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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; 4,069 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.

Institutional holdersQ2 2025: 3,023 institutions
Q1 2021: 2,015 institutionsQ2 2021: 2,028 institutionsQ3 2021: 1,943 institutionsQ4 2021: 2,161 institutionsQ1 2022: 2,176 institutionsQ2 2022: 2,077 institutionsQ3 2022: 1,992 institutionsQ4 2022: 2,287 institutionsQ1 2023: 2,284 institutionsQ2 2023: 2,329 institutionsQ3 2023: 2,409 institutionsQ4 2023: 2,583 institutionsQ1 2024: 2,714 institutionsQ2 2024: 2,713 institutionsQ3 2024: 2,838 institutionsQ4 2024: 3,010 institutionsQ1 2025: 2,903 institutionsQ2 2025: 3,023 institutionsQ3 2025: 3,150 institutionsQ4 2025: 3,542 institutionsQ1 2026: 3,772 institutionsQ2 2026: 4,069 institutions
Value heldQ2 2025: $128.0B
Q1 2021: $88.0BQ2 2021: $82.0BQ3 2021: $71.1BQ4 2021: $74.9BQ1 2022: $82.0BQ2 2022: $65.6BQ3 2022: $59.2BQ4 2022: $87.1BQ1 2023: $82.6BQ2 2023: $88.0BQ3 2023: $97.3BQ4 2023: $104.6BQ1 2024: $127.6BQ2 2024: $114.5BQ3 2024: $133.6BQ4 2024: $123.4BQ1 2025: $109.0BQ2 2025: $128.0BQ3 2025: $159.0BQ4 2025: $188.7BQ1 2026: $232.0BQ2 2026: $351.1B
Institutions holding CAT and their total value by quarter
QuarterHoldersValue
Q2 20264,069$351.1B
Q1 20263,772$232.0B
Q4 20253,542$188.7B
Q3 20253,150$159.0B
Q2 20253,023$128.0B
Q1 20252,903$109.0B
Q4 20243,010$123.4B
Q3 20242,838$133.6B
Q2 20242,713$114.5B
Q1 20242,714$127.6B
Q4 20232,583$104.6B
Q3 20232,409$97.3B
Q2 20232,329$88.0B
Q1 20232,284$82.6B
Q4 20222,287$87.1B
Q3 20221,992$59.2B
Q2 20222,077$65.6B
Q1 20222,176$82.0B
Q4 20212,161$74.9B
Q3 20211,943$71.1B
Q2 20212,028$82.0B
Q1 20212,015$88.0B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2025.

Institutions holding CAT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Horizon Financial Services, LLC1$3880.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$3880.01%00.0%Unchanged
LMR Partners LLP2$7760.00%−19,400−100.0%Reduced
Financial Gravity Companies, Inc.2$7760.00%+2New
Islay Capital Management, LLC2$7760.00%+2New
PEAK6 LLC2$8710.00%−10,518−100.0%Reduced
Investors Research Corp3$1.17K0.00%00.0%Unchanged
Battery Global Advisors, LLC3$1.17K0.00%+3New
WealthCollab, LLC4$1.55K0.00%00.0%Unchanged
Redwood Park Advisors LLC4$1.55K0.00%00.0%Unchanged
LGT Financial Advisors LLC4$1.55K0.00%+4New
Marquette Asset Management, LLC5$1.94K0.00%00.0%Unchanged
Winnow Wealth LLC6$2.33K0.00%−11−64.7%Reduced
Richard W. Paul & Associates, LLC6$2.33K0.00%00.0%Unchanged
Accordant Advisory Group Inc6$2.33K0.00%+6New
DAGCO, Inc.8$3.11K0.00%00.0%Unchanged
Cornerstone National Bank & Trust Co9$3.49K0.00%00.0%Unchanged
S&T Bank10$3.88K0.00%+10New
PayPay Securities Corp11$4.27K0.21%00.0%Unchanged
HFM Investment Advisors, LLC11$4.27K0.00%+8+266.7%Added
Holos Integrated Wealth LLC13$5.42K0.00%00.0%Unchanged
American Capital Advisory, LLC14$5.55K0.00%+2+16.7%Added
Peterson Wealth Services17$6.60K0.00%00.0%Unchanged
Red Tortoise LLC17$6.60K0.00%00.0%Unchanged
Evolution Wealth Management Inc.17$6.60K0.01%+17New
Evelyn Partners Asset Management Ltd19$7.38K0.00%00.0%Unchanged
New Millennium Group LLC20$7.71K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC20$7.76K0.00%−20−50.0%Reduced
Bay Harbor Wealth Management, LLC20$7.76K0.00%+9+81.8%Added
DecisionPoint Financial, LLC20$7.82K0.00%+5+33.3%Added
Vision Financial Markets LLC21$7.83K0.01%+1+5.0%Added
Pension & Wealth Management Advisors, Inc.22$8.54K0.00%−5−18.5%Reduced
Principia Wealth Advisory, LLC22$8.54K0.01%+7+46.7%Added
Highline Wealth Partners LLC24$9.38K0.00%−44−64.7%Reduced
Parkworth Wealth Management, Inc.24$9.47K0.01%+8+50.0%Added
Bare Financial Services, Inc25$9.71K0.00%+22+733.3%Added
Icon Advisers Inc25$9.71K0.00%+25New
Perritt Capital Management Inc26$10.1K0.01%00.0%Unchanged
Breakwater Investment Management30$11.6K0.00%00.0%Unchanged
Prudent Man Investment Management, Inc.33$12.0K0.01%00.0%Unchanged
WealthTrak Capital Management LLC31$12.0K0.01%+3+10.7%Added
Blume Capital Management, Inc.31$12.0K0.00%+15+93.8%Added
JDM Financial Group LLC31$12.0K0.01%+17+121.4%Added
Stephenson National Bank & Trust32$12.4K0.00%+32New
Stone House Investment Management, LLC34$13.2K0.00%+14+70.0%Added
Your Advocates Ltd., LLP35$13.6K0.00%00.0%Unchanged
Rialto Wealth Management, LLC35$13.6K0.00%+9+34.6%Added
Investment Research & Advisory Group, Inc.35$13.7K0.01%00.0%Unchanged
Fortis Group Advisors, LLC37$14.4K0.00%00.0%Unchanged
Consultiva Wealth Management, Corp.37$14.4K0.04%00.0%Unchanged
Accent Capital Management, LLC37$14.4K0.01%+37New
Copia Wealth Management38$14.7K0.01%00.0%Unchanged
Aspect Partners, LLC39$15.1K0.01%−26−40.0%Reduced
Burkett Financial Services, LLC41$15.8K0.01%00.0%Unchanged
Penserra Capital Management LLC42$16.0K0.00%00.0%Unchanged
Chapman Financial Group, LLC42$16.3K0.01%+42New
Atlas Capital Advisors LLC43$16.7K0.00%−48−52.7%Reduced
Raffa Wealth Management, LLC44$17.1K0.00%00.0%Unchanged
TFC Financial Management47$18.3K0.00%+13+38.2%Added
Financial Avengers, Inc.50$19.4K0.01%00.0%Unchanged
Front Row Advisors LLC51$19.8K0.01%00.0%Unchanged
Dogwood Wealth Management LLC53$20.9K0.01%−1,866−97.2%Reduced
Kathleen S. Wright Associates Inc.54$21.0K0.01%00.0%Unchanged
Essential Partners LLC57$22.1K0.01%+57New
Inlight Wealth Management, LLC58$22.5K0.01%00.0%Unchanged
Anfield Capital Management, LLC59$22.9K0.01%00.0%Unchanged
Legacy Wealth Managment, LLC59$22.9K0.01%00.0%Unchanged
Legacy Investment Solutions, LLC59$22.9K0.01%+59New
Meeder Asset Management Inc61$23.7K0.00%−113−64.9%Reduced
Sagard Holdings Management Inc.61$23.7K0.07%+61New
Evelyn Partners Investment Management Services Ltd63$24.5K0.00%−150−70.4%Reduced
Manitou Investment Management Ltd.65$25.2K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC65$25.2K0.01%00.0%Unchanged
Kilter Group LLC69$26.8K0.01%+69New
Mid-American Wealth Advisory Group, Inc.72$28.0K0.01%+72New
Flagship Wealth Advisors, LLC73$28.3K0.01%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC74$28.9K0.00%−12−14.0%Reduced
Thompson Investment Management, Inc.75$29.1K0.00%00.0%Unchanged
Mascoma Wealth Management LLC75$29.1K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC76$29.5K0.01%00.0%Unchanged
Valued Wealth Advisors LLC76$29.7K0.02%−24−24.0%Reduced
Family Legacy Financial Solutions, LLC81$31.8K0.03%+81New
RiverPark Advisors, LLC83$32.2K0.02%+83New
Ridgewood Investments LLC85$33.0K0.01%+13+18.1%Added
Harbor Asset Planning, Inc.88$34.0K0.03%+88New
DB Fitzpatrick & Co, Inc88$34.2K0.03%00.0%Unchanged
SWAN Capital LLC88$34.2K0.01%+15+20.5%Added
Vermillion & White Wealth Management Group, LLC89$34.6K0.02%+46+107.0%Added
Cedar Mountain Advisors, LLC90$35.1K0.01%00.0%Unchanged
1620 Investment Advisors, Inc.92$35.7K0.03%−850−90.2%Reduced
Putney Financial Group LLC92$35.7K0.04%00.0%Unchanged
Evergreen Private Wealth LLC94$36.5K0.02%+14+17.5%Added
Compass Financial Services Inc94$36.6K0.02%00.0%Unchanged
Nalls Sherbakoff Group, LLC96$37.3K0.03%−61−38.9%Reduced
Retirement Wealth Solutions LLC97$37.5K0.03%+1+1.0%Added
Total Wealth Planning & Management, Inc.10,200$37.9K0.03%+10,200New
CBIZ Investment Advisory Services, LLC98$38.0K0.00%+48+96.0%Added
MPWM Advisory Solutions, LLC99$38.4K0.02%00.0%Unchanged
Fourth Dimension Wealth, LLC100$38.8K0.02%−175−63.6%Reduced
Albion Financial Group100$38.8K0.00%00.0%Unchanged