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Caterpillar (CAT) Institutional Ownership

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$343.38
+5.38 (+1.59%)
(As of 04/26/2024 ET)
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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)
1696
Total
Institutional Inflows
(last 12 months)
$12.56B
Number of
Institutional Sellers
(last 12 months)
1331
Total
Institutional Outflows
(last 12 months)
$13.30B
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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
4/27/2024 Weatherly Asset Management L. P.6,836$2.51M0.2%-1.9%0.001%
4/27/2024Vigilare Wealth Management650$238K0.1%N/A0.000%
4/27/2024Hourglass Capital LLC942$345K0.1%-5.0%0.000%
4/27/2024Conning Inc.118,580$43.37M1.4%-11.4%0.024%
4/27/2024Finer Wealth Management Inc.10,170$3.73M2.4%+4.0%0.002%
4/27/2024K.J. Harrison & Partners Inc4,044$1.48M0.2%+1.1%0.001%
4/27/2024BayBridge Capital Group LLC1,414$506K0.4%N/A0.000%
4/26/2024Pinnacle Associates Ltd.95,865$35.13M0.6%-0.1%0.019%
4/26/2024Trueblood Wealth Management LLC6,622$2.43M1.4%-2.1%0.001%
4/26/2024Securian Asset Management Inc.29,985$10.99M0.3%-7.3%0.006%
4/26/2024Aspen Investment Management Inc3,228$1.18M0.6%-7.2%0.001%
4/26/2024McGuire Investment Group LLC22,475$8.24M1.2%+1.2%0.005%
4/26/2024BLB&B Advisors LLC11,379$4.17M0.2%-2.1%0.002%
4/26/2024Planned Solutions Inc.659$241K0.1%+15.4%0.000%
4/26/2024Acorn Wealth Advisors LLC4,264$1.56M0.8%+7.6%0.001%
4/26/2024UMB Bank n.a.63,097$23.12M0.4%-5.3%0.013%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC2,400$811K0.3%-4.0%0.000%
4/26/2024Advisors Management Group Inc. ADV5,548$2.03M0.5%-1.2%0.001%
4/26/2024Narwhal Capital Management26,650$9.77M1.0%+17.3%0.005%
4/26/2024MBA Advisors LLC1,658$608K0.3%-6.7%0.000%
4/26/2024Highview Capital Management LLC DE 1,020$374K0.2%-19.0%0.000%
4/26/2024GUNN & Co INVESTMENT MANAGEMENT INC.570$209K0.2%-59.2%0.000%
4/26/2024Northwest Bancshares Inc.1,438$527K0.1%+12.2%0.000%
4/26/2024Yousif Capital Management LLC102,663$37.62M0.4%-2.9%0.021%
4/26/2024SlateStone Wealth LLC36,949$13.54M1.4%+68.5%0.007%
4/26/2024ZWJ Investment Counsel Inc.4,043$1.48M0.1%+1.5%0.001%
4/26/2024First National Trust Co42,204$15.47M0.6%+31.3%0.008%
4/26/2024McKinley Carter Wealth Services Inc.9,441$3.46M0.2%-1.9%0.002%
4/26/2024Clear Creek Financial Management LLC1,160$425K0.1%+67.1%0.000%
4/26/2024Members Trust Co12,268$4.50M0.1%-16.1%0.002%
4/26/2024Sumitomo Life Insurance Co.8,020$2.94M0.1%-3.7%0.002%
4/26/2024 Mesirow Financial Investment Management Inc.98,527$36.10M0.8%N/A0.020%
4/26/2024Patrick M Sweeney & Associates Inc.3,693$1.35M1.1%+2.4%0.001%
4/26/2024KG&L Capital Management LLC1,339$481K0.2%-59.0%0.000%
4/26/2024Verdence Capital Advisors LLC7,027$2.58M0.2%-7.0%0.001%
4/26/2024Claris Advisors LLC MO2,410$883K0.4%+4.1%0.000%
4/26/2024Checchi Capital Advisers LLC6,223$2.28M0.2%+1.4%0.001%
4/26/2024Latitude Advisors LLC2,048$750K0.5%+6.5%0.000%
4/26/2024Tritonpoint Wealth LLC10,696$3.92M0.4%-14.7%0.002%
4/26/2024Meridian Wealth Management LLC37,201$13.63M2.3%+7.3%0.007%
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4/26/2024Bogart Wealth LLC40,140$14.71M0.7%-11.1%0.008%
4/25/2024Q3 Asset Management843$310K0.1%N/A0.000%
4/25/2024Lindbrook Capital LLC5,736$2.10M0.2%+3.5%0.001%
4/25/2024New York State Teachers Retirement System524,824$192.31M0.4%-2.9%0.105%
4/25/2024Lodestar Private Asset Management LLC927$340K0.0%+11.7%0.000%
4/25/2024Human Investing LLC574$210K0.0%N/A0.000%
4/25/2024Center for Financial Planning Inc.350$128K0.0%+40.0%0.000%
4/25/2024Bank of New York Mellon Corp3,614,141$1.32B0.3%-4.4%0.724%
4/25/2024Borer Denton & Associates Inc.890$326K0.1%+9.6%0.000%
4/25/2024Kinneret Advisory LLC16,524$6.06M0.6%-0.3%0.003%
4/25/2024Bridges Investment Management Inc.2,535$929K0.0%-44.1%0.001%
4/25/2024Osborne Partners Capital Management LLC6,132$2.25M0.1%-1.0%0.001%
4/25/2024Equitable Trust Co.15,575$5.71M0.4%+4.1%0.003%
4/25/2024Schnieders Capital Management LLC10,259$3.76M0.8%+2.5%0.002%
4/25/2024Smith Chas P & Associates PA Cpas1,467$538K0.0%+5.0%0.000%
4/25/2024BCM Advisors LLC7,070$2.57M0.7%+1.0%0.001%
4/25/2024Advocate Group LLC17,519$6.42M1.3%-0.7%0.004%
4/25/2024Capital Investment Advisory Services LLC4,773$1.75M0.2%+19.0%0.001%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 248,905$91.21M0.3%+14.8%0.050%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund114,346$41.90M0.5%-1.8%0.023%
4/25/2024Investment Advisory Services Inc. TX ADV1,438$527K0.2%+10.9%0.000%
4/25/2024Aaron Wealth Advisors LLC4,721$1.73M0.2%+6.2%0.001%
4/25/2024Eudaimonia Partners LLC3,180$1.17M0.3%-2.2%0.001%
4/25/2024 Valeo Financial Advisors LLC20,824$7.57M0.2%+2.4%0.004%
4/25/2024Eudaimonia Advisors LLC1,279$469K0.2%+4.6%0.000%
4/25/2024WestHill Financial Advisors Inc.1,386$508K0.1%-2.3%0.000%
4/25/2024Olistico Wealth LLC1,430$524K0.4%-32.9%0.000%
4/25/2024Telos Capital Management Inc.3,405$1.25M0.1%-1.6%0.001%
4/25/2024Argus Investors Counsel Inc.4,355$1.60M1.0%-34.0%0.001%
4/25/2024Cascade Investment Advisors Inc.6,850$2.51M1.6%-2.3%0.001%
4/25/2024 Summit Financial LLC11,086$4.06M0.2%+1.1%0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.188,801$69.18M0.3%+26.7%0.038%
4/24/2024 Private Trust Co. NA10,695$3.92M0.4%+0.3%0.002%
4/24/2024 Leavell Investment Management Inc.11,753$4.31M0.2%+0.4%0.002%
4/24/2024 PSI Advisors LLC2,216$812K0.3%-16.8%0.000%
4/24/2024 Patton Albertson Miller Group LLC2,244$822K0.1%-8.2%0.000%
4/24/2024 Zhang Financial LLC8,019$2.94M0.2%+21.6%0.002%
4/24/2024 Wolff Financial Management LLC5,065$1.86M0.5%-0.9%0.001%
4/24/2024 Family Legacy Inc.17,920$6.57M2.4%-7.6%0.004%
4/24/2024 CENTRAL TRUST Co43,036$15.77M0.4%-1.4%0.009%
4/24/2024 V Square Quantitative Management LLC8,464$3.10M0.5%+33.9%0.002%
4/24/2024 1900 Wealth Management LLC3,506$1.29M0.1%-5.1%0.001%
4/24/2024 Diamant Asset Management Inc.4,858$1.78M1.2%-1.6%0.001%
4/24/2024 Berkshire Bank8,392$3.08M0.8%-6.1%0.002%
4/24/2024 Newbridge Financial Services Group Inc.2,250$825K0.4%+15.9%0.000%
4/24/2024 Pegasus Partners Ltd.554$203K0.0%N/A0.000%
4/24/2024 Premier Path Wealth Partners LLC2,412$884K0.2%+16.5%0.000%
4/24/2024 Trinity Legacy Partners LLC17,428$6.39M1.9%-4.9%0.003%
4/24/2024 Zullo Investment Group Inc.1,898$696K0.3%+3.2%0.000%
4/24/2024 Hartford Financial Management Inc.22,923$8.40M1.8%-1.6%0.005%
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4/24/2024 Dakota Wealth Management60,792$22.28M0.6%+13.6%0.012%
4/24/2024 SOL Capital Management CO5,152$1.89M0.2%-0.6%0.001%
4/24/2024 Smith Anglin Financial LLC1,902$697K0.1%+4.3%0.000%
4/24/2024 Simplicity Wealth LLC19,827$7.27M0.2%N/A0.004%
4/24/2024 NBT Bank N A NY46,289$16.96M1.2%-2.4%0.009%
4/24/2024 Wells Trecaso Financial Group LLC15,835$5.80M2.0%+5.0%0.003%
4/24/2024 Childress Capital Advisors LLC1,025$376K0.1%-6.3%0.000%
4/24/2024 Avitas Wealth Management LLC9,263$3.39M0.5%+1.5%0.002%
4/24/2024 Spire Wealth Management13,980$5.12M0.2%+1.9%0.003%
4/24/2024 Essex Financial Services Inc.12,148$4.45M0.4%+6.2%0.002%
(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, 2,699 institutional investors and hedge funds held shares of Caterpillar. The most heavily invested institutionals were Vanguard Group Inc. ($14.30B), State Street Corp ($9.59B), Capital World Investors ($8.58B), BlackRock Inc. ($8.34B), Fisher Asset Management LLC ($2.41B), Geode Capital Management LLC ($2.34B), 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 2,359 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 ($9.16M), Capital World Investors ($6.98M), Norges Bank ($5.62M), Gateway Advisory LLC ($4.03M), International Assets Investment Management LLC ($2.16M), Altshuler Shaham Ltd ($2.03M), and FMR LLC ($1.82M).

How much institutional buying is happening at Caterpillar?

Institutional investors have bought a total of 79,686,595 shares in the last 24 months. This purchase volume represents approximately $19.37B in transactions.

Which Caterpillar major shareholders have been selling company stock?

Of the 1,746 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 ($28.17M), Altshuler Shaham Ltd ($3.81M), Invesco Ltd. ($1.80M), Private Advisor Group LLC ($1.56M), Price T Rowe Associates Inc. MD ($1.56M), Bank of New York Mellon Corp ($1.36M), and Capital International Investors ($1.28M).

How much institutional selling is happening at Caterpillar?

Institutional investors have sold a total of 75,885,847 shares in the last 24 months. This volume of shares sold represents approximately $18.20B in transactions.


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This page (NYSE:CAT) was last updated on 4/28/2024 by MarketBeat.com Staff

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