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
- 3,022
- +159 vs. Q1 2025
- Shares held
- 330.2M
- +1.91K (0.0%) vs. Q1 2025
- Total value
- $128.0B
- +$19.2B (+17.6%) vs. Q1 2025
- New holders
- 285
- 1,150 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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 2,469 | $958.5K | 0.09% | −152−5.8% | Reduced |
| Resonant Capital Advisors, LLC | 2,475 | $960.8K | 0.06% | +670+37.1% | Added |
| MSH Capital Advisors LLC | 2,479 | $962.4K | 0.28% | +405+19.5% | Added |
| Elyxium Wealth, LLC | 2,482 | $963.6K | 0.36% | +55+2.3% | Added |
| Calton & Associates, Inc. | 2,485 | $964.8K | 0.17% | +2,485 | New |
| Northstar Group, Inc. | 2,486 | $965.2K | 0.15% | −100−3.9% | Reduced |
| Bank of Stockton | 2,488 | $965.9K | 0.29% | +151+6.5% | Added |
| Bell Bank | 2,492 | $967.4K | 0.05% | +894+55.9% | Added |
| Legacy Capital Group California, Inc. | 2,499 | $970.1K | 0.27% | −69−2.7% | Reduced |
| Clarus Wealth Advisors | 2,461 | $970.3K | 0.45% | −100−3.9% | Reduced |
| Sippican Capital Advisors | 2,500 | $970.5K | 0.70% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,500 | $970.5K | 0.78% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 2,462 | $970.7K | 0.10% | +448+22.2% | Added |
| Ethos Financial Group, LLC | 2,504 | $972.1K | 0.08% | −3,022−54.7% | Reduced |
| Aspiriant, LLC | 2,511 | $974.7K | 0.03% | −34−1.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,524 | $979.7K | 0.18% | −7−0.3% | Reduced |
| Talon Private Wealth, LLC | 2,529 | $981.8K | 0.14% | +34+1.4% | Added |
| West Michigan Advisors, LLC | 2,534 | $983.6K | 0.28% | +263+11.6% | Added |
| Reynders McVeigh Capital Management, LLC | 2,536 | $984.0K | 0.05% | +239+10.4% | Added |
| CVA Family Office, LLC | 2,538 | $985.3K | 0.14% | −71−2.7% | Reduced |
| Sentinus, LLC | 2,540 | $985.9K | 0.24% | +31+1.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,272 | $986.3K | 0.36% | −26−1.1% | Reduced |
| BluePath Capital Management, LLC | 2,541 | $986.4K | 0.87% | +81+3.3% | Added |
| White Lighthouse Investment Management Inc. | 2,541 | $986.5K | 0.16% | −500−16.4% | Reduced |
| Greenwich Wealth Management LLC | 2,546 | $988.0K | 0.05% | +29+1.2% | Added |
| Vermillion Wealth Management, Inc. | 2,546 | $988.6K | 0.47% | −474−15.7% | Reduced |
| Cortland Associates Inc | 2,552 | $991.0K | 0.12% | +3+0.1% | Added |
| Evermay Wealth Management LLC | 2,555 | $991.8K | 0.12% | +210+9.0% | Added |
| Prestige Wealth Management Group LLC | 2,556 | $992.3K | 0.20% | +34+1.3% | Added |
| DRW Securities, LLC | 2,585 | $993.7K | 0.07% | +1,069+70.5% | Added |
| Wayfinding Financial, LLC | 2,292 | $994.0K | 0.44% | −11−0.5% | Reduced |
| Atwood & Palmer Inc | 2,565 | $995.8K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,568 | $996.9K | 0.05% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 2,339 | $1.01M | 0.08% | +98+4.4% | Added |
| AlphaCore Capital LLC | 2,596 | $1.01M | 0.04% | +780+43.0% | Added |
| Catalyst Funds Management Pty Ltd | 2,600 | $1.01M | 0.28% | −1,180−31.2% | Reduced |
| Paragon Capital Management LLC | 2,600 | $1.01M | 0.52% | +2,600 | New |
| Palumbo Wealth Management LLC | 2,617 | $1.02M | 0.31% | +2+0.1% | Added |
| Sax Wealth Advisors, LLC | 2,617 | $1.02M | 0.06% | +55+2.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,618 | $1.02M | 0.27% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,619 | $1.02M | 0.22% | +2,619 | New |
| Klingman & Associates, LLC | 2,622 | $1.02M | 0.06% | +1,016+63.3% | Added |
| Synergy Financial Management, LLC | 2,625 | $1.02M | 0.12% | −122−4.4% | Reduced |
| Klingenstein Fields & Co LP | 2,626 | $1.02M | 0.04% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 3,837 | $1.02M | 0.61% | +145+3.9% | Added |
| Hudson Valley Investment Advisors Inc | 2,634 | $1.02M | 0.11% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 2,637 | $1.02M | 1.40% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 2,639 | $1.02M | 0.12% | −2−0.1% | Reduced |
| Cypress Asset Management Inc | 2,640 | $1.02M | 0.25% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 2,640 | $1.02M | 0.83% | +140+5.6% | Added |
| Generali Investments, Management Co LLC | 2,650 | $1.03M | 0.23% | 00.0% | Unchanged |
| Rogco, LP | 2,651 | $1.03M | 0.39% | −239−8.3% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,652 | $1.03M | 0.49% | 00.0% | Unchanged |
| KKM Financial LLC | 2,572 | $1.03M | 0.36% | −18−0.7% | Reduced |
| Addison Capital Co | 2,654 | $1.03M | 0.36% | +308+13.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,658 | $1.03M | 0.00% | +778+41.4% | Added |
| Gleason Group, Inc. | 2,660 | $1.03M | 0.11% | +11+0.4% | Added |
| Gibbs Wealth Management | 2,662 | $1.03M | 0.20% | +585+28.2% | Added |
| Vectors Research Management, LLC | 2,662 | $1.03M | 0.35% | −56−2.1% | Reduced |
| Somerville Kurt F | 2,665 | $1.03M | 0.17% | −50−1.8% | Reduced |
| Cahill Financial Advisors Inc | 2,668 | $1.04M | 0.13% | +246+10.2% | Added |
| Capital Planning Advisors, LLC | 2,668 | $1.04M | 0.15% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 2,669 | $1.04M | 0.16% | +86+3.3% | Added |
| Redwood Wealth Management Group, LLC | 2,669 | $1.04M | 0.47% | +25+0.9% | Added |
| Toth Financial Advisory Corp | 2,673 | $1.04M | 0.12% | +10.0% | Added |
| Farmers National Bank | 2,675 | $1.04M | 0.27% | −119−4.3% | Reduced |
| TRUE Private Wealth Advisors | 2,678 | $1.04M | 0.12% | +17+0.6% | Added |
| Verus Capital Partners, LLC | 2,684 | $1.04M | 0.09% | +4+0.1% | Added |
| Washburn Capital Management, Inc. | 2,692 | $1.05M | 0.61% | −232−7.9% | Reduced |
| Washington Trust Advisors, Inc. | 2,696 | $1.05M | 0.08% | −30−1.1% | Reduced |
| Waycross Partners, LLC | 2,700 | $1.05M | 0.10% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 2,700 | $1.05M | 0.85% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 2,700 | $1.05M | 0.15% | −823−23.4% | Reduced |
| Gryphon Financial Partners LLC | 2,700 | $1.05M | 0.14% | +300+12.5% | Added |
| Prosperitas Financial LLC | 2,706 | $1.05M | 0.49% | −45−1.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,715 | $1.05M | 0.27% | −40−1.5% | Reduced |
| Baring Financial LLC | 2,722 | $1.06M | 0.79% | +67+2.5% | Added |
| Tradition Wealth Management, LLC | 2,724 | $1.06M | 0.08% | −15−0.5% | Reduced |
| Titleist Asset Management, LLC | 2,725 | $1.06M | 0.11% | −7−0.3% | Reduced |
| Coastal Investment Advisors, Inc. | 2,728 | $1.06M | 0.42% | +70+2.6% | Added |
| Audent Global Asset Management, LLC | 2,735 | $1.06M | 0.77% | −12−0.4% | Reduced |
| Elevate Wealth Advisory, Inc | 2,737 | $1.06M | 0.76% | −125−4.4% | Reduced |
| Patriot Investment Management Inc. | 2,745 | $1.07M | 0.07% | −55−2.0% | Reduced |
| Claris Advisors, LLC | 2,746 | $1.07M | 0.37% | −176−6.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,746 | $1.07M | 0.14% | −135−4.7% | Reduced |
| Heartland Bank & Trust Co | 2,748 | $1.07M | 0.50% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,750 | $1.07M | 0.22% | −112−3.9% | Reduced |
| Trace Wealth Advisors, LLC | 2,750 | $1.07M | 0.87% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 2,752 | $1.07M | 0.04% | +1,400+103.6% | Added |
| Capstone Financial Advisors, Inc. | 2,764 | $1.07M | 0.06% | −96−3.4% | Reduced |
| Key Financial Inc | 2,768 | $1.07M | 0.22% | +30+1.1% | Added |
| Aviso Wealth Management | 2,769 | $1.07M | 0.50% | +153+5.8% | Added |
| Denali Advisors LLC | 2,769 | $1.07M | 0.11% | −66−2.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,775 | $1.08M | 0.01% | −72−2.5% | Reduced |
| Joel Isaacson & Co., LLC | 2,776 | $1.08M | 0.04% | +47+1.7% | Added |
| Disciplined Equity Management, Inc. | 2,780 | $1.08M | 0.63% | +280+11.2% | Added |
| Creekside Partners | 2,781 | $1.08M | 0.51% | +3+0.1% | Added |
| Stableford Capital II LLC | 2,492 | $1.08M | 0.41% | −345−12.2% | Reduced |
| Plancorp, LLC | 2,788 | $1.08M | 0.04% | +188+7.2% | Added |
| Financial Synergies Wealth Advisors, Inc. | 2,794 | $1.08M | 0.12% | +2,794 | New |