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Caterpillar (CAT) Institutional Ownership

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$345.96 +3.46 (+1.01%)
As of 02:04 PM 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)
1991
Total
Institutional Inflows
(last 12 months)
$12.97B
Number of
Institutional Sellers
(last 12 months)
1576
Total
Institutional Outflows
(last 12 months)
$7.32B
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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
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%
5/21/2025 Geneos Wealth Management Inc.15,684$5.17M0.2%+4.8%0.003%
5/21/2025 IFM Investors Pty Ltd91,180$30.07M0.3%-0.5%0.019%
5/20/2025 Acorns Advisers LLC1,009$333K0.0%+26.6%0.000%
5/20/2025 Belpointe Asset Management LLC2,227$735K0.0%-39.5%0.000%
5/20/2025 Jupiter Wealth Management LLC808$285K0.2%-35.8%0.000%
5/20/2025 Intech Investment Management LLC158,689$52.34M0.5%-31.3%0.034%
5/20/2025 Focus Partners Wealth291,012$95.98M0.2%+10.3%0.062%
5/20/2025 Flaharty Asset Management LLC4,342$1.43M0.2%-5.5%0.001%
5/20/2025 Integrity Alliance LLC.20,181$6.66M0.3%+1,225.1%0.004%
5/20/2025 Ransom Advisory Ltd1,295$427K0.2%N/A0.000%
5/20/2025 Anchor Investment Management LLC12,872$4.25M0.4%-7.1%0.003%
5/20/2025 Glenview Trust co68,462$22.58M0.4%-2.8%0.015%
5/20/2025 Plato Investment Management Ltd12,929$4.31M0.4%-11.4%0.003%
5/20/2025 Security National Bank of Sioux City Iowa IA864$285K0.2%-4.4%0.000%
5/19/2025 SageView Advisory Group LLC1,379$455K0.0%+8.1%0.000%
5/19/2025 Advisory Alpha LLC5,052$1.67M0.1%+1.2%0.001%
5/19/2025 Alaethes Wealth LLC5,638$1.86M0.7%+2.5%0.001%
5/19/2025 SCS Capital Management LLC5,445$1.80M0.0%N/A0.001%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC4,204,445$1.39B0.4%+6.7%0.893%
5/19/2025 Palogic Value Management L.P.1,015$335K0.1%+6.1%0.000%
5/16/2025 Wilson & Boucher Capital Management LLC6,031$1.99M1.5%-2.0%0.001%
5/16/2025 Woodline Partners LP40,378$13.32M0.1%+39.3%0.009%
5/16/2025 Zimmer Partners LP67,950$22.41M0.4%+125.6%0.014%
5/16/2025 Prostatis Group LLC1,028$339K0.1%-19.6%0.000%
5/16/2025 McIlrath & Eck LLC650$215K0.0%-32.4%0.000%
5/16/2025 Empowered Funds LLC57,497$18.96M0.3%+97.0%0.012%
5/16/2025 Logan Capital Management Inc.23,656$7.80M0.4%-1.1%0.005%
5/16/2025 MBB Public Markets I LLC937$309K0.0%N/A0.000%
5/16/2025 Faithward Advisors LLC12,626$4.16M0.7%-2.0%0.003%
5/16/2025 Ascent Group LLC4,467$1.47M0.1%+172.5%0.001%
5/16/2025 Meiji Yasuda Life Insurance Co2,894$954K0.0%-44.9%0.001%
5/16/2025 RNC Capital Management LLC4,280$1.41M0.1%+83.5%0.001%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.27,159$8.96M0.4%-23.6%0.006%
5/16/2025 Arete Wealth Advisors LLC9,063$2.99M0.2%+26.8%0.002%
5/16/2025 Great Lakes Advisors LLC293,456$96.78M0.9%-2.5%0.062%
5/16/2025 Caxton Associates LLP1,465$483K0.0%N/A0.000%
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5/16/2025 Signature Estate & Investment Advisors LLC1,680$554K0.0%+2.7%0.000%
5/16/2025 Voleon Capital Management LP 3,685$1.22M0.1%N/A0.001%
5/16/2025 Challenger Wealth Management1,600$528K0.4%+60.0%0.000%
5/16/2025 Ashton Thomas Private Wealth LLC17,926$5.91M0.2%+87.6%0.004%
5/16/2025 Kestra Investment Management LLC2,017$665K0.0%+52.5%0.000%
5/16/2025 Resources Management Corp CT ADV6,230$2.06M0.3%-1.5%0.001%
5/16/2025 Jones Financial Companies Lllp2,871$920K0.0%-94.6%0.001%
5/16/2025 Coordinated Financial Services Inc. CO646$213K0.2%N/A0.000%
5/16/2025 Temasek Holdings Private Ltd25,122$8.29M0.0%-36.3%0.005%
5/16/2025 Talon Private Wealth LLC2,495$823K0.1%+3,271.6%0.001%
5/16/2025 USS Investment Management Ltd57,808$19.07M0.1%-27.5%0.012%
5/16/2025 UniSuper Management Pty Ltd30,458$10.05M0.1%+6.2%0.006%
5/16/2025 Richwood Investment Advisors LLC3,213$1.06M0.9%+20.3%0.001%
5/16/2025 Rise Advisors LLC1,334$440K0.2%-7.0%0.000%
5/16/2025 Plancorp LLC2,600$858K0.0%+5.9%0.001%
5/16/2025 Nissay Asset Management Corp Japan ADV61,287$20.21M0.1%+0.9%0.013%
5/16/2025 NewEdge Advisors LLC205,136$67.65M0.4%+10.3%0.044%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.78,947$26.04M0.1%+9.9%0.017%
5/16/2025 Integrated Wealth Concepts LLC20,064$6.62M0.1%+10.1%0.004%
5/16/2025 Gotham Asset Management LLC69,299$22.86M0.2%-7.6%0.015%
5/16/2025 Greenline Partners LLC1,242$410K0.1%+3.1%0.000%
5/16/2025 Hall Laurie J Trustee2,733$901K0.3%-1.7%0.001%
5/16/2025 Hancock Whitney Corp2,789$920K0.0%+8.6%0.001%
5/16/2025 Edmond DE Rothschild Holding S.A.94,648$31.22M0.6%+3,783.8%0.020%
5/16/2025 Clark Capital Management Group Inc.5,539$1.83M0.0%-11.6%0.001%
5/16/2025 Curi RMB Capital LLC2,038$672K0.0%-57.6%0.000%
5/16/2025 Belmont Capital LLC720$237K0.0%+928.6%0.000%
5/16/2025 Alliancebernstein L.P.537,319$177.21M0.1%-2.0%0.114%
5/16/2025 Banque Transatlantique SA7,982$2.43M0.0%-5.4%0.002%
5/16/2025 AQR Capital Management LLC81,978$26.63M0.0%-7.6%0.017%
5/16/2025 Advisors Asset Management Inc.10,584$3.49M0.1%-36.7%0.002%
5/16/2025 AlTi Global Inc.8,749$2.89M0.1%-4.4%0.002%
5/16/2025 Alexis Investment Partners LLC2,911$960K0.5%-13.6%0.001%
5/16/2025 Amundi1,554,870$475.42M0.2%-28.2%0.330%
5/16/2025 Aprio Wealth Management LLC1,958$646K0.1%+3.4%0.000%
5/16/2025 1 North Wealth Services LLC4,453$1.47M0.7%-12.9%0.001%
5/16/2025 Adage Capital Partners GP L.L.C.134,754$44.44M0.1%+87.1%0.029%
5/15/2025 Promethium Advisors LLC3,821$1.26M0.8%+6.0%0.001%
5/15/2025 Paragon Private Wealth Management LLC612$202K0.1%N/A0.000%
5/15/2025 Federation des caisses Desjardins du Quebec38,823$12.80M0.1%+4.6%0.008%
5/15/2025 EP Wealth Advisors LLC17,319$5.71M0.0%-1.7%0.004%
5/15/2025 Ashton Thomas Securities LLC614$202K0.1%-6.3%0.000%
5/15/2025 First Manhattan CO. LLC.4,689$1.55M0.0%+8.3%0.001%
5/15/2025 GW Henssler & Associates Ltd.1,017$335K0.0%+12.7%0.000%
5/15/2025 Capital Investment Counsel LLC22,555$7.44M1.2%-0.6%0.005%
5/15/2025 Cigna Investments Inc. New4,849$1.60M0.3%-3.1%0.001%
5/15/2025 Core Wealth Advisors Inc.7,333$2.42M0.8%-11.0%0.002%
5/15/2025 Focus Partners Advisor Solutions LLC13,036$4.30M0.1%+12.2%0.003%
5/15/2025 First Financial Bankshares Inc1,956$645K0.0%-2.8%0.000%
5/15/2025 Ameriflex Group Inc.4,432$1.46M0.6%+28.7%0.001%
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5/15/2025 Flputnam Investment Management Co.16,523$5.45M0.1%+1.2%0.004%
5/15/2025 Graham Capital Management L.P.3,032$1M0.0%N/A0.001%
5/15/2025 Saudi Central Bank190$63K0.3%N/A0.000%
5/15/2025 DRW Securities LLC1,516$499K0.0%-2.6%0.000%
5/15/2025 Brasada Capital Management LP2,450$808K0.2%N/A0.001%
5/15/2025 Connecticut Wealth Management LLC5,301$1.75M0.1%-2.8%0.001%
5/15/2025 Titleist Asset Management LLC2,732$901K0.1%-10.8%0.001%
5/15/2025 Baird Financial Group Inc.405,975$133.89M0.3%+0.7%0.086%
5/15/2025 Pinnacle Wealth Planning Services Inc.2,881$950K0.1%+2.0%0.001%
5/15/2025 Panagora Asset Management Inc.27,575$9.09M0.0%+199.8%0.006%
(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, 3,163 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 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 2,685 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 ($9.22M), 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 76,728,142 shares in the last 24 months. This purchase volume represents approximately $24.11B in transactions.

Which Caterpillar major shareholders have been selling company stock?

Of the 2,036 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 ($2.13M), Altshuler Shaham Ltd ($2.05M), Capital World Investors ($1.94M), Vanguard Group Inc. ($1.59M), Private Advisor Group LLC ($1.55M), and Capital International Investors ($1.28M).

How much institutional selling is happening at Caterpillar?

Institutional investors have sold a total of 72,836,088 shares in the last 24 months. This volume of shares sold represents approximately $21.07B in transactions.


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This page (NYSE:CAT) was last updated on 5/22/2025 by MarketBeat.com Staff
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