NYSE:CAT

Caterpillar Institutional Ownership

$205.97
-2.53 (-1.21 %)
(As of 08/4/2021 02:03 PM ET)
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Today's Range
$205.63
$209.56
50-Day Range
$203.08
$244.02
52-Week Range
$130.67
$246.69
Volume155,598 shs
Average Volume3.36 million shs
Market Capitalization$112.83 billion
P/E Ratio25.84
Dividend Yield2.16%
Beta0.91

Institutional Ownership Changes (13F Filings) for Caterpillar (NYSE:CAT)

Institutional Ownership Percentage: 68.11%

Institutional Buying and Selling by Quarter


Caterpillar (NYSE CAT) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
8/4/2021Almanack Investment Partners LLC.2,035$0.44M0.0%-33.1%0.000%
8/4/2021Kovitz Investment Group Partners LLC47,221$10.28M0.2%-0.9%0.009%
8/4/2021Abbrea Capital LLC16,461$3.58M0.5%+1.0%0.003%
8/4/2021IndexIQ Advisors LLC12,468$2.71M0.1%-1.4%0.002%
8/4/2021Stoneridge Investment Partners LLC7,175$1.56M0.8%N/A0.001%
8/4/2021Selective Wealth Management Inc.1,350$0.29M0.2%+28.6%0.000%
8/4/2021Grimes & Company Inc.2,265$0.49M0.0%+21.4%0.000%
8/4/2021BFT Financial Group LLC1,961$0.43M0.1%-6.2%0.000%
8/4/2021Russell Investments Group Ltd.114,346$24.83M0.0%-0.7%0.021%
8/4/2021Wilbanks Smith & Thomas Asset Management LLC93,378$20.32M0.8%-0.4%0.017%
8/4/2021Artemis Investment Management LLP347,908$75.82M0.7%-36.8%0.064%
8/4/2021CX Institutional1,046$0.23M0.0%-5.0%0.000%
8/4/2021Charles Schwab Trust Co4,074$0.89M0.2%+2.5%0.001%
8/4/2021Savant Capital LLC10,348$2.25M0.1%-15.1%0.002%
8/4/2021Nwam LLC4,100$0.89M0.1%+1.9%0.001%
8/4/2021Capital Square LLC1,558$0.33M0.2%-6.3%0.000%
8/4/2021Sigma Investment Counselors Inc.26,699$5.81M0.4%+0.4%0.005%
8/4/2021Community Bank of Raymore76,025$16.55M5.3%-0.2%0.014%
8/3/2021Legacy Bridge LLC6,513$1.42M0.8%+1.0%0.001%
8/3/2021Diamond Hill Capital Management Inc.1,215,260$264.48M1.0%+6.8%0.222%
8/3/2021Brinker Capital Investments LLC26,148$5.69M0.1%-47.0%0.005%
8/3/2021Community Bank N.A.18,874$4.11M0.5%-1.5%0.003%
8/3/2021Equitable Trust Co.27,183$5.92M0.4%-1.9%0.005%
8/3/2021Accel Wealth Management727$0.16M0.1%-11.9%0.000%
8/3/2021ARGI Investment Services LLC5,317$1.16M0.0%+8.3%0.001%
8/3/2021Ingalls & Snyder LLC5,242$1.14M0.1%-45.9%0.001%
8/3/2021Financial Advocates Investment Management17,449$3.80M0.3%+75.3%0.003%
8/3/2021tru Independence LLC303$66K0.0%N/A0.000%
8/3/2021AIA Group Ltd1,598$0.33M0.0%N/A0.000%
8/3/2021MV Capital Management Inc.9,980$2.17M0.4%+8.5%0.002%
8/3/2021Core Wealth Advisors Inc.5,028$1.09M0.7%N/A0.001%
8/3/2021SignalPoint Asset Management LLC3,501$0.76M0.2%-2.0%0.001%
8/3/2021Handelsbanken Fonder AB141,940$30.89M0.2%+5.2%0.026%
8/3/2021Capital Wealth Planning LLC5,831$1.27M0.0%-17.9%0.001%
8/3/2021Bedel Financial Consulting Inc.1,366$0.30M0.1%+24.3%0.000%
8/3/2021Reilly Financial Advisors LLC1,323$0.29M0.0%+18.5%0.000%
8/3/2021Victory Capital Management Inc.443,988$96.63M0.1%+7.9%0.081%
8/3/2021Financial Counselors Inc.174,640$38.01M0.8%+2.4%0.032%
8/3/2021Iowa State Bank14,345$3.12M0.9%+1.7%0.003%
8/3/2021Baldrige Asset Management LLC262$57K0.0%N/A0.000%
8/3/2021Parsons Capital Management Inc. RI34,695$7.55M0.6%-0.3%0.006%
8/3/2021CWA Asset Management Group LLC2,738$0.59M0.0%-4.6%0.000%
8/3/2021Moisand Fitzgerald Tamayo LLC402$87K0.0%+66.1%0.000%
8/3/2021Mitchell Mcleod Pugh & Williams Inc.10,534$2.29M0.9%-1.1%0.002%
8/3/2021Blue Chip Partners Inc.57,850$12.59M1.8%+5.4%0.011%
8/3/2021Jackson Wealth Management LLC1,764$0.38M0.0%+96.2%0.000%
8/3/2021Patten Group Inc.1,456$0.32M0.1%+3.7%0.000%
8/3/2021Palladium Partners LLC18,952$4.12M0.2%-0.8%0.003%
8/3/2021Oppenheimer Asset Management Inc.34,325$7.47M0.1%+0.4%0.006%
8/3/2021Oppenheimer & Co. Inc.43,503$9.47M0.2%+13.1%0.008%
8/3/2021StrategIQ Financial Group LLC1,585$0.35M0.1%+3.9%0.000%
8/3/2021AMG National Trust Bank6,097$1.33M0.0%-24.7%0.001%
8/3/2021Gables Capital Management Inc.5,730$1.25M0.9%-51.4%0.001%
8/3/2021Fluent Financial LLC10,134$2.21M0.9%N/A0.002%
8/3/2021Reliant Investment Management LLC19,808$4.31M2.0%+2.1%0.004%
8/3/2021WoodTrust Financial Corp1,688$0.37M0.1%+7.9%0.000%
8/3/2021BOK Financial Private Wealth Inc.1,773$0.39M0.0%+24.4%0.000%
8/2/2021First Personal Financial Services1,053$0.23M0.1%-9.5%0.000%
8/2/2021Corundum Group Inc.1,928$0.42M0.3%-4.3%0.000%
8/2/2021GYL Financial Synergies LLC1,616$0.35M0.2%+14.1%0.000%
8/2/2021Arizona State Retirement System152,781$33.25M0.3%-0.2%0.028%
8/2/2021Private Ocean LLC400$87K0.0%-20.0%0.000%
8/2/2021Disciplined Investments LLC740$0.16M0.1%+37.0%0.000%
8/2/2021New York State Common Retirement Fund1,027,162$223.54M0.2%-18.9%0.188%
8/2/2021SRS Capital Advisors Inc.614$0.13M0.0%N/A0.000%
8/2/2021Advisor Group Holdings Inc.269,483$58.65M0.1%+5.5%0.049%
8/2/2021Gradient Capital Advisors LLC1,352$0.29M0.1%+8.4%0.000%
8/2/2021Argent Advisors Inc.6,561$1.43M0.9%-13.1%0.001%
8/2/2021Private Advisory Group LLC2,798$0.61M0.2%+219.4%0.001%
8/2/2021Chicago Partners Investment Group LLC1,233$0.26M0.0%-17.3%0.000%
8/2/2021Columbia Asset Management22,902$4.98M1.1%-45.5%0.004%
8/2/2021Clark Capital Management Group Inc.195,004$42.44M0.6%-1.2%0.036%
8/2/2021San Francisco Sentry Investment Group CA5,313$1.16M0.6%-44.2%0.001%
8/2/2021Canvas Wealth Advisors LLC955$0.21M0.1%+7.3%0.000%
8/2/2021Lakeview Capital Partners LLC1,703$0.37M0.2%-26.2%0.000%
8/2/2021Allworth Financial LP1,992$0.43M0.0%+9.2%0.000%
8/2/2021Beacon Investment Advisory Services Inc.17,625$3.84M0.2%+14.2%0.003%
8/2/2021Key Financial Inc375$78K0.0%+50.0%0.000%
8/2/2021Advisors Capital Management LLC1,511$0.33M0.0%+23.6%0.000%
8/2/2021Optimum Investment Advisors5,620$1.22M0.4%-11.2%0.001%
8/2/2021Delta Asset Management LLC TN66,036$14.37M1.4%-0.5%0.012%
8/2/2021Novare Capital Management LLC1,966$0.43M0.0%+33.3%0.000%
8/2/2021Trustcore Financial Services LLC11,801$2.57M0.3%+2.9%0.002%
8/2/2021Capital Advisors Inc. OK1,522$0.33M0.0%+25.5%0.000%
8/2/2021Birmingham Capital Management Co. Inc. AL59,145$12.87M4.7%-0.3%0.011%
8/2/2021Hills Bank & Trust Co2,464$0.54M0.1%+8.8%0.000%
8/2/2021Founders Financial Alliance LLC3,100$0.68M0.3%-5.5%0.001%
8/2/2021Sumitomo Mitsui Trust Holdings Inc.2,112,266$459.69M0.3%+1.4%0.386%
8/2/2021SNS Financial Group LLC3,855$0.84M0.1%-1.3%0.001%
8/2/2021Pinnacle Associates Ltd.64,853$14.11M0.3%-2.6%0.012%
8/1/2021Baker Tilly Wealth Management LLC4,061$0.88M0.1%+11.6%0.001%
8/1/2021Baldwin Brothers Inc. MA1,085$0.24M0.0%+93.8%0.000%
8/1/2021CCM Investment Advisers LLC70,402$15.32M2.0%-4.3%0.013%
8/1/2021Choate Investment Advisors4,757$1.04M0.1%+64.0%0.001%
8/1/2021Clear Creek Financial Management LLC1,188$0.26M0.0%N/A0.000%
8/1/2021Dupont Capital Management Corp9,517$2.07M0.0%+2.6%0.002%
8/1/2021Derbend Asset Management2,783$0.61M0.6%N/A0.001%
8/1/2021Eads & Heald Wealth Management2,085$0.45M0.2%-4.3%0.000%
8/1/2021Exchange Traded Concepts LLC22,150$4.82M0.2%+6.4%0.004%
8/1/2021Eagle Bay Advisors LLC747$0.16M0.1%N/A0.000%
(Data available from 1/1/2016 forward)

This page was last updated on 8/4/2021 by MarketBeat.com Staff
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