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 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| Traphagen Investment Advisors LLC | 3,272 | $1.27M | 0.12% | +190+6.2% | Added |
| Roxbury Financial LLC | 3,280 | $1.27M | 1.24% | −48−1.4% | Reduced |
| Berger Financial Group, Inc | 3,281 | $1.27M | 0.08% | −256−7.2% | Reduced |
| Orca Wealth Management, LLC | 3,285 | $1.28M | 1.07% | +7+0.2% | Added |
| Scott Marsh Financial, LLC | 3,290 | $1.28M | 0.47% | +3,290 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,304 | $1.28M | 0.04% | +605+22.4% | Added |
| AIA Group Ltd | 3,306 | $1.28M | 0.03% | −22,256−87.1% | Reduced |
| Golden State Wealth Management, LLC | 3,307 | $1.28M | 0.16% | −251−7.1% | Reduced |
| Grimes & Company, Inc. | 3,318 | $1.29M | 0.04% | −33−1.0% | Reduced |
| Mendel Money Management | 3,319 | $1.29M | 0.57% | −25−0.7% | Reduced |
| Apella Capital, LLC | 3,297 | $1.29M | 0.03% | +4+0.1% | Added |
| First Citizens Bank & Trust Co | 3,333 | $1.29M | 0.02% | −327−8.9% | Reduced |
| Corundum Group, Inc. | 3,345 | $1.30M | 0.57% | +63+1.9% | Added |
| Bath Savings Trust Co | 3,349 | $1.30M | 0.13% | −48−1.4% | Reduced |
| Everhart Financial Group, Inc. | 3,363 | $1.31M | 0.15% | −613−15.4% | Reduced |
| Magnus Financial Group LLC | 3,363 | $1.31M | 0.11% | −29−0.9% | Reduced |
| Laurion Capital Management LP | 3,364 | $1.31M | 0.15% | +3,364 | New |
| Main Street Financial Solutions, LLC | 3,365 | $1.31M | 0.09% | −1,237−26.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,365 | $1.31M | 0.03% | +934+38.4% | Added |
| Financial Management Network Inc | 3,289 | $1.31M | 0.23% | +346+11.8% | Added |
| Avestar Capital, LLC | 3,373 | $1.31M | 0.10% | −204−5.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,382 | $1.31M | 0.14% | −250−6.9% | Reduced |
| ABN AMRO Bank N.V. | 3,372 | $1.31M | 0.02% | +70+2.1% | Added |
| Affinity Investment Advisors, LLC | 3,388 | $1.32M | 1.00% | −387−10.3% | Reduced |
| Rooted Wealth Advisors, Inc. | 3,247 | $1.32M | 0.46% | +102+3.2% | Added |
| Lantz Financial LLC | 3,396 | $1.32M | 0.33% | −735−17.8% | Reduced |
| Catalytic Wealth RIA, LLC | 3,397 | $1.32M | 0.11% | +2,221+188.9% | Added |
| Total Investment Management Inc | 3,400 | $1.32M | 0.19% | +10+0.3% | Added |
| Quintet Private Bank (Europe) S.A. | 3,408 | $1.32M | 0.08% | −8−0.2% | Reduced |
| Uncommon Cents Investing LLC | 3,410 | $1.32M | 0.35% | +357+11.7% | Added |
| Boston Private Wealth LLC | 3,420 | $1.33M | 0.07% | +3,420 | New |
| Legacy Financial Strategies, LLC | 3,428 | $1.33M | 0.26% | −465−11.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,429 | $1.33M | 0.53% | −178−4.9% | Reduced |
| Rossby Financial, LCC | 3,441 | $1.34M | 0.50% | +44+1.3% | Added |
| Valmark Advisers, Inc. | 3,443 | $1.34M | 0.02% | +30+0.9% | Added |
| Nicolet Bankshares Inc | 3,444 | $1.34M | 0.23% | −54−1.5% | Reduced |
| CRA Financial Services, LLC | 3,448 | $1.34M | 0.20% | +11+0.3% | Added |
| Transcend Wealth Collective, LLC | 3,450 | $1.34M | 0.10% | −374−9.8% | Reduced |
| Precision Wealth Strategies, LLC | 3,450 | $1.34M | 0.43% | +2,194+174.7% | Added |
| Telos Capital Management, Inc. | 3,451 | $1.34M | 0.14% | +240+7.5% | Added |
| Evoke Wealth, LLC | 3,456 | $1.34M | 0.03% | +302+9.6% | Added |
| Bullock Wealth Management Group | 3,432 | $1.34M | 0.71% | −329−8.7% | Reduced |
| Credit Industriel Et Commercial | 3,463 | $1.34M | 0.21% | −6,141−63.9% | Reduced |
| Sunbelt Securities, Inc. | 3,708 | $1.34M | 0.12% | −713−16.1% | Reduced |
| Savoie Capital LLC | 3,465 | $1.35M | 0.17% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,470 | $1.35M | 0.06% | −1,174−25.3% | Reduced |
| First Foundation Advisors | 3,473 | $1.35M | 0.05% | +1,206+53.2% | Added |
| King Wealth | 3,477 | $1.35M | 0.18% | +2+0.1% | Added |
| Sequent Asset Management, LLC | 3,483 | $1.35M | 1.08% | −15−0.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,158 | $1.36M | 0.38% | −119−3.6% | Reduced |
| Vega Investment Solutions | 3,495 | $1.36M | 0.32% | +1,609+85.3% | Added |
| Wealth Management Partners, LLC | 3,469 | $1.36M | 0.48% | −52−1.5% | Reduced |
| Loomis Sayles & Co L P | 3,502 | $1.36M | 0.00% | −74−2.1% | Reduced |
| Live Oak Private Wealth LLC | 3,502 | $1.36M | 0.20% | −3−0.1% | Reduced |
| Howard Capital Management Inc. | 3,504 | $1.36M | 0.02% | +517+17.3% | Added |
| Goldstone Financial Group, LLC | 3,430 | $1.36M | 0.18% | +857+33.3% | Added |
| CORDA Investment Management, LLC. | 3,515 | $1.36M | 0.10% | +324+10.2% | Added |
| Security Financial Services, INC. | 3,519 | $1.37M | 0.24% | +81+2.4% | Added |
| SS&H Financial Advisors, Inc. | 3,525 | $1.37M | 0.46% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,527 | $1.37M | 0.10% | +10.0% | Added |
| Gilbert & Cook, Inc. | 3,540 | $1.37M | 0.19% | +54+1.5% | Added |
| Boston Research & Management Inc | 3,542 | $1.38M | 0.32% | 00.0% | Unchanged |
| Promethium Advisors,llc | 3,561 | $1.38M | 0.84% | −260−6.8% | Reduced |
| Vanguard Capital Wealth Advisors | 3,575 | $1.39M | 1.38% | +27+0.8% | Added |
| Perfromance Wealth Partners, LLC | 3,581 | $1.39M | 0.04% | +190+5.6% | Added |
| Waldron Private Wealth LLC | 3,608 | $1.40M | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,617 | $1.40M | 0.09% | +17+0.5% | Added |
| Keel Point, LLC | 3,622 | $1.41M | 0.09% | +693+23.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,627 | $1.41M | 0.15% | +23+0.6% | Added |
| Fairview Capital Investment Management, LLC | 3,635 | $1.41M | 0.07% | −25−0.7% | Reduced |
| Lantern Wealth Advisors, LLC | 3,636 | $1.41M | 0.84% | +3,636 | New |
| Circle Wealth Management, LLC | 3,641 | $1.41M | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,643 | $1.41M | 0.09% | +58+1.6% | Added |
| Blackhawk Capital Partners LLC. | 3,648 | $1.42M | 0.65% | +20+0.6% | Added |
| Missouri Trust & Investment Co | 3,649 | $1.42M | 0.46% | −5−0.1% | Reduced |
| Insigneo Advisory Services, LLC | 3,650 | $1.42M | 0.12% | +106+3.0% | Added |
| Hudson Bay Capital Management LP | 3,650 | $1.42M | 0.01% | +338+10.2% | Added |
| Cherokee Insurance Co | 3,650 | $1.42M | 0.62% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,434 | $1.42M | 0.05% | +1,011+41.7% | Added |
| Hohimer Wealth Management, LLC | 3,654 | $1.42M | 0.25% | −287−7.3% | Reduced |
| First Citizens Financial Corp | 3,661 | $1.42M | 0.78% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,664 | $1.42M | 0.07% | −82−2.2% | Reduced |
| Investment Partners, Ltd. | 3,669 | $1.42M | 0.54% | −16−0.4% | Reduced |
| Quad-Cities Investment Group, LLC | 3,671 | $1.43M | 0.65% | +3+0.1% | Added |
| Eqis Capital Management, Inc. | 3,675 | $1.43M | 0.11% | −591−13.9% | Reduced |
| Allen Wealth Management, LLC | 3,681 | $1.43M | 1.00% | −329−8.2% | Reduced |
| Voleon Capital Management LP | 3,681 | $1.43M | 0.08% | −4−0.1% | Reduced |
| Davis R M Inc | 3,685 | $1.43M | 0.03% | −173−4.5% | Reduced |
| World Equity Group, Inc. | 3,690 | $1.43M | 0.39% | −181−4.7% | Reduced |
| Blue Chip Partners, Inc. | 3,694 | $1.43M | 0.12% | −684−15.6% | Reduced |
| Centaurus Financial, Inc. | 3,705 | $1.44M | 0.08% | +1,400+60.7% | Added |
| Stevens Capital Management LP | 3,708 | $1.44M | 0.39% | +3,708 | New |
| Douglas Lane & Associates, LLC | 3,710 | $1.44M | 0.02% | −202−5.2% | Reduced |
| Cypress Capital Group | 3,717 | $1.44M | 0.18% | −25−0.7% | Reduced |
| Texas Yale Capital Corp. | 3,719 | $1.44M | 0.05% | −393−9.6% | Reduced |
| Philadelphia Trust Co | 3,720 | $1.44M | 0.11% | −428−10.3% | Reduced |
| Fort Sheridan Advisors LLC | 3,721 | $1.44M | 0.21% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 3,734 | $1.45M | 0.12% | +1,187+46.6% | Added |
| Redwood Investment Management, LLC | 3,741 | $1.45M | 0.15% | −457−10.9% | Reduced |
| 1858 Wealth Management, LLC | 3,741 | $1.45M | 1.07% | −10−0.3% | Reduced |