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 |
|---|---|---|---|---|---|
| Pacific Point Advisors, LLC | 1,600 | $621.1K | 0.34% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 1,600 | $621.1K | 0.29% | +1,600 | New |
| Cooper/Haims Advisors, LLC | 1,601 | $621.6K | 0.31% | −35−2.1% | Reduced |
| Peoples Bank | 1,603 | $622.3K | 0.42% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,607 | $623.7K | 0.21% | 00.0% | Unchanged |
| Challenger Wealth Management | 1,607 | $623.9K | 0.43% | +7+0.4% | Added |
| TFB Advisors LLC | 1,607 | $623.9K | 0.16% | +98+6.5% | Added |
| New Republic Capital, LLC | 1,609 | $624.8K | 0.22% | −18−1.1% | Reduced |
| Orrstown Financial Services Inc | 1,611 | $625.4K | 0.13% | −785−32.8% | Reduced |
| LCNB Corp | 1,612 | $625.8K | 0.22% | −339−17.4% | Reduced |
| Wagner Wealth Management, LLC | 1,615 | $627.1K | 0.14% | +738+84.2% | Added |
| Advisory Resource Group | 1,617 | $627.7K | 0.12% | −21−1.3% | Reduced |
| Jeppson Wealth Management, LLC | 1,617 | $627.7K | 0.22% | −1−0.1% | Reduced |
| Cornerstone Select Advisors, LLC | 1,620 | $628.9K | 0.55% | −80−4.7% | Reduced |
| Gould Asset Management LLC | 1,625 | $630.8K | 0.12% | −30−1.8% | Reduced |
| Frisch Financial Group, Inc. | 1,627 | $632.0K | 0.15% | −13−0.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,633 | $633.8K | 0.07% | −49−2.9% | Reduced |
| Coastal Bridge Advisors, LLC | 1,634 | $634.3K | 0.05% | +1,634 | New |
| Reliant Investment Partners, LLC | 1,636 | $635.1K | 0.55% | −34−2.0% | Reduced |
| Liberty Square Wealth Partners LLC | 1,636 | $635.1K | 0.22% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,469 | $636.3K | 0.02% | +90+6.5% | Added |
| Abel Hall, LLC | 1,641 | $637.1K | 0.29% | +1,641 | New |
| Kaydan Wealth Management, Inc. | 1,643 | $637.8K | 0.21% | −34−2.0% | Reduced |
| Stokes Family Office, LLC | 1,643 | $637.8K | 0.07% | −25−1.5% | Reduced |
| Tripletail Wealth Management, LLC | 1,567 | $639.4K | 0.91% | +1,567 | New |
| Whitaker-Myers Wealth Managers, LTD. | 1,649 | $640.1K | 0.16% | +231+16.3% | Added |
| Red Door Wealth Management, LLC | 1,649 | $640.2K | 0.08% | −380−18.7% | Reduced |
| PSI Advisors, LLC | 1,653 | $641.7K | 0.32% | −227−12.1% | Reduced |
| Claris Financial LLC | 1,654 | $641.9K | 0.48% | +492+42.3% | Added |
| Kozak & Associates, Inc. | 1,598 | $642.7K | 0.13% | +6+0.4% | Added |
| Chicago Trust Co NA | 1,656 | $642.9K | 0.09% | +691+71.6% | Added |
| One Degree Advisors Inc | 1,660 | $644.0K | 0.23% | +39+2.4% | Added |
| Sweeney & Michel, LLC | 1,587 | $644.1K | 0.23% | +2+0.1% | Added |
| Pacitti Group Inc. | 1,660 | $644.3K | 0.28% | +2+0.1% | Added |
| Opinicus Capital, Inc. | 1,663 | $645.4K | 0.49% | +1,030+162.7% | Added |
| Hilton Capital Management, LLC | 1,663 | $645.6K | 0.05% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 1,663 | $645.7K | 0.08% | +53+3.3% | Added |
| Novem Group | 1,667 | $647.0K | 0.08% | −141−7.8% | Reduced |
| Bigelow Investment Advisors, LLC | 1,669 | $647.9K | 0.29% | +47+2.9% | Added |
| Regal Investment Advisors LLC | 1,670 | $648.2K | 0.05% | +20+1.2% | Added |
| Charis Legacy Partners, LLC | 1,670 | $648.3K | 1.07% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,673 | $649.7K | 0.04% | +249+17.5% | Added |
| Harbour Trust & Investment Management Co | 1,674 | $649.9K | 0.07% | 00.0% | Unchanged |
| Barr E S & Co | 1,675 | $650.3K | 0.04% | −125−6.9% | Reduced |
| ZEGA Investments, LLC | 1,676 | $650.6K | 0.16% | −411−19.7% | Reduced |
| Disciplined Investors, L.L.C. | 1,681 | $652.4K | 0.51% | +20+1.2% | Added |
| Arvest Bank Trust Division | 1,681 | $652.6K | 0.04% | −63−3.6% | Reduced |
| Investment Advisory Services Inc | 1,681 | $652.7K | 0.22% | +328+24.2% | Added |
| Townsend Asset Management Corp | 1,683 | $653.4K | 0.24% | −333−16.5% | Reduced |
| Athena Investment Management | 1,684 | $653.7K | 0.37% | 00.0% | Unchanged |
| Citizens Business Bank | 1,686 | $654.5K | 0.13% | +35+2.1% | Added |
| Woodstock Corp | 1,687 | $654.9K | 0.06% | −348−17.1% | Reduced |
| Appleton Partners Inc | 1,687 | $655.0K | 0.05% | −81−4.6% | Reduced |
| Stonebridge Capital Advisors LLC | 1,689 | $655.7K | 0.05% | −85−4.8% | Reduced |
| YHB Investment Advisors, Inc. | 1,694 | $657.6K | 0.05% | +2+0.1% | Added |
| Diversify Wealth Management, LLC | 1,594 | $658.0K | 0.04% | −149−8.5% | Reduced |
| Ofc Financial Planning, LLC | 1,695 | $658.0K | 0.70% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 1,697 | $658.8K | 0.42% | +69+4.2% | Added |
| Perennial Investment Advisors, LLC | 1,699 | $659.8K | 0.06% | +475+38.8% | Added |
| Trinity Financial Advisors LLC | 1,700 | $660.0K | 0.20% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 1,700 | $660.0K | 0.19% | +1,700 | New |
| Wealth Quarterback LLC | 1,705 | $662.0K | 0.31% | −53−3.0% | Reduced |
| Taylor Hoffman Capital Management LLC | 1,711 | $664.2K | 0.23% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 1,715 | $665.8K | 0.56% | −466−21.4% | Reduced |
| Accredited Investors Inc. | 1,717 | $666.5K | 0.04% | −571−25.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,717 | $666.6K | 0.48% | −35−2.0% | Reduced |
| Check Capital Management Inc | 1,717 | $666.6K | 0.04% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1,524 | $667.4K | 0.02% | +362+31.2% | Added |
| Watts Gwilliam & Co., LLC | 1,429 | $667.5K | 0.11% | +46+3.3% | Added |
| Mount Yale Investment Advisors, LLC | 1,723 | $668.8K | 0.05% | −16−0.9% | Reduced |
| Continuum Advisory, LLC | 1,723 | $668.9K | 0.08% | +370+27.3% | Added |
| Base Wealth Management LLC | 1,724 | $669.3K | 0.43% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 1,726 | $670.0K | 0.27% | +112+6.9% | Added |
| Davis Investment Partners, LLC | 1,716 | $670.8K | 0.24% | −390−18.5% | Reduced |
| Abacus Wealth Partners, LLC | 1,728 | $670.8K | 0.10% | +47+2.8% | Added |
| Capital Square, LLC | 1,653 | $671.2K | 0.36% | −1−0.1% | Reduced |
| Landaas & Co | 1,733 | $673.0K | 0.16% | +263+17.9% | Added |
| Lafayette Investments, Inc. | 1,736 | $673.8K | 0.14% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,738 | $674.7K | 0.07% | +39+2.3% | Added |
| ICONIQ Capital, LLC | 1,740 | $675.5K | 0.01% | +269+18.3% | Added |
| LifeSteps Financial, Inc. | 1,744 | $677.0K | 0.47% | +10+0.6% | Added |
| Argus Investors' Counsel, Inc. | 1,745 | $677.4K | 0.48% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,746 | $677.8K | 0.16% | +10+0.6% | Added |
| Grove Bank & Trust | 1,751 | $679.8K | 0.08% | −35−2.0% | Reduced |
| Bensler, LLC | 1,757 | $682.0K | 0.08% | −41−2.3% | Reduced |
| Moment Partners, LLC | 1,760 | $683.3K | 0.13% | 00.0% | Unchanged |
| Union Savings Bank | 1,566 | $685.9K | 0.32% | −91−5.5% | Reduced |
| Lakeridge Wealth Management LLC | 1,771 | $687.7K | 0.32% | +1+0.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,774 | $688.5K | 0.31% | +4+0.2% | Added |
| Sanders Morris Harris LLC | 1,775 | $689.1K | 0.16% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 1,779 | $690.6K | 0.43% | −26−1.4% | Reduced |
| TFG Advisers LLC | 1,785 | $693.0K | 0.24% | +2+0.1% | Added |
| Lakeside Advisors, INC. | 1,786 | $693.5K | 0.45% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 1,788 | $693.9K | 0.31% | +1+0.1% | Added |
| Operose Advisors LLC | 1,789 | $694.8K | 0.20% | +4+0.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,806 | $696.2K | 0.02% | −1,110−38.1% | Reduced |
| Paulson Wealth Management Inc. | 1,794 | $696.4K | 0.18% | −83−4.4% | Reduced |
| Violich Capital Management, Inc. | 1,800 | $698.8K | 0.10% | +1,800 | New |
| Aprio Wealth Management, LLC | 1,800 | $699.0K | 0.08% | −158−8.1% | Reduced |
| Worth Financial Advisory Group, LLC | 1,803 | $700.0K | 0.43% | −187−9.4% | Reduced |