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 |
|---|---|---|---|---|---|
| IMS Capital Management | 4,375 | $1.70M | 0.79% | +2,900+196.6% | Added |
| Courier Capital LLC | 4,391 | $1.70M | 0.10% | +129+3.0% | Added |
| GPS Wealth Strategies Group, LLC | 4,412 | $1.71M | 0.20% | +101+2.3% | Added |
| Cardiff Park Advisors, LLC | 4,416 | $1.71M | 0.15% | +183+4.3% | Added |
| RS Crum Inc. | 4,430 | $1.72M | 0.41% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 4,443 | $1.72M | 0.68% | −10−0.2% | Reduced |
| Charter Research & Investment Group, Inc. | 4,450 | $1.73M | 1.29% | 00.0% | Unchanged |
| Old West Investment Management, LLC | 4,458 | $1.73M | 0.57% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 4,463 | $1.73M | 0.13% | −177−3.8% | Reduced |
| Institute for Wealth Management, LLC. | 4,465 | $1.73M | 0.19% | −250−5.3% | Reduced |
| Smartleaf Asset Management LLC | 4,514 | $1.74M | 0.15% | −625−12.2% | Reduced |
| RKL Wealth Management LLC | 4,481 | $1.74M | 0.15% | +19+0.4% | Added |
| City State Bank | 4,483 | $1.74M | 0.55% | −30−0.7% | Reduced |
| SOL Capital Management CO | 4,489 | $1.74M | 0.17% | +20.0% | Added |
| First Manhattan Co | 4,511 | $1.75M | 0.00% | −178−3.8% | Reduced |
| Evelyn Partners Investment Management LLP | 4,517 | $1.75M | 0.05% | −436−8.8% | Reduced |
| Widmann Financial Services, Inc. | 4,529 | $1.76M | 1.23% | +18+0.4% | Added |
| Diligent Investors, LLC | 4,534 | $1.76M | 0.42% | +209+4.8% | Added |
| Donaldson Capital Management, LLC | 4,536 | $1.76M | 0.06% | −105−2.3% | Reduced |
| Colonial Trust Co | 4,541 | $1.76M | 0.26% | +19+0.4% | Added |
| XML Financial, LLC | 4,542 | $1.76M | 0.15% | +167+3.8% | Added |
| Guerra Pan Advisors, LLC | 4,549 | $1.77M | 1.16% | +36+0.8% | Added |
| Fundamentun, LLC | 4,555 | $1.77M | 0.08% | +20.0% | Added |
| Kovack Advisors, Inc. | 4,559 | $1.77M | 0.17% | +44+1.0% | Added |
| Cigna Investments Inc | 4,561 | $1.77M | 0.30% | −288−5.9% | Reduced |
| Glen Eagle Advisors, LLC | 4,572 | $1.77M | 0.27% | −2,637−36.6% | Reduced |
| Norway Savings Bank | 4,573 | $1.78M | 0.91% | +128+2.9% | Added |
| Portside Wealth Group, LLC | 4,576 | $1.78M | 0.26% | +337+7.9% | Added |
| Gsa Capital Partners LLP | 4,590 | $1.78M | 0.12% | +3,310+258.6% | Added |
| BayBridge Capital Group, LLC | 4,598 | $1.78M | 1.15% | +125+2.8% | Added |
| Global Trust Asset Management, LLC | 4,605 | $1.79M | 0.96% | −858−15.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,626 | $1.80M | 0.29% | +296+6.8% | Added |
| Catalyst Financial Partners LLC | 4,636 | $1.80M | 0.20% | −113−2.4% | Reduced |
| Sawyer & Company, Inc | 1,692 | $1.80M | 0.65% | +1,692 | New |
| Csenge Advisory Group | 5,198 | $1.81M | 0.10% | +515+11.0% | Added |
| EPG Wealth Management LLC | 4,661 | $1.81M | 0.54% | +740+18.9% | Added |
| Westover Capital Advisors, LLC | 4,676 | $1.82M | 0.36% | 00.0% | Unchanged |
| Emprise Bank | 4,676 | $1.82M | 0.87% | +156+3.5% | Added |
| InTrack Investment Management Inc | 4,683 | $1.82M | 1.22% | +27+0.6% | Added |
| Tanglewood Legacy Advisors, LLC | 4,685 | $1.82M | 0.75% | 00.0% | Unchanged |
| Norden Group LLC | 4,700 | $1.82M | 0.20% | +247+5.5% | Added |
| Kerusso Capital Management LLC | 4,718 | $1.83M | 1.13% | +3+0.1% | Added |
| Inman Jager Wealth Management, LLC | 4,722 | $1.83M | 1.24% | +214+4.7% | Added |
| Founders Financial Securities LLC | 4,736 | $1.84M | 0.14% | +24+0.5% | Added |
| Hillsdale Investment Management Inc. | 4,737 | $1.84M | 0.07% | +3,710+361.2% | Added |
| Journey Advisory Group, LLC | 4,749 | $1.84M | 0.14% | −39−0.8% | Reduced |
| Princeton Capital Management LLC | 4,768 | $1.85M | 0.55% | −170−3.4% | Reduced |
| Sunpointe, LLC | 4,786 | $1.86M | 0.74% | +87+1.9% | Added |
| Garrison Point Advisors, LLC | 4,815 | $1.87M | 0.86% | −175−3.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 4,826 | $1.87M | 0.42% | +411+9.3% | Added |
| Simplicity Wealth,LLC | 4,826 | $1.87M | 0.08% | +180+3.9% | Added |
| RiverFront Investment Group, LLC | 4,850 | $1.88M | 0.04% | +526+12.2% | Added |
| CFM Wealth Partners LLC | 4,853 | $1.88M | 0.30% | 00.0% | Unchanged |
| Pitcairn Co | 4,857 | $1.89M | 0.12% | +309+6.8% | Added |
| Harbor Group, Inc. | 4,857 | $1.89M | 0.33% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 4,858 | $1.89M | 1.44% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 4,858 | $1.89M | 0.22% | +3,301+212.0% | Added |
| Pinnacle West Asset Management, Inc. | 4,870 | $1.89M | 1.31% | −25−0.5% | Reduced |
| Exencial Wealth Advisors, LLC | 4,879 | $1.89M | 0.07% | −294−5.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 4,914 | $1.91M | 0.69% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,918 | $1.91M | 0.13% | +88+1.8% | Added |
| Opes Wealth Management LLC | 4,952 | $1.92M | 0.34% | −5−0.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 4,954 | $1.92M | 0.50% | +25+0.5% | Added |
| Retirement Guys Formula LLC | 4,960 | $1.93M | 0.73% | +291+6.2% | Added |
| West Oak Capital, LLC | 4,972 | $1.93M | 0.76% | +40+0.8% | Added |
| WBH Advisory Inc | 4,981 | $1.93M | 0.16% | −50−1.0% | Reduced |
| Papp L Roy & Associates | 4,982 | $1.93M | 0.23% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 4,986 | $1.94M | 0.43% | +12+0.2% | Added |
| Guardian Investment Management | 4,987 | $1.94M | 2.00% | +400+8.7% | Added |
| Haverford Trust Co | 4,997 | $1.94M | 0.02% | −730−12.7% | Reduced |
| Cladis Investment Advisory, LLC | 5,000 | $1.94M | 1.22% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 5,000 | $1.94M | 0.08% | +5,000 | New |
| Wolff Financial Management LLC | 5,002 | $1.94M | 0.50% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 5,005 | $1.94M | 0.15% | +5,005 | New |
| Nwam LLC | 4,656 | $1.94M | 0.11% | −136−2.8% | Reduced |
| Northern Financial Advisors Inc | 5,030 | $1.95M | 1.47% | −70−1.4% | Reduced |
| Kestra Investment Management, LLC | 5,350 | $1.96M | 0.03% | +3,290+159.7% | Added |
| Sava Infond d.o.o. | 5,040 | $1.96M | 0.31% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 5,094 | $1.96M | 0.85% | +11+0.2% | Added |
| Granite Investment Partners, LLC | 5,054 | $1.96M | 0.10% | +1,125+28.6% | Added |
| True North Advisors, LLC | 5,058 | $1.96M | 0.38% | −169−3.2% | Reduced |
| Savvy Advisors, Inc. | 5,105 | $1.98M | 0.13% | +838+19.6% | Added |
| Aaron Wealth Advisors | 5,111 | $1.98M | 0.20% | −479−8.6% | Reduced |
| Moody National Bank Trust Division | 5,116 | $1.99M | 0.18% | +39+0.8% | Added |
| Atlas Brown,Inc. | 5,119 | $1.99M | 0.64% | −157−3.0% | Reduced |
| Pallas Capital Advisors LLC | 5,133 | $1.99M | 0.08% | −11,249−68.7% | Reduced |
| Journey Strategic Wealth LLC | 5,148 | $2.00M | 0.06% | +1,509+41.5% | Added |
| Allegheny Financial Group LTD | 5,168 | $2.01M | 0.45% | +1,191+29.9% | Added |
| Benedict Financial Advisors Inc | 5,171 | $2.01M | 0.45% | +81+1.6% | Added |
| Rodgers Brothers Inc. | 5,176 | $2.01M | 0.25% | +1,500+40.8% | Added |
| IFC Advisors LLC | 5,186 | $2.01M | 0.38% | +119+2.3% | Added |
| Andra AP-fonden | 5,200 | $2.02M | 0.03% | −15,700−75.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,214 | $2.02M | 0.23% | −360−6.5% | Reduced |
| Rollins Financial Advisors, LLC | 5,219 | $2.03M | 0.32% | −2,221−29.9% | Reduced |
| Y.D. More Investments Ltd | 5,226 | $2.03M | 0.14% | +138+2.7% | Added |
| Littlejohn Financial Services, Inc. | 5,225 | $2.03M | 1.57% | −288−5.2% | Reduced |
| Federated Hermes, Inc. | 5,233 | $2.03M | 0.00% | −41,506−88.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 5,237 | $2.03M | 0.43% | −6−0.1% | Reduced |
| Connecticut Wealth Management, LLC | 5,253 | $2.04M | 0.10% | −48−0.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 5,264 | $2.04M | 0.38% | +248+4.9% | Added |