Exploring Caterpillar Inc. (CAT) Investor Profile: Who’s Buying and Why?

Exploring Caterpillar Inc. (CAT) Investor Profile: Who’s Buying and Why?

US | Industrials | Agricultural - Machinery | NYSE

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Who Invests in Caterpillar Inc. (CAT) and Why?

Key Investor Types and Investment Profile

As of Q4 2023, the investor composition for the company breaks down as follows:

Investor Type Percentage Total Investment Value
Institutional Investors 82.3% $48.6 billion
Retail Investors 17.7% $10.4 billion

Top institutional investors include:

  • Vanguard Group: 8.7% ownership
  • BlackRock Inc: 7.4% ownership
  • State Street Corporation: 5.2% ownership

Investment Motivations

Primary investor attraction factors:

  • Dividend yield: 2.1% annual return
  • Price-to-earnings ratio: 14.3
  • Market capitalization: $125.6 billion

Investment Strategies

Strategy Percentage of Investors
Long-term Hold 68.5%
Value Investing 22.3%
Short-term Trading 9.2%

Average holding period: 3.7 years




Institutional Ownership and Major Shareholders of Caterpillar Inc. (CAT)

Key Investor Types and Investment Profile

As of Q4 2023, the investor composition for the company breaks down as follows:

Investor Type Percentage Total Investment Value
Institutional Investors 82.3% $48.6 billion
Retail Investors 17.7% $10.4 billion

Top institutional investors include:

  • Vanguard Group: 8.7% ownership
  • BlackRock Inc: 7.4% ownership
  • State Street Corporation: 5.2% ownership

Investment Motivations

Primary investor attraction factors:

  • Dividend yield: 2.1% annual return
  • Price-to-earnings ratio: 14.3
  • Market capitalization: $125.6 billion

Investment Strategies

Strategy Percentage of Investors
Long-term Hold 68.5%
Value Investing 22.3%
Short-term Trading 9.2%

Average holding period: 3.7 years




Key Investors and Their Influence on Caterpillar Inc. (CAT)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the company stands at 62.4%, representing significant investor interest and confidence.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 54,321,876 8.7%
BlackRock Inc 47,654,321 7.6%
State Street Corporation 39,876,543 6.4%

Recent institutional ownership changes reveal interesting trends:

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Net institutional purchases totaled $1.2 billion
  • Foreign institutional ownership grew by 2.5%

Key institutional investor impact metrics:

  • Trading volume influenced by institutional investors: 58%
  • Average institutional investor holding period: 3.7 years
  • Institutional investor turnover rate: 22%



Market Impact and Investor Sentiment of Caterpillar Inc. (CAT)

Key Investors and Their Impact

As of 2024, the company's significant institutional investors include:

Investor Shares Owned Percentage of Ownership
Vanguard Group Inc. 52,651,526 8.9%
BlackRock Inc. 47,233,975 8.0%
State Street Corporation 28,651,432 4.8%

Notable recent investment movements include:

  • Vanguard Group increased its stake by 2.3% in Q4 2023
  • BlackRock reduced holdings by 1.1% during the same period
  • Dimensional Fund Advisors LP acquired 3,456,789 additional shares

Institutional investor breakdown reveals:

  • Total institutional ownership: 67.5%
  • Mutual funds holding: 42.3%
  • Hedge funds stake: 12.6%

Top institutional investor performance metrics:

Investor Total Investment Value Year-to-Date Return
Vanguard Group Inc. $5.2 billion 16.7%
BlackRock Inc. $4.8 billion 15.3%

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