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 |
|---|---|---|---|---|---|
| Texas Capital Bancshares Inc | 2,795 | $1.09M | 0.39% | −2−0.1% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,796 | $1.09M | 0.68% | +94+3.5% | Added |
| KLCM Advisors, Inc. | 2,798 | $1.09M | 0.12% | +21+0.8% | Added |
| Fiduciary Family Office, LLC | 2,799 | $1.09M | 0.36% | −190−6.4% | Reduced |
| ORG Wealth Partners, LLC | 2,779 | $1.09M | 0.26% | +1,274+84.7% | Added |
| Peavine Capital, LLC | 2,800 | $1.09M | 0.25% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 2,803 | $1.09M | 0.19% | +2,803 | New |
| Ballast, Inc. | 2,825 | $1.10M | 0.29% | −10.0% | Reduced |
| Quotient Wealth Partners, LLC | 2,830 | $1.10M | 0.03% | +420+17.4% | Added |
| Garrett Wealth Advisory Group, LLC | 2,831 | $1.10M | 0.23% | +80+2.9% | Added |
| Visionary Wealth Advisors | 2,832 | $1.10M | 0.06% | +280+11.0% | Added |
| Chicago Partners Investment Group LLC | 2,578 | $1.10M | 0.03% | +81+3.2% | Added |
| Tudor Financial Inc. | 2,845 | $1.10M | 0.63% | −8−0.3% | Reduced |
| GKV Capital Management Co., Inc. | 2,850 | $1.11M | 0.49% | −380−11.8% | Reduced |
| Sawgrass Asset Management LLC | 2,852 | $1.11M | 0.13% | −65−2.2% | Reduced |
| Burns J W & Co Inc | 2,855 | $1.11M | 0.13% | +450+18.7% | Added |
| Well Done, LLC | 2,856 | $1.11M | 0.21% | −72−2.5% | Reduced |
| Arrowroot Family Office, LLC | 2,859 | $1.11M | 0.50% | +2,859 | New |
| Diversified Enterprises, LLC | 2,859 | $1.11M | 0.08% | +303+11.9% | Added |
| Ancora Advisors, LLC | 2,859 | $1.11M | 0.02% | −104−3.5% | Reduced |
| RFP Financial Group LLC | 2,859 | $1.11M | 0.46% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 2,864 | $1.11M | 0.86% | +5+0.2% | Added |
| PDS Planning, Inc | 2,864 | $1.11M | 0.08% | +321+12.6% | Added |
| Kercheville Advisors, LLC | 2,865 | $1.11M | 0.38% | +253+9.7% | Added |
| Forte Capital LLC | 2,867 | $1.11M | 0.12% | −159−5.3% | Reduced |
| Compass Ion Advisors, LLC | 2,867 | $1.11M | 0.12% | +13+0.5% | Added |
| Cadent Capital Advisors, LLC | 2,870 | $1.11M | 0.36% | −369−11.4% | Reduced |
| Tiemann Investment Advisors, LLC | 2,874 | $1.12M | 0.46% | −280−8.9% | Reduced |
| J. W. Coons Advisors, LLC | 2,880 | $1.12M | 0.25% | −500−14.8% | Reduced |
| Trustmark National Bank Trust Department | 2,899 | $1.13M | 0.08% | −349−10.7% | Reduced |
| Armis Advisers, LLC | 2,854 | $1.13M | 0.09% | +451+18.8% | Added |
| Mechanics Financial Corp | 2,901 | $1.13M | 0.48% | +40+1.4% | Added |
| Fortress Wealth Group, LLC | 2,608 | $1.13M | 0.53% | +59+2.3% | Added |
| Premier Path Wealth Partners, LLC | 2,915 | $1.13M | 0.16% | +16+0.6% | Added |
| First Command Advisory Services, Inc. | 2,916 | $1.13M | 0.01% | +387+15.3% | Added |
| US Asset Management LLC | 2,921 | $1.13M | 0.98% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 2,921 | $1.13M | 0.34% | −21−0.7% | Reduced |
| First County Bank | 2,927 | $1.14M | 0.61% | −184−5.9% | Reduced |
| High Net Worth Advisory Group LLC | 2,926 | $1.14M | 0.30% | −50−1.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,928 | $1.14M | 0.16% | −534−15.4% | Reduced |
| Aspen Investment Management Inc | 2,930 | $1.14M | 0.48% | −36−1.2% | Reduced |
| Invesco, LLC | 2,930 | $1.14M | 0.42% | +809+38.1% | Added |
| Harfst & Associates, Inc. | 2,941 | $1.14M | 0.24% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,952 | $1.15M | 0.57% | +2,952 | New |
| Monograph Wealth Advisors, LLC | 2,960 | $1.15M | 0.14% | +10.0% | Added |
| Kathmere Capital Management, LLC | 2,964 | $1.15M | 0.09% | +1,047+54.6% | Added |
| Nabity-Jensen Investment Management Inc | 2,967 | $1.15M | 0.85% | +8+0.3% | Added |
| Heartwood Wealth Advisors LLC | 2,975 | $1.15M | 0.12% | +121+4.2% | Added |
| Calamos Wealth Management LLC | 2,986 | $1.16M | 0.05% | +439+17.2% | Added |
| Probity Advisors, Inc. | 2,994 | $1.16M | 0.20% | −521−14.8% | Reduced |
| Westpac Banking Corp | 3,000 | $1.16M | 0.08% | −5,767−65.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.16M | 0.33% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $1.16M | 0.22% | 00.0% | Unchanged |
| Birinyi Associates Inc | 3,000 | $1.17M | 0.34% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,000 | $1.17M | 0.28% | −590−16.4% | Reduced |
| Kennebec Savings Bank | 3,007 | $1.17M | 1.14% | +155+5.4% | Added |
| AA Financial Advisors, LLC | 3,023 | $1.17M | 0.25% | −439−12.7% | Reduced |
| Brookwood Investment Group LLC | 3,034 | $1.18M | 0.19% | +426+16.3% | Added |
| First Heartland Consultants, Inc. | 3,037 | $1.18M | 0.10% | +93+3.2% | Added |
| Purus Wealth Management, LLC | 3,039 | $1.18M | 0.41% | +1,737+133.4% | Added |
| Tidemark, LLC | 3,045 | $1.18M | 0.38% | +606+24.8% | Added |
| Fulton Bank, N.A. | 3,056 | $1.19M | 0.04% | −469−13.3% | Reduced |
| Wealth Effects LLC | 3,063 | $1.19M | 0.44% | +141+4.8% | Added |
| Chesapeake Wealth Management | 3,073 | $1.19M | 0.40% | +412+15.5% | Added |
| Agf Management Ltd | 3,074 | $1.19M | 0.01% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 3,090 | $1.20M | 0.14% | +1,825+144.3% | Added |
| Alexis Investment Partners, LLC | 3,118 | $1.20M | 0.52% | +207+7.1% | Added |
| Martingale Asset Management L P | 3,097 | $1.20M | 0.03% | −2,060−39.9% | Reduced |
| PFC Capital Group, Inc. | 3,101 | $1.20M | 0.56% | −534−14.7% | Reduced |
| Menard Financial Group LLC | 3,108 | $1.21M | 0.72% | −66−2.1% | Reduced |
| Root Financial Partners, LLC | 3,114 | $1.21M | 0.12% | +1,413+83.1% | Added |
| Chilton Capital Management LLC | 3,115 | $1.21M | 0.04% | −28−0.9% | Reduced |
| Sage Mountain Advisors LLC | 3,137 | $1.22M | 0.08% | +85+2.8% | Added |
| Ted Buchan & Co | 3,139 | $1.22M | 0.48% | +498+18.9% | Added |
| CMG Global Holdings, LLC | 2,816 | $1.22M | 0.64% | −95−3.3% | Reduced |
| Hilltop National Bank | 3,141 | $1.22M | 0.32% | +3,141 | New |
| Brucke Financial, Inc. | 3,150 | $1.22M | 0.85% | −14−0.4% | Reduced |
| Richwood Investment Advisors, LLC | 3,159 | $1.23M | 1.01% | −54−1.7% | Reduced |
| Benin Management CORP | 3,165 | $1.23M | 0.32% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,172 | $1.23M | 0.19% | +152+5.0% | Added |
| Herold Advisors, Inc. | 3,182 | $1.24M | 0.26% | +452+16.6% | Added |
| Barnes Dennig Private Wealth Management LLC | 3,189 | $1.24M | 1.48% | +15+0.5% | Added |
| Abacus Planning Group, Inc. | 3,194 | $1.24M | 0.18% | −149−4.5% | Reduced |
| Provenance Wealth Advisors, LLC | 3,196 | $1.24M | 0.18% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,208 | $1.25M | 0.50% | +442+16.0% | Added |
| Capital Advisors Inc | 3,209 | $1.25M | 0.02% | −466−12.7% | Reduced |
| L2 Asset Management, LLC | 3,209 | $1.25M | 0.20% | −766−19.3% | Reduced |
| Stiles Financial Services Inc | 3,217 | $1.25M | 0.43% | +121+3.9% | Added |
| Prosperity Consulting Group, LLC | 3,223 | $1.25M | 0.09% | +120+3.9% | Added |
| Auxier Asset Management | 3,230 | $1.25M | 0.18% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 3,240 | $1.26M | 0.85% | −20−0.6% | Reduced |
| Boston Family Office LLC | 3,244 | $1.26M | 0.08% | −58−1.8% | Reduced |
| Founders Financial Alliance, LLC | 3,248 | $1.26M | 0.29% | −17−0.5% | Reduced |
| Hancock Whitney Corp | 3,249 | $1.26M | 0.02% | +460+16.5% | Added |
| Beech Hill Advisors, Inc. | 3,250 | $1.26M | 0.57% | −550−14.5% | Reduced |
| LexAurum Advisors, LLC | 3,250 | $1.26M | 0.20% | −10.0% | Reduced |
| Alexander Labrunerie & Co., Inc. | 3,258 | $1.26M | 0.52% | +16+0.5% | Added |
| Ascent Group, LLC | 3,260 | $1.27M | 0.05% | −1,207−27.0% | Reduced |
| LGT Group Foundation | 3,266 | $1.27M | 0.02% | −2,544−43.8% | Reduced |
| Fox Hill Wealth Management | 3,270 | $1.27M | 0.65% | +110+3.5% | Added |