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Caterpillar (CAT) Institutional Ownership

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$889.23 -5.31 (-0.59%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$888.86 -0.37 (-0.04%)
As of 07/24/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
2481
Total
Institutional Inflows
(last 12 months)
$22.05B
Number of
Institutional Sellers
(last 12 months)
1907
Total
Institutional Outflows
(last 12 months)
$13.73B
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Skip Chart & View Institutional Buying and Selling Data

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
7/21/2026 Merit Financial Group LLC48,984$52.16M0.2%+5.9%0.011%
7/18/2026 Diversified Trust Co.14,725$15.68M0.3%+25.4%0.003%
7/18/2026 Cary Street Partners Financial LLC20,143$21.45M0.5%-5.8%0.004%
7/18/2026 4WEALTH Advisors Inc.589$609K0.5%-2.8%0.000%
7/18/2026 Rosenberg Matthew Hamilton1,685$1.79M0.3%+5.6%0.000%
7/18/2026 Advocate Group LLC11,714$12.48M1.9%-19.4%0.003%
7/18/2026 SLT Holdings LLC255$272K0.2%N/A0.000%
7/18/2026 Central Bank & Trust Co.19,031$20.27M2.9%-3.7%0.004%
7/18/2026 Hickory Point Bank & Trust1,511$1.61M1.0%-1.0%0.000%
7/18/2026 GRIMES & Co WEALTH MANAGEMENT LLC5,291$5.64M0.1%+1.2%0.001%
7/18/2026 Fort Washington Investment Advisors Inc. OH82,247$87.59M0.4%-18.3%0.018%
7/18/2026 Pachira Investments Inc.333$355K0.1%-16.5%0.000%
7/18/2026 True Blue Financial LLC196$209K0.1%N/A0.000%
7/18/2026 Liberty Capital Management Inc.233$248K0.0%N/A0.000%
7/18/2026 Forza Wealth Management LLC603$642K0.2%-31.2%0.000%
7/18/2026 Citizens & Northern Corp3,846$4.10M0.9%-14.3%0.001%
7/18/2026 Watershed Private Wealth LLC5,254$5.60M1.6%-0.4%0.001%
7/18/2026 Advantage Trust Co518$552K0.2%+250.0%0.000%
7/18/2026 Merit Financial Group LLC48,984$52.16M0.3%+5.9%0.011%
7/18/2026 Formidable Asset Management LLC1,478$1.57M0.2%+13.0%0.000%
7/18/2026 Vaquero Private Wealth Ltd.4,890$5.21M1.1%N/A0.001%
7/18/2026 Cypress Point Wealth Management LLC522$556K0.1%N/A0.000%
7/17/2026 Nova R Wealth Inc.583$621K0.2%-2.2%0.000%
7/17/2026 Farther Finance Advisors LLC38,184$40.65M0.3%+12.6%0.008%
7/17/2026 Ballentine Partners LLC9,435$10.05M0.1%+1.9%0.002%
7/17/2026 Storen Legacy Partners LLC534$569K0.2%+21.1%0.000%
7/17/2026 InTrack Investment Management Inc3,086$3.29M1.6%-6.4%0.001%
7/17/2026 Lynch Investment Planning LLC221$235K0.2%N/A0.000%
7/17/2026 Amplius Wealth Advisors LLC492$524K0.0%N/A0.000%
7/17/2026 Core Wealth Partners LLC738$786K0.3%+5.4%0.000%
7/17/2026 Burton Enright Welch1,496$1.59M0.2%-10.5%0.000%
7/17/2026 TCFG Investment Advisors LLC798$850K0.3%-1.5%0.000%
7/17/2026 Fifth Third Wealth Advisors LLC26,284$27.99M0.8%+9.4%0.006%
7/17/2026 Fairvoy Private Wealth LLC5,666$6.03M1.2%+211.1%0.001%
7/17/2026 Altus Wealth Group LLC735$783K0.3%+13.3%0.000%
7/17/2026 Winthrop Advisory Group LLC2,189$2.33M0.2%+5.4%0.000%
7/17/2026 Mcrae Capital Management Inc.207$220K0.0%N/A0.000%
7/17/2026 HM Payson & Co.56,006$59.64M0.8%-48.7%0.012%
7/17/2026 Cary Street Partners Investment Advisory LLC1,509$1.61M0.3%+13.4%0.000%
7/17/2026 Great Diamond Partners LLC4,300$4.58M0.8%-0.6%0.001%
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7/17/2026 Archford Capital Strategies LLC1,069$1.14M0.1%+6.8%0.000%
7/17/2026 OFI Invest Asset Management93,536$100K0.0%+49.9%0.020%
7/17/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS101,732$108.33M0.5%-6.1%0.022%
7/17/2026 Asio Capital LLC477$508K0.1%-15.7%0.000%
7/17/2026 Crown Oak Advisors LLC5,034$5.36M2.5%-13.5%0.001%
7/17/2026 Aspen Investment Management Inc3,515$3.74M1.0%-0.8%0.001%
7/17/2026 Benchmark Financial Wealth Advisors LLC486$517K0.1%-7.4%0.000%
7/17/2026 Cidel Asset Management Inc.2,086$2.22M0.1%-14.0%0.000%
7/17/2026 Sequoia Financial Advisors LLC188,272$200.49M1.0%+5.3%0.041%
7/17/2026 Laurel Wealth Advisors LLC1,070$1.14M0.1%-4.2%0.000%
7/17/2026 MinichMacGregor Wealth Management LLC750$799K0.1%-5.2%0.000%
7/17/2026 Bluedoor Private Wealth LLC2,205$2.35M1.0%-1.0%0.000%
7/17/2026 Wolff Financial Management LLC4,440$4.73M0.9%-10.3%0.001%
7/17/2026 Radnor Capital Management LLC7,091$7.55M1.1%-15.2%0.002%
7/17/2026 Single Point Partners LLC200$213K0.0%N/A0.000%
7/17/2026 Johnson & White Wealth Management LLC196$209K0.1%N/A0.000%
7/17/2026 Berman McAleer LLC211$225K0.0%N/A0.000%
7/17/2026 Activest Wealth Management70$75K0.0%-80.9%0.000%
7/17/2026 Segment Wealth Management LLC40,795$43.44M2.3%-1.2%0.009%
7/17/2026 Gallacher Capital Management LLC403$429K0.2%-22.6%0.000%
7/17/2026 Second Half Financial Partners LLC771$821K0.3%-2.5%0.000%
7/17/2026 Reyes Financial Architecture Inc.791$842K0.5%-5.9%0.000%
7/17/2026 Simplify Asset Management Inc.558$594K0.0%-2.8%0.000%
7/17/2026 Howard Capital Management Group LLC250$266K0.0%N/A0.000%
7/17/2026 Northeast Investment Management18,228$19.41M0.7%+2.7%0.004%
7/17/2026 Seelaus Asset Management LLC2,221$2.37M1.7%-6.8%0.000%
7/17/2026 Lifelong Wealth Advisors Inc.579$617K0.1%-8.8%0.000%
7/17/2026 Richards Merrill & Peterson Inc.3,976$4.23M1.3%+2.8%0.001%
7/17/2026 Crossmark Global Holdings Inc.27,898$29.71M0.4%+4.2%0.006%
7/17/2026 Mraz Amerine & Associates Inc.255$272K0.0%N/A0.000%
7/17/2026 Coastwise Capital Group LLC1,045$1.11M0.6%-5.9%0.000%
7/17/2026 Waystone Advisors LLC360$383K0.3%+27.2%0.000%
7/16/2026 Ledyard National Bank4,946$5.27M0.4%-55.4%0.001%
7/16/2026 Global Trust Wealth Management LLC1,306$1.39M1.0%-47.0%0.000%
7/16/2026 Targeted Financial Services LLC795$847K0.6%+26.2%0.000%
7/16/2026 Acropolis Investment Management LLC2,639$2.81M0.1%+1.8%0.001%
7/16/2026 Patriot Financial Group Insurance Agency LLC4,599$4.90M0.5%-48.7%0.001%
7/16/2026 Stone Wealth Partners290$309K0.2%N/A0.000%
7/16/2026 Beacon Financial Group991$1.06M0.1%+7.4%0.000%
7/16/2026 PFG Advisors11,057$11.78M0.6%-8.0%0.002%
7/16/2026 Hengehold Capital Management LLC1,018$1.08M0.1%-12.9%0.000%
7/16/2026 Cambridge Advisors Inc.6,337$6.75M1.2%-3.6%0.001%
7/16/2026 Certified Advisory Corp882$939K0.1%+10.9%0.000%
7/16/2026 ARS Wealth Advisors Group LLC5,097$5.43M0.4%+1.0%0.001%
7/16/2026 Hoxton Planning & Management LLC500$532K0.1%+10.9%0.000%
7/16/2026 HBW Advisory Services LLC2,916$3.11M0.3%-6.4%0.001%
7/16/2026 AM Investment Strategies LLC5,719$6.09M1.2%-0.4%0.001%
7/16/2026 Union Bancaire Privee UBP SA65,464$72.34M0.9%+23.4%0.014%
7/16/2026 Ipswich Investment Management Co. Inc.15,627$16.64M3.5%-0.9%0.003%
7/16/2026 Davis Capital Management237$252K0.1%+451.2%0.000%
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7/16/2026 Vista Finance LLC248$264K0.1%N/A0.000%
7/16/2026 Jamison Private Wealth Management Inc.32,765$34.89M3.5%-0.6%0.007%
7/16/2026 Courier Capital LLC6,161$6.56M0.3%-3.0%0.001%
7/16/2026 Decker Retirement Planning Inc.27$29K0.0%+440.0%0.000%
7/16/2026 Relyea Zuckerberg Hanson LLC1,772$1.89M0.2%+2.4%0.000%
7/16/2026 Aaron Wealth Advisors LLC11,790$12.56M0.6%-2.3%0.003%
7/16/2026 Folger Nolan Fleming Douglas Capital Management Inc.29,516$31.43M2.6%-2.1%0.006%
7/16/2026 MBL Wealth LLC3,186$3.39M0.2%+3.0%0.001%
7/16/2026 Highline Wealth Partners LLC93$99K0.0%+17.7%0.000%
7/16/2026 Cascade Investment Advisors Inc.3,595$3.83M2.1%-16.2%0.001%


CAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,835 institutional investors and hedge funds held shares of Caterpillar. The most heavily invested institutionals were Vanguard Group Inc. ($26.57B), State Street Corp ($20.27B), State Farm Mutual Automobile Insurance Co. ($9.99B), Geode Capital Management LLC ($6.07B), Fisher Asset Management LLC ($5.44B), Morgan Stanley ($4.05B), and Bank of America Corp DE ($4.02B).Learn more on Caterpillar's institutional investors.

70.98% of Caterpillar's stock is owned by institutional investors. Learn more on CAT's institutional investor holdings.

Of the 3,351 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 ($11.60M), Valeo Financial Advisors LLC ($7.31M), Wellington Management Group LLP ($5.20M), GAMMA Investing LLC ($3.73M), Diamant Asset Management Inc. ($3.14M), Capital International Investors ($2.14M), and International Assets Investment Management LLC ($2.13M).

Institutional investors have bought a total of 42,635,216 shares in the last 24 months. This purchase volume represents approximately $22.05B in transactions.

Of the 1,907 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: Capital Research Global Investors ($1.46M), Wellington Management Group LLP ($1.37M), State Street Corp ($1.16M), Bank of America Corp DE ($1.06M), Assenagon Asset Management S.A. ($827.84K), Price T Rowe Associates Inc. MD ($818.80K), and Marshall Wace LLP ($718.57K).

Institutional investors have sold a total of 25,449,341 shares in the last 24 months. This volume of shares sold represents approximately $13.73B in transactions.


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This page (NYSE:CAT) was last updated on 7/26/2026 by MarketBeat.com Staff.
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