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 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $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 |
|---|---|---|---|---|---|
| 4WEALTH Advisors, Inc. | 1,391 | $540.2K | 0.56% | −10−0.7% | Reduced |
| First National Corp | 1,394 | $541.0K | 0.11% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 1,394 | $541.2K | 0.12% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 1,393 | $541.3K | 0.36% | +19+1.4% | Added |
| Center For Asset Management LLC | 1,497 | $543.4K | 0.34% | −1−0.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 1,400 | $543.5K | 0.04% | −25−1.8% | Reduced |
| Ironwood Investment Management LLC | 1,400 | $543.5K | 0.26% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,401 | $543.9K | 0.12% | +263+23.1% | Added |
| Millington Financial Advisors, LLC | 1,274 | $544.9K | 0.28% | +16+1.3% | Added |
| Palogic Value Management, L.P. | 1,406 | $545.8K | 0.23% | +391+38.5% | Added |
| Firestone Capital Management | 1,407 | $546.2K | 0.13% | +15+1.1% | Added |
| Blankinship & Foster, LLC | 1,411 | $547.8K | 0.13% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 1,402 | $548.1K | 0.32% | +55+4.1% | Added |
| Range Financial Group LLC | 1,412 | $548.2K | 0.22% | +25+1.8% | Added |
| Liberty Wealth Management LLC | 1,420 | $551.2K | 0.09% | +491+52.9% | Added |
| Retirement Planning Group | 1,421 | $551.5K | 0.02% | +15+1.1% | Added |
| Sepio Capital, LP | 1,420 | $551.5K | 0.04% | −85−5.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,150 | $555.4K | 0.03% | +83+7.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,434 | $556.7K | 0.30% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 1,436 | $557.6K | 0.08% | −92−6.0% | Reduced |
| Sanchez Wealth Management Group | 1,438 | $558.4K | 0.13% | −86−5.6% | Reduced |
| Virtue Capital Management, LLC | 1,440 | $559.0K | 0.10% | −786−35.3% | Reduced |
| Seed Wealth Management, Inc. | 1,440 | $559.0K | 0.42% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 1,440 | $559.0K | 0.14% | +1,440 | New |
| Channel Wealth LLC | 1,441 | $559.4K | 0.16% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,443 | $560.0K | 0.06% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,446 | $561.4K | 0.06% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,448 | $562.0K | 0.09% | +2+0.1% | Added |
| Pinnacle Financial Group, LLC | 1,451 | $563.2K | 0.19% | +219+17.8% | Added |
| Aspen Grove Capital, LLC | 1,452 | $563.7K | 0.10% | +784+117.4% | Added |
| Mirador Capital Partners LP | 1,460 | $566.8K | 0.09% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,464 | $568.3K | 0.12% | −10−0.7% | Reduced |
| Hara Capital LLC | 1,465 | $568.7K | 0.35% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,467 | $569.5K | 0.12% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,467 | $569.5K | 0.06% | +11+0.8% | Added |
| Hills Bank & Trust Co | 1,467 | $569.5K | 0.04% | +218+17.5% | Added |
| Silver Coast Investments LLC | 1,468 | $569.9K | 0.21% | +379+34.8% | Added |
| Koss-Olinger Consulting, LLC | 1,469 | $570.2K | 0.05% | −4−0.3% | Reduced |
| Acima Private Wealth, LLC | 1,473 | $571.8K | 0.19% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,476 | $573.0K | 0.18% | −1,316−47.1% | Reduced |
| Cromwell Holdings LLC | 1,476 | $573.0K | 0.35% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,477 | $573.5K | 0.22% | +3+0.2% | Added |
| Leisure Capital Management | 1,478 | $573.9K | 0.22% | 00.0% | Unchanged |
| Acas, LLC | 1,389 | $574.5K | 0.38% | +12+0.9% | Added |
| PBMares Wealth Management LLC | 1,482 | $575.5K | 0.11% | −65−4.2% | Reduced |
| Empirical Asset Management, LLC | 1,485 | $576.5K | 0.18% | −22−1.5% | Reduced |
| GWN Securities Inc. | 1,481 | $578.3K | 0.11% | −18,374−92.5% | Reduced |
| Atlantic Trust, LLC | 1,495 | $580.4K | 0.11% | −212−12.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,496 | $580.8K | 0.19% | +13+0.9% | Added |
| Chickasaw Capital Management LLC | 1,500 | $582.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,500 | $582.3K | 0.02% | −2,263−60.1% | Reduced |
| Rbo & Co LLC | 1,500 | $582.3K | 0.09% | 00.0% | Unchanged |
| Fractal Investments LLC | 1,500 | $582.3K | 0.08% | 00.0% | Unchanged |
| SFMG, LLC | 1,501 | $582.7K | 0.04% | −235−13.5% | Reduced |
| Alteri Wealth LLC | 1,522 | $590.8K | 0.23% | +37+2.5% | Added |
| MFA Wealth Services | 1,523 | $591.4K | 0.44% | +1+0.1% | Added |
| Strategic Equity Management | 1,526 | $592.4K | 0.22% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 1,806 | $595.6K | 0.34% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,536 | $596.2K | 0.03% | +6+0.4% | Added |
| LVW Advisors, LLC | 1,538 | $597.1K | 0.07% | −608−28.3% | Reduced |
| Affinity Capital Advisors, LLC | 1,540 | $597.8K | 0.10% | +4+0.3% | Added |
| SAM Advisors, LLC | 1,540 | $597.8K | 0.21% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 1,542 | $598.6K | 0.55% | +145+10.4% | Added |
| Sentry Investment Management LLC | 1,519 | $599.0K | 0.33% | 00.0% | Unchanged |
| Burton Enright Welch | 1,546 | $600.2K | 0.10% | +111+7.7% | Added |
| Signature Estate & Investment Advisors LLC | 1,547 | $600.3K | 0.01% | −133−7.9% | Reduced |
| Quantum Financial Advisors, LLC | 1,550 | $601.9K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,551 | $602.1K | 0.14% | +139+9.8% | Added |
| Laffer Tengler Investments | 1,551 | $602.1K | 0.11% | +639+70.1% | Added |
| Arcataur Capital Management LLC | 1,552 | $602.5K | 0.19% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,552 | $602.5K | 0.03% | +38+2.5% | Added |
| Reyes Financial Architecture, Inc. | 1,553 | $602.9K | 0.52% | +239+18.2% | Added |
| Capital Analysts, LLC | 1,559 | $605.0K | 0.02% | +79+5.3% | Added |
| Axq Capital, LP | 1,560 | $605.6K | 0.20% | +559+55.8% | Added |
| Victory Financial Group, LLC | 1,561 | $606.1K | 0.10% | +836+115.3% | Added |
| Vertex Planning Partners, LLC | 1,564 | $607.2K | 0.13% | +11+0.7% | Added |
| Readystate Asset Management LP | 1,564 | $607.2K | 0.03% | +1,564 | New |
| SeaBridge Investment Advisors LLC | 1,565 | $607.5K | 0.11% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,573 | $610.7K | 0.41% | −35−2.2% | Reduced |
| VisionPoint Advisory Group, LLC | 1,576 | $611.8K | 0.13% | +225+16.7% | Added |
| Transcendent Capital Group LLC | 1,578 | $612.6K | 0.31% | +1,578 | New |
| Compass Capital Corp | 1,504 | $612.6K | 0.29% | +432+40.3% | Added |
| Ameriflex Group, Inc. | 1,606 | $613.2K | 0.32% | −2,826−63.8% | Reduced |
| Keystone Wealth Services, LLC | 1,581 | $613.6K | 0.15% | +6+0.4% | Added |
| Charter Oak Capital Management, LLC | 1,581 | $613.9K | 0.05% | −190−10.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,582 | $614.1K | 0.07% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 1,588 | $616.5K | 0.62% | −15−0.9% | Reduced |
| McGowan Group Asset Management, Inc. | 1,591 | $617.5K | 0.08% | +2+0.1% | Added |
| Quent Capital, LLC | 1,591 | $617.7K | 0.06% | +41+2.6% | Added |
| Mustard Seed Financial, LLC | 1,592 | $618.1K | 0.45% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,593 | $618.5K | 0.06% | +31+2.0% | Added |
| Everpar Advisors LLC | 1,594 | $618.8K | 0.28% | +204+14.7% | Added |
| WealthTrust Axiom LLC | 1,595 | $619.1K | 0.18% | −18−1.1% | Reduced |
| Congress Park Capital LLC | 1,595 | $619.2K | 0.20% | +375+30.7% | Added |
| Baker Ellis Asset Management LLC | 1,597 | $620.0K | 0.09% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,600 | $621.0K | 0.10% | +64+4.2% | Added |
| Camden National Bank | 1,600 | $621.1K | 0.09% | −16−1.0% | Reduced |
| WESCAP Management Group, Inc. | 1,600 | $621.1K | 0.14% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,600 | $621.1K | 0.02% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,600 | $621.1K | 0.35% | 00.0% | Unchanged |