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 Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/4/2021	Almanack Investment Partners LLC.	2,035	$0.44M	0.0%	-33.1%	0.000%
8/4/2021	Kovitz Investment Group Partners LLC	47,221	$10.28M	0.2%	-0.9%	0.009%
8/4/2021	Abbrea Capital LLC	16,461	$3.58M	0.5%	+1.0%	0.003%
8/4/2021	IndexIQ Advisors LLC	12,468	$2.71M	0.1%	-1.4%	0.002%
8/4/2021	Stoneridge Investment Partners LLC	7,175	$1.56M	0.8%	N/A	0.001%
8/4/2021	Selective Wealth Management Inc.	1,350	$0.29M	0.2%	+28.6%	0.000%
8/4/2021	Grimes & Company Inc.	2,265	$0.49M	0.0%	+21.4%	0.000%
8/4/2021	BFT Financial Group LLC	1,961	$0.43M	0.1%	-6.2%	0.000%
8/4/2021	Russell Investments Group Ltd.	114,346	$24.83M	0.0%	-0.7%	0.021%
8/4/2021	Wilbanks Smith & Thomas Asset Management LLC	93,378	$20.32M	0.8%	-0.4%	0.017%

8/4/2021	Artemis Investment Management LLP	347,908	$75.82M	0.7%	-36.8%	0.064%
8/4/2021	CX Institutional	1,046	$0.23M	0.0%	-5.0%	0.000%
8/4/2021	Charles Schwab Trust Co	4,074	$0.89M	0.2%	+2.5%	0.001%
8/4/2021	Savant Capital LLC	10,348	$2.25M	0.1%	-15.1%	0.002%
8/4/2021	Nwam LLC	4,100	$0.89M	0.1%	+1.9%	0.001%
8/4/2021	Capital Square LLC	1,558	$0.33M	0.2%	-6.3%	0.000%
8/4/2021	Sigma Investment Counselors Inc.	26,699	$5.81M	0.4%	+0.4%	0.005%
8/4/2021	Community Bank of Raymore	76,025	$16.55M	5.3%	-0.2%	0.014%
8/3/2021	Legacy Bridge LLC	6,513	$1.42M	0.8%	+1.0%	0.001%
8/3/2021	Diamond Hill Capital Management Inc.	1,215,260	$264.48M	1.0%	+6.8%	0.222%
8/3/2021	Brinker Capital Investments LLC	26,148	$5.69M	0.1%	-47.0%	0.005%
8/3/2021	Community Bank N.A.	18,874	$4.11M	0.5%	-1.5%	0.003%
8/3/2021	Equitable Trust Co.	27,183	$5.92M	0.4%	-1.9%	0.005%
8/3/2021	Accel Wealth Management	727	$0.16M	0.1%	-11.9%	0.000%
8/3/2021	ARGI Investment Services LLC	5,317	$1.16M	0.0%	+8.3%	0.001%
8/3/2021	Ingalls & Snyder LLC	5,242	$1.14M	0.1%	-45.9%	0.001%
8/3/2021	Financial Advocates Investment Management	17,449	$3.80M	0.3%	+75.3%	0.003%
8/3/2021	tru Independence LLC	303	$66K	0.0%	N/A	0.000%
8/3/2021	AIA Group Ltd	1,598	$0.33M	0.0%	N/A	0.000%
8/3/2021	MV Capital Management Inc.	9,980	$2.17M	0.4%	+8.5%	0.002%
8/3/2021	Core Wealth Advisors Inc.	5,028	$1.09M	0.7%	N/A	0.001%
8/3/2021	SignalPoint Asset Management LLC	3,501	$0.76M	0.2%	-2.0%	0.001%
8/3/2021	Handelsbanken Fonder AB	141,940	$30.89M	0.2%	+5.2%	0.026%
8/3/2021	Capital Wealth Planning LLC	5,831	$1.27M	0.0%	-17.9%	0.001%
8/3/2021	Bedel Financial Consulting Inc.	1,366	$0.30M	0.1%	+24.3%	0.000%
8/3/2021	Reilly Financial Advisors LLC	1,323	$0.29M	0.0%	+18.5%	0.000%
8/3/2021	Victory Capital Management Inc.	443,988	$96.63M	0.1%	+7.9%	0.081%
8/3/2021	Financial Counselors Inc.	174,640	$38.01M	0.8%	+2.4%	0.032%
8/3/2021	Iowa State Bank	14,345	$3.12M	0.9%	+1.7%	0.003%
8/3/2021	Baldrige Asset Management LLC	262	$57K	0.0%	N/A	0.000%
8/3/2021	Parsons Capital Management Inc. RI	34,695	$7.55M	0.6%	-0.3%	0.006%
8/3/2021	CWA Asset Management Group LLC	2,738	$0.59M	0.0%	-4.6%	0.000%
8/3/2021	Moisand Fitzgerald Tamayo LLC	402	$87K	0.0%	+66.1%	0.000%
8/3/2021	Mitchell Mcleod Pugh & Williams Inc.	10,534	$2.29M	0.9%	-1.1%	0.002%
8/3/2021	Blue Chip Partners Inc.	57,850	$12.59M	1.8%	+5.4%	0.011%
8/3/2021	Jackson Wealth Management LLC	1,764	$0.38M	0.0%	+96.2%	0.000%
8/3/2021	Patten Group Inc.	1,456	$0.32M	0.1%	+3.7%	0.000%
8/3/2021	Palladium Partners LLC	18,952	$4.12M	0.2%	-0.8%	0.003%
8/3/2021	Oppenheimer Asset Management Inc.	34,325	$7.47M	0.1%	+0.4%	0.006%
8/3/2021	Oppenheimer & Co. Inc.	43,503	$9.47M	0.2%	+13.1%	0.008%
8/3/2021	StrategIQ Financial Group LLC	1,585	$0.35M	0.1%	+3.9%	0.000%
8/3/2021	AMG National Trust Bank	6,097	$1.33M	0.0%	-24.7%	0.001%
8/3/2021	Gables Capital Management Inc.	5,730	$1.25M	0.9%	-51.4%	0.001%
8/3/2021	Fluent Financial LLC	10,134	$2.21M	0.9%	N/A	0.002%
8/3/2021	Reliant Investment Management LLC	19,808	$4.31M	2.0%	+2.1%	0.004%
8/3/2021	WoodTrust Financial Corp	1,688	$0.37M	0.1%	+7.9%	0.000%
8/3/2021	BOK Financial Private Wealth Inc.	1,773	$0.39M	0.0%	+24.4%	0.000%
8/2/2021	First Personal Financial Services	1,053	$0.23M	0.1%	-9.5%	0.000%
8/2/2021	Corundum Group Inc.	1,928	$0.42M	0.3%	-4.3%	0.000%
8/2/2021	GYL Financial Synergies LLC	1,616	$0.35M	0.2%	+14.1%	0.000%
8/2/2021	Arizona State Retirement System	152,781	$33.25M	0.3%	-0.2%	0.028%
8/2/2021	Private Ocean LLC	400	$87K	0.0%	-20.0%	0.000%
8/2/2021	Disciplined Investments LLC	740	$0.16M	0.1%	+37.0%	0.000%
8/2/2021	New York State Common Retirement Fund	1,027,162	$223.54M	0.2%	-18.9%	0.188%
8/2/2021	SRS Capital Advisors Inc.	614	$0.13M	0.0%	N/A	0.000%
8/2/2021	Advisor Group Holdings Inc.	269,483	$58.65M	0.1%	+5.5%	0.049%
8/2/2021	Gradient Capital Advisors LLC	1,352	$0.29M	0.1%	+8.4%	0.000%
8/2/2021	Argent Advisors Inc.	6,561	$1.43M	0.9%	-13.1%	0.001%
8/2/2021	Private Advisory Group LLC	2,798	$0.61M	0.2%	+219.4%	0.001%
8/2/2021	Chicago Partners Investment Group LLC	1,233	$0.26M	0.0%	-17.3%	0.000%
8/2/2021	Columbia Asset Management	22,902	$4.98M	1.1%	-45.5%	0.004%
8/2/2021	Clark Capital Management Group Inc.	195,004	$42.44M	0.6%	-1.2%	0.036%
8/2/2021	San Francisco Sentry Investment Group CA	5,313	$1.16M	0.6%	-44.2%	0.001%
8/2/2021	Canvas Wealth Advisors LLC	955	$0.21M	0.1%	+7.3%	0.000%
8/2/2021	Lakeview Capital Partners LLC	1,703	$0.37M	0.2%	-26.2%	0.000%
8/2/2021	Allworth Financial LP	1,992	$0.43M	0.0%	+9.2%	0.000%
8/2/2021	Beacon Investment Advisory Services Inc.	17,625	$3.84M	0.2%	+14.2%	0.003%
8/2/2021	Key Financial Inc	375	$78K	0.0%	+50.0%	0.000%
8/2/2021	Advisors Capital Management LLC	1,511	$0.33M	0.0%	+23.6%	0.000%
8/2/2021	Optimum Investment Advisors	5,620	$1.22M	0.4%	-11.2%	0.001%
8/2/2021	Delta Asset Management LLC TN	66,036	$14.37M	1.4%	-0.5%	0.012%
8/2/2021	Novare Capital Management LLC	1,966	$0.43M	0.0%	+33.3%	0.000%
8/2/2021	Trustcore Financial Services LLC	11,801	$2.57M	0.3%	+2.9%	0.002%
8/2/2021	Capital Advisors Inc. OK	1,522	$0.33M	0.0%	+25.5%	0.000%
8/2/2021	Birmingham Capital Management Co. Inc. AL	59,145	$12.87M	4.7%	-0.3%	0.011%
8/2/2021	Hills Bank & Trust Co	2,464	$0.54M	0.1%	+8.8%	0.000%
8/2/2021	Founders Financial Alliance LLC	3,100	$0.68M	0.3%	-5.5%	0.001%
8/2/2021	Sumitomo Mitsui Trust Holdings Inc.	2,112,266	$459.69M	0.3%	+1.4%	0.386%
8/2/2021	SNS Financial Group LLC	3,855	$0.84M	0.1%	-1.3%	0.001%
8/2/2021	Pinnacle Associates Ltd.	64,853	$14.11M	0.3%	-2.6%	0.012%
8/1/2021	Baker Tilly Wealth Management LLC	4,061	$0.88M	0.1%	+11.6%	0.001%
8/1/2021	Baldwin Brothers Inc. MA	1,085	$0.24M	0.0%	+93.8%	0.000%
8/1/2021	CCM Investment Advisers LLC	70,402	$15.32M	2.0%	-4.3%	0.013%
8/1/2021	Choate Investment Advisors	4,757	$1.04M	0.1%	+64.0%	0.001%
8/1/2021	Clear Creek Financial Management LLC	1,188	$0.26M	0.0%	N/A	0.000%
8/1/2021	Dupont Capital Management Corp	9,517	$2.07M	0.0%	+2.6%	0.002%
8/1/2021	Derbend Asset Management	2,783	$0.61M	0.6%	N/A	0.001%
8/1/2021	Eads & Heald Wealth Management	2,085	$0.45M	0.2%	-4.3%	0.000%
8/1/2021	Exchange Traded Concepts LLC	22,150	$4.82M	0.2%	+6.4%	0.004%
8/1/2021	Eagle Bay Advisors LLC	747	$0.16M	0.1%	N/A	0.000%

(Data available from 1/1/2016 forward)

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

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Caterpillar Institutional Ownership

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

Institutional Buying and Selling by Quarter

Caterpillar (NYSE CAT) Institutional Buying and Selling

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