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Caterpillar (CAT) Institutional Ownership

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$391.54 -6.32 (-1.59%)
Closing price 07/7/2025 03:59 PM Eastern
Extended Trading
$391.75 +0.21 (+0.05%)
As of 09:19 AM 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)
1995
Total
Institutional Inflows
(last 12 months)
$13.02B
Number of
Institutional Sellers
(last 12 months)
1578
Total
Institutional Outflows
(last 12 months)
$7.08B
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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
7/8/2025GK Wealth Management LLC621$241K0.2%N/A0.000%
7/8/2025Gallacher Capital Management LLC534$207K0.1%-60.9%0.000%
7/8/2025Parallel Advisors LLC10,318$4.01M0.1%+0.9%0.002%
7/7/2025Wealth Alliance Advisory Group LLC6,084$2.36M0.4%+20.7%0.001%
7/7/2025Teamwork Financial Advisors LLC7,781$3.02M0.3%-35.8%0.002%
7/7/2025Fox Hill Wealth Management3,270$1.27M0.7%+3.5%0.001%
7/7/2025Capital Asset Advisory Services LLC9,871$3.86M0.2%-25.9%0.002%
7/7/2025Wesbanco Bank Inc.22,877$8.88M0.3%+6.5%0.005%
7/7/2025Whitaker Myers Wealth Managers LTD.1,649$640K0.2%+16.3%0.000%
7/7/2025Modus Advisors LLC12,241$4.75M1.4%+1.4%0.003%
7/7/2025Roxbury Financial LLC3,280$1.27M1.2%-1.4%0.001%
7/7/2025Greenfield Savings Bank6,717$2.61M1.2%+1.1%0.001%
7/7/2025Bangor Savings Bank1,282$498K0.0%+2.8%0.000%
7/7/2025Thurston Springer Miller Herd & Titak Inc.1,216$472K0.1%+2.4%0.000%
7/7/2025Salem Investment Counselors Inc.50,581$19.64M0.6%+18.9%0.011%
7/7/2025Peterson Wealth Advisors LLC849$330K0.1%+11.7%0.000%
7/7/2025Centurion Wealth Management LLC1,883$731K0.2%+4.0%0.000%
7/7/2025Douglas Lane & Associates LLC3,710$1.44M0.0%-5.2%0.001%
7/7/2025TruWealth Advisors LLC27,214$10.57M0.6%+12.8%0.006%
7/7/2025RB Capital Management LLC9,961$3.87M0.9%+2.7%0.002%
7/7/2025RDA Financial Network555$215K0.1%-82.9%0.000%
7/3/2025 Collective Family Office LLC555$215K0.1%N/A0.000%
7/3/2025 McLean Asset Management Corp787$313K0.1%+4.4%0.000%
7/3/2025 Fiduciary Financial Group LLC1,913$748K0.1%+81.2%0.000%
7/2/2025 Norway Savings Bank4,573$1.78M0.9%+2.9%0.001%
7/2/2025 HBW Advisory Services LLC887$344K0.0%+10.7%0.000%
7/2/2025 Doliver Advisors LP2,196$853K0.2%+9.0%0.000%
7/2/2025 First Financial Bank Trust Division20,130$7.82M0.7%+0.5%0.004%
7/2/2025 Neville Rodie & Shaw Inc.17,679$6.86M0.5%-2.6%0.004%
7/2/2025 Central Pacific Bank Trust Division1,084$421K0.1%-8.1%0.000%
7/1/2025 Park National Corp OH7,454$2.89M0.1%-9.3%0.002%
7/1/2025 Harbor Investment Advisory LLC2,469$958K0.1%-5.8%0.001%
7/1/2025 First National Bank Sioux Falls5,653$2.20M0.8%-3.4%0.001%
7/1/2025 Stonebridge Capital Management Inc.11,872$4.61M1.8%-4.4%0.003%
6/26/2025AG2R LA Mondiale Gestion D Actifs17,876$6.22M0.4%N/A0.004%
6/23/2025Swedbank AB334,218$110.23M0.1%+18.7%0.071%
6/18/2025Voya Investment Management LLC300,786$99.20M0.1%+1.0%0.064%
6/17/2025Howe & Rusling Inc.20,468$6.75M0.6%-2.9%0.004%
6/16/2025Maple Capital Management Inc.881$291K0.0%+24.3%0.000%
6/16/2025Peterson Wealth Management1,749$577K0.4%+3.7%0.000%
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6/11/2025Kondo Wealth Advisors Inc.737$243K0.1%-17.3%0.000%
6/10/2025Compass Financial Services Inc94$31K0.0%+49.2%0.000%
6/6/2025eCIO Inc.176$58K0.0%N/A0.000%
6/4/2025 First Hawaiian Bank1,044$344K0.0%-64.7%0.000%
6/3/2025Inspire Investing LLC46,037$15.18M1.8%+6.7%0.010%
6/3/2025Invst LLC1,074$354K0.0%+62.0%0.000%
6/2/2025Hodges Capital Management Inc.12,801$4.22M0.4%-41.7%0.003%
6/2/2025Modern Wealth Management LLC10,217$3.37M0.1%+3.1%0.002%
5/28/2025Birmingham Capital Management Co. Inc. AL41,525$13.70M5.2%-6.1%0.009%
5/28/2025Strs Ohio133,006$43.87M0.2%N/A0.028%
5/28/2025Ellsworth Advisors LLC1,357$448K0.1%-91.9%0.000%
5/28/2025Wealth Management Associates Inc.1,287$424K0.2%-10.5%0.000%
5/28/2025Intrua Financial LLC805$265K0.0%-42.9%0.000%
5/27/2025Jacobi Capital Management LLC12,416$4.10M0.3%+1.2%0.003%
5/27/2025Advisors Capital Management LLC72,184$23.81M0.4%+2.3%0.015%
5/27/2025Iron Gate Global Advisors LLC4,488$1.48M0.2%+3.5%0.001%
5/22/2025Rollins Financial Advisors LLC7,440$2.45M0.4%+3.4%0.002%
5/21/2025Indiana Trust & Investment Management Co7,454$2.46M0.9%+2.1%0.002%
5/21/2025MBL Wealth LLC1,979$653K0.1%+4.9%0.000%
5/21/2025McAdam LLC1,843$608K0.0%-9.3%0.000%
5/21/2025Acadian Asset Management LLC41,743$13.76M0.0%+218.8%0.009%
5/21/2025Geneos Wealth Management Inc.15,684$5.17M0.2%+4.8%0.003%
5/21/2025IFM Investors Pty Ltd91,180$30.07M0.3%-0.5%0.019%
5/20/2025Acorns Advisers LLC1,009$333K0.0%+26.6%0.000%
5/20/2025Belpointe Asset Management LLC2,227$735K0.0%-39.5%0.000%
5/20/2025Jupiter Wealth Management LLC808$285K0.2%-35.8%0.000%
5/20/2025Intech Investment Management LLC158,689$52.34M0.5%-31.3%0.034%
5/20/2025Focus Partners Wealth291,012$95.98M0.2%+10.3%0.062%
5/20/2025Flaharty Asset Management LLC4,342$1.43M0.2%-5.5%0.001%
5/20/2025Integrity Alliance LLC.20,181$6.66M0.3%+1,225.1%0.004%
5/20/2025Ransom Advisory Ltd1,295$427K0.2%N/A0.000%
5/20/2025Anchor Investment Management LLC12,872$4.25M0.4%-7.1%0.003%
5/20/2025Glenview Trust co68,462$22.58M0.4%-2.8%0.015%
5/20/2025Plato Investment Management Ltd12,929$4.31M0.4%-11.4%0.003%
5/20/2025Security National Bank of Sioux City Iowa IA864$285K0.2%-4.4%0.000%
5/19/2025SageView Advisory Group LLC1,379$455K0.0%+8.1%0.000%
5/19/2025Advisory Alpha LLC5,052$1.67M0.1%+1.2%0.001%
5/19/2025Alaethes Wealth LLC5,638$1.86M0.7%+2.5%0.001%
5/19/2025SCS Capital Management LLC5,445$1.80M0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC4,204,445$1.39B0.4%+6.7%0.893%
5/19/2025Palogic Value Management L.P.1,015$335K0.1%+6.1%0.000%
5/16/2025Wilson & Boucher Capital Management LLC6,031$1.99M1.5%-2.0%0.001%
5/16/2025Woodline Partners LP40,378$13.32M0.1%+39.3%0.009%
5/16/2025Zimmer Partners LP67,950$22.41M0.4%+125.6%0.014%
5/16/2025Prostatis Group LLC1,028$339K0.1%-19.6%0.000%
5/16/2025McIlrath & Eck LLC650$215K0.0%-32.4%0.000%
5/16/2025Empowered Funds LLC57,497$18.96M0.3%+97.0%0.012%
5/16/2025Logan Capital Management Inc.23,656$7.80M0.4%-1.1%0.005%
5/16/2025MBB Public Markets I LLC937$309K0.0%N/A0.000%
5/16/2025Faithward Advisors LLC12,626$4.16M0.7%-2.0%0.003%
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5/16/2025Ascent Group LLC4,467$1.47M0.1%+172.5%0.001%
5/16/2025Meiji Yasuda Life Insurance Co2,894$954K0.0%-44.9%0.001%
5/16/2025RNC Capital Management LLC4,280$1.41M0.1%+83.5%0.001%
5/16/2025Meiji Yasuda Asset Management Co Ltd.27,159$8.96M0.4%-23.6%0.006%
5/16/2025Arete Wealth Advisors LLC9,063$2.99M0.2%+26.8%0.002%
5/16/2025Great Lakes Advisors LLC293,456$96.78M0.9%-2.5%0.062%
5/16/2025Caxton Associates LLP1,465$483K0.0%N/A0.000%
5/16/2025Signature Estate & Investment Advisors LLC1,680$554K0.0%+2.7%0.000%
5/16/2025Voleon Capital Management LP 3,685$1.22M0.1%N/A0.001%
5/16/2025Challenger Wealth Management1,600$528K0.4%+60.0%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, 3,165 institutional investors and hedge funds held shares of Caterpillar. The most heavily invested institutionals were Vanguard Group Inc. ($15.24B), State Street Corp ($14.23B), BlackRock Inc. ($8.34B), Capital World Investors ($5.95B), State Farm Mutual Automobile Insurance Co. ($5.83B), Geode Capital Management LLC ($3.79B), and Fisher Asset Management LLC ($3.29B).Learn more on Caterpillar's institutional investors.

What percentage of Caterpillar's stock is owned by institutional investors?

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

Which institutional investors have been buying Caterpillar's stock?

Of the 2,685 institutional investors that purchased Caterpillar's 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 ($9.22M), GAMMA Investing LLC ($3.73M), International Assets Investment Management LLC ($3.62M), Capital Wealth Planning LLC ($1.43M), Altshuler Shaham Ltd ($1.40M), and Pacer Advisors Inc. ($1.38M).

How much institutional buying is happening at Caterpillar?

Institutional investors have bought a total of 36,663,312 shares in the last 24 months. This purchase volume represents approximately $13.02B in transactions.

Which of Caterpillar's major shareholders have been selling company stock?

Of the 1,577 institutional investors that sold Caterpillar's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($2.13M), Capital World Investors ($1.09M), Legal & General Group Plc ($900.22K), Ameriprise Financial Inc. ($650.33K), Diamond Hill Capital Management Inc. ($648.87K), Amundi ($611.22K), and FMR LLC ($594.24K).

How much institutional selling is happening at Caterpillar?

Institutional investors have sold a total of 20,069,351 shares in the last 24 months. This volume of shares sold represents approximately $7.08B in transactions.


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This page (NYSE:CAT) was last updated on 7/8/2025 by MarketBeat.com Staff
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