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Caterpillar (CAT) Institutional Ownership

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$409.94 -3.78 (-0.91%)
Closing price 03:58 PM Eastern
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$411.00 +1.07 (+0.26%)
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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)
2032
Total
Institutional Inflows
(last 12 months)
$13.29B
Number of
Institutional Sellers
(last 12 months)
1606
Total
Institutional Outflows
(last 12 months)
$7.10B
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CAT Institutional Buying and Selling by Quarter

Caterpillar Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/21/2025Atwater Malick LLC42,840$16.63M5.3%+0.2%0.009%
7/21/2025Synergy Asset Management LLC2,625$1.02M0.1%-4.4%0.001%
7/21/2025Exchange Capital Management Inc.1,011$392K0.1%+7.8%0.000%
7/21/2025River Street Advisors LLC8,318$3.23M1.4%-2.4%0.002%
7/21/2025 Abacus Planning Group Inc.3,194$1.24M0.1%-4.5%0.001%
7/21/2025Crews Bank & Trust1,176$457K0.1%+16.0%0.000%
7/21/2025Hilltop National Bank3,141$1.22M0.3%N/A0.001%
7/21/2025OLD Second National Bank of Aurora893$347K0.1%-20.1%0.000%
7/21/2025Triad Wealth Partners LLC539$209K0.0%N/A0.000%
7/21/2025Red Mountain Financial LLC661$257K0.3%-16.0%0.000%
7/21/2025Mirae Asset Global Investments Co. Ltd.81,218$31.53M0.1%+6.7%0.017%
7/21/2025Mechanics Financial Corp2,901$1.13M0.5%+1.4%0.001%
7/21/2025Jmac Enterprises LLC604$234K0.1%N/A0.000%
7/21/2025Cornell Pochily Investment Advisors Inc.8,783$3.41M1.1%+3.8%0.002%
7/21/2025Catalina Capital Group LLC990$384K0.3%-20.0%0.000%
7/21/2025Tower View Wealth Management LLC265$103K0.1%N/A0.000%
7/21/2025J. Safra Sarasin Holding AG66,117$25.67M0.4%-1.3%0.014%
7/21/2025First National Bank & Trust Co. of Newtown9,152$3.55M0.7%-0.8%0.002%
7/21/2025Kennebec Savings Bank3,007$1.17M1.1%+5.4%0.001%
7/21/2025J2 Capital Management Inc1,890$734K0.6%+54.5%0.000%
7/21/2025ASR Vermogensbeheer N.V.56,339$21.87M0.3%-0.4%0.012%
7/21/2025DMKC Advisory Services LLC10,774$4.50M2.4%+58.1%0.002%
7/18/2025 EWA LLC726$282K0.1%-9.8%0.000%
7/18/2025 Northstar Group Inc.2,486$965K0.1%-3.9%0.001%
7/18/2025 McGuire Investment Group LLC23,521$9.13M1.2%+1.8%0.005%
7/18/2025 Warren Street Wealth Advisors LLC579$225K0.1%N/A0.000%
7/18/2025 Vicus Capital1,836$713K0.1%+18.2%0.000%
7/18/2025 Naples Global Advisors LLC10,290$4.00M0.3%+0.3%0.002%
7/18/2025 Parsons Capital Management Inc. RI39,217$15.22M0.9%-1.5%0.008%
7/18/2025 Pure Financial Advisors LLC18,650$7.24M0.1%+66.7%0.004%
7/18/2025 Consolidated Planning Corp12,859$4.99M0.6%-45.6%0.003%
7/18/2025 Robeco Institutional Asset Management B.V.49,870$19.36M0.0%-59.1%0.011%
7/18/2025 Woodward Diversified Capital LLC4,067$1.58M0.8%+46.9%0.001%
7/18/2025 Precision Wealth Strategies LLC3,450$1.34M0.4%+174.7%0.001%
7/18/2025 USA Financial Formulas460$179K0.0%-13.2%0.000%
7/18/2025 jvl associates llc639$248K0.1%N/A0.000%
7/18/2025 B.O.S.S. Retirement Advisors LLC1,348$523K0.1%N/A0.000%
7/18/2025 Mountain Pacific Investment Advisers LLC2,153$836K0.1%+2.4%0.000%
7/18/2025 Heritage Financial Services LLC909$353K0.0%-7.2%0.000%
7/18/2025 SOA Wealth Advisors LLC.745$289K0.0%+136.5%0.000%
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7/18/2025 Client 1ST Advisory Group LLC559$217K0.1%N/A0.000%
7/18/2025 Vigilare Wealth Management1,011$392K0.1%+53.0%0.000%
7/18/2025 First Pacific Financial1,349$524K0.1%+3.1%0.000%
7/18/2025 Trilogy Capital Inc.762$296K0.0%+6.3%0.000%
7/18/2025 QTR Family Wealth LLC849$329K0.2%+3.8%0.000%
7/18/2025 Trust Co. of Vermont11,993$4.66M0.2%+0.3%0.003%
7/18/2025 Forbes J M & Co. LLP1,277$496K0.0%-19.7%0.000%
7/18/2025 BCO Wealth Management LLC592$230K0.2%N/A0.000%
7/18/2025 Bartlett & CO. Wealth Management LLC5,413$2.10M0.0%-8.6%0.001%
7/18/2025 Panoramic Capital Partners LLC576$229K0.2%N/A0.000%
7/18/2025 Rogco LP2,651$1.03M0.4%-8.3%0.001%
7/18/2025 Impact Capital Partners LLC1,825$708K0.2%+5.7%0.000%
7/18/2025 Forza Wealth Management LLC573$222K0.1%N/A0.000%
7/18/2025 Community Bank & Trust Waco Texas24,925$9.68M2.2%+0.2%0.005%
7/18/2025 Childress Capital Advisors LLC1,941$754K0.2%+86.1%0.000%
7/18/2025 OLD Point Trust & Financial Services N A1,317$511K0.2%+8.2%0.000%
7/18/2025 PFG Investments LLC6,229$2.42M0.1%+1.7%0.001%
7/18/2025 LBP AM SA3,835$1.49M0.0%+8.2%0.001%
7/18/2025 Victrix Investment Advisors6,078$2.36M1.0%+4.8%0.001%
7/18/2025 Institute for Wealth Management LLC.4,465$1.73M0.2%-5.3%0.001%
7/18/2025 Columbia Asset Management15,663$6.08M1.2%-2.0%0.003%
7/18/2025 PBMares Wealth Management LLC1,482$575K0.1%-4.2%0.000%
7/18/2025 Cooper Financial Group4,348$1.69M0.2%-21.9%0.001%
7/18/2025 Truist Financial Corp212,231$82.39M0.1%-1.8%0.045%
7/18/2025 Union Bancaire Privee UBP SA18,458$7.17M0.1%-31.2%0.004%
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC1,401$544K0.1%+23.1%0.000%
7/17/2025 Chicago Capital LLC5,959$2.31M0.1%-62.6%0.001%
7/17/2025 Trivium Point Advisory LLC1,926$748K0.1%+132.9%0.000%
7/17/2025 Paradiem LLC31,597$12.27M3.1%+5.7%0.007%
7/17/2025 Robbins Farley14,933$5.80M2.7%+1.8%0.003%
7/17/2025 Park Place Capital Corp124$48K0.0%+47.6%0.000%
7/17/2025 Greenleaf Trust15,634$6.07M0.1%-4.7%0.003%
7/17/2025 XML Financial LLC4,542$1.76M0.2%+3.8%0.001%
7/17/2025 HCR Wealth Advisors3,978$1.54M0.2%+5.3%0.001%
7/17/2025 G&S Capital LLC7,249$2.81M1.1%-0.6%0.002%
7/17/2025 Capital Investment Advisors LLC38,026$14.76M0.3%-0.1%0.008%
7/17/2025 Sterling Investment Advisors Ltd.1,950$757K0.2%+5.7%0.000%
7/17/2025 Summit Financial Strategies Inc.1,845$716K0.1%-1.8%0.000%
7/17/2025 Raleigh Capital Management Inc.1,837$713K0.3%-4.4%0.000%
7/17/2025 Spartan Planning & Wealth Management892$346K0.3%N/A0.000%
7/17/2025 HB Wealth Management LLC41,441$16.09M0.1%-6.1%0.009%
7/17/2025 Janney Capital Management LLC38,299$14.87M1.0%-1.3%0.008%
7/17/2025 Kavar Capital Partners Group LLC23,220$9.01M1.3%+1.6%0.005%
7/17/2025 Claris Advisors LLC MO2,746$1.07M0.4%-6.0%0.001%
7/17/2025 Janney Montgomery Scott LLC245,376$95.26M0.2%-4.0%0.052%
7/17/2025 Venture Visionary Partners LLC31,297$12.15M0.5%+1.3%0.007%
7/17/2025 Smith Anglin Financial LLC2,142$832K0.1%+1.7%0.000%
7/17/2025 Elser Financial Planning Inc1,291$533K0.0%-2.6%0.000%
7/17/2025 Cyr Financial Inc.791$307K0.2%-16.1%0.000%
7/17/2025 Baron Silver Stevens Financial Advisors LLC846$328K0.1%+8.0%0.000%
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)

Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
7/17/2025 Invesco LLC2,930$1.14M0.4%+38.1%0.001%
7/17/2025 Nova R Wealth Inc.583$226K0.1%N/A0.000%
7/17/2025 Archford Capital Strategies LLC1,170$454K0.1%+2.9%0.000%
7/17/2025 Covenant Asset Management LLC2,750$1.07M0.2%-3.9%0.001%
7/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH1,897$736K0.2%N/A0.000%
7/17/2025 Moss Adams Wealth Advisors LLC912$354K0.0%-23.8%0.000%
7/17/2025 GC Wealth Management RIA LLC3,397$1.32M0.1%+188.9%0.001%
7/17/2025 Enclave Advisors LLC661$257K0.0%-4.1%0.000%
7/17/2025 Alpine Bank Wealth Management1,314$510K0.1%+104.0%0.000%
7/17/2025 Hanson & Doremus Investment Management8,526$3.31M0.4%+2.2%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, 3,188 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 2,704 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), GAMMA Investing LLC ($3.73M), International Assets Investment Management LLC ($3.62M), Capital Wealth Planning LLC ($1.43M), Altshuler Shaham Ltd ($1.40M), 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 37,301,698 shares in the last 24 months. This purchase volume represents approximately $13.29B in transactions.

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

Of the 1,606 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 20,089,339 shares in the last 24 months. This volume of shares sold represents approximately $7.10B in transactions.



This page (NYSE:CAT) was last updated on 7/21/2025 by MarketBeat.com Staff
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