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Caterpillar (CAT) Institutional Ownership

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$331.07
-3.50 (-1.05%)
(As of 05/1/2024 ET)
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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)
1705
Total
Institutional Inflows
(last 12 months)
$12.58B
Number of
Institutional Sellers
(last 12 months)
1342
Total
Institutional Outflows
(last 12 months)
$13.37B
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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
5/1/2024Prosperity Consulting Group LLC6,761$2.48M0.3%+22.7%0.001%
5/1/2024Retirement Group LLC544$199K0.1%-97.1%0.000%
5/1/2024Mission Wealth Management LP6,207$2.27M0.1%+40.5%0.001%
5/1/2024ORBA Wealth Advisors L.L.C.628$230K0.1%N/A0.000%
5/1/2024Northcape Wealth Management LLC572$210K0.1%-21.9%0.000%
5/1/2024Smith Group Asset Management LLC10,900$3.99M0.2%-34.5%0.002%
5/1/2024McCarthy & Cox1,429$524K0.2%N/A0.000%
5/1/2024Diversify Advisory Services LLC2,547$926K0.1%N/A0.001%
4/30/2024Private Advisor Group LLC67,670$24.80M0.2%-3.6%0.014%
4/30/2024J.W. Cole Advisors Inc.8,932$3.27M0.2%+4.2%0.002%
4/30/2024Vantage Investment Partners LLC34,937$12.80M1.1%N/A0.007%
4/30/2024Retirement Systems of Alabama280,116$102.64M0.4%0.0%0.056%
4/30/2024Hartline Investment Corp3,325$1.22M0.2%+386.8%0.001%
4/30/2024North Star Investment Management Corp.15,031$5.51M0.4%+1.5%0.003%
4/30/2024Drexel Morgan & Co.27,886$10.22M2.1%+0.5%0.006%
4/30/2024Fairman Group LLC79$29K0.0%N/A0.000%
4/30/2024 Norden Group LLC1,833$672K0.0%N/A0.000%
4/30/2024Culbertson A N & Co. Inc.42,812$15.69M2.7%-0.7%0.009%
4/30/2024Van ECK Associates Corp80,278$29.42M0.0%+6.9%0.016%
4/30/2024Beam Wealth Advisors Inc.919$337K0.2%+10.9%0.000%
4/30/2024HB Wealth Management LLC37,139$13.61M0.2%+5.9%0.007%
4/30/2024Turtle Creek Wealth Advisors LLC17,155$6.29M1.5%+8.1%0.003%
4/30/2024Mitchell Sinkler & Starr PA4,980$1.83M0.5%+23.3%0.001%
4/30/2024Valued Wealth Advisors LLC139$51K0.0%+297.1%0.000%
4/30/2024Woodward Diversified Capital LLC4,394$1.61M1.0%+4.4%0.001%
4/30/2024Concord Wealth Partners8,302$3.04M0.5%+26.0%0.002%
4/30/2024Geneva Partners LLC14,997$5.50M2.4%+23.4%0.003%
4/30/2024Mainstay Capital Management LLC ADV2,979$1.09M0.2%-12.0%0.001%
4/30/2024AFT Forsyth & Company Inc.1,815$665K0.4%-5.7%0.000%
4/30/2024Harel Insurance Investments & Financial Services Ltd.1,195$438K0.0%-32.3%0.000%
4/30/2024Delta Financial Group Inc.2,139$784K0.2%-42.9%0.000%
4/30/2024Vest Financial LLC127,718$46.80M1.3%+17.8%0.026%
4/30/2024Arkadios Wealth Advisors5,539$2.03M0.2%-5.9%0.001%
4/30/2024Camden National Bank1,546$567K0.1%-3.7%0.000%
4/30/2024 Caprock Group LLC7,051$2.58M0.1%-28.3%0.001%
4/30/2024 Naples Global Advisors LLC10,216$3.74M0.4%-2.2%0.002%
4/30/2024 Perigon Wealth Management LLC23,779$8.71M0.3%+2.6%0.005%
4/30/2024 Hutchens & Kramer Investment Management Group LLC1,055$384K0.2%+22.5%0.000%
4/30/2024 Valtinson Bruner Financial Planning LLC668$245K0.1%N/A0.000%
4/30/2024 Mayflower Financial Advisors LLC4,126$1.51M0.1%+2.0%0.001%
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4/30/2024 Madison Wealth Partners Inc888$325K0.1%-4.3%0.000%
4/30/2024 Lakeridge Wealth Management LLC1,713$628K0.4%-16.0%0.000%
4/30/2024 Hazlett Burt & Watson Inc.2,952$1.08M0.6%-1.6%0.001%
4/30/2024 OFI Invest Asset Management208,919$70.88M1.9%-10.8%0.042%
4/30/2024 Renaissance Investment Group LLC563$206K0.0%N/A0.000%
4/30/2024 Stock Yards Bank & Trust Co.89,252$32.71M1.1%-0.3%0.018%
4/30/2024 Claret Asset Management Corp652$239K0.0%-6.3%0.000%
4/30/2024 Townsend Asset Management Corp NC ADV2,160$792K0.3%+7.0%0.000%
4/30/2024 Allspring Global Investments Holdings LLC105,717$38.74M0.1%-9.4%0.021%
4/29/2024Commonwealth Equity Services LLC442,913$162.30M0.3%+1.2%0.089%
4/29/2024 FAS Wealth Partners Inc.12,314$4.51M0.4%+1.7%0.002%
4/29/2024 Boyd Watterson Asset Management LLC OH10,737$3.93M1.4%-0.7%0.002%
4/29/2024 Greenleaf Trust17,403$6.38M0.1%+9.0%0.003%
4/29/2024 Principal Financial Group Inc.752,651$275.79M0.2%+3.4%0.151%
4/29/2024 Benjamin Edwards Inc.3,038$1.11M0.2%-9.9%0.001%
4/29/2024 Benjamin F. Edwards & Company Inc.25,068$9.19M0.2%+2.0%0.005%
4/29/2024 Seascape Capital Management13,836$5.07M1.9%+3.7%0.003%
4/29/2024 Silicon Valley Capital Partners143$52K0.0%-66.3%0.000%
4/29/2024 Meritage Portfolio Management568$208K0.0%N/A0.000%
4/29/2024 Monte Financial Group LLC1,564$573K0.3%-90.0%0.000%
4/29/2024 Heritage Investors Management Corp138,041$50.58M1.8%-4.1%0.028%
4/29/2024 RWA Wealth Partners LLC30,066$11.02M0.1%-2.3%0.006%
4/29/2024 Yarger Wealth Strategies LLC550$201K0.1%N/A0.000%
4/29/2024 Wealthspan Partners LLC3,498$1.28M0.8%+28.1%0.001%
4/29/2024 Phillips Wealth Planners LLC606$218K0.2%N/A0.000%
4/29/2024 Tower Bridge Advisors4,705$1.72M0.2%-2.9%0.001%
4/29/2024 Schaper Benz & Wise Investment Counsel Inc. WI744$273K0.0%N/A0.000%
4/29/2024 PBMares Wealth Management LLC1,763$646K0.2%+3.0%0.000%
4/29/2024 Mn Services Vermogensbeheer B.V.205,828$75.42M0.5%-15.8%0.041%
4/29/2024 Nichols & Pratt Advisers LLP MA87,739$32.15M2.2%-7.9%0.018%
4/29/2024 First National Bank & Trust Co. of Newtown9,426$3.45M0.7%-0.7%0.002%
4/29/2024 Argyle Capital Management Inc.13,917$5.10M2.0%-5.8%0.003%
4/29/2024 OLD Republic International Corp177,000$64.86M2.6%-32.4%0.035%
4/27/2024 Weatherly Asset Management L. P.6,836$2.51M0.2%-1.9%0.001%
4/27/2024 Vigilare Wealth Management650$238K0.1%N/A0.000%
4/27/2024 Hourglass Capital LLC942$345K0.1%-5.0%0.000%
4/27/2024 Conning Inc.118,580$43.37M1.4%-11.4%0.024%
4/27/2024 Finer Wealth Management Inc.10,170$3.73M2.4%+4.0%0.002%
4/27/2024 K.J. Harrison & Partners Inc4,044$1.48M0.2%+1.1%0.001%
4/27/2024 BayBridge Capital Group LLC1,414$506K0.4%N/A0.000%
4/26/2024 Pinnacle Associates Ltd.95,865$35.13M0.6%-0.1%0.019%
4/26/2024 Trueblood Wealth Management LLC6,622$2.43M1.4%-2.1%0.001%
4/26/2024 Securian Asset Management Inc.29,985$10.99M0.3%-7.3%0.006%
4/26/2024 Aspen Investment Management Inc3,228$1.18M0.6%-7.2%0.001%
4/26/2024 McGuire Investment Group LLC22,475$8.24M1.2%+1.2%0.005%
4/26/2024 BLB&B Advisors LLC11,379$4.17M0.2%-2.1%0.002%
4/26/2024 Planned Solutions Inc.659$241K0.1%+15.4%0.000%
4/26/2024 Acorn Wealth Advisors LLC4,264$1.56M0.8%+7.6%0.001%
4/26/2024 UMB Bank n.a.63,097$23.12M0.4%-5.3%0.013%
4/26/2024 Carlton Hofferkamp & Jenks Wealth Management LLC2,400$811K0.3%-4.0%0.000%
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4/26/2024 Advisors Management Group Inc. ADV5,548$2.03M0.5%-1.2%0.001%
4/26/2024 Narwhal Capital Management26,650$9.77M1.0%+17.3%0.005%
4/26/2024 MBA Advisors LLC1,658$608K0.3%-6.7%0.000%
4/26/2024 Highview Capital Management LLC DE 1,020$374K0.2%-19.0%0.000%
4/26/2024 GUNN & Co INVESTMENT MANAGEMENT INC.570$209K0.2%-59.2%0.000%
4/26/2024 Northwest Bancshares Inc.1,438$527K0.1%+12.2%0.000%
4/26/2024 Yousif Capital Management LLC102,663$37.62M0.4%-2.9%0.021%
4/26/2024 SlateStone Wealth LLC36,949$13.54M1.4%+68.5%0.007%
4/26/2024 ZWJ Investment Counsel Inc.4,043$1.48M0.1%+1.5%0.001%
4/26/2024 First National Trust Co42,204$15.47M0.6%+31.3%0.008%
(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, 2,710 institutional investors and hedge funds held shares of Caterpillar. The most heavily invested institutionals were Vanguard Group Inc. ($14.30B), State Street Corp ($9.59B), Capital World Investors ($8.58B), BlackRock Inc. ($8.34B), Fisher Asset Management LLC ($2.41B), Geode Capital Management LLC ($2.34B), and Northern Trust Corp ($1.97B).Learn more on CAT's institutional investors.

What percentage of Caterpillar stock is owned by institutional investors?

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

Which institutional investors have been buying Caterpillar stock?

Of the 2,364 institutional investors that purchased Caterpillar stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($9.16M), Capital World Investors ($6.98M), Norges Bank ($5.62M), Gateway Advisory LLC ($4.03M), International Assets Investment Management LLC ($2.16M), Altshuler Shaham Ltd ($2.03M), and FMR LLC ($1.82M).

How much institutional buying is happening at Caterpillar?

Institutional investors have bought a total of 79,538,873 shares in the last 24 months. This purchase volume represents approximately $19.36B in transactions.

Which Caterpillar major shareholders have been selling company stock?

Of the 1,754 institutional investors that sold Caterpillar stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($28.19M), Altshuler Shaham Ltd ($3.81M), Invesco Ltd. ($1.80M), Private Advisor Group LLC ($1.56M), Price T Rowe Associates Inc. MD ($1.56M), Bank of New York Mellon Corp ($1.36M), and Capital International Investors ($1.28M).

How much institutional selling is happening at Caterpillar?

Institutional investors have sold a total of 75,988,712 shares in the last 24 months. This volume of shares sold represents approximately $18.25B in transactions.


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This page (NYSE:CAT) was last updated on 5/1/2024 by MarketBeat.com Staff

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