Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,434 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $152 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
1,950
shares
|
$878,787
0.18% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
1,947
shares
|
$877,435
0.05% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,945
shares
|
$876,533
0.06% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,941
shares
|
$874,731
0.27% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,941
shares
|
$874,731
0.2% of portfolio
|
Q2 2025
Added 86.1%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
1,941
shares
|
$874,731
0.11% of portfolio
|
Q2 2025
Reduced 47.99%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
1,934
shares
|
$871,576
0.14% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
1,934
shares
|
$871,576
0.43% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
1,931
shares
|
$870,224
0.09% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,926
shares
|
$867,971
0.08% of portfolio
|
Q2 2025
Added 132.89%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
1,926
shares
|
$867,971
0.05% of portfolio
|
Q2 2025
Reduced 98.05%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
1,923
shares
|
$866,619
0.1% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
1,920
shares
|
$865,267
0.09% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
1,914
shares
|
$862,563
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,914
shares
|
$862,563
0.15% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,913
shares
|
$862,112
0.12% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
1,913
shares
|
$862,112
0.14% of portfolio
|
Q2 2025
Added 81.16%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
1,911
shares
|
$861,211
0.28% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,904
shares
|
$858,056
0.12% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
1,903
shares
|
$857,605
0.25% of portfolio
|
Q2 2025
Reduced 30.37%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
1,900
shares
|
$856,254
0.24% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
1,897
shares
|
$854,902
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
1,890
shares
|
$851,747
0.61% of portfolio
|
Q2 2025
Added 54.54%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
1,890
shares
|
$851,747
0.11% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,885
shares
|
$849,494
0.21% of portfolio
|
Q2 2025
Added 10.56%
|