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Caterpillar (CAT) Institutional Ownership

Caterpillar logo
$388.56 +3.85 (+1.00%)
As of 03:58 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)
1992
Total
Institutional Inflows
(last 12 months)
$13.01B
Number of
Institutional Sellers
(last 12 months)
1577
Total
Institutional Outflows
(last 12 months)
$7.08B
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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
6/26/2025AG2R LA Mondiale Gestion D Actifs17,876$6.22M0.4%N/A0.004%
6/23/2025Swedbank AB334,218$110.23M0.1%+18.7%0.071%
6/18/2025Voya Investment Management LLC300,786$99.20M0.1%+1.0%0.064%
6/17/2025Howe & Rusling Inc.20,468$6.75M0.6%-2.9%0.004%
6/16/2025Maple Capital Management Inc.881$291K0.0%+24.3%0.000%
6/16/2025Peterson Wealth Management1,749$577K0.4%+3.7%0.000%
6/11/2025Kondo Wealth Advisors Inc.737$243K0.1%-17.3%0.000%
6/10/2025Compass Financial Services Inc94$31K0.0%+49.2%0.000%
6/6/2025eCIO Inc.176$58K0.0%N/A0.000%
6/4/2025First Hawaiian Bank1,044$344K0.0%-64.7%0.000%
6/3/2025Inspire Investing LLC46,037$15.18M1.8%+6.7%0.010%
6/3/2025Invst LLC1,074$354K0.0%+62.0%0.000%
6/2/2025Hodges Capital Management Inc.12,801$4.22M0.4%-41.7%0.003%
6/2/2025Modern Wealth Management LLC10,217$3.37M0.1%+3.1%0.002%
5/28/2025Birmingham Capital Management Co. Inc. AL41,525$13.70M5.2%-6.1%0.009%
5/28/2025Strs Ohio133,006$43.87M0.2%N/A0.028%
5/28/2025Ellsworth Advisors LLC1,357$448K0.1%-91.9%0.000%
5/28/2025Wealth Management Associates Inc.1,287$424K0.2%-10.5%0.000%
5/28/2025Intrua Financial LLC805$265K0.0%-42.9%0.000%
5/27/2025Jacobi Capital Management LLC12,416$4.10M0.3%+1.2%0.003%
5/27/2025Advisors Capital Management LLC72,184$23.81M0.4%+2.3%0.015%
5/27/2025Iron Gate Global Advisors LLC4,488$1.48M0.2%+3.5%0.001%
5/22/2025Rollins Financial Advisors LLC7,440$2.45M0.4%+3.4%0.002%
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%
5/21/2025Geneos Wealth Management Inc.15,684$5.17M0.2%+4.8%0.003%
5/21/2025IFM Investors Pty Ltd91,180$30.07M0.3%-0.5%0.019%
5/20/2025Acorns Advisers LLC1,009$333K0.0%+26.6%0.000%
5/20/2025Belpointe Asset Management LLC2,227$735K0.0%-39.5%0.000%
5/20/2025Jupiter Wealth Management LLC808$285K0.2%-35.8%0.000%
5/20/2025Intech Investment Management LLC158,689$52.34M0.5%-31.3%0.034%
5/20/2025Focus Partners Wealth291,012$95.98M0.2%+10.3%0.062%
5/20/2025Flaharty Asset Management LLC4,342$1.43M0.2%-5.5%0.001%
5/20/2025Integrity Alliance LLC.20,181$6.66M0.3%+1,225.1%0.004%
5/20/2025Ransom Advisory Ltd1,295$427K0.2%N/A0.000%
5/20/2025Anchor Investment Management LLC12,872$4.25M0.4%-7.1%0.003%
5/20/2025Glenview Trust co68,462$22.58M0.4%-2.8%0.015%
5/20/2025Plato Investment Management Ltd12,929$4.31M0.4%-11.4%0.003%
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5/20/2025Security National Bank of Sioux City Iowa IA864$285K0.2%-4.4%0.000%
5/19/2025SageView Advisory Group LLC1,379$455K0.0%+8.1%0.000%
5/19/2025Advisory Alpha LLC5,052$1.67M0.1%+1.2%0.001%
5/19/2025Alaethes Wealth LLC5,638$1.86M0.7%+2.5%0.001%
5/19/2025SCS Capital Management LLC5,445$1.80M0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC4,204,445$1.39B0.4%+6.7%0.893%
5/19/2025Palogic Value Management L.P.1,015$335K0.1%+6.1%0.000%
5/16/2025Wilson & Boucher Capital Management LLC6,031$1.99M1.5%-2.0%0.001%
5/16/2025Woodline Partners LP40,378$13.32M0.1%+39.3%0.009%
5/16/2025Zimmer Partners LP67,950$22.41M0.4%+125.6%0.014%
5/16/2025Prostatis Group LLC1,028$339K0.1%-19.6%0.000%
5/16/2025McIlrath & Eck LLC650$215K0.0%-32.4%0.000%
5/16/2025Empowered Funds LLC57,497$18.96M0.3%+97.0%0.012%
5/16/2025Logan Capital Management Inc.23,656$7.80M0.4%-1.1%0.005%
5/16/2025MBB Public Markets I LLC937$309K0.0%N/A0.000%
5/16/2025Faithward Advisors LLC12,626$4.16M0.7%-2.0%0.003%
5/16/2025Ascent Group LLC4,467$1.47M0.1%+172.5%0.001%
5/16/2025Meiji Yasuda Life Insurance Co2,894$954K0.0%-44.9%0.001%
5/16/2025RNC Capital Management LLC4,280$1.41M0.1%+83.5%0.001%
5/16/2025Meiji Yasuda Asset Management Co Ltd.27,159$8.96M0.4%-23.6%0.006%
5/16/2025Arete Wealth Advisors LLC9,063$2.99M0.2%+26.8%0.002%
5/16/2025Great Lakes Advisors LLC293,456$96.78M0.9%-2.5%0.062%
5/16/2025Caxton Associates LLP1,465$483K0.0%N/A0.000%
5/16/2025Signature Estate & Investment Advisors LLC1,680$554K0.0%+2.7%0.000%
5/16/2025Voleon Capital Management LP 3,685$1.22M0.1%N/A0.001%
5/16/2025Challenger Wealth Management1,600$528K0.4%+60.0%0.000%
5/16/2025Ashton Thomas Private Wealth LLC17,926$5.91M0.2%+87.6%0.004%
5/16/2025Kestra Investment Management LLC2,017$665K0.0%+52.5%0.000%
5/16/2025Resources Management Corp CT ADV6,230$2.06M0.3%-1.5%0.001%
5/16/2025Jones Financial Companies Lllp2,871$920K0.0%-94.6%0.001%
5/16/2025Coordinated Financial Services Inc. CO646$213K0.2%N/A0.000%
5/16/2025Temasek Holdings Private Ltd25,122$8.29M0.0%-36.3%0.005%
5/16/2025Talon Private Wealth LLC2,495$823K0.1%+3,271.6%0.001%
5/16/2025USS Investment Management Ltd57,808$19.07M0.1%-27.5%0.012%
5/16/2025UniSuper Management Pty Ltd30,458$10.05M0.1%+6.2%0.006%
5/16/2025Richwood Investment Advisors LLC3,213$1.06M0.9%+20.3%0.001%
5/16/2025Rise Advisors LLC1,334$440K0.2%-7.0%0.000%
5/16/2025Plancorp LLC2,600$858K0.0%+5.9%0.001%
5/16/2025Nissay Asset Management Corp Japan ADV61,287$20.21M0.1%+0.9%0.013%
5/16/2025NewEdge Advisors LLC205,136$67.65M0.4%+10.3%0.044%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.78,947$26.04M0.1%+9.9%0.017%
5/16/2025Integrated Wealth Concepts LLC20,064$6.62M0.1%+10.1%0.004%
5/16/2025Gotham Asset Management LLC69,299$22.86M0.2%-7.6%0.015%
5/16/2025Greenline Partners LLC1,242$410K0.1%+3.1%0.000%
5/16/2025Hall Laurie J Trustee2,733$901K0.3%-1.7%0.001%
5/16/2025Hancock Whitney Corp2,789$920K0.0%+8.6%0.001%
5/16/2025Edmond DE Rothschild Holding S.A.94,648$31.22M0.6%+3,783.8%0.020%
5/16/2025Clark Capital Management Group Inc.5,539$1.83M0.0%-11.6%0.001%
5/16/2025Curi RMB Capital LLC2,038$672K0.0%-57.6%0.000%
5/16/2025Belmont Capital LLC720$237K0.0%+928.6%0.000%
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5/16/2025Alliancebernstein L.P.537,319$177.21M0.1%-2.0%0.114%
5/16/2025Banque Transatlantique SA7,982$2.43M0.0%-5.4%0.002%
5/16/2025AQR Capital Management LLC81,978$26.63M0.0%-7.6%0.017%
5/16/2025Advisors Asset Management Inc.10,584$3.49M0.1%-36.7%0.002%
5/16/2025AlTi Global Inc.8,749$2.89M0.1%-4.4%0.002%
5/16/2025Alexis Investment Partners LLC2,911$960K0.5%-13.6%0.001%
5/16/2025Amundi1,554,870$475.42M0.2%-28.2%0.330%
5/16/2025Aprio Wealth Management LLC1,958$646K0.1%+3.4%0.000%
5/16/20251 North Wealth Services LLC4,453$1.47M0.7%-12.9%0.001%
5/16/2025Adage Capital Partners GP L.L.C.134,754$44.44M0.1%+87.1%0.029%
(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, 3,166 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 2,687 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), 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 36,658,313 shares in the last 24 months. This purchase volume represents approximately $13.01B in transactions.

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

Of the 1,577 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 20,064,580 shares in the last 24 months. This volume of shares sold represents approximately $7.08B in transactions.


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This page (NYSE:CAT) was last updated on 6/30/2025 by MarketBeat.com Staff
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