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Caterpillar (CAT) Institutional Ownership

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$416.43 -0.69 (-0.17%)
Closing price 08/8/2025 03:59 PM Eastern
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$418.24 +1.81 (+0.43%)
As of 09:06 AM 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)
2107
Total
Institutional Inflows
(last 12 months)
$16.22B
Number of
Institutional Sellers
(last 12 months)
1661
Total
Institutional Outflows
(last 12 months)
$7.27B
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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
8/8/2025 Summitry LLC21,160$8.21M0.4%+10.6%0.004%
8/8/2025 MTM Investment Management LLC251$97K0.0%N/A0.000%
8/8/2025 Rockefeller Capital Management L.P.281,111$109.13M0.3%-12.7%0.060%
8/8/2025 Alberta Investment Management Corp19,000$7.38M0.1%+54.5%0.004%
8/8/2025 Itau Unibanco Holding S.A.303$118K0.0%-10.1%0.000%
8/8/2025 Kingsview Wealth Management LLC11,159$4.33M0.1%+0.8%0.002%
8/8/2025 Cornerstone Advisors LLC46,000$17.86M0.6%+26.0%0.010%
8/8/2025 Citizens Financial Group Inc. RI29,146$11.32M0.2%+10.3%0.006%
8/8/2025 Avantax Advisory Services Inc.50,185$19.48M0.1%+2.2%0.011%
8/8/2025 Woodley Farra Manion Portfolio Management Inc.1,829$710K0.0%-4.8%0.000%
8/8/2025 Westwood Holdings Group Inc.6,807$2.64M0.0%+16.4%0.001%
8/8/2025 Intech Investment Management LLC107,304$41.66M0.4%-32.4%0.023%
8/8/2025 Paragon Capital Management LLC2,600$1.01M0.5%N/A0.001%
8/8/2025 MJP Associates Inc. ADV971$377K0.1%-6.2%0.000%
8/8/2025 Union Savings Bank1,566$608K0.3%-5.5%0.000%
8/8/2025 Thoroughbred Financial Services LLC10,182$3.95M0.3%-25.8%0.002%
8/8/2025 Cetera Investment Advisers232,978$90.44M0.2%-0.9%0.049%
8/8/2025 Fusion Capital LLC23,998$9.32M3.2%+2.9%0.005%
8/8/2025 CWS Financial Advisors LLC1,004$390K0.1%-23.0%0.000%
8/8/2025 Flaharty Asset Management LLC4,292$1.67M0.3%-1.2%0.001%
8/8/2025 Creative Planning275,950$107.13M0.1%+5.1%0.059%
8/8/2025 WealthShield Partners LLC1,104$429K0.1%-5.6%0.000%
8/8/2025 Pinnbrook Capital Management LP6,944$2.70M0.3%N/A0.001%
8/8/2025 Meridian Wealth Management LLC41,388$16.07M0.7%+6.2%0.009%
8/8/2025 Opinicus Capital Inc.1,663$645K0.5%+162.7%0.000%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS115,347$44.78M0.2%+5.5%0.024%
8/8/2025 Empower Advisory Group LLC265,734$103.16M0.3%+3.6%0.056%
8/8/2025 Security Financial Services INC.3,519$1.37M0.2%+2.4%0.001%
8/8/2025 Foundations Investment Advisors LLC8,253$3.20M0.1%-6.7%0.002%
8/8/2025 CFO4Life Group LLC586$227K0.0%N/A0.000%
8/8/2025 Wrapmanager Inc.3,000$1.17M0.3%-16.4%0.001%
8/8/2025 Jacksonville Wealth Management LLC2,014$782K0.6%+5.6%0.000%
8/8/2025 Capstone Financial Advisors Inc.2,764$1.07M0.1%-3.4%0.001%
8/8/2025 Advisors Capital Management LLC75,897$29.46M0.4%+5.1%0.016%
8/8/2025 L & S Advisors Inc8,029$3.12M0.3%-35.6%0.002%
8/8/2025 Grandfield & Dodd LLC687$267K0.0%N/A0.000%
8/8/2025 Burling Wealth Partners LLC870$338K0.1%-10.3%0.000%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.27,319$10.60M0.1%-11.7%0.006%
8/8/2025 Sittner & Nelson LLC3,208$1.25M0.5%+16.0%0.001%
8/8/2025 Trustco Bank Corp N Y1,318$512K0.5%+17.9%0.000%
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8/8/2025 Hibernia Wealth Partners LLC661$256K0.1%N/A0.000%
8/8/2025 Intrua Financial LLC1,262$490K0.1%+56.8%0.000%
8/8/2025 Clearstead Trust LLC1,495$580K0.1%-12.4%0.000%
8/8/2025 Arvest Bank Trust Division1,681$653K0.0%-3.6%0.000%
8/8/2025 Fiera Capital Corp1,845$716K0.0%N/A0.000%
8/8/2025 Avalon Trust Co421$163K0.0%-19.2%0.000%
8/8/2025 Brogan Financial Inc.1,158$450K0.2%-14.7%0.000%
8/8/2025 Capital Investment Counsel Inc13,474$5.23M0.7%-1.9%0.003%
8/8/2025 MV Capital Management Inc.11,470$4.45M0.5%-2.0%0.002%
8/8/2025 D Orazio & Associates Inc.1,012$393K0.1%+2.7%0.000%
8/8/2025 ABN Amro Investment Solutions8,243$3.20M0.1%N/A0.002%
8/8/2025 Cherokee Insurance Co3,650$1.42M0.6%N/A0.001%
8/8/2025 EagleClaw Capital Managment LLC18,425$7.15M1.1%-0.7%0.004%
8/8/2025 Candriam S.C.A.37,110$14.41M0.1%-7.8%0.008%
8/8/2025 Kaizen Financial Strategies1,191$462K0.2%-17.1%0.000%
8/8/2025 Police & Firemen s Retirement System of New Jersey70,351$27.31M0.3%+0.1%0.015%
8/8/2025 Bailard Inc.19,795$7.69M0.2%+37.1%0.004%
8/8/2025 Renasant Bank602$234K0.2%-4.1%0.000%
8/8/2025 Geode Capital Management LLC10,467,024$4.06B0.3%-0.5%2.222%
8/8/2025 Maple Capital Management Inc.743$289K0.0%-15.7%0.000%
8/8/2025 Marble Harbor Investment Counsel LLC3,382$1.31M0.1%-6.9%0.001%
8/8/2025 Accredited Investors Inc.1,717$666K0.0%-25.0%0.000%
8/8/2025 PNC Financial Services Group Inc.362,973$140.91M0.1%-14.5%0.077%
8/8/2025 United Asset Strategies Inc.2,440$947K0.1%+15.3%0.001%
8/8/2025 Wealth Alliance LLC1,931$750K0.1%+18.9%0.000%
8/8/2025 Bouchey Financial Group Ltd936$363K0.0%+17.4%0.000%
8/8/2025 M&G PLC26,613$10.33M0.1%-10.4%0.006%
8/8/2025 Forsta AP Fonden136,800$53.11M0.3%-2.2%0.029%
8/8/2025 KBC Group NV143,143$55.57M0.2%-10.1%0.030%
8/8/2025 Mitsubishi UFJ Trust & Banking Corp383,063$148.71M0.3%-2.7%0.081%
8/8/2025 Wealth Quarterback LLC1,705$662K0.3%-3.0%0.000%
8/8/2025 SBI Securities Co. Ltd.3,786$1.47M0.0%+6.9%0.001%
8/8/2025 Ironwood Investment Counsel LLC3,172$1.23M0.2%+5.0%0.001%
8/8/2025 National Pension Service994,303$386.00M0.3%-0.3%0.211%
8/8/2025 Tiemann Investment Advisors LLC2,874$1.12M0.5%-8.9%0.001%
8/7/2025 PCG Asset Management LLC980$380K0.3%+6.5%0.000%
8/7/2025 Davidson Capital Management Inc.8,789$3.41M0.8%+3.4%0.002%
8/7/2025 Winch Advisory Services LLC267$104K0.0%+926.9%0.000%
8/7/2025 Cascade Financial Partners LLC761$295K0.0%+5.5%0.000%
8/7/2025 Mayport LLC687$267K0.1%-4.8%0.000%
8/7/2025 Fagan Associates Inc.1,820$707K0.1%-4.0%0.000%
8/7/2025 CENTRAL TRUST Co38,391$14.90M0.3%-3.0%0.008%
8/7/2025 Nwam LLC2,728$1.06M0.1%-43.1%0.001%
8/7/2025 Montag A & Associates Inc.15,552$6.04M0.3%-5.6%0.003%
8/7/2025 49 Wealth Management LLC1,066$414K0.0%+5.2%0.000%
8/7/2025 Midland Wealth Advisors LLC3,905$1.52M0.1%-6.4%0.001%
8/7/2025 Hodges Capital Management Inc.14,632$5.68M0.5%+14.3%0.003%
8/7/2025 S&CO Inc.117,275$45.53M2.9%+2.1%0.025%
8/7/2025 Laffer Tengler Investments Inc.1,551$602K0.1%+70.1%0.000%
8/7/2025 Vise Technologies Inc.20,176$7.83M0.3%N/A0.004%
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8/7/2025 First Dallas Securities Inc.9,939$3.86M1.5%+0.9%0.002%
8/7/2025 Cahill Financial Advisors Inc.2,668$1.04M0.1%+10.2%0.001%
8/7/2025 Alpha Cubed Investments LLC163,211$63.36M2.4%+17.2%0.035%
8/7/2025 Allworth Financial LP79,859$31.00M0.1%+28.5%0.017%
8/7/2025 Addison Advisors LLC2,391$928K0.2%+8.7%0.001%
8/7/2025 Americana Partners LLC25,746$10.00M0.3%+2.3%0.005%
8/7/2025 Illinois Municipal Retirement Fund16,081$6.24M0.1%+3.8%0.003%
8/7/2025 Davis R M Inc.3,685$1.43M0.0%-4.5%0.001%
8/7/2025 Compass Capital Management Inc.30,485$11.84M0.6%N/A0.006%
8/7/2025 Fidelis Capital Partners LLC10,245$4.38M0.4%+2.8%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, 3,212 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 ($4.06B), 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 2,735 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), Valeo Financial Advisors LLC ($7.28M), GAMMA Investing LLC ($3.73M), International Assets Investment Management LLC ($3.62M), Capital Wealth Planning LLC ($1.42M), Pacer Advisors Inc. ($1.38M), and Capital Research Global Investors ($1.32M).

How much institutional buying is happening at Caterpillar?

Institutional investors have bought a total of 44,759,281 shares in the last 24 months. This purchase volume represents approximately $16.28B in transactions.

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

Of the 1,663 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 20,314,371 shares in the last 24 months. This volume of shares sold represents approximately $7.28B in transactions.


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This page (NYSE:CAT) was last updated on 8/11/2025 by MarketBeat.com Staff
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