$255K0.0%+21.3%0.000%
4/14/2025Bruce G. Allen Investments LLC271$89K0.1%-27.7%0.000%
4/14/2025Midland Wealth Advisors LLC4,173$1.38M0.1%-1.6%0.001%
4/14/2025Pallas Capital Advisors LLC16,382$5.40M0.2%+2.9%0.003%
4/14/2025Cetera Trust Company N.A2,198$725K0.5%+512.3%0.000%
4/14/2025Farther Finance Advisors LLC11,843$3.92M0.1%+41.6%0.002%
4/14/2025City Holding Co.21,689$7.15M1.0%+0.6%0.005%
4/14/2025CHICAGO TRUST Co NA965$318K0.1%-46.1%0.000%
4/14/2025Range Financial Group LLC1,387$457K0.2%-36.1%0.000%
4/14/2025 Portside Wealth Group LLC4,239$1.40M0.2%-6.9%0.001%
4/14/2025NewSquare Capital LLC235$78K0.0%-98.7%0.000%
4/14/2025Toth Financial Advisory Corp2,672$881K0.1%-3.0%0.001%
4/14/2025Courier Capital LLC4,262$1.41M0.1%-1.7%0.001%
4/14/2025Wesbanco Bank Inc.21,478$7.08M0.2%-2.7%0.004%
4/14/2025First Citizens Bank & Trust Co.3,660$1.21M0.0%-9.9%0.001%
4/14/2025Abacus Planning Group Inc.3,343$1.10M0.2%+15.4%0.001%
4/14/2025Capital Investment Advisors LLC38,078$12.56M0.2%-0.6%0.008%
4/14/2025Hickory Point Bank & Trust2,700$890K0.8%+1.7%0.001%
4/14/2025Tilia Fiduciary Partners Inc.673$222K0.1%-5.3%0.000%
4/14/2025Central Bank & Trust Co.21,449$7.07M1.2%-8.9%0.004%
4/14/2025Meridian Financial Partners LLC1,194$394K0.2%+20.1%0.000%
4/14/2025Disciplined Equity Management Inc.2,500$824K0.6%-1.6%0.001%
4/14/2025Wedge Capital Management L L P NC917$302K0.0%+4.8%0.000%
4/14/2025Park Avenue Securities LLC24,490$8.08M0.1%+8.7%0.005%
4/14/2025OLD National Bancorp IN10,678$3.52M0.1%-11.6%0.002%
4/14/2025SOA Wealth Advisors LLC.315$104K0.0%+35.2%0.000%
4/14/2025Kennebec Savings Bank2,852$941K1.0%+4.7%0.001%
4/14/2025KMG Fiduciary Partners LLC8,884$2.93M0.2%+117.2%0.002%
4/14/2025Beach Investment Counsel Inc. PA1,473$486K0.1%-3.9%0.000%
4/14/2025ARS Wealth Advisors Group LLC5,574$1.84M0.3%-2.9%0.001%
4/14/2025Miracle Mile Advisors LLC22,562$7.44M0.1%-1.4%0.005%
4/14/2025RDA Financial Network3,245$1.07M0.3%+10.1%0.001%
4/14/2025Patriot Financial Group Insurance Agency LLC1,909$630K0.1%-3.3%0.000%
4/14/2025Whitaker Myers Wealth Managers LTD.1,418$468K0.1%N/A0.000%
4/14/2025Wedmont Private Capital7,148$2.36M0.1%-2.5%0.001%
4/14/2025UMB Bank n.a.49,778$16.42M0.3%-9.3%0.010%
4/14/2025Orrstown Financial Services Inc.2,396$790K0.2%-4.8%0.001%
4/14/2025Sivia Capital Partners LLC1,151$380K0.2%+5.4%0.000%
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4/14/2025Sunflower Bank N.A.1,355$447K0.1%+6.6%0.000%
4/11/2025 Perkins Coie Trust Co5,894$1.94M0.4%-4.2%0.001%
4/11/2025 Gleason Group Inc.2,649$874K0.2%-13.2%0.001%
4/11/2025 Princeton Global Asset Management LLC420$139K0.0%-24.3%0.000%
4/11/2025 Reliant Investment Management LLC13,830$4.56M2.4%-0.3%0.003%
4/11/2025 AAFMAA Wealth Management & Trust LLC5,846$1.93M0.9%-13.2%0.001%
4/11/2025 Pine Haven Investment Counsel Inc2,426$800K0.7%-3.4%0.001%
4/11/2025 Gateway Investment Advisers LLC157,081$51.81M0.6%+0.2%0.033%
4/11/2025 Vanguard Capital Wealth Advisors3,548$1.17M1.4%+2.2%0.001%
4/11/2025 Stokes Capital Advisors LLC10,933$3.61M0.9%N/A0.002%
4/11/2025 Independence Bank of Kentucky2,172$716K0.1%+2.0%0.000%
4/11/2025 City State Bank4,513$1.49M0.5%-0.8%0.001%
4/11/2025 Congress Asset Management Co.54,371$17.93M0.1%-2.2%0.011%
4/11/2025 Impact Capital Partners LLC1,727$570K0.2%+4.4%0.000%
4/11/2025 First National Corp MA ADV1,394$460K0.1%+6.3%0.000%
4/11/2025 Constitution Capital LLC3,218$1.06M0.6%+38.8%0.001%
4/11/2025 Verum Partners LLC1,033$341K0.1%+19.3%0.000%
4/11/2025 Pines Wealth Management LLC1,533$506K0.2%+22.5%0.000%
4/11/2025 Sovereign Financial Group Inc.1,987$655K0.2%+10.5%0.000%
4/11/2025 Eagle Rock Investment Company LLC6,700$2.21M0.4%+13.1%0.001%
4/11/2025 Littlejohn Financial Services Inc.5,513$1.82M1.4%N/A0.001%
4/11/2025 SeaCrest Wealth Management LLC9,755$3.22M0.4%+1.3%0.002%
4/11/2025 Procyon Advisors LLC11,636$3.84M0.2%+1.5%0.002%
4/11/2025 Next Level Private LLC1,320$435K0.2%+3.9%0.000%
4/11/2025 Magnus Financial Group LLC3,392$1.12M0.1%-7.1%0.001%
4/11/2025 Intellectus Partners LLC5,712$1.88M0.5%-1.7%0.001%
4/11/2025 Insight Advisors LLC PA1,446$477K0.1%+2.6%0.000%
4/11/2025 Avity Investment Management Inc.1,425$470K0.0%+26.7%0.000%
4/11/2025 Hudson Capital Management LLC11,547$3.81M1.2%+6.0%0.002%
4/11/2025 Atwater Malick LLC42,740$14.10M4.8%+1.2%0.009%
4/11/2025 Curat Global LLC100$33K0.0%N/A0.000%
4/11/2025 Generali Investments Management Co LLC2,650$874K0.2%+9.2%0.001%
4/11/2025 Signal Advisors Wealth LLC4,249$1.40M0.1%-2.0%0.001%
4/11/2025 MRA Advisory Group1,383$456K0.2%-9.8%0.000%
4/11/2025 Foster Group Inc.1,318$435K0.0%+2.9%0.000%
4/11/2025 Vest Financial LLC141,770$46.76M0.7%-6.0%0.030%
4/11/2025 Annex Advisory Services LLC1,309$432K0.0%+31.8%0.000%
4/10/2025 Breakwater Capital Group1,840$607K0.1%+8.4%0.000%
4/10/2025 Retirement Planning Group LLC1,406$464K0.0%-11.0%0.000%
4/10/2025 Charles Schwab Trust Co4,994$1.65M0.1%-5.5%0.001%
4/10/2025 Chesley Taft & Associates LLC1,087$358K0.0%-16.8%0.000%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,187$392K0.1%+5.7%0.000%
4/10/2025 Steigerwald Gordon & Koch Inc.3,604$1.19M0.1%+5.8%0.001%
4/10/2025 Boltwood Capital Management8,195$2.70M0.8%-0.5%0.002%
4/10/2025 Lake Street Private Wealth LLC7,711$2.54M0.4%+7.4%0.002%
4/10/2025 Diligent Investors LLC4,325$1.43M0.3%-9.9%0.001%
4/10/2025 Lmcg Investments LLC28,047$9.25M0.6%-10.0%0.006%
4/10/2025 Wealth Management Partners LLC3,521$1.16M0.5%+17.1%0.001%
4/10/2025 Fermata Advisors LLC2,375$783K0.1%+29.7%0.000%
4/10/2025 Naples Global Advisors LLC10,257$3.38M0.3%+4.1%0.002%
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4/10/2025 LS Investment Advisors LLC38,009$12.54M1.9%+0.2%0.008%
4/10/2025 Columbia Asset Management15,976$5.27M1.0%-5.7%0.003%
4/10/2025 Grassi Investment Management66,904$22.07M2.0%-0.1%0.014%
4/10/2025 Beacon Financial Group1,284$423K0.0%+4.1%0.000%
4/10/2025 Portside Wealth Group LLC4,554$1.65M0.3%+20.0%0.001%
4/10/2025 TruWealth Advisors LLC24,135$7.96M0.5%+3.9%0.005%
4/10/2025 Wealth Alliance Advisory Group LLC5,042$1.66M0.3%+22.0%0.001%
4/10/2025 Veracity Capital LLC2,328$768K0.3%-8.2%0.000%
4/10/2025 Benin Management CORP3,165$1.04M0.3%+2.2%0.001%
4/10/2025 Greenfield Savings Bank6,646$2.19M1.1%+2.4%0.001%
(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, 3,113 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 2,632 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), GAMMA Investing LLC ($3.73M), International Assets Investment Management LLC ($3.62M), FMR LLC ($1.81M), and Altshuler Shaham Ltd ($1.46M).

How much institutional buying is happening at Caterpillar?

Institutional investors have bought a total of 81,067,082 shares in the last 24 months. This purchase volume represents approximately $24.46B in transactions.

Which Caterpillar major shareholders have been selling company stock?

Of the 1,963 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 70,552,309 shares in the last 24 months. This volume of shares sold represents approximately $20.00B in transactions.


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This page (NYSE:CAT) was last updated on 4/15/2025 by MarketBeat.com Staff
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