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 |
|---|---|---|---|---|---|
| Fairvoy Private Wealth, LLC | 2,071 | $804.0K | 0.20% | −41−1.9% | Reduced |
| Sage Investment Counsel LLC | 2,075 | $805.5K | 0.93% | +10.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,076 | $805.9K | 0.04% | +107+5.4% | Added |
| Tarbox Family Office, Inc. | 2,077 | $806.3K | 0.12% | +9+0.4% | Added |
| Sender Co & Partners, Inc. | 2,078 | $806.7K | 0.23% | +2,078 | New |
| Milestone Asset Management, LLC | 2,081 | $808.1K | 0.17% | +712+52.0% | Added |
| Zullo Investment Group, Inc. | 2,084 | $809.3K | 0.33% | +52+2.6% | Added |
| Future Fund LLC | 2,089 | $811.0K | 0.36% | −357−14.6% | Reduced |
| First Financial Bankshares Inc | 2,091 | $811.7K | 0.02% | +135+6.9% | Added |
| Veracity Capital LLC | 2,094 | $812.8K | 0.28% | −234−10.1% | Reduced |
| First American Bank | 2,097 | $814.1K | 0.06% | −12−0.6% | Reduced |
| Financial Engines Advisors L.L.C. | 2,097 | $814.1K | 0.00% | +570+37.3% | Added |
| W Advisors, LLC | 2,101 | $815.6K | 0.47% | −62−2.9% | Reduced |
| Hamel Associates, Inc. | 2,098 | $816.0K | 0.28% | −130−5.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,103 | $816.4K | 0.02% | +5+0.2% | Added |
| CFS Investment Advisory Services, LLC | 2,110 | $819.0K | 0.07% | +54+2.6% | Added |
| Cahaba Wealth Management, Inc. | 2,111 | $819.5K | 0.06% | −161−7.1% | Reduced |
| Martin Capital Advisors, LLP | 2,111 | $819.5K | 0.53% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 2,115 | $821.1K | 0.08% | +21+1.0% | Added |
| Principal Street Partners, LLC | 2,118 | $822.2K | 0.08% | +1,363+180.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,123 | $824.3K | 0.14% | −37−1.7% | Reduced |
| Smith Anglin Financial, LLC | 2,142 | $831.6K | 0.08% | +36+1.7% | Added |
| GSB Wealth Management, LLC | 2,143 | $831.9K | 0.20% | +26+1.2% | Added |
| Fiduciary Alliance LLC | 2,144 | $832.3K | 0.06% | +512+31.4% | Added |
| Wulff, Hansen & Co. | 2,145 | $832.7K | 0.71% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,153 | $836.0K | 0.06% | +50+2.4% | Added |
| L.M. Kohn & Company | 2,155 | $836.6K | 0.23% | −350−14.0% | Reduced |
| KFA Private Wealth Group, LLC | 2,155 | $836.8K | 0.26% | −61−2.8% | Reduced |
| Cascades Capital Asset Management, LLC | 2,159 | $838.0K | 0.43% | −96−4.3% | Reduced |
| West Family Investments, Inc. | 2,162 | $839.3K | 0.22% | +500+30.1% | Added |
| Marion Wealth Management | 2,174 | $843.9K | 0.21% | +6+0.3% | Added |
| Windsor Capital Management, LLC | 2,178 | $845.4K | 0.25% | −120−5.2% | Reduced |
| Tyler-Stone Wealth Management | 2,178 | $845.6K | 0.14% | −2−0.1% | Reduced |
| Mechanics Bank Trust Department | 2,180 | $846.3K | 0.12% | −70−3.1% | Reduced |
| Cercano Management LLC | 2,180 | $846.3K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,183 | $847.3K | 0.56% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 2,186 | $848.7K | 0.18% | −21−1.0% | Reduced |
| Doliver Advisors, LP | 2,196 | $852.5K | 0.23% | +182+9.0% | Added |
| Cetera Trust Company, N.A | 2,198 | $853.3K | 0.51% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,202 | $854.8K | 0.42% | −598−21.4% | Reduced |
| Horizon Wealth Management, LLC | 2,203 | $855.2K | 0.15% | −19−0.9% | Reduced |
| Austin Private Wealth, LLC | 2,205 | $856.0K | 0.07% | +81+3.8% | Added |
| Independence Bank of Kentucky | 2,214 | $859.5K | 0.12% | +42+1.9% | Added |
| Constitution Capital LLC | 2,218 | $861.0K | 0.44% | −1,000−31.1% | Reduced |
| Wimmer Associates 1, LLC | 2,222 | $862.6K | 0.44% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,222 | $862.6K | 0.05% | +7+0.3% | Added |
| Sound Income Strategies, LLC | 2,226 | $864.0K | 0.05% | +618+38.4% | Added |
| Cranbrook Wealth Management, LLC | 2,228 | $864.9K | 0.18% | 00.0% | Unchanged |
| Rational Advisors LLC | 2,233 | $866.9K | 0.09% | −324−12.7% | Reduced |
| NVWM, LLC | 2,233 | $866.9K | 0.21% | +19+0.9% | Added |
| Olistico Wealth, LLC | 2,235 | $867.6K | 0.48% | +705+46.1% | Added |
| TFR Capital, LLC. | 2,236 | $868.0K | 0.31% | +183+8.9% | Added |
| Legacy Financial Advisors, Inc. | 2,239 | $869.2K | 0.14% | +83+3.8% | Added |
| One Capital Management, LLC | 2,246 | $871.9K | 0.03% | +233+11.6% | Added |
| LVM Capital Management Ltd | 2,246 | $872.0K | 0.09% | −25−1.1% | Reduced |
| Proficio Capital Partners LLC | 2,250 | $873.3K | 0.05% | +26+1.2% | Added |
| Oak Hill Wealth Advisors, LLC | 2,219 | $874.9K | 0.18% | +250+12.7% | Added |
| KPP Advisory Services LLC | 2,258 | $876.6K | 0.14% | +74+3.4% | Added |
| YANKCOM Partnership | 2,261 | $877.7K | 0.43% | +85+3.9% | Added |
| Capital Advantage, Inc. | 2,264 | $878.9K | 0.14% | −107−4.5% | Reduced |
| Goepper Burkhardt LLC | 2,267 | $880.1K | 0.32% | +107+5.0% | Added |
| Means Investment Co., Inc. | 2,271 | $881.7K | 0.08% | −21−0.9% | Reduced |
| Fiduciary Group LLC | 2,273 | $882.2K | 0.08% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 2,275 | $883.2K | 0.63% | +2,275 | New |
| GHP Investment Advisors, Inc. | 2,287 | $888.0K | 0.04% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,298 | $892.0K | 0.04% | −48−2.0% | Reduced |
| Platform Technology Partners | 2,301 | $893.2K | 0.23% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,301 | $894.0K | 0.13% | +10.0% | Added |
| 180 Wealth Advisors, LLC | 2,307 | $895.7K | 0.12% | −36−1.5% | Reduced |
| Guardian Wealth Management, Inc. | 2,311 | $897.2K | 0.60% | −5−0.2% | Reduced |
| Bill Few Associates, Inc. | 2,313 | $898.0K | 0.25% | +137+6.3% | Added |
| Archer Investment Corp | 2,313 | $898.0K | 0.21% | +7+0.3% | Added |
| Latitude Advisors, LLC | 2,314 | $898.5K | 0.45% | +278+13.7% | Added |
| Tudor Investment Corp Et Al | 2,322 | $901.4K | 0.01% | −10,580−82.0% | Reduced |
| Lincoln Capital LLC | 2,334 | $905.4K | 0.17% | +2,334 | New |
| Saxon Interests, Inc. | 2,752 | $907.5K | 0.42% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,338 | $907.6K | 0.40% | +3+0.1% | Added |
| E&G Advisors, LP | 2,342 | $909.2K | 0.24% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 2,345 | $910.4K | 0.25% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 2,359 | $915.8K | 0.32% | +704+42.5% | Added |
| WFA of San Diego, LLC | 2,361 | $916.6K | 0.67% | +2,361 | New |
| Grandview Asset Management LLC | 2,365 | $918.0K | 0.29% | −22−0.9% | Reduced |
| Ci Investments Inc. | 2,372 | $921.0K | 0.00% | −13−0.5% | Reduced |
| Armstrong Advisory Group, Inc | 2,384 | $925.5K | 0.07% | −52−2.1% | Reduced |
| Puzo Michael J | 2,390 | $927.8K | 0.26% | −100−4.0% | Reduced |
| Alta Advisers Ltd | 2,391 | $928.2K | 0.33% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,391 | $928.2K | 0.23% | +192+8.7% | Added |
| BSW Wealth Partners | 2,414 | $937.0K | 0.13% | −11−0.5% | Reduced |
| Belpointe Asset Management LLC | 2,416 | $938.2K | 0.04% | +189+8.5% | Added |
| Pine Haven Investment Counsel, Inc | 2,417 | $938.3K | 0.74% | −9−0.4% | Reduced |
| REDW Wealth LLC | 2,418 | $938.7K | 0.37% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 2,422 | $940.3K | 0.76% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,434 | $945.0K | 0.03% | 00.0% | Unchanged |
| BCS Wealth Management | 2,435 | $945.0K | 0.20% | +339+16.2% | Added |
| Arbor Wealth Advisors LLC | 2,437 | $946.1K | 0.77% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,440 | $947.4K | 0.08% | +323+15.3% | Added |
| Sompo Asset Management Co., Ltd. | 2,450 | $951.1K | 0.17% | +30+1.2% | Added |
| Seelaus Asset Management LLC | 2,453 | $952.3K | 0.84% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 2,456 | $953.4K | 0.12% | −33−1.3% | Reduced |
| Cidel Asset Management Inc | 2,462 | $955.8K | 0.06% | +66+2.8% | Added |