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Caterpillar (CAT) Institutional Ownership

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$348.84 -4.16 (-1.18%)
Closing price 02/20/2025 03:59 PM Eastern
Extended Trading
$351.04 +2.19 (+0.63%)
As of 02/20/2025 07:58 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)
1866
Total
Institutional Inflows
(last 12 months)
$10.69B
Number of
Institutional Sellers
(last 12 months)
1451
Total
Institutional Outflows
(last 12 months)
$6.70B
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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
2/20/2025Griffith & Werner Inc.854$310K0.2%N/A0.000%
2/20/2025Revisor Wealth Management LLC866$313K0.3%-28.3%0.000%
2/19/2025North Star Asset Management Inc.2,261$820K0.0%+82.9%0.000%
2/19/2025Wilson & Boucher Capital Management LLC6,156$2.23M1.6%-2.0%0.001%
2/19/2025Parr Mcknight Wealth Management Group LLC2,022$734K0.1%N/A0.000%
2/19/2025Public 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%
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%
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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%
2/17/2025 Worldquant Millennium Advisors LLC4,272$1.55M0.0%+19.6%0.001%
2/17/2025 Waverly Advisors LLC21,529$7.81M0.1%+48.0%0.004%
2/17/2025 Williams Jones Wealth Management LLC.17,139$6.22M0.1%-0.9%0.004%
2/17/2025 Woodline Partners LP28,994$10.52M0.1%N/A0.006%
2/17/2025 Zimmer Partners LP30,120$10.93M0.2%+50.6%0.006%
2/17/2025 Zurich Insurance Group Ltd FI154,835$56.17M0.5%-39.4%0.032%
2/17/2025 Victrix Investment Advisors5,761$2.09M1.5%N/A0.001%
2/17/2025 Vident Advisory LLC31,153$11.30M0.2%+14.0%0.006%
2/17/2025 Virtus Investment Advisers Inc.350$127K0.1%-42.6%0.000%
2/17/2025 Visionary Wealth Advisors2,612$948K0.1%-3.0%0.001%
2/17/2025 Vivaldi Capital Management LP17,336$6.84M1.0%+2,687.1%0.004%
2/17/2025 Westwood Holdings Group Inc.5,903$2.14M0.0%+1.0%0.001%
2/17/2025 Two Sigma Advisers LP700$254K0.0%-12.5%0.000%
2/17/2025 Two Sigma Investments LP1,900$689K0.0%-88.1%0.000%
2/17/2025 Temasek Holdings Private Ltd39,447$14.31M0.1%-27.6%0.008%
2/17/2025 Texas Bank & Trust Co638$231K0.1%N/A0.000%
2/17/2025 Tidal Investments LLC73,746$26.75M0.2%+172.6%0.015%
2/17/2025 TrinityPoint Wealth LLC1,537$558K0.1%+2.8%0.000%
2/17/2025 Trace Wealth Advisors LLC2,750$998K0.9%N/A0.001%
2/17/2025 State of Wyoming1,899$689K0.1%+263.1%0.000%
2/17/2025 Stonebrook Private Inc.1,054$382K0.1%+5.1%0.000%
2/17/2025 Strategic Global Advisors LLC25,251$9.16M1.7%+4.1%0.005%
2/17/2025 Strategic Wealth Partners Ltd.1,223$433K0.0%-2.3%0.000%
2/17/2025 Stuart Chaussee & Associates Inc.370$134K0.0%N/A0.000%
2/17/2025 Tema Etfs LLC13,328$4.84M2.0%N/A0.003%
2/17/2025 Toronto Dominion Bank205,366$74.50M0.1%+24.1%0.043%
2/17/2025 Studio Investment Management LLC14,790$5.37M1.1%-3.0%0.003%
2/17/2025 Sentinus LLC2,279$827K0.2%-21.7%0.000%
2/17/2025 Snowden Capital Advisors LLC16,525$6.00M0.2%-33.4%0.003%
2/17/2025 Siemens Fonds Invest GmbH2,626$953K0.0%-83.2%0.001%
2/17/2025 Shell Asset Management Co.8,467$3.07M0.1%+93.4%0.002%
2/17/2025 Sherbrooke Park Advisers LLC1,131$410K0.1%N/A0.000%
2/17/2025 Silvercrest Asset Management Group LLC55,906$20.28M0.1%+179.5%0.012%
2/17/2025 Rafferty Asset Management LLC45,547$16.52M0.1%+12.0%0.009%
2/17/2025 Raiffeisen Bank International AG8,927$3.24M0.0%N/A0.002%
2/17/2025 Polar Capital Holdings Plc31,325$11.36M0.1%N/A0.006%
2/17/2025 ProShare Advisors LLC702,300$254.77M0.6%+2.1%0.145%
2/17/2025 Prodigy Asset Management LLC1,000$363K0.3%N/A0.000%
2/17/2025 Quadcap Wealth Management LLC1,263$458K0.1%-51.1%0.000%
2/17/2025 Quantinno Capital Management LP96,152$34.88M0.3%+37.6%0.020%
2/17/2025 Pathstone Holdings LLC65,139$23.62M0.1%-1.6%0.013%
2/17/2025 Mufg Securities Americas Inc.7,128$2.59M0.3%N/A0.001%
2/17/2025 MainStreet Investment Advisors LLC28,528$10.35M1.5%-2.9%0.006%
2/17/2025 Malaga Cove Capital LLC14,679$5.33M2.1%-1.0%0.003%
2/17/2025 Nissay Asset Management Corp Japan ADV60,722$22.16M0.1%-1.8%0.013%
2/17/2025 Nomura Holdings Inc.57,350$20.80M0.0%+247.7%0.012%
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2/17/2025 Nan Shan Life Insurance Co. Ltd.27,093$9.83M0.2%-69.1%0.006%
2/17/2025 NorthRock Partners LLC10,062$3.65M0.1%+89.2%0.002%
2/17/2025 Northwest Quadrant Wealth Management LLC3,867$1.40M0.3%+2.8%0.001%
2/17/2025 Nuveen Asset Management LLC2,198,389$797.49M0.2%-6.4%0.455%
2/17/2025 Occudo Quantitative Strategies LP6,626$2.40M0.4%N/A0.001%
2/17/2025 OMERS ADMINISTRATION Corp30,107$10.92M0.1%-7.3%0.006%
2/17/2025 Obermeyer Wealth Partners665$241K0.0%-86.2%0.000%
2/17/2025 Obsidian Personal Planning Solutions LLC1,620$602K0.3%+4.7%0.000%
2/17/2025 McGowan Group Asset Management Inc.1,587$576K0.1%+16.4%0.000%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.71,822$26.05M0.1%+1.0%0.015%
(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, 3,103 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 2,623 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 78,664,249 shares in the last 24 months. This purchase volume represents approximately $23.48B in transactions.

Which Caterpillar major shareholders have been selling company stock?

Of the 1,964 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 70,981,957 shares in the last 24 months. This volume of shares sold represents approximately $20.09B in transactions.


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This page (NYSE:CAT) was last updated on 2/21/2025 by MarketBeat.com Staff
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