Caterpillar Ownership | Who Owns Caterpillar?
Caterpillar Ownership Summary
Caterpillar is owned by 30.08% institutional investors, 0.44% insiders, and 69.49% retail investors. Vanguard group is the largest institutional shareholder, holding 9.67% of CAT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.18% of its assets in Caterpillar shares.
CAT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Caterpillar | 30.08% | 0.44% | 69.49% |
| Sector | Industrials Stocks | 51.44% | 11.38% | 37.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 46.81M | 9.67% | $16.98B |
| State street | 36.63M | 7.57% | $13.29B |
| Blackrock funding, inc. /de | 35.52M | 7.34% | $12.88B |
| Blackrock | 36.21M | 7.33% | $12.06B |
| State farm mutual automobile insurance | 17.73M | 3.66% | $6.43B |
| Capital world investors | 16.40M | 3.39% | $5.95B |
| Geode capital management | 10.45M | 2.16% | $3.79B |
| Fisher asset management | 9.08M | 1.88% | $3.29B |
| Bill & melinda gates foundation trust | 7.35M | 1.52% | $2.67B |
| Morgan stanley | 7.28M | 1.47% | $2.42B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Birmingham capital management co inc/al | 50.87K | 6.62% | $16.94M |
| Bill & melinda gates foundation trust | 7.35M | 6.35% | $2.67B |
| State farm mutual automobile insurance | 17.73M | 5.86% | $6.43B |
| Westchester capital management | 62.97K | 5.75% | $22.84M |
| Community bank of raymore | 19.11K | 5.45% | $6.93M |
| Capital wealth planning | 1.53M | 5.14% | $555.46M |
| Atwater malick | 42.23K | 5.13% | $15.32M |
| Minneapolis portfolio management group | 94.24K | 4.51% | $34.19M |
| Aull & monroe investment management | 21.46K | 3.97% | $7.79M |
| Independent wealth network | 26.61K | 3.92% | $9.65M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.02M | 0.29% | 6.02M |
| Blackrock | 36.21M | 0.27% | 2.68M |
| Capital research global investors | 2.92M | 0.22% | 1.20M |
| Raymond james financial | 973.73K | 0.13% | 973.73K |
| Proficio capital partners | 804.77K | 0.06% | 803.17K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | 5.44K | 0.16% | -2.13M |
| Citigroup | 699.39K | 0.15% | -1.95M |
| Capital world investors | 16.40M | 0.90% | -1.09M |
| Legal & general group | 2.59M | 0.25% | -900.22K |
| D. e. shaw | 465.82K | 0.12% | -892.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.02M | 0.29% | 6.02M | $2.18B |
| Raymond james financial | 973.73K | 0.13% | 973.73K | $353.23M |
| Leigh baldwin | 278.93K | 0.24% | 278.93K | $278.93M |
| Alecta tjanstepension omsesidigt | 131.60K | 0.25% | 131.60K | $47.76M |
| Ofi invest asset management | 116.57K | 0.96% | 116.57K | $40.84M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Peak6 investments | -2.00 |
| Innealta capital | -2.00 |
| Pinpoint asset management | -3.00 |
| Tfo-tdc | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 1,900 | -34.39% | 145,633,616 | -56.85% | 30 | 0.62% | 881 | -31.33% | 665 | -36.00% |
| Sep 30, 2024 | 2,860 | 3.40% | 336,792,188 | -2.05% | 69 | 1.44% | 1,266 | 4.71% | 1,025 | 2.60% |
| Jun 30, 2024 | 2,715 | -2.55% | 343,373,893 | 0.17% | 69 | 1.44% | 1,187 | -1.58% | 984 | -8.47% |
| Mar 31, 2024 | 2,786 | 4.93% | 342,804,206 | -3.05% | 69 | 1.45% | 1,206 | -2.19% | 1,075 | 12.10% |
| Dec 31, 2023 | 2,655 | 7.53% | 353,583,720 | 0.99% | 69 | 1.47% | 1,233 | 13.33% | 959 | 6.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 15.18M | 3.18% | 42.91K |
| Vanguard Institutional 500 Index Trust | 13.30M | 2.78% | 224.19K |
| SPDR® S&P 500® ETF Trust | 6.01M | 1.26% | 24.14K |
| Fidelity 500 Index | 5.99M | 1.24% | 1.49K |
| American Funds Growth Fund of Amer A | 5.79M | 1.20% | 1.18M |
| Capital Group Growth Fnd of Amer Comp | 5.79M | 1.20% | 1.18M |
| iShares Core S&P 500 ETF | 5.68M | 1.19% | 7.98K |
| SPDR® Dow Jones Industrial Avrg ETF Tr | 5.40M | 1.13% | - |
| American Funds Washington Mutual A | 4.63M | 0.96% | -247.92K |
| Capital Group Wash Mutual Invtrs Comp | 4.63M | 0.96% | -247.92K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 18, 2025 | Kaiser Jason | Group President | Sell | $860.15K |
| Feb 04, 2025 | Johnson Gerald | - | Buy | $36.56K |
| Jan 16, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | Sell | $3.80M |
| Dec 04, 2024 | Johnson Gerald | - | Buy | $39.86K |
| Nov 29, 2024 | Fassino Anthony D. | Group President | Sell | $2.57M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | 2 |
| 2024 Q4 | 1 | 13 |
| 2024 Q3 | 1 | 3 |
| 2024 Q2 | 2 | 2 |
| 2024 Q1 | 1 | 8 |
CAT Ownership FAQ
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