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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; 4,070 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.

Q2 2025 vs. Q1 2025

How the institutions holding Caterpillar Inc changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of CAT: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders2,902393,022+159
Shares330.7M524.8K330.2M+1.91K (0.0%)
Value$109.0B$173.4M$128.0B+$19.2B (+17.6%)

39 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (285)

Institutions that held Caterpillar Inc at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 285 by value.

Institutions new to CAT in Q2 2025
InstitutionSharesValue% of portfolio
Swedbank AB344,304$133.7M0.15%
Two Sigma Advisers, LP312,700$121.4M0.25%
Interval Partners, LP274,315$106.5M2.43%
Alyeska Investment Group, L.P.218,946$85.0M0.30%
Midwest Trust Co172,129$66.8M0.93%
Trexquant Investment LP134,293$52.1M0.59%
Fullerton Fund Management Co Ltd.123,130$47.8M1.93%
Zurich Insurance Group Ltd117,414$45.6M0.35%
HRT Financial LP114,625$44.5M0.20%
Massachusetts Financial Services Co93,783$36.4M0.01%
Ilmarinen Mutual Pension Insurance Co87,000$33.8M0.27%
Covalis Capital LLP86,526$33.6M4.25%
Point72 Asset Management, L.P.81,351$31.6M0.07%
Bornite Capital Management LP60,000$23.3M2.33%
Cadinha & Co LLC55,013$21.4M3.54%
Summit Trail Advisors, LLC42,329$16.4M0.28%
Glenmede Investment Management, LP41,531$16.1M0.08%
Quadrature Capital Ltd40,996$15.9M0.27%
ExodusPoint Capital Management, LP35,894$13.9M0.17%
Alight Capital Management LP35,500$13.8M3.50%
Aventail Capital Group, LP33,808$13.1M0.58%
Longbow Finance SA32,687$12.7M1.35%
Mizuho Securities USA LLC32,502$12.6M0.27%
IMC-Chicago, LLC32,442$12.6M0.31%
Wolverine Trading, LLC31,011$11.9M0.30%
Compass Capital Management, Inc30,485$11.8M0.63%
DRH Investments, Inc.30,414$11.8M12.20%
Moore Capital Management, LP27,893$10.8M0.22%
Davidson Kempner Capital Management LP25,000$9.71M0.15%
Concentric Capital Strategies, LP23,183$9.00M0.51%
Vise Technologies, Inc.20,176$7.83M0.32%
Mirabella Financial Services LLP19,475$7.56M0.79%
Global Retirement Partners, LLC16,202$6.29M0.16%
Palmer Knight Co15,158$5.88M2.51%
DKRT Investments Corp.15,000$5.82M1.41%
Deane Retirement Strategies, Inc.14,498$5.63M2.52%
Aster Capital Management (DIFC) Ltd13,208$5.13M1.16%
Canada Post Corp Registered Pension Plan11,431$4.44M0.26%
Wetherby Asset Management Inc11,149$4.33M0.19%
Investor's Fiduciary Advisor Network, LLC10,220$3.97M1.47%
Scopus Asset Management, L.P.10,000$3.88M0.10%
Point72 Asia (Singapore) Pte. Ltd.9,690$3.76M0.67%
Brendel Financial Advisors LLC9,072$3.52M1.97%
Point72 (DIFC) Ltd8,401$3.26M0.26%
Stenger Family Office, LLC7,411$3.22M0.85%
MASTERINVEST Kapitalanlage GmbH7,561$2.94M0.31%
Delta Global Management LP7,280$2.83M0.19%
Westerkirk Capital Inc.7,210$2.80M0.35%
Pinnbrook Capital Management LP6,944$2.70M0.71%
Rexford Capital Inc6,408$2.49M2.06%
Almanack Investment Partners, LLC.5,708$2.22M0.35%
Econ Financial Services Corp5,349$2.08M1.07%
LOM Asset Management Ltd5,286$2.05M0.69%
Next Century Growth Investors LLC5,005$1.94M0.15%
Lighthouse Investment Partners, LLC5,000$1.94M0.08%
Sawyer & Company, Inc1,692$1.80M0.65%
UBS Oconnor LLC4,200$1.63M0.04%
Precedent Wealth Partners, LLC4,136$1.61M0.39%
Rice Partnership, LLC3,913$1.52M0.26%
Stevens Capital Management LP3,708$1.44M0.39%
Lantern Wealth Advisors, LLC3,636$1.41M0.84%
Boston Private Wealth LLC3,420$1.33M0.07%
Laurion Capital Management LP3,364$1.31M0.15%
Scott Marsh Financial, LLC3,290$1.28M0.47%
Hilltop National Bank3,141$1.22M0.32%
EntryPoint Capital, LLC2,952$1.15M0.57%
Arrowroot Family Office, LLC2,859$1.11M0.50%
Sierra Summit Advisors LLC2,803$1.09M0.19%
Financial Synergies Wealth Advisors, Inc.2,794$1.08M0.12%
ISAM Funds (UK) Ltd2,619$1.02M0.22%
Paragon Capital Management LLC2,600$1.01M0.52%
Calton & Associates, Inc.2,485$964.8K0.17%
WFA of San Diego, LLC2,361$916.6K0.67%
Lincoln Capital LLC2,334$905.4K0.17%
Canandaigua National Trust Co of Florida2,275$883.2K0.63%
Sender Co & Partners, Inc.2,078$806.7K0.23%
NWF Advisory Services Inc.2,003$777.7K0.09%
Sterling Wealth Management, Inc.1,982$769.4K0.26%
Capital Markets Trading UK LLP1,914$743.0K0.84%
Farmers & Merchants Trust Co of Long Beach1,897$736.4K0.16%
AlphaStar Capital Management, LLC1,880$729.7K0.05%
Fiera Capital Corp1,845$716.2K0.00%
CTC Alternative Strategies, Ltd.1,810$702.7K0.61%
Violich Capital Management, Inc.1,800$698.8K0.10%
Integrated Quantitative Investments LLC1,700$660.0K0.19%
Tripletail Wealth Management, LLC1,567$639.4K0.91%
Abel Hall, LLC1,641$637.1K0.29%
Coastal Bridge Advisors, LLC1,634$634.3K0.05%
Militia Capital Partners, LP1,600$621.1K0.29%
Transcendent Capital Group LLC1,578$612.6K0.31%
Readystate Asset Management LP1,564$607.2K0.03%
Summit Wealth Group LLC1,440$559.0K0.14%
MUFG Securities EMEA plc1,390$539.6K0.02%
B.O.S.S. Retirement Advisors, LLC1,348$523.4K0.13%
GM Advisory Group, Inc.1,304$506.3K0.03%
Friday Financial1,303$505.8K0.26%
ICICI Prudential Asset Management Co Ltd1,300$504.7K0.06%
Leo Wealth, LLC1,299$504.1K0.04%
Daner Wealth Management, LLC1,221$504.0K0.35%
Haven Private, LLC1,295$502.7K0.22%

Sold out (126)

Institutions that held Caterpillar Inc at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 126 by value.

Institutions that sold out of CAT in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Capital International Investors307,195$101.3M
Voloridge Investment Management, LLC284,837$93.9M
Financial Counselors Inc169,018$55.7M
Corebridge Financial, Inc.123,298$40.7M
Natixis123,080$40.4M
Twin Tree Management, LP91,734$30.3M
Jump Financial, LLC86,188$28.4M
AMF Pensionsforsakring AB66,863$22.1M
United Services Automobile Association64,017$21.1M
Renaissance Technologies LLC63,360$20.9M
Kames Capital plc63,053$20.8M
Capital International Ltd38,381$12.7M
Group One Trading, L.P.31,678$10.4M
Walleye Trading LLC27,609$9.11M
Temasek Holdings (Private) Ltd25,122$8.29M
Entropy Technologies, LP22,173$7.31M
Churchill Management Corp19,797$6.53M
Legacy CG, LLC15,871$5.23M
Regency Capital Management Inc.11,757$3.88M
Rokos Capital Management LLP10,558$3.48M
Y-Intercept (Hong Kong) Ltd9,025$2.98M
Tradewinds, LLC.8,252$2.72M
Capital Group Investment Management Pte. Ltd.8,246$2.72M
Lake Street Financial LLC7,711$2.54M
Fieldview Capital Management, LLC7,160$2.36M
Slagle Financial, LLC6,828$2.25M
Aigen Investment Management, LP6,710$2.21M
Mfg Wealth Management, Inc.6,589$2.17M
Portman Square Capital LLP6,464$2.13M
Insight Wealth Strategies, LLC6,441$2.12M
Greater Midwest Financial Group, LLC6,262$2.07M
D L Carlson Investment Group Inc6,205$2.05M
Virtu Financial LLC6,121$2.02M
Wolverine Asset Management LLC5,388$1.78M
Corps Capital Advisors, LLC5,060$1.67M
Bridgeway Capital Management, LLC4,940$1.63M
Abc Arbitrage SA4,498$1.48M
BTG Pactual Asset Management US LLC4,298$1.42M
Centiva Capital, LP3,855$1.27M
Nebula Research & Development LLC3,775$1.24M
B&D White Capital Company, LLC3,500$1.15M
Legacy Advisors, LLC3,426$1.13M
Machina Capital S.A.S.3,104$1.02M
Meiji Yasuda Life Insurance Co2,894$954.4K
China Universal Asset Management Co., Ltd.2,683$884.9K
Quantbot Technologies LP2,484$819.2K
Brasada Capital Management, LP2,450$808.0K
111 Capital2,361$778.7K
GTS Securities LLC2,321$765.5K
Infrastructure Capital Advisors, LLC2,297$757.6K
Counterpoint Mutual Funds LLC2,292$755.9K
Advisor Resource Council2,338$754.8K
Simon Quick Advisors, LLC2,232$736.1K
Hexagon Capital Partners LLC2,192$722.9K
CenterStar Asset Management, LLC2,185$721.4K
Castellan Group, LLC2,052$676.8K
Marietta Investment Partners LLC2,050$676.1K
Waterway Wealth Management, LLC1,872$617.5K
New Century Financial Group, LLC1,790$590.3K
Peterson Wealth Management1,749$576.7K
Semanteon Capital Management, LP1,698$560.0K
DnB Asset Management AS1,602$528.3K
Waratah Capital Advisors Ltd.1,589$524.1K
Fairtree Asset Management (Pty) Ltd1,511$498.3K
Caxton Associates LLP1,465$483.2K
MQS Management LLC1,407$464.0K
Tennessee Valley Asset Management Partners1,279$421.9K
American Alpha Advisors, LLC1,231$406.0K
LM Advisors LLC1,163$384.0K
Drake & Associates, LLC1,082$356.8K
Ping Capital Management, Inc.1,000$329.8K
Marex Group plc954$314.6K
Winton Group Ltd950$313.3K
XY Capital Ltd911$300.4K
Indie Asset Partners, LLC886$292.3K
Capula Management Ltd873$287.9K
Marotta Asset Management697$272.7K
Banque Pictet & Cie SA803$264.8K
Sightline Wealth Advisors, LLC797$262.9K
Headinvest, LLC796$262.5K
Boston Partners794$262.0K
Cutter & CO Brokerage, Inc.772$254.6K
Cook Wealth Management Group LLC809$254.0K
Leibman Financial Services, Inc.751$247.7K
Fidelity D & D Bancorp Inc743$245.0K
Dorsey Wright & Associates718$237.0K
Millburn Ridgefield Corp713$235.1K
Integras Partners LLC700$230.9K
Occudo Quantitative Strategies LP671$221.2K
First International Bank & Trust670$221.0K
Sharpepoint LLC710$218.4K
Altfest L J & Co Inc662$218.2K
New Jersey Better Educational Savings Trust647$213.4K
Semus Wealth Partners LLC646$213.1K
ORBA Wealth Advisors, L.L.C.640$211.1K
Brady Martz Wealth Solutions, LLC633$208.8K
Lincoln Capital Corp630$207.8K
Bush Investment Group, LLC630$207.8K
Clayton Financial Group LLC615$202.8K
Ashton Thomas Securities, LLC614$202.2K

Not filed for Q2 2025 yet (39)

Institutions that held Caterpillar Inc at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CAT in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Credit Agricole S A179,864$59.3M
Foundry Partners, LLC71,897$23.7M
Rakuten Investment Management, Inc.43,818$14.4M
Glenmede Trust Co NA42,870$14.1M
Mizuho Securities USA LLC38,268$12.6M
Orion Portfolio Solutions, LLC27,070$8.93M
Transform Wealth, LLC18,438$6.08M
CCM Investment Group, LLC17,751$5.85M
CAPROCK Group, Inc.16,417$5.41M
Sheaff Brock Investment Advisors, LLC16,367$5.40M
Sandy Spring Bank14,679$4.84M
Lindbrook Capital, LLC3,937$1.30M
Caas Capital Management LP3,495$1.15M
Montecito Bank & Trust3,244$1.07M
Taurus Asset Management, LLC3,158$1.04M
Schechter Investment Advisors, LLC3,136$1.03M
Marcum Wealth, LLC2,392$788.9K
Cable Hill Partners, LLC2,263$703.1K
Callan Capital, LLC2,012$663.6K
Delta Financial Group, Inc.1,914$654.0K
Regent Peak Wealth Advisors LLC1,549$510.9K
Beach Investment Counsel Inc1,473$486.0K
Henderson Brothers Financial Partners, LLC687$393.6K
Mission Financial Group, LLC509$360.9K
Horan Capital Advisors, LLC.1,023$337.4K
Vista Wealth Management Group, LLC943$311.0K
Griffith & Werner, Inc.854$281.7K
BluePointe Capital Management, LLC853$281.3K
Concorde Asset Management, LLC903$271.8K
Monterey Private Wealth, Inc.728$240.1K
Bremer Bank National Association717$236.5K
Coordinated Financial Services, Inc.646$213.1K
Buffington Mohr McNeal625$206.1K
Spectrum Wealth Counsel, LLC100$33.0K
Grayhawk Investment Strategies Inc.61$20.1K
Sofos Investments, Inc.39$12.9K
Davis Capital Management38$12.5K
Noble Wealth Management PBC36$11.9K
Nova Wealth Management, Inc.1$330