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Caterpillar (CAT) Institutional Ownership

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-9.48 (-2.63%)
(As of 05/16/2024 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)
1655
Total
Institutional Inflows
(last 12 months)
$11.09B
Number of
Institutional Sellers
(last 12 months)
1311
Total
Institutional Outflows
(last 12 months)
$13.74B
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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
5/16/2024Levin Capital Strategies L.P.90,348$33.11M3.3%-16.4%0.018%
5/16/2024B. Riley Wealth Advisors Inc.39,548$14.49M0.3%+2.2%0.008%
5/16/2024Sweeney & Michel LLC1,431$512K0.2%N/A0.000%
5/16/2024 IronBridge Private Wealth LLC13,860$5.08M2.1%-2.8%0.003%
5/16/2024 Jacobs Levy Equity Management Inc.19,388$7.10M0.0%-76.1%0.004%
5/16/2024 Janus Henderson Group PLC70,620$25.87M0.0%-2.3%0.014%
5/16/2024 BTG Pactual Global Asset Management Ltd2,592$950K0.2%N/A0.001%
5/16/2024 Bayesian Capital Management LP7,486$2.74M0.3%N/A0.002%
5/16/2024Waverly Advisors LLC10,620$3.89M0.1%+60.8%0.002%
5/16/2024 Kinloch Capital LLC10,909$4.00M2.1%+5.1%0.002%
5/16/2024Silvercrest Asset Management Group LLC17,339$6.35M0.0%-5.5%0.004%
5/16/2024 Captrust Financial Advisors127,830$46.84M0.2%-15.2%0.026%
5/16/2024Zurich Insurance Group Ltd FI6,200$2.27M0.0%N/A0.001%
5/16/2024Paloma Partners Management Co4,416$1.62M0.1%-210.4%0.001%
5/15/2024 Ascent Group LLC799$293K0.0%-9.5%0.000%
5/15/2024QVR LLC744$273K0.0%N/A0.000%
5/15/2024 Transcendent Capital Group LLC989$362K0.2%-46.9%0.000%
5/15/2024Mount Yale Investment Advisors LLC1,864$683K0.1%+71.0%0.000%
5/15/2024Talisman Wealth Advisors LLC577$212K0.3%N/A0.000%
5/15/2024Public Employees Retirement System of Ohio245,762$90.06M0.4%-6.8%0.050%
5/15/2024Public Employees Retirement Association of Colorado72,697$26.64M0.1%-5.4%0.015%
5/15/2024Morse Asset Management Inc2,974$1.09M0.3%+4.4%0.001%
5/15/2024 Ceeto Capital Group LLC1,000$366K0.1%-50.0%0.000%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund16,800$6.16M0.4%-7.6%0.003%
5/15/2024 Kentucky Retirement Systems38,661$14.17M0.4%-5.3%0.008%
5/15/2024 Fairview Capital Investment Management LLC3,528$1.29M0.1%-2.8%0.001%
5/15/2024 CoreFirst Bank & Trust1,265$464K0.3%-11.0%0.000%
5/15/2024Price T Rowe Associates Inc. MD1,070,860$392.40M0.0%-4.8%0.219%
5/15/2024 BOKF NA33,520$12.19M0.2%-1.1%0.007%
5/15/2024 Kestra Advisory Services LLC148,860$54.55M0.4%+10.5%0.030%
5/15/2024Steel Grove Capital Advisors LLC1,135$416K0.0%-6.1%0.000%
5/15/2024 Lazard Asset Management LLC1,068,019$391.35M0.5%-3.7%0.218%
5/15/2024 Epoch Investment Partners Inc.2,686$984K0.0%-4.0%0.001%
5/15/2024 LRI Investments LLC1,856$662K0.1%N/A0.000%
5/15/2024 1832 Asset Management L.P.200$73K0.0%-12.3%0.000%
5/15/2024 Linscomb Wealth Inc.556$204K0.0%N/A0.000%
5/15/2024 Truvestments Capital LLC9,715$3.56M1.4%-4.4%0.002%
5/15/2024 Quadrature Capital Ltd25,563$9.37M0.2%N/A0.005%
5/15/2024 Gabelli Funds LLC114,960$42.13M0.3%-2.0%0.024%
5/15/2024 Gamco Investors INC. ET AL626$229K0.0%-11.6%0.000%
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5/14/2024 Canada Pension Plan Investment Board407,677$149.39M0.2%+306.9%0.083%
5/14/2024 Westwood Holdings Group Inc.5,843$2.14M0.0%-21.5%0.001%
5/14/2024 JT Stratford LLC5,658$2.07M0.4%+46.0%0.001%
5/14/2024 Capital World Investors28,172,698$10.32B1.7%-3.0%5.761%
5/14/2024 Capital Research Global Investors2,020,100$740.23M0.2%+6.3%0.413%
5/14/2024 Capital International Sarl126,540$46.37M1.5%-3.8%0.026%
5/14/2024 Toronto Dominion Bank357,277$130.92M0.2%-1.1%0.073%
5/14/2024 Capital International Ltd. CA109,132$39.99M1.9%-8.1%0.022%
5/14/2024 Capital International Inc. CA 145,713$53.39M0.7%+4.4%0.030%
5/14/2024 Capital International Investors488,660$179.06M0.0%+99.9%0.100%
5/14/2024 Capital Group Investment Management PTE. LTD.23,394$8.57M1.5%-7.7%0.005%
5/14/2024 Stamos Capital Partners L.P.8,290$3.04M0.7%-53.7%0.002%
5/14/2024 Advisors Asset Management Inc.20,974$7.69M0.1%-6.1%0.004%
5/14/2024 Axxcess Wealth Management LLC21,832$8M0.2%+2.3%0.004%
5/14/2024 EP Wealth Advisors LLC10,466$3.84M0.0%+17.9%0.002%
5/14/2024 Freestone Capital Holdings LLC27,567$10.10M0.4%+93.1%0.006%
5/14/2024 CreativeOne Wealth LLC8,881$3.25M0.1%+127.5%0.002%
5/14/2024 Delap Wealth Advisory LLC768$281K0.1%N/A0.000%
5/14/2024 Vident Advisory LLC24,427$8.95M0.2%+19.7%0.005%
5/14/2024 Fayez Sarofim & Co40,410$14.81M0.0%-0.3%0.008%
5/14/2024 LGT Group Foundation6,350$2.33M0.1%-7.3%0.001%
5/14/2024 Shell Asset Management Co.2,814$1.03M0.0%-3.9%0.001%
5/14/2024 Sax Wealth Advisors LLC650$238K0.0%N/A0.000%
5/14/2024 Crewe Advisors LLC1,655$606K0.1%N/A0.000%
5/14/2024 Evermay Wealth Management LLC1,702$624K0.1%-1.7%0.000%
5/14/2024 Natixis2,964$1.09M0.0%-89.4%0.001%
5/14/2024 InterOcean Capital Group LLC205,215$75.20M1.8%-1.6%0.042%
5/14/2024 GQG Partners LLC10,053$3.68M0.0%-52.4%0.002%
5/14/2024 Pitcairn Co.3,468$1.27M0.1%+6.4%0.001%
5/14/2024 Puzo Michael J3,150$1.15M0.3%-7.4%0.001%
5/14/2024 CANADA LIFE ASSURANCE Co219,154$80.34M0.2%+6.4%0.045%
5/14/2024 Oxford Financial Group LTD. LLC1,657$607K0.0%+56.3%0.000%
5/14/2024 American International Group Inc.150,780$55.25M0.2%-1.3%0.031%
5/14/2024 Vaughan David Investments LLC IL72,100$26.42M0.7%-15.3%0.015%
5/14/2024 Twin Capital Management Inc.15,921$5.83M0.7%-4.0%0.003%
5/14/2024 RB Capital Management LLC9,477$3.47M0.9%+2.1%0.002%
5/14/2024 Lake Street Advisors Group LLC16,007$5.87M0.3%+298.1%0.003%
5/13/2024 Bessemer Group Inc.262,948$96.35M0.2%-3.9%0.054%
5/13/2024 Atlanta Consulting Group Advisors LLC2,308$846K0.3%N/A0.000%
5/13/2024 Capitolis Liquid Global Markets LLC95,000$34.81M0.6%N/A0.019%
5/13/2024 Hilltop Partners LLC605$222K0.1%N/A0.000%
5/13/2024 Delta Asset Management LLC TN62,600$22.94M2.0%-0.7%0.013%
5/13/2024 UniSuper Management Pty Ltd9,800$3.59M0.0%+141.6%0.002%
5/13/2024 Clearbridge Investments LLC7,463$2.74M0.0%-46.6%0.002%
5/13/2024 Texas Capital Bank Wealth Management Services Inc25,376$9.30M1.0%-12.8%0.005%
5/13/2024 Texas Capital Bancshares Inc TX2,833$1.04M0.5%-28.4%0.001%
5/13/2024 O Shaughnessy Asset Management LLC56,450$20.69M0.2%-40.4%0.012%
5/13/2024 Ameritas Investment Partners Inc.13,483$4.94M0.2%+3.1%0.003%
5/13/2024 PAX Financial Group LLC821$301K0.1%-6.2%0.000%
5/13/2024 Penobscot Investment Management Company Inc.7,935$2.91M0.3%+5.0%0.002%
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5/13/2024 Secured Retirement Advisors LLC7,348$2.69M2.3%-3.4%0.002%
5/11/2024 Trustmark National Bank Trust Department4,409$1.62M0.1%+18.8%0.001%
5/11/2024 Davis R M Inc.3,407$1.25M0.0%-2.4%0.001%
5/11/2024 Peak Asset Management LLC564$207K0.0%N/A0.000%
5/11/2024 Cynosure Group LLC3,635$1.33M0.2%-54.5%0.001%
5/11/2024 Orion Capital Management LLC820$300K0.2%-10.9%0.000%
5/11/2024 Catalytic Wealth RIA LLC1,223$448K0.1%+12.4%0.000%
5/11/2024 Jacobi Capital Management LLC12,194$4.47M0.4%+0.3%0.002%
5/11/2024 Edgestream Partners L.P.21,912$8.03M0.4%+1,220.8%0.004%
5/11/2024 Patten & Patten Inc. TN3,913$1.43M0.1%-9.2%0.001%
(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, 2,722 institutional investors and hedge funds held shares of Caterpillar. The most heavily invested institutionals were Vanguard Group Inc. ($17.54B), Capital World Investors ($10.32B), State Street Corp ($9.59B), 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 2,342 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 75,312,667 shares in the last 24 months. This purchase volume represents approximately $18.71B in transactions.

Which Caterpillar major shareholders have been selling company stock?

Of the 1,756 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), Price T Rowe Associates Inc. MD ($1.61M), Private Advisor Group LLC ($1.56M), Capital International Investors ($1.28M), and Bank of New York Mellon Corp ($1.20M).

How much institutional selling is happening at Caterpillar?

Institutional investors have sold a total of 74,800,631 shares in the last 24 months. This volume of shares sold represents approximately $18.32B in transactions.


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This page (NYSE:CAT) was last updated on 5/16/2024 by MarketBeat.com Staff

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