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 |
|---|---|---|---|---|---|
| Lakewood Asset Management LLC | 1,803 | $700.1K | 0.47% | +2+0.1% | Added |
| CTC Alternative Strategies, Ltd. | 1,810 | $702.7K | 0.61% | +1,810 | New |
| Meriwether Wealth & Planning, LLC | 1,815 | $704.6K | 0.44% | −3−0.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,815 | $704.6K | 0.36% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,816 | $705.0K | 0.07% | +120+7.1% | Added |
| Fagan Associates, Inc. | 1,820 | $706.5K | 0.11% | −75−4.0% | Reduced |
| OneAscent Wealth Management LLC | 1,821 | $707.0K | 0.26% | +148+8.8% | Added |
| Impact Capital Partners LLC | 1,825 | $708.5K | 0.23% | +98+5.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,829 | $710.2K | 0.03% | −92−4.8% | Reduced |
| Vicus Capital | 1,836 | $712.8K | 0.06% | +283+18.2% | Added |
| Raleigh Capital Management Inc. | 1,837 | $713.2K | 0.30% | −85−4.4% | Reduced |
| Westmount Partners, LLC | 1,838 | $713.4K | 0.20% | +4+0.2% | Added |
| Summit Financial Strategies, Inc. | 1,845 | $716.2K | 0.07% | −33−1.8% | Reduced |
| Fiera Capital Corp | 1,845 | $716.2K | 0.00% | +1,845 | New |
| Copperwynd Financial, LLC | 1,849 | $717.8K | 0.18% | −655−26.2% | Reduced |
| Pacifica Partners Inc. | 1,866 | $717.9K | 0.29% | +64+3.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,856 | $720.8K | 0.03% | +358+23.9% | Added |
| Deseret Mutual Benefit Administrators | 1,859 | $721.7K | 0.34% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,864 | $723.5K | 0.06% | +415+28.6% | Added |
| Purkiss Capital Advisors LLC | 1,866 | $724.3K | 0.40% | +150+8.7% | Added |
| Baldwin Brothers Inc | 1,867 | $724.8K | 0.05% | −88−4.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,868 | $725.2K | 0.04% | −13−0.7% | Reduced |
| Capital Insight Partners, LLC | 1,868 | $725.2K | 0.13% | −50−2.6% | Reduced |
| Firethorn Wealth Partners, LLC | 1,869 | $725.5K | 0.31% | +1+0.1% | Added |
| Pines Wealth Management, LLC | 1,825 | $726.1K | 0.26% | +292+19.0% | Added |
| McAdam, LLC | 1,872 | $726.9K | 0.04% | +29+1.6% | Added |
| Garner Asset Management Corp | 1,874 | $727.3K | 0.34% | −417−18.2% | Reduced |
| AlphaStar Capital Management, LLC | 1,880 | $729.7K | 0.05% | +1,880 | New |
| Carret Asset Management, LLC | 1,881 | $730.4K | 0.08% | −10−0.5% | Reduced |
| Centurion Wealth Management LLC | 1,883 | $730.8K | 0.21% | +73+4.0% | Added |
| Opal Wealth Advisors, LLC | 1,885 | $731.6K | 0.20% | +180+10.6% | Added |
| BlueSky Wealth Advisors, LLC | 1,890 | $733.7K | 0.11% | −52−2.7% | Reduced |
| J2 Capital Management Inc | 1,890 | $733.7K | 0.58% | +667+54.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,897 | $736.4K | 0.16% | +1,897 | New |
| Options Solutions, LLC | 1,900 | $737.6K | 0.26% | −149−7.3% | Reduced |
| Hall Laurie J Trustee | 1,903 | $738.8K | 0.24% | −830−30.4% | Reduced |
| Thrive Wealth Management, LLC | 1,904 | $739.0K | 0.12% | +15+0.8% | Added |
| Breakwater Capital Group | 1,913 | $742.6K | 0.12% | +73+4.0% | Added |
| Capital Markets Trading UK LLP | 1,914 | $743.0K | 0.84% | +1,914 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,920 | $745.3K | 0.09% | +11+0.6% | Added |
| Bedel Financial Consulting, Inc. | 1,923 | $746.6K | 0.10% | −25−1.3% | Reduced |
| Main Street Research LLC | 1,926 | $747.7K | 0.05% | −96,636−98.0% | Reduced |
| Paradigm Financial Partners, LLC | 1,926 | $747.8K | 0.08% | +1,099+132.9% | Added |
| Fiduciary Financial Group, LLC | 1,913 | $747.8K | 0.14% | +857+81.2% | Added |
| Wealth Alliance | 1,931 | $749.8K | 0.08% | +307+18.9% | Added |
| Horst & Graben Wealth Management LLC | 1,934 | $750.7K | 0.12% | −8−0.4% | Reduced |
| Guardian Asset Advisors, LLC | 1,934 | $751.0K | 0.43% | −6−0.3% | Reduced |
| Inscription Capital, LLC | 1,941 | $753.6K | 0.11% | −1,791−48.0% | Reduced |
| Childress Capital Advisors, LLC | 1,941 | $753.6K | 0.19% | +898+86.1% | Added |
| Icon Wealth Advisors, LLC | 1,945 | $755.1K | 0.05% | +115+6.3% | Added |
| Fulton Breakefield Broenniman LLC | 1,947 | $755.7K | 0.05% | +93+5.0% | Added |
| Sterling Investment Advisors, Ltd. | 1,950 | $756.9K | 0.17% | +105+5.7% | Added |
| Close Asset Management Ltd | 1,957 | $759.0K | 0.02% | −21−1.1% | Reduced |
| Bogart Wealth, LLC | 1,959 | $760.5K | 0.03% | −27,291−93.3% | Reduced |
| DMG Group, LLC | 1,965 | $762.8K | 0.59% | −683−25.8% | Reduced |
| Peregrine Asset Advisers, Inc. | 1,967 | $763.5K | 0.24% | −12,689−86.6% | Reduced |
| 3Chopt Investment Partners, LLC | 1,970 | $764.8K | 0.18% | −211−9.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,973 | $765.9K | 0.05% | −551−21.8% | Reduced |
| Beaumont Financial Advisors, LLC | 1,975 | $766.6K | 0.06% | +23+1.2% | Added |
| Montz Harcus Wealth Management LLC | 1,980 | $768.6K | 0.37% | +183+10.2% | Added |
| South Plains Financial, Inc. | 1,981 | $769.0K | 0.54% | +323+19.5% | Added |
| Ridgecrest Wealth Partners, LLC | 1,981 | $769.0K | 0.41% | −3−0.2% | Reduced |
| Excalibur Management Corp | 1,981 | $769.0K | 0.29% | +15+0.8% | Added |
| Summit Wealth Partners, LLC | 1,982 | $769.4K | 0.15% | +308+18.4% | Added |
| Sterling Wealth Management, Inc. | 1,982 | $769.4K | 0.26% | +1,982 | New |
| Jackson Hole Capital Partners, LLC | 1,983 | $769.7K | 0.14% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,985 | $770.6K | 0.06% | +932+88.5% | Added |
| Walter & Keenan Financial Consulting Co | 1,990 | $772.5K | 0.22% | +103+5.5% | Added |
| Lester Murray Antman dba SimplyRich | 1,996 | $774.0K | 0.22% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 1,995 | $774.5K | 0.08% | +510+34.3% | Added |
| KG&L Capital Management,LLC | 2,029 | $775.0K | 0.23% | −2,819−58.1% | Reduced |
| Saybrook Capital | 2,000 | $776.4K | 0.22% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 2,000 | $776.4K | 0.09% | +400+25.0% | Added |
| Revisor Wealth Management LLC | 1,911 | $776.5K | 0.28% | −54−2.7% | Reduced |
| Sovereign Financial Group, Inc. | 2,001 | $776.7K | 0.16% | +14+0.7% | Added |
| NWF Advisory Services Inc. | 2,003 | $777.7K | 0.09% | +2,003 | New |
| Patten Group, Inc. | 2,006 | $778.6K | 0.16% | +163+8.8% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,874 | $781.5K | 0.58% | −651−25.8% | Reduced |
| Jacksonville Wealth Management, LLC | 2,014 | $781.8K | 0.63% | +107+5.6% | Added |
| Tompkins Financial Corp | 2,019 | $783.8K | 0.07% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 2,023 | $785.3K | 0.45% | +345+20.6% | Added |
| Trust Co of Virginia | 2,025 | $786.1K | 0.07% | +6+0.3% | Added |
| Parr McKnight Wealth Management Group, LLC | 2,025 | $786.2K | 0.11% | +3+0.1% | Added |
| NCM Capital Management, LLC | 2,030 | $788.1K | 0.32% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,033 | $789.1K | 0.37% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,041 | $792.0K | 0.22% | −204−9.1% | Reduced |
| Soltis Investment Advisors LLC | 2,043 | $793.0K | 0.06% | +465+29.5% | Added |
| Winthrop Advisory Group LLC | 2,045 | $793.9K | 0.08% | +30+1.5% | Added |
| Fortem Financial Group, LLC | 2,049 | $795.4K | 0.26% | −147−6.7% | Reduced |
| Prosperity Financial Group, Inc. | 2,056 | $798.2K | 0.34% | −71−3.3% | Reduced |
| Intrust Bank NA | 2,059 | $799.3K | 0.07% | −70−3.3% | Reduced |
| BancorpSouth Bank | 2,061 | $800.1K | 0.05% | −7−0.3% | Reduced |
| AF Advisors, Inc. | 2,061 | $800.1K | 0.28% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,062 | $800.5K | 0.21% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 2,063 | $800.9K | 0.25% | +66+3.3% | Added |
| Beacon Financial Advisory LLC | 2,064 | $801.3K | 0.21% | +85+4.3% | Added |
| Adell Harriman & Carpenter Inc | 2,064 | $801.4K | 0.05% | −43−2.0% | Reduced |
| First Commonwealth Financial Corp | 2,069 | $803.2K | 0.17% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 2,069 | $803.3K | 0.40% | −14−0.7% | Reduced |
| MBL Wealth, LLC | 2,071 | $804.0K | 0.08% | +92+4.6% | Added |