Sentiment · CAT
Institutional 13F for CAT
AI-generated plain-English read of institutional 13f for CAT. Updated daily.
Stable institutional base, marquee holder adding
lowMost institutions are holding flat, but a marquee holder quietly added. Low-noise accumulation from a top name — a positive structural read that plays out over multiple quarters, not weeks.
What will probably happen
- Stable institutional positioning means no structural change in supply or demand — price direction will be driven by fundamentals and sentiment, not institutional flows.
- Concentration in a few large holders creates binary risk: if any of the top-5 decide to exit, the price impact will be amplified.
What to do
- If you HOLD this stock
- Institutional positioning is steady. No action triggered from this signal — hold and use other catalysts for sizing decisions.
- If you're EVALUATING this stock
- Institutions are holding flat — no structural tailwind, but no headwind either. Entry here is thesis-driven; the 13F read is neutral.
- If you trade OPTIONS
- No institutional edge for directional options. Look to technicals and fundamentals for structure selection.
13F data is 128 days old — structurally stale.
Technical details
Technical analysis
- Adders
- 1
- Net flow
- Stable
- Reducers
- 0
- Velocity
- Slow
- Concentration
- Top Heavy
- Marquee action
- Marquee Buying
- Institutions reporting
- 13
- Most recent 13F filing
- 2026-06-30
- Marquee holders (top-5)
- State Street Corp, Vanguard Group, BlackRock, Morgan Stanley, FMR LLC (Fidelity)
- Max single-holder change
- +1.0%
- Top-5 share of inst float
- $89.41B / $100.93B (89%)
Key levels
| Level | Value |
|---|---|
| all value | 100,931,832,525 |
| top5 value | 89,408,286,993 |
| adder count | 1 |
| reducer count | 0 |
| max change pct | 0.01 |
| staleness days | 128.547 |
| institution count | 13 |
Caveats
- 13F filings are lagged 45 days after quarter end — the position changes you're reading reflect what funds did one quarter ago.
- 13F shows long positions only — derivatives, shorts, and non-US holdings are not visible.
- Concentration in a few large holders means a single fund's reallocation could move price disproportionately.