Caterpillar (XSWX:CAT) Institutional Ownership: 46.42% (As of Jul. 03, 2026)


XSWX:CAT Caterpillar Inc XSWX:CAT
83 GF Score
Price CHF782.80
GF Value CHF357.01
! 6 Warning Signs
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What is Caterpillar Institutional Ownership?

Caterpillar XSWX:CAT 83 Institutional Ownership is 46.42% as of Jul. 03, 2026. GuruFocus rates XSWX:CAT with a GF Score™ of 83/100 and a GF Value™ of CHF357.01. The stock has 6 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Caterpillar's institutional ownership is 46.42%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Caterpillar's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Caterpillar's Float Percentage Of Total Shares Outstanding is 89.66%.

Caterpillar Institutional Ownership Historical Data

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The historical data trend for Caterpillar's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Caterpillar Institutional Ownership Chart

Caterpillar Historical Data

The historical data trend for Caterpillar can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 46.91 46.69 46.73 46.39 46.45 46.42 46.13 46.28 46.42 46.42
XSWX:CAT
83GF Score
Caterpillar Inc XSWX:CAT
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Caterpillar Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 46.42% mean?
Caterpillar (XSWX:CAT) has a Institutional Ownership of 46.42% as of Jul. 03, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Caterpillar and its competitors.
Is Caterpillar's Institutional Ownership too high?
Caterpillar's current Institutional Ownership is 46.42%. Overall, Caterpillar has a GF Score™ of 83/100, reflecting its overall financial health beyond just this single metric.
How does Caterpillar's Institutional Ownership compare to DE and PCAR?
Caterpillar's Institutional Ownership of 46.42% can be compared against companies in the Farm & Heavy Construction Machinery industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Farm & Heavy Construction Machinery company?
A good Institutional Ownership depends on the Farm & Heavy Construction Machinery industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Caterpillar and its competitors. Caterpillar's current Institutional Ownership is 46.42%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Caterpillar stock overvalued right now?
Caterpillar (XSWX:CAT) has a current Institutional Ownership of 46.42%. The stock's GF Value™ is CHF357.01, compared to a current price of CHF782.80 — trading 119.3% above its estimated fair value. The current Institutional Ownership is 46.42%. Caterpillar's overall GF Score™ is 83/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Caterpillar (XSWX:CAT), the current Institutional Ownership is 46.42% as of Jul. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Caterpillar (XSWX:CAT) Overvalued in 2026?

Based on GuruFocus' analysis, Caterpillar stock appears to be overvalued. The current stock price of CHF782.80 is trading 119.3% above its estimated GF Value™ of CHF357.01.

Key valuation signals for XSWX:CAT:

  • Institutional Ownership: 46.42%
  • GF Value™: CHF357.01 vs. price of CHF782.80 (119.3% above fair value)
  • GF Score™: 83/100 with 6 warning signs

No single metric tells the full story. See the XSWX:CAT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Caterpillar Business Description

Address 5205 N. O\'Connor Boulevard, Suite 100, Irving, TX, USA, 75039
Caterpillar is the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. Its reporting segments are construction, resource, energy, and transportation. Market share approaches 20% across many products. Caterpillar operates a captive finance subsidiary to facilitate sales. The firm has a global reach that is approximately evenly balanced between the US and the rest of the world. Construction skews more domestic, while the other divisions are more geographically diversified. An independent network of over 150 dealers operates approximately 2,800 facilities, giving Caterpillar reach into about 190 countries for sales and support services.
83GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF782.80
Price
CHF357.01
GF Value