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Caterpillar Institutional Ownership (NYSE:CAT)

$145.31
+1.87 (+1.30 %)
(As of 11/15/2019 04:00 PM ET)
Today's Range
$144.53
Now: $145.31
$145.88
50-Day Range
$118.74
MA: $133.86
$148.16
52-Week Range
$111.75
Now: $145.31
$148.47
Volume2.38 million shs
Average Volume4.69 million shs
Market Capitalization$80.31 billion
P/E Ratio12.95
Dividend Yield2.85%
Beta1.53

Institutional Ownership

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

Institutional Ownership Percentage: 66.87%

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
11/6/2019MUFG Americas Holdings Corp40,774$5.15M0.1%+1.2%0.007%
11/6/2019Cetera Investment Advisers11,098$1.40M0.2%-4.3%0.002%
11/6/2019Financial Architects Inc4,891$0.62M0.1%-8.8%0.001%
11/6/2019First Allied Advisory Services Inc.30,468$3.86M0.1%+6.8%0.006%
11/6/2019Cetera Advisors LLC27,267$3.45M0.2%-4.0%0.005%
11/6/2019Cetera Advisor Networks LLC35,815$4.53M0.1%+1.0%0.006%
11/6/2019Checchi Capital Advisers LLC5,074$0.64M0.1%-2.5%0.001%
11/6/2019Trillium Asset Management LLC3,766$0.48M0.0%+54.7%0.001%
11/6/2019Rational Advisors LLC1,619$0.21M0.1%+30.9%0.000%
11/6/2019Barber Financial Group Inc.5,579$0.71M0.1%-6.7%0.001%
11/6/2019Bogart Wealth LLC20,334$2.57M1.3%+0.9%0.004%
11/6/2019BancorpSouth Bank4,023$0.51M0.0%-4.7%0.001%
11/6/2019Corient Capital Partners LLC10,914$1.38M0.2%+46.3%0.002%
11/6/2019Banco Santander S.A.124,545$15.73M0.2%+3.0%0.023%
11/6/2019Somerville Kurt F1,700$0.22M0.0%-18.1%0.000%
11/6/2019Northwestern Mutual Investment Management Company LLC21,424$2.71M0.1%-1.2%0.004%
11/6/2019IBM Retirement Fund9,679$1.22M0.2%-1.5%0.002%
11/6/2019Great Lakes Advisors LLC4,488$0.57M0.0%-55.5%0.001%
11/6/2019Puzo Michael J6,000$0.76M0.3%+87.5%0.001%
11/6/2019Systematic Financial Management LP407$51K0.0%-98.1%0.000%
11/6/2019Focused Wealth Management Inc10,885$1.38M0.4%-24.4%0.002%
11/6/2019First National Bank & Trust Co. of Newtown10,371$1.31M0.4%-3.1%0.002%
11/6/2019Monte Financial Group LLC27,996$3.54M2.9%+23.9%0.005%
11/5/2019D.A. Davidson & CO.59,515$7.52M0.1%+1.6%0.011%
11/5/2019Means Investment CO. Inc.12,169$1.79M0.7%+5.0%0.002%
11/5/2019Birmingham Capital Management Co. Inc. AL63,270$7.99M3.7%-1.3%0.011%
11/5/2019AE Wealth Management LLC35,731$4.51M0.1%-17.6%0.006%
11/5/2019Putnam FL Investment Management Co.2,121$0.27M0.0%+107.9%0.000%
11/5/2019BBVA USA Bancshares Inc.8,579$1.08M0.0%+32.4%0.002%
11/5/2019River & Mercantile Asset Management LLP40,504$5.12M0.4%+19.4%0.007%
11/5/2019Welch Group LLC12,456$1.57M0.2%+2.1%0.002%
11/5/2019LA Financiere DE L Echiquier128,500$16.23M1.9%N/A0.023%
11/5/2019Loring Wolcott & Coolidge Fiduciary Advisors LLP MA5,170$0.65M0.0%+409.4%0.001%
11/5/2019Boston Advisors LLC5,848$0.74M0.0%-2.4%0.001%
11/5/2019Noesis Capital Mangement Corp40,093$5.06M1.6%+1.7%0.007%
11/5/2019Griffin Asset Management Inc.15,032$1.90M0.3%+0.6%0.003%
11/5/2019Ropes Wealth Advisors LLC10,553$1.33M0.3%-5.2%0.002%
11/5/2019Greystone Managed Investments Inc.57,571$7.27M0.4%-3.1%0.010%
11/5/2019Morse Asset Management Inc7,394$0.93M0.3%-64.8%0.001%
11/5/2019Little House Capital LLC8,102$1.02M0.8%N/A0.001%
11/5/2019Investment Management of Virginia LLC19,515$2.47M0.6%-3.8%0.004%
11/5/2019Frisch Financial Group Inc.1,981$0.25M0.2%+10.7%0.000%
11/5/2019Mason Street Advisors LLC80,150$10.12M0.2%-1.7%0.015%
11/5/2019Penobscot Investment Management Company Inc.6,623$0.84M0.2%-4.2%0.001%
11/5/2019Prime Capital Investment Advisors LLC1,960$0.25M0.0%-89.5%0.000%
11/5/2019Strategic Capital Advisers Inc.13,340$1.69M1.9%+13.0%0.002%
11/5/2019Vestmark Advisory Solutions Inc.1,972$0.25M0.0%-47.6%0.000%
11/5/2019Tower Research Capital LLC TRC18,047$2.28M0.2%-23.3%0.003%
11/5/2019Motco263$33K0.0%-37.5%0.000%
11/5/2019Golub Group LLC15,194$1.92M0.2%+7.1%0.003%
11/5/2019Public Employees Retirement Association of Colorado103,676$13.10M0.1%-0.4%0.019%
11/5/2019Community Bank of Raymore76,165$9.62M3.9%-10.6%0.014%
11/5/2019Gilbert & Cook Inc.1,682$0.21M0.1%N/A0.000%
11/5/2019Parkside Financial Bank & Trust3,097$0.39M0.1%+11.9%0.001%
11/5/2019Benjamin F. Edwards & Company Inc.17,239$2.18M0.2%-0.8%0.003%
11/5/2019Taylor Hoffman Wealth Management3,772$0.48M0.3%-1.9%0.001%
11/5/2019D L Carlson Investment Group Inc.29,879$3.77M1.2%-3.3%0.005%
11/5/2019Hayek Kallen Investment Management8,930$1.13M0.7%+12.0%0.002%
11/5/2019Lenox Wealth Management Inc.1,182$0.15M0.0%+85.3%0.000%
11/5/2019Westchester Capital Management Inc.79,517$10.04M3.9%+0.5%0.014%
11/5/2019Thomas Story & Son LLC10,100$1.28M0.7%-2.9%0.002%
11/5/2019McIlrath & Eck LLC462$58K0.0%-32.6%0.000%
11/5/2019Barber Financial Group Inc.5,579$0.78M0.2%-6.7%0.001%
11/5/2019WealthTrust Axiom LLC1,873$0.24M0.1%N/A0.000%
11/4/2019Swaine & Leidel Wealth Services LLC20,431$2.58M2.3%N/A0.004%
11/4/2019Jacobs & Co. CA35,014$4.42M0.7%+5.5%0.006%
11/4/2019Private Ocean LLC259$33K0.0%+62.9%0.000%
11/4/2019Gamble Jones Investment Counsel15,171$1.92M0.2%-0.7%0.003%
11/4/2019Bingham Osborn & Scarborough LLC2,825$0.36M0.0%-5.8%0.001%
11/4/2019Eagle Asset Management Inc.13,829$1.75M0.0%-28.7%0.002%
11/4/2019Alps Advisors Inc.501,461$63.34M0.5%0.0%0.089%
11/4/2019CNB Bank3,118$0.39M0.4%-4.8%0.001%
11/4/2019Front Barnett Associates LLC83,327$10.53M1.7%+2.2%0.015%
11/4/2019Essex Financial Services Inc.7,242$0.92M0.3%-2.0%0.001%
11/4/2019First Trust Advisors LP430,336$54.36M0.1%+25.8%0.076%
11/4/2019Haverford Trust Co.5,717$0.72M0.0%-8.4%0.001%
11/4/2019Daiwa Securities Group Inc.68,075$8.60M0.1%-31.1%0.012%
11/4/2019Minneapolis Portfolio Management Group LLC215,492$27.22M3.4%-1.9%0.038%
11/4/2019Manchester Capital Management LLC4,363$0.55M0.1%-1.8%0.001%
11/4/2019Donaldson Capital Management LLC16,500$2.08M0.2%+1.5%0.003%
11/4/2019Keybank National Association OH176,409$22.28M0.1%-2.1%0.031%
11/4/2019Eastern Bank9,513$1.20M0.1%-89.6%0.002%
11/4/2019Bartlett & Co. LLC2,577$0.33M0.0%+922.6%0.000%
11/4/2019Tibra Equities Europe Ltd17,700$2.24M0.3%+18.8%0.003%
11/4/2019Strategic Wealth Advisors Group LLC15,781$1.95M0.1%+39.8%0.003%
11/1/2019Huntington National Bank59,843$7.56M0.1%-3.3%0.011%
11/1/2019Boston Private Wealth LLC6,190$0.78M0.0%+4.1%0.001%
11/1/2019Parallel Advisors LLC5,148$0.65M0.1%+5.9%0.001%
11/1/2019Security National Trust Co.17,331$2.19M0.7%-0.9%0.003%
11/1/2019Kanawha Capital Management LLC26,222$3.31M0.4%-4.3%0.005%
11/1/2019JNBA Financial Advisors219$28K0.0%-45.3%0.000%
11/1/2019Cullen Frost Bankers Inc.36,616$4.63M0.1%-6.0%0.007%
11/1/2019Empowered Funds LLC18,211$2.30M1.0%+2.5%0.003%
11/1/2019Holderness Investments Co.10,891$1.38M0.6%-3.8%0.002%
11/1/2019Beese Fulmer Investment Management Inc.22,205$2.81M0.4%+660.7%0.004%
11/1/2019Pillar Pacific Capital Management LLC62,828$7.94M0.9%-0.8%0.011%
11/1/2019Moloney Securities Asset Management LLC9,084$1.15M0.4%-1.5%0.002%
11/1/2019First National Trust Co5,053$0.64M0.1%-8.1%0.001%
11/1/2019Sompo Japan Nipponkoa Asset Management CO. LTD.24,670$3.12M0.8%+10.0%0.004%
11/1/2019Mutual Advisors LLC5,759$0.73M0.1%-15.2%0.001%
(Data available from 1/1/2016 forward)
This page was last updated on 11/16/2019 by MarketBeat.com Staff

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