Caterpillar Inc (NYSE:CAT)
| 209.06 Delayed Data As of 4:00pm ET |  +3.31 / +1.61%Today’s Change | 160.60 Today|||52-Week Range 266.04 | -12.73% Year-to-Date |
Institutional investors hold a majority ownership of CAT through the 71.36% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Trucks/Construction/Farm Machinery industry.
| Mutual fund holders | 36.08% |
| Other institutional | 35.27% |
| Individual stakeholders | 1.14% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 3/31/2023 | DZ PRIVATBANK SA Bought 1.5 Million shares of Caterpillar Inc |
| 3/31/2023 | FIDELITY MANAGEMENT & RESEARCH C... Bought 974.1 Thousand shares of Caterpillar Inc |
| 3/31/2023 | HUDSON BAY CAPITAL MANAGEMENT LP Bought 750.0 Thousand shares of Caterpillar Inc |
Top 10 Owners of Caterpillar Inc
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 9.08% | 46,894,381 | 10,260,490,563 | +452,445 | +0.97% |
| SSgA Funds Management, Inc. | 7.55% | 38,973,173 | 8,527,330,252 | -805,362 | -2.02% |
| Capital Research & Management Co.... | 5.57% | 28,780,071 | 6,297,079,535 | -311,060 | -1.07% |
| BlackRock Fund Advisors | 4.38% | 22,610,904 | 4,947,265,795 | -1,318,754 | -5.51% |
| State Farm Investment Management ... | 3.44% | 17,761,276 | 3,886,167,189 | 0 | 0.00% |
| Geode Capital Management LLC | 1.82% | 9,375,637 | 2,051,389,376 | +244,930 | +2.68% |
| Fisher Asset Management LLC | 1.46% | 7,522,869 | 1,646,003,737 | +132,253 | +1.79% |
| Bill & Melinda Gates Foundation T... | 1.42% | 7,353,614 | 1,608,970,743 | 0 | 0.00% |
| Northern Trust Investments, Inc.(... | 1.21% | 6,236,978 | 1,364,650,786 | -61,488 | -0.98% |
| Norges Bank Investment Management | 0.95% | 4,905,890 | 1,073,408,732 | -92,346 | -1.85% |
Top 10 Mutual Funds Holding Caterpillar Inc
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | 3.11% | 16,047,123 | 3,511,110,512 | +56,568 | +0.35% |
| Vanguard 500 Index Fund | 2.37% | 12,215,047 | 2,672,652,284 | +65,331 | +0.54% |
| Washington Mutual Investors Fund | 1.28% | 6,600,605 | 1,444,212,374 | 0 | 0.00% |
| American Funds Growth Fund of Ame... | 1.21% | 6,249,532 | 1,367,397,602 | -314,100 | -4.79% |
| Fidelity 500 Index Fund | 1.12% | 5,758,512 | 1,259,962,426 | +53,498 | +0.94% |
| SPDR S&P 500 ETF Trust | 1.09% | 5,635,487 | 1,233,044,556 | +5,580 | +0.10% |
| SPDR Dow Jones Industrial Average... | 1.06% | 5,490,996 | 1,201,429,925 | 0 | 0.00% |
| Government Pension Fund - Global ... | 0.93% | 4,781,646 | 1,046,224,145 | -426,735 | -8.19% |
| iShares Core S&P 500 ETF | 0.90% | 4,647,911 | 1,016,962,927 | -311 | -0.01% |
| Vanguard Value ETF | 0.89% | 4,614,314 | 1,009,611,903 | -4,816 | -0.10% |