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 |
|---|---|---|---|---|---|
| Spreng Capital Management, Inc. | 3,750 | $1.46M | 0.60% | −42−1.1% | Reduced |
| Venturi Wealth Management, LLC | 3,752 | $1.46M | 0.07% | −685−15.4% | Reduced |
| SNS Financial Group, LLC | 3,756 | $1.46M | 0.14% | −52−1.4% | Reduced |
| Patten & Patten Inc | 3,760 | $1.46M | 0.09% | −139−3.6% | Reduced |
| Montis Financial, LLC | 3,760 | $1.46M | 0.41% | −18−0.5% | Reduced |
| Rockland Trust Co | 3,765 | $1.46M | 0.07% | −587−13.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 3,771 | $1.46M | 0.70% | +59+1.6% | Added |
| Copley Financial Group, Inc. | 3,777 | $1.47M | 1.09% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 3,780 | $1.47M | 0.96% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3,786 | $1.47M | 0.04% | +246+6.9% | Added |
| LRI Investments, LLC | 3,831 | $1.49M | 0.13% | −10−0.3% | Reduced |
| La Banque Postale Asset Management SA | 3,835 | $1.49M | 0.02% | +291+8.2% | Added |
| Wilkins Investment Counsel Inc | 3,841 | $1.49M | 0.21% | −329−7.9% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,860 | $1.50M | 0.33% | +13+0.3% | Added |
| ZWJ Investment Counsel Inc | 3,861 | $1.50M | 0.06% | −148−3.7% | Reduced |
| Thomasville National Bank | 3,862 | $1.50M | 0.10% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 3,882 | $1.51M | 0.69% | −16−0.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,789 | $1.51M | 1.04% | +50+1.3% | Added |
| Capital Management Associates, Inc | 3,890 | $1.51M | 0.48% | +216+5.9% | Added |
| Canopy Partners, LLC | 3,893 | $1.51M | 0.55% | −695−15.1% | Reduced |
| Capital International Sarl | 3,899 | $1.51M | 0.03% | −57,581−93.7% | Reduced |
| Midland Wealth Advisors LLC | 3,905 | $1.52M | 0.08% | −268−6.4% | Reduced |
| TownSquare Capital, LLC | 3,910 | $1.52M | 0.15% | −30,985−88.8% | Reduced |
| Rice Partnership, LLC | 3,913 | $1.52M | 0.26% | +3,913 | New |
| Berkshire Asset Management LLC | 3,915 | $1.52M | 0.07% | 00.0% | Unchanged |
| Bank & Trust Co | 3,924 | $1.52M | 1.21% | 00.0% | Unchanged |
| Everett Harris & Co | 3,927 | $1.52M | 0.02% | 00.0% | Unchanged |
| Maven Securities LTD | 3,928 | $1.52M | 0.39% | −3,776−49.0% | Reduced |
| Byrne Asset Management LLC | 3,939 | $1.53M | 1.03% | +87+2.3% | Added |
| Cornercap Investment Counsel Inc | 3,940 | $1.53M | 0.80% | −97−2.4% | Reduced |
| Xcel Wealth Management, LLC | 3,960 | $1.54M | 0.44% | +439+12.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,961 | $1.54M | 0.64% | −1,885−32.2% | Reduced |
| Van Strum & Towne Inc. | 3,965 | $1.54M | 0.49% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,971 | $1.54M | 0.30% | −38−0.9% | Reduced |
| Souders Financial Advisors | 3,975 | $1.54M | 0.20% | +259+7.0% | Added |
| HCR Wealth Advisors | 3,978 | $1.54M | 0.18% | +201+5.3% | Added |
| Mayflower Financial Advisors, LLC | 3,995 | $1.55M | 0.22% | +77+2.0% | Added |
| Tower Bridge Advisors | 4,000 | $1.55M | 0.17% | −293−6.8% | Reduced |
| Viking Fund Management LLC | 4,000 | $1.55M | 0.21% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 4,006 | $1.56M | 0.76% | −247−5.8% | Reduced |
| Secured Retirement Advisors, LLC | 4,007 | $1.56M | 0.93% | −317−7.3% | Reduced |
| Security National Bank | 4,014 | $1.56M | 0.27% | 00.0% | Unchanged |
| Rossmore Private Capital | 4,023 | $1.56M | 0.18% | +125+3.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 4,023 | $1.56M | 0.24% | +55+1.4% | Added |
| Golden State Equity Partners | 4,029 | $1.56M | 0.29% | −1,285−24.2% | Reduced |
| Optimum Investment Advisors | 4,031 | $1.56M | 0.68% | −80−1.9% | Reduced |
| Allen Capital Group, LLC | 4,033 | $1.57M | 0.16% | −140−3.4% | Reduced |
| Birch Hill Investment Advisors LLC | 4,044 | $1.57M | 0.07% | −54−1.3% | Reduced |
| TCG Advisory Services, LLC | 4,046 | $1.57M | 0.05% | −1,211−23.0% | Reduced |
| Evergreen Capital Management LLC | 4,048 | $1.57M | 0.05% | −523−11.4% | Reduced |
| Cobblestone Capital Advisors LLC | 4,062 | $1.58M | 0.08% | 00.0% | Unchanged |
| South State Corp. | 4,062 | $1.58M | 0.07% | +165+4.2% | Added |
| Woodward Diversified Capital, LLC | 4,067 | $1.58M | 0.80% | +1,298+46.9% | Added |
| CoreCap Advisors, LLC | 4,071 | $1.58M | 0.06% | −793−16.3% | Reduced |
| United Bank | 4,083 | $1.59M | 0.61% | +2,125+108.5% | Added |
| Hazlett, Burt & Watson, Inc. | 4,094 | $1.59M | 0.65% | +569+16.1% | Added |
| Hardy Reed LLC | 4,092 | $1.59M | 0.13% | −59−1.4% | Reduced |
| Paradigm Asset Management Co LLC | 4,100 | $1.59M | 0.39% | +500+13.9% | Added |
| Transamerica Financial Advisors, Inc. | 4,110 | $1.60M | 0.15% | −189−4.4% | Reduced |
| Westhampton Capital, LLC | 4,110 | $1.60M | 0.82% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,114 | $1.60M | 0.10% | +363+9.7% | Added |
| K.J. Harrison & Partners Inc | 4,125 | $1.60M | 0.27% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,136 | $1.61M | 0.10% | +106+2.6% | Added |
| BBR Partners, LLC | 4,136 | $1.61M | 0.10% | −11−0.3% | Reduced |
| Precedent Wealth Partners, LLC | 4,136 | $1.61M | 0.39% | +4,136 | New |
| Avidian Wealth Solutions, LLC | 4,141 | $1.61M | 0.07% | +193+4.9% | Added |
| Guardian Wealth Advisors, LLC | 4,141 | $1.61M | 0.11% | +86+2.1% | Added |
| Vista Private Wealth Partners. LLC | 4,150 | $1.61M | 0.50% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,163 | $1.62M | 0.11% | +664+19.0% | Added |
| Washington Trust Co | 4,165 | $1.62M | 0.06% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,166 | $1.62M | 0.10% | −334−7.4% | Reduced |
| Gateway Wealth Partners, LLC | 4,173 | $1.62M | 0.31% | +394+10.4% | Added |
| Acorn Wealth Advisors, LLC | 4,177 | $1.62M | 0.60% | +11+0.3% | Added |
| Aureus Asset Management, LLC | 4,178 | $1.62M | 0.10% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,183 | $1.62M | 0.02% | +187+4.7% | Added |
| Wealthspan Partners, LLC | 4,194 | $1.63M | 0.68% | −32−0.8% | Reduced |
| UBS Oconnor LLC | 4,200 | $1.63M | 0.04% | +4,200 | New |
| Werlinich Asset Management, LLC | 4,217 | $1.64M | 0.89% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 4,221 | $1.64M | 0.53% | +300+7.7% | Added |
| Trinity Legacy Partners, LLC | 3,972 | $1.64M | 0.40% | +4+0.1% | Added |
| Farmers Trust Co | 4,241 | $1.65M | 0.31% | −335−7.3% | Reduced |
| Flagship Harbor Advisors, LLC | 4,249 | $1.65M | 0.08% | −109−2.5% | Reduced |
| RNC Capital Management LLC | 4,252 | $1.65M | 0.08% | −28−0.7% | Reduced |
| Counterweight Ventures, LLC | 4,252 | $1.65M | 1.08% | +144+3.5% | Added |
| Smithfield Trust Co | 4,252 | $1.65M | 0.08% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 4,257 | $1.65M | 0.47% | −116−2.7% | Reduced |
| Motiv8 Investments LLC | 4,262 | $1.65M | 1.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,264 | $1.66M | 0.16% | +930+27.9% | Added |
| Frank, Rimerman Advisors LLC | 4,265 | $1.66M | 0.11% | −1,064−20.0% | Reduced |
| Univest Financial Corp | 4,283 | $1.66M | 0.10% | +26+0.6% | Added |
| Flaharty Asset Management, LLC | 4,292 | $1.67M | 0.23% | −50−1.2% | Reduced |
| Sit Investment Associates Inc | 4,300 | $1.67M | 0.04% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 4,307 | $1.67M | 0.21% | −12−0.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,321 | $1.68M | 0.10% | −11−0.3% | Reduced |
| Solstein Capital, LLC | 4,324 | $1.68M | 0.86% | +110+2.6% | Added |
| Amarillo National Bank | 4,334 | $1.68M | 0.31% | 00.0% | Unchanged |
| Cooper Financial Group | 4,348 | $1.69M | 0.20% | −1,221−21.9% | Reduced |
| NBC Securities, Inc. | 4,356 | $1.69M | 0.14% | −20−0.5% | Reduced |
| Fire Capital Management LLC | 4,369 | $1.70M | 1.08% | +328+8.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $1.70M | 0.05% | 00.0% | Unchanged |