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.
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 | 4,070 | $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 |
|---|---|---|---|---|---|
| WestHill Financial Advisors, Inc. | 1,232 | $478.3K | 0.10% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,233 | $478.5K | 0.06% | +1+0.1% | Added |
| Core Alternative Capital | 1,235 | $479.4K | 0.13% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,236 | $479.8K | 0.05% | −33−2.6% | Reduced |
| Monarch Capital Management Inc | 1,237 | $480.2K | 0.13% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 1,238 | $480.7K | 0.14% | −10,833−89.7% | Reduced |
| Philip James Wealth Mangement, LLC | 1,241 | $481.6K | 0.06% | +1+0.1% | Added |
| Zions Bancorporation, National Association | 1,242 | $482.2K | 0.03% | −22−1.7% | Reduced |
| Greenline Partners, LLC | 1,242 | $482.2K | 0.06% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,244 | $482.9K | 0.23% | +6+0.5% | Added |
| Ransom Advisory, Ltd | 1,245 | $483.3K | 0.23% | −50−3.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,250 | $483.5K | 0.29% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,248 | $484.5K | 0.02% | −50−3.9% | Reduced |
| Evanson Asset Management, LLC | 1,250 | $485.3K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,256 | $488.0K | 0.01% | −38−2.9% | Reduced |
| Bridgewealth Advisory Group, LLC | 1,257 | $488.0K | 0.12% | +1,257 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,258 | $488.3K | 0.42% | +68+5.7% | Added |
| ICW Investment Advisors LLC | 1,259 | $488.6K | 0.19% | +84+7.1% | Added |
| Northwest Bancshares, Inc. | 1,260 | $489.1K | 0.09% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 1,261 | $489.6K | 0.10% | −278−18.1% | Reduced |
| Davidson Trust Co | 1,262 | $489.9K | 0.23% | −102−7.5% | Reduced |
| Intrua Financial, LLC | 1,262 | $489.9K | 0.07% | +457+56.8% | Added |
| Warther Private Wealth, LLC | 1,266 | $491.6K | 0.13% | −377−22.9% | Reduced |
| Destination Wealth Management | 1,267 | $491.7K | 0.01% | +73+6.1% | Added |
| Sunflower Bank, N.A. | 1,268 | $492.3K | 0.12% | −87−6.4% | Reduced |
| Alpha Family Trust | 1,270 | $493.0K | 0.24% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,277 | $495.7K | 0.05% | −314−19.7% | Reduced |
| David J Yvars Group | 1,278 | $496.1K | 0.29% | +1,278 | New |
| Clarion Wealth Managment Partners, LLC | 1,278 | $496.1K | 0.54% | +1,278 | New |
| Oliver Luxxe Assets LLC | 1,280 | $496.9K | 0.09% | −30−2.3% | Reduced |
| FSA Advisors, Inc. | 1,280 | $497.0K | 0.40% | −310−19.5% | Reduced |
| Rise Advisors, LLC | 1,281 | $497.4K | 0.20% | −53−4.0% | Reduced |
| Bangor Savings Bank | 1,282 | $497.6K | 0.04% | +35+2.8% | Added |
| Advus Financial Partners, LLC | 1,282 | $497.7K | 0.13% | +38+3.1% | Added |
| MCF Advisors LLC | 1,287 | $499.6K | 0.03% | −2−0.2% | Reduced |
| Elser Financial Planning, Inc | 1,291 | $501.2K | 0.63% | −35−2.6% | Reduced |
| Beacon Capital Management, LLC | 1,291 | $501.2K | 0.07% | −225−14.8% | Reduced |
| Garden State Investment Advisory Services LLC | 1,288 | $501.3K | 0.14% | +44+3.5% | Added |
| RMR Wealth Builders | 1,292 | $501.6K | 0.05% | −237−15.5% | Reduced |
| Haven Private, LLC | 1,295 | $502.7K | 0.22% | +1,295 | New |
| Verity Asset Management, Inc. | 1,295 | $502.9K | 0.24% | −887−40.7% | Reduced |
| Baron Wealth Management LLC | 1,297 | $503.6K | 0.18% | −22−1.7% | Reduced |
| Daner Wealth Management, LLC | 1,221 | $504.0K | 0.35% | +1,221 | New |
| Leo Wealth, LLC | 1,299 | $504.1K | 0.04% | +1,299 | New |
| Davidson Investment Advisors | 1,299 | $504.3K | 0.02% | +102+8.5% | Added |
| Perpetual Ltd | 1,300 | $504.7K | 0.01% | −400−23.5% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 1,300 | $504.7K | 0.09% | −9−0.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,300 | $504.7K | 0.06% | +1,300 | New |
| Onefund, LLC | 1,302 | $505.0K | 0.36% | −18−1.4% | Reduced |
| Finivi Inc. | 1,302 | $505.4K | 0.34% | +19+1.5% | Added |
| Friday Financial | 1,303 | $505.8K | 0.26% | +1,303 | New |
| GM Advisory Group, Inc. | 1,304 | $506.3K | 0.03% | +1,304 | New |
| Schulhoff & Co Inc | 1,305 | $506.6K | 0.22% | 00.0% | Unchanged |
| First Financial Corp | 1,308 | $507.8K | 0.23% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 1,312 | $509.3K | 0.10% | −490−27.2% | Reduced |
| Petix & Botte Co | 1,312 | $509.3K | 0.12% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,312 | $509.4K | 0.09% | +409+45.3% | Added |
| Birchcreek Wealth Management, LLC | 1,314 | $510.1K | 0.29% | −5−0.4% | Reduced |
| Alpine Bank Wealth Management | 1,314 | $510.1K | 0.08% | +670+104.0% | Added |
| Westshore Wealth, LLC | 1,316 | $510.7K | 0.20% | +1+0.1% | Added |
| Interchange Capital Partners, LLC | 1,316 | $510.9K | 0.12% | −38−2.8% | Reduced |
| Old Point Trust & Financial Services N A | 1,317 | $511.3K | 0.18% | +100+8.2% | Added |
| Hollencrest Capital Management | 1,318 | $511.5K | 0.02% | +111+9.2% | Added |
| Trustco Bank Corp N Y | 1,318 | $511.7K | 0.50% | +200+17.9% | Added |
| Next Level Private LLC | 1,320 | $512.4K | 0.17% | 00.0% | Unchanged |
| Intellus Advisors LLC | 1,320 | $512.6K | 0.08% | +73+5.9% | Added |
| Braun-Bostich & Associates Inc. | 1,325 | $514.4K | 0.35% | +62+4.9% | Added |
| JT Stratford LLC | 1,327 | $515.2K | 0.08% | +140+11.8% | Added |
| Accel Wealth Management | 1,331 | $516.6K | 0.17% | +191+16.8% | Added |
| McMill Wealth Management | 1,331 | $517.1K | 0.17% | +2+0.2% | Added |
| VeraBank, N.A. | 1,336 | $518.6K | 0.10% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 1,336 | $518.6K | 0.27% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,339 | $519.9K | 0.08% | −15−1.1% | Reduced |
| Wealth Management Associates, Inc. | 1,340 | $520.3K | 0.20% | +53+4.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,341 | $520.5K | 0.19% | +11+0.8% | Added |
| United Bank | 1,342 | $521.0K | 0.06% | −258−16.1% | Reduced |
| Signal Advisors Wealth, LLC | 1,344 | $521.7K | 0.04% | −2,905−68.4% | Reduced |
| Coyle Financial Counsel LLC | 1,347 | $522.9K | 0.14% | −2−0.1% | Reduced |
| Waterloo Capital, L.P. | 1,348 | $523.3K | 0.04% | +301+28.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,348 | $523.4K | 0.13% | +1,348 | New |
| First Pacific Financial | 1,349 | $523.7K | 0.08% | +41+3.1% | Added |
| Thomas Story & Son LLC | 1,350 | $524.1K | 0.20% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,355 | $526.0K | 0.28% | −22−1.6% | Reduced |
| Sendero Wealth Management, LLC | 1,357 | $526.8K | 0.07% | +6+0.4% | Added |
| Basepoint Wealth LLC | 1,359 | $527.4K | 0.41% | −1−0.1% | Reduced |
| Traveka Wealth, LLC | 1,363 | $529.3K | 0.28% | +148+12.2% | Added |
| Buck Wealth Strategies, LLC | 1,364 | $529.6K | 0.08% | −1,733−56.0% | Reduced |
| Planning Center, Inc. | 1,367 | $530.7K | 0.06% | +44+3.3% | Added |
| Tumwater Wealth Management, LLC | 1,368 | $530.9K | 0.25% | +51+3.9% | Added |
| Carrera Capital Advisors | 1,371 | $532.2K | 0.11% | −23−1.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,373 | $532.9K | 0.08% | +46+3.5% | Added |
| Planning Alternatives Ltd | 1,374 | $533.4K | 0.07% | +7+0.5% | Added |
| JB Capital LLC | 1,380 | $535.8K | 0.03% | +463+50.5% | Added |
| Fca Corp | 1,382 | $536.5K | 0.16% | +582+72.8% | Added |
| Morris Retirement Advisors, LLC | 1,383 | $536.8K | 0.25% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,383 | $536.9K | 0.19% | +138+11.1% | Added |
| Mengis Capital Management, Inc. | 1,385 | $538.0K | 0.11% | −1−0.1% | Reduced |
| Apollon Financial, LLC | 1,387 | $538.4K | 0.11% | −19−1.4% | Reduced |
| apricus wealth, LLC | 1,389 | $539.2K | 0.31% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 1,390 | $539.6K | 0.02% | +1,390 | New |