Caterpillar Inc
CAT- Exchange
- NYSE
- Industry
- Construction Machinery & Equip
- SEC CIK
- 0000018230
In the last 90 days, Caterpillar Inc insiders filed 0 open-market purchases and 1 sale; 4,069 institutions reported holding it in 13F filings for Q2 2026, worth $351.1B in total; 5 superinvestors hold it, including Gates Foundation Trust and Markel Group.
13F holders, Q2 2025
Institutional positions in Caterpillar Inc as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,023
- +159 vs. Q1 2025
- Shares held
- 330.2M
- +1.95K (0.0%) vs. Q1 2025
- Total value
- $128.0B
- +$19.2B (+17.6%) vs. Q1 2025
- New holders
- 285
- 1,151 more added
- Sold out
- 126
- 1,121 more reduced
39 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,069 | $351.1B |
| Q1 2026 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $88.0B |
| Q1 2023 | 2,284 | $82.6B |
| Q4 2022 | 2,287 | $87.1B |
| Q3 2022 | 1,992 | $59.2B |
| Q2 2022 | 2,077 | $65.6B |
| Q1 2022 | 2,176 | $82.0B |
| Q4 2021 | 2,161 | $74.9B |
| Q3 2021 | 1,943 | $71.1B |
| Q2 2021 | 2,028 | $82.0B |
| Q1 2021 | 2,015 | $88.0B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 46,059,617 | $17.9B | 0.29% | −155,861−0.3% | Reduced |
| State Street Corp | 35,949,017 | $14.0B | 0.52% | −213,914−0.6% | Reduced |
| BlackRock, Inc. | 33,827,921 | $13.1B | 0.25% | −1,552,615−4.4% | Reduced |
| State Farm Mutual Automobile Insurance Co | 17,669,440 | $6.86B | 6.07% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 10,467,024 | $4.06B | 0.28% | −49,594−0.5% | Reduced |
| Fisher Asset Management, LLC | 9,418,321 | $3.66B | 1.45% | +208,196+2.3% | Added |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 7,353,614 | $2.85B | 5.97% | 00.0% | Unchanged |
| Morgan Stanley | 7,288,145 | $2.83B | 0.18% | +119,372+1.7% | Added |
| Northern Trust Corp | 6,452,574 | $2.50B | 0.34% | −145,105−2.2% | Reduced |
| Norges Bank | 5,579,193 | $2.17B | 0.27% | −80,179−1.4% | Reduced |
| Bank of America Corp | 5,112,760 | $1.98B | 0.16% | −1,091,841−17.6% | Reduced |
| Capital World Investors | 4,586,001 | $1.78B | 0.26% | −3,488,750−43.2% | Reduced |
| Capital Research Global Investors | 4,302,761 | $1.67B | 0.33% | +566,598+15.2% | Added |
| UBS Asset Management Americas Inc | 4,228,772 | $1.64B | 0.33% | +24,327+0.6% | Added |
| Charles Schwab Investment Management Inc | 3,337,915 | $1.30B | 0.22% | +33,467+1.0% | Added |
| Invesco Ltd. | 3,282,720 | $1.27B | 0.22% | +140,784+4.5% | Added |
| JPMorgan Chase & Co | 3,237,214 | $1.26B | 0.09% | −411,711−11.3% | Reduced |
| Goldman Sachs Group Inc | 3,066,396 | $1.19B | 0.19% | −116,284−3.7% | Reduced |
| Dimensional Fund Advisors LP | 2,968,396 | $1.15B | 0.27% | −119,377−3.9% | Reduced |
| Bank of New York Mellon Corp | 2,944,907 | $1.14B | 0.22% | −214,579−6.8% | Reduced |
| Legal & General Group Plc | 2,743,075 | $1.06B | 0.26% | +134,971+5.2% | Added |
| Nuveen, LLC | 2,365,428 | $918.3M | 0.25% | +1,084,122+84.6% | Added |
| Royal Bank of Canada | 2,214,599 | $859.7M | 0.17% | +257,372+13.1% | Added |
| UBS Group AG | 2,163,518 | $839.9M | 0.18% | +129,794+6.4% | Added |
| Amundi | 1,911,674 | $761.7M | 0.26% | +356,804+22.9% | Added |
| Wells Fargo & Company | 1,903,646 | $739.0M | 0.16% | +89,526+4.9% | Added |
| Price T Rowe Associates Inc | 1,855,578 | $720.4M | 0.08% | +817,473+78.7% | Added |
| FMR LLC | 1,799,399 | $698.5M | 0.04% | −135,686−7.0% | Reduced |
| Capital Wealth Planning, LLC | 1,633,850 | $634.3M | 5.00% | +1,377+0.1% | Added |
| Deutsche Bank AG | 1,517,385 | $589.1M | 0.22% | +109,369+7.8% | Added |
| Ameriprise Financial Inc | 1,508,417 | $585.6M | 0.14% | −117,787−7.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,499,272 | $582.0M | 0.36% | +82,808+5.8% | Added |
| Swiss National Bank | 1,446,800 | $561.7M | 0.34% | +85,200+6.3% | Added |
| Barclays PLC | 1,403,087 | $544.7M | 0.22% | +38,863+2.8% | Added |
| Primecap Management Co | 1,370,898 | $532.2M | 0.42% | −8,587−0.6% | Reduced |
| Voya Investment Management LLC | 1,298,617 | $504.1M | 0.50% | +997,831+331.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,255,507 | $487.4M | 0.39% | +73,658+6.2% | Added |
| National Pension Service | 994,303 | $386.0M | 0.33% | −3,274−0.3% | Reduced |
| LPL Financial LLC | 986,421 | $382.9M | 0.13% | +46,049+4.9% | Added |
| Citigroup Inc | 975,244 | $378.6M | 0.26% | +10,816+1.1% | Added |
| Raymond James Financial Inc | 972,410 | $377.5M | 0.13% | −5,046−0.5% | Reduced |
| Altshuler Shaham Ltd | 932,615 | $362.1M | 11.50% | −68,011−6.8% | Reduced |
| HSBC Holdings PLC | 921,842 | $357.9M | 0.23% | −192,750−17.3% | Reduced |
| Neuberger Berman Group LLC | 895,804 | $347.7M | 0.27% | −155,788−14.8% | Reduced |
| Rhumbline Advisers | 846,648 | $328.7M | 0.28% | −11,262−1.3% | Reduced |
| Assenagon Asset Management S.A. | 843,093 | $327.3M | 0.52% | +712,711+546.6% | Added |
| California Public Employees Retirement System | 840,431 | $326.3M | 0.21% | +20,800+2.5% | Added |
| Diamond Hill Capital Management Inc | 797,199 | $309.5M | 1.42% | +96,463+13.8% | Added |
| Marshall Wace, LLP | 761,800 | $295.7M | 0.35% | +616,739+425.2% | Added |
| California State Teachers Retirement System | 751,795 | $291.9M | 0.32% | +3,196+0.4% | Added |
| American Century Companies Inc | 727,912 | $282.6M | 0.15% | +129,678+21.7% | Added |
| ProShare Advisors LLC | 725,166 | $281.5M | 0.56% | +121,024+20.0% | Added |
| Victory Capital Management Inc | 681,565 | $264.9M | 0.17% | +217,207+46.8% | Added |
| Bank of Montreal | 677,707 | $263.1M | 0.13% | −101,610−13.0% | Reduced |
| HighTower Advisors, LLC | 666,319 | $258.7M | 0.32% | +20,125+3.1% | Added |
| Nordea Investment Management AB | 631,379 | $244.4M | 0.23% | +4,637+0.7% | Added |
| Stifel Financial Corp | 625,585 | $242.9M | 0.24% | +10,997+1.8% | Added |
| Brandywine Global Investment Management, LLC | 624,360 | $242.4M | 1.71% | +27,111+4.5% | Added |
| Thrivent Financial for Lutherans | 621,518 | $241.2M | 0.53% | +69,753+12.6% | Added |
| BNP Paribas Arbitrage, SA | 618,400 | $240.1M | 0.19% | −91,385−12.9% | Reduced |
| Principal Financial Group Inc | 606,007 | $235.3M | 0.12% | −52,960−8.0% | Reduced |
| Millennium Management LLC | 599,309 | $232.7M | 0.21% | +385,407+180.2% | Added |
| New York State Common Retirement Fund | 586,555 | $227.7M | 0.30% | −6,600−1.1% | Reduced |
| Schroder Investment Management Group | 583,485 | $226.5M | 0.19% | −39,355−6.3% | Reduced |
| Alliancebernstein L.P. | 572,165 | $222.1M | 0.07% | +34,846+6.5% | Added |
| Van Eck Associates Corp | 571,724 | $221.9M | 0.25% | +458,063+403.0% | Added |
| CI Private Wealth, LLC | 567,599 | $220.3M | 0.32% | −65,349−10.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 537,357 | $208.6M | 0.62% | −57,452−9.7% | Reduced |
| Franklin Resources Inc | 518,896 | $201.4M | 0.05% | −50,639−8.9% | Reduced |
| US Bancorp | 518,577 | $201.3M | 0.25% | −12,020−2.3% | Reduced |
| National Bank of Canada | 512,757 | $199.0M | 0.21% | +318,652+164.2% | Added |
| Fifth Third Bancorp | 501,210 | $194.6M | 0.67% | −7,598−1.5% | Reduced |
| Toronto Dominion Bank | 493,282 | $191.5M | 0.41% | +135,719+38.0% | Added |
| SG Americas Securities, LLC | 490,953 | $190.6M | 0.84% | +286,752+140.4% | Added |
| Envestnet Asset Management Inc | 476,877 | $185.1M | 0.05% | +13,669+3.0% | Added |
| Pictet Asset Management Holding SA | 464,791 | $180.4M | 0.18% | +158,787+51.9% | Added |
| State Board of Administration of Florida Retirement System | 447,203 | $173.6M | 0.31% | −16,075−3.5% | Reduced |
| Standard Life Aberdeen plc | 434,586 | $168.6M | 0.29% | +17,826+4.3% | Added |
| Zacks Investment Management | 424,071 | $164.6M | 1.41% | +2,932+0.7% | Added |
| Jane Street Group, LLC | 422,948 | $164.2M | 0.27% | −53,118−11.2% | Reduced |
| New York State Teachers Retirement System | 413,521 | $160.5M | 0.34% | −6,446−1.5% | Reduced |
| Bank of Nova Scotia | 413,061 | $160.4M | 0.33% | +25,699+6.6% | Added |
| Commonwealth Equity Services, LLC | 405,660 | $157.5M | 0.21% | −33,300−7.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 383,063 | $148.7M | 0.34% | −10,435−2.7% | Reduced |
| Canada Pension Plan Investment Board | 374,637 | $145.4M | 0.12% | −23,215−5.8% | Reduced |
| Balyasny Asset Management LLC | 368,170 | $142.9M | 0.32% | +343,529+1,394.1% | Added |
| The PNC Financial Services Group, Inc. | 362,973 | $140.9M | 0.09% | −61,667−14.5% | Reduced |
| Korea Investment CORP | 362,089 | $140.6M | 0.31% | −992−0.3% | Reduced |
| Aviva PLC | 361,126 | $140.2M | 0.29% | +21,608+6.4% | Added |
| Swedbank AB | 344,304 | $133.7M | 0.15% | +344,304 | New |
| Nomura Asset Management Co Ltd | 340,368 | $132.1M | 0.36% | +31,466+10.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 328,650 | $127.6M | 1.08% | +600+0.2% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 328,600 | $127.5M | 0.60% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 326,603 | $126.5M | 0.23% | −46,225−12.4% | Reduced |
| Baird Financial Group, Inc. | 315,581 | $122.5M | 0.21% | −90,394−22.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 313,528 | $121.7M | 0.92% | +284,133+966.6% | Added |
| Two Sigma Advisers, LP | 312,700 | $121.4M | 0.25% | +312,700 | New |
| Manufacturers Life Insurance Company, The | 310,730 | $120.6M | 0.11% | −60,447−16.3% | Reduced |
| Colony Group, LLC | 309,834 | $120.3M | 0.26% | +18,822+6.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 306,650 | $119.0M | 1.07% | +15,820+5.4% | Added |