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NYSE:CAT

Caterpillar Institutional Ownership

$174.78
+2.55 (+1.48 %)
(As of 11/23/2020 12:00 AM ET)
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Today's Range
$173.24
Now: $174.78
$175.50
50-Day Range
$149.94
MA: $164.35
$173.19
52-Week Range
$87.50
Now: $174.78
$176.37
Volume2.34 million shs
Average Volume4.03 million shs
Market Capitalization$94.95 billion
P/E Ratio29.08
Dividend Yield2.39%
Beta0.99

Institutional Ownership

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

Institutional Ownership Percentage: 59.87%

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
11/23/2020Eudaimonia Partners LLC15,647$2.33M0.5%+23.3%0.003%
11/23/2020Amussen Hunsaker Associates LLC4,193$0.62M0.3%+13.3%0.001%
11/20/2020Kathmere Capital Management LLC513$77K0.0%N/A0.000%
11/19/2020Advisor Partners LLC21,842$3.26M0.3%+0.7%0.004%
11/19/2020tru Independence LLC475$71K0.0%-83.6%0.000%
11/19/2020Paces Ferry Wealth Advisors LLC1,106$0.17M0.1%N/A0.000%
11/19/2020Jeppson Wealth Management LLC622$93K0.1%N/A0.000%
11/19/2020Chiron Capital Management LLC775$0.12M0.1%N/A0.000%
11/19/2020Kingsview Wealth Management LLC5,114$0.76M0.1%-15.8%0.001%
11/19/2020IHT Wealth Management LLC4,558$0.68M0.1%+4.4%0.001%
11/19/2020Rehmann Capital Advisory Group2,779$0.42M0.1%N/A0.001%
11/18/2020Chiron Investment Management LLC16,329$2.44M0.5%N/A0.003%
11/18/2020Capital Asset Advisory Services LLC7,370$1.10M0.2%+95.5%0.001%
11/18/2020Stonebridge Capital Advisors LLC2,084$0.31M0.1%+16.8%0.000%
11/18/2020S. R. Schill & Associates2,088$0.31M0.2%N/A0.000%
11/17/2020Public Employees Retirement System of Ohio304,889$45.47M0.2%+1.7%0.056%
11/17/2020Paloma Partners Management Co13,252$1.98M0.1%-75.5%0.002%
11/17/2020Worldquant Millennium Advisors LLC43,206$6.44M0.2%+1.5%0.008%
11/17/2020California State Teachers Retirement System977,374$145.78M0.2%+0.4%0.180%
11/17/2020Cahill Financial Advisors Inc.6,194$0.92M0.3%-4.8%0.001%
11/17/2020Levin Capital Strategies L.P.102,740$15.32M2.0%-5.6%0.019%
11/17/2020Jackson Square Capital LLC4,277$0.64M0.3%+4.9%0.001%
11/17/2020Sunbelt Securities Inc.1,617$0.24M0.1%-14.9%0.000%
11/17/2020BNC Wealth Management LLC675$0.10M0.1%N/A0.000%
11/17/2020Great West Life Assurance Co. Can396,064$59.05M0.1%-0.9%0.073%
11/17/2020EP Wealth Advisors LLC3,001$0.45M0.0%N/A0.001%
11/17/2020Captrust Financial Advisors34,325$5.04M0.1%-1.6%0.006%
11/17/2020Colony Group LLC66,282$9.89M0.3%-1.1%0.012%
11/16/2020Cubist Systematic Strategies LLC7,938$1.18M0.0%-29.8%0.001%
11/16/2020Kiwi Wealth Investments Limited Partnership85,859$12.81M0.9%+32.2%0.016%
11/16/2020Financial Advisory Service Inc.1,592$0.24M0.0%N/A0.000%
11/16/2020Chartwell Investment Partners LLC91,167$13.60M0.5%-1.2%0.017%
11/16/2020Bluefin Capital Management LLC3,895$0.58M0.0%N/A0.001%
11/16/2020Amussen Hunsaker Associates LLC4,193$0.57M0.3%+13.3%0.001%
11/16/2020AQR Capital Management LLC340,063$50.72M0.1%-26.0%0.063%
11/16/2020Lombard Odier Asset Management Europe Ltd5,043$0.75M0.0%N/A0.001%
11/16/2020Advisory Alpha LLC1,914$0.30M0.1%+6.2%0.000%
11/16/2020State of Tennessee Treasury Department184,901$27.58M0.1%-58.0%0.034%
11/16/2020Eudaimonia Partners LLC806$0.14M0.0%-93.6%0.000%
11/16/2020Carret Asset Management LLC2,356$0.35M0.1%+9.6%0.000%
11/16/2020Nuveen Asset Management LLC4,196,901$625.97M0.2%+17.8%0.773%
11/16/2020Benjamin Edwards Inc.4,415$0.66M0.5%N/A0.001%
11/16/2020ExodusPoint Capital Management LP7,328$1.09M0.0%-49.7%0.001%
11/16/2020Peapack Gladstone Financial Corp44,892$6.70M0.2%+5.4%0.008%
11/16/2020Johnson Investment Counsel Inc.7,867$1.17M0.0%-8.5%0.001%
11/16/2020Columbia Asset Management42,480$6.34M1.5%-9.9%0.008%
11/16/2020Vivaldi Capital Management LLC2,013$0.35M0.1%N/A0.000%
11/16/2020KCM Investment Advisors LLC29,305$4.37M0.2%+1.7%0.005%
11/16/2020Wealthsource Partners LLC2,463$0.37M0.0%-2.4%0.000%
11/16/2020CastleArk Alternatives LLC25,600$3.82M3.8%N/A0.005%
11/16/2020GHP Investment Advisors Inc.2,022$0.30M0.0%-3.8%0.000%
11/16/2020Castleark Management LLC11,690$1.74M0.1%N/A0.002%
11/16/2020Gyon Technologies Capital Management LP6,114$0.91M0.7%N/A0.001%
11/16/2020Kemnay Advisory Services Inc.4,252$0.63M0.1%N/A0.001%
11/16/2020Vestcor Inc11,231$1.68M0.1%-3.0%0.002%
11/16/2020Equitable Trust Co.30,338$4.53M0.4%-1.1%0.006%
11/16/2020Advisors Asset Management Inc.112,283$16.75M0.3%-20.1%0.021%
11/16/2020Smithfield Trust Co.1,658$0.25M0.0%+7.9%0.000%
11/13/2020Equitable Holdings Inc.6,070$0.91M0.0%-2.0%0.001%
11/13/2020Transcend Wealth Collective LLC1,403$0.21M0.0%N/A0.000%
11/13/2020Orion Portfolio Solutions LLC3,556$0.53M0.0%+12.2%0.001%
11/13/2020Public Sector Pension Investment Board74,247$11.07M0.1%+6.8%0.014%
11/13/2020Cpwm LLC6,254$0.93M0.1%-7.9%0.001%
11/13/2020Caisse DE Depot ET Placement DU Quebec29,200$4.36M0.0%-64.4%0.005%
11/13/2020Wesbanco Bank Inc.16,574$2.47M0.1%+47.1%0.003%
11/13/2020Lake Street Advisors Group LLC3,623$0.54M0.1%+4.7%0.001%
11/13/2020Morgan Stanley4,348,322$648.55M0.1%-0.3%0.800%
11/13/2020Wetherby Asset Management Inc.12,835$1.92M0.1%+4.8%0.002%
11/13/2020Fiduciary Trust Co.68,593$10.23M0.2%+0.7%0.013%
11/13/2020Segall Bryant & Hamill LLC30,797$4.59M0.1%-0.5%0.006%
11/13/2020Pinnacle Holdings LLC12,282$1.83M0.9%-40.5%0.002%
11/13/2020Allianz Asset Management GmbH1,218,110$181.68M0.2%-2.2%0.224%
11/13/2020Mission Creek Capital Partners Inc.11,969$1.79M0.7%N/A0.002%
11/13/2020Baron Financial Group LLC350$52K0.0%N/A0.000%
11/13/2020Simmons Bank19,725$2.94M0.2%-25.0%0.004%
11/13/2020Wealth Alliance3,099$0.46M0.2%+31.9%0.001%
11/13/2020ProShare Advisors LLC902,478$134.61M0.6%-8.2%0.166%
11/13/2020Profund Advisors LLC11,304$1.69M0.1%-3.1%0.002%
11/13/2020Boston Partners2,370,415$353.55M0.6%+34.8%0.436%
11/13/2020Edgar Lomax Co. VA153,750$22.93M1.8%+4.6%0.028%
11/13/2020Vantis Investment Advisers L.P.30,300$4.52M2.1%N/A0.006%
11/13/2020Taurus Asset Management LLC3,878$0.58M0.1%-8.6%0.001%
11/13/2020Trustmark National Bank Trust Department5,062$0.76M0.1%-2.8%0.001%
11/13/2020Charles Schwab Investment Management Inc.2,397,535$357.59M0.2%-4.3%0.441%
11/13/2020Kore Private Wealth LLC3,092$0.46M0.1%+17.6%0.001%
11/13/2020Cetera Investment Advisers10,929$1.63M0.1%-4.4%0.002%
11/13/2020Cetera Advisors LLC25,047$3.74M0.1%+7.6%0.005%
11/13/2020MML Investors Services LLC86,514$12.90M0.2%+1.1%0.016%
11/13/2020UBS Asset Management Americas Inc.2,532,756$377.76M0.2%+7.5%0.466%
11/13/2020Cetera Advisor Networks LLC35,701$5.33M0.1%-0.6%0.007%
11/13/2020Trust Investment Advisors9,469$1.41M1.6%+1.1%0.002%
11/13/2020Kinneret Advisory LLC27,113$4.04M0.6%-3.1%0.005%
11/13/2020Gilbert & Cook Inc.2,350$0.35M0.1%+13.3%0.000%
11/13/2020Truvestments Capital LLC7,038$1.05M0.9%+1,208.2%0.001%
11/13/2020Heritage Trust Co9,663$1.44M0.3%-4.3%0.002%
11/13/2020Guggenheim Capital LLC192,440$28.70M0.2%-1.5%0.035%
11/13/2020Massmutual Trust Co. FSB ADV8,131$1.21M0.1%+810.5%0.001%
11/13/2020Beaton Management Co. Inc.5,883$0.88M0.7%+1.7%0.001%
11/13/2020Great West Life Assurance Co. Can443,043$58.45M0.1%+10.8%0.082%
11/13/2020McIlrath & Eck LLC553$82K0.0%-15.2%0.000%
(Data available from 1/1/2016 forward)

This page was last updated on 11/24/2020 by MarketBeat.com Staff

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