Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,305 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
2,562
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
2,557
shares
|
$1.07 Million
0.1% of portfolio
|
Q1 2025
Added 52.66%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
2,552
shares
|
$1.07 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Cortland Associates Inc
|
May 01, 2025 Q1 2025 |
2,549
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
2,549
shares
|
$1.07 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,547
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
Added 27.93%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
2,547
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2022
Added 74.32%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
2,546
shares
|
$1.06 Million
0.47% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
2,545
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
2,543
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
2,531
shares
|
$1.06 Million
0.17% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
2,531
shares
|
$1.06 Million
0.3% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
2,529
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
2,525
shares
|
$1.06 Million
0.85% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,524
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
2,522
shares
|
$1.05 Million
0.19% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
2,517
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
2,509
shares
|
$1.05 Million
0.25% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
2,505
shares
|
$1.05 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
2,504
shares
|
$1.05 Million
0.23% of portfolio
|
Q1 2025
Added 22.62%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,502
shares
|
$1.05 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
2,500
shares
|
$1.05 Million
0.67% of portfolio
|
Q2 2022
Reduced 10.71%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
2,500
shares
|
$1.05 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
2,500
shares
|
$1.05 Million
0.65% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
2,500
shares
|
$1.05 Million
0.74% of portfolio
|
Q1 2025
Reduced 5.3%
|