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; 4,069 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
- 3,023
- +159 vs. Q1 2025
- Shares held
- 330.2M
- +1.95K (0.0%) vs. Q1 2025
- Total value
- $128.0B
- +$19.2B (+17.6%) vs. Q1 2025
- New holders
- 285
- 1,151 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 | 4,069 | $351.1B |
| Q1 2026 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $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 |
|---|---|---|---|---|---|
| Kimelman & Baird, LLC | 100 | $38.8K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 101 | $39.4K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 103 | $39.9K | 0.02% | +1+1.0% | Added |
| West Financial Advisors, LLC | 103 | $40.0K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 103 | $40.0K | 0.02% | +103 | New |
| Bellevue Asset Management, LLC | 106 | $41.3K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 110 | $42.7K | 0.01% | −90−45.0% | Reduced |
| Curat Global, LLC | 110 | $42.7K | 0.04% | +10+10.0% | Added |
| Innovative Advisory Group, LLC | 110 | $42.7K | 0.04% | +60+120.0% | Added |
| Roble, Belko & Company, Inc | 111 | $43.0K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 115 | $44.8K | 0.00% | +115 | New |
| Richardson Financial Services Inc. | 115 | $45.0K | 0.03% | +60+109.1% | Added |
| Whipplewood Advisors, LLC | 117 | $45.4K | 0.02% | −319−73.2% | Reduced |
| Pineridge Advisors LLC | 117 | $45.4K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 121 | $47.0K | 0.06% | +7+6.1% | Added |
| Rakuten Securities, Inc. | 123 | $47.8K | 0.02% | −252−67.2% | Reduced |
| Robinswood Financial LLC | 124 | $48.1K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 124 | $48.5K | 0.01% | +40+47.6% | Added |
| Activest Wealth Management | 126 | $48.9K | 0.01% | +106+530.0% | Added |
| Redmont Wealth Advisors LLC | 129 | $50.1K | 0.07% | +29+29.0% | Added |
| GoalVest Advisory LLC | 133 | $51.6K | 0.01% | −117−46.8% | Reduced |
| Banque de Luxembourg S.A. | 157 | $51.8K | 0.03% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 135 | $52.0K | 0.00% | −15,342−99.1% | Reduced |
| Millstone Evans Group, LLC | 134 | $52.0K | 0.04% | +14+11.7% | Added |
| DiNuzzo Private Wealth, Inc. | 135 | $52.4K | 0.01% | −2−1.5% | Reduced |
| Syntax Research, Inc. | 135 | $52.4K | 0.04% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 136 | $52.8K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 137 | $53.2K | 0.01% | +13+10.5% | Added |
| Bellwether Advisors, LLC | 140 | $54.3K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 145 | $56.3K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 136 | $56.5K | 0.01% | +136 | New |
| IMA Wealth, Inc. | 147 | $57.1K | 0.01% | +2+1.4% | Added |
| Quest 10 Wealth Builders, Inc. | 149 | $57.9K | 0.06% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 150 | $58.1K | 0.01% | +6+4.2% | Added |
| Private Wealth Management Group, LLC | 151 | $58.6K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 152 | $59.0K | 0.03% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 152 | $59.0K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 159 | $61.7K | 0.04% | 00.0% | Unchanged |
| Sachetta, LLC | 159 | $61.7K | 0.02% | −75−32.1% | Reduced |
| High Note Wealth, LLC | 162 | $62.9K | 0.01% | −2−1.2% | Reduced |
| CGC Financial Services, LLC | 166 | $64.4K | 0.02% | +40+31.7% | Added |
| Fortitude Family Office, LLC | 168 | $65.2K | 0.02% | −646−79.4% | Reduced |
| Financial Management Professionals, Inc. | 175 | $67.9K | 0.01% | −375−68.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 211 | $69.6K | 0.03% | +211 | New |
| Morgan Dempsey Capital Management LLC | 180 | $69.9K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 180 | $69.9K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 184 | $71.7K | 0.02% | −1−0.5% | Reduced |
| Bruce G. Allen Investments, LLC | 187 | $72.6K | 0.06% | −84−31.0% | Reduced |
| TruNorth Capital Management, LLC | 189 | $73.4K | 0.02% | −15−7.4% | Reduced |
| New England Capital Financial Advisors LLC | 189 | $73.5K | 0.03% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 192 | $74.6K | 0.02% | +4+2.1% | Added |
| Godsey & Gibb Associates | 193 | $74.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 199 | $77.0K | 0.01% | −3−1.5% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 200 | $77.6K | 0.03% | −100−33.3% | Reduced |
| Chelsea Counsel Co | 200 | $77.6K | 0.04% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 77,642 | $77.6K | 0.06% | +77,442+38,721.0% | Added |
| Murphy & Mullick Capital Management Corp | 189 | $81.9K | 0.07% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 215 | $83.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 215 | $83.4K | 0.06% | +1+0.5% | Added |
| Canton Hathaway, LLC | 217 | $84.0K | 0.02% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 217 | $84.1K | 0.06% | −6−2.7% | Reduced |
| Clean Yield Group | 218 | $84.6K | 0.03% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 220 | $85.4K | 0.04% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 226 | $87.7K | 0.04% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 228 | $88.5K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 234 | $90.8K | 0.06% | 00.0% | Unchanged |
| WPG Advisers, LLC | 235 | $91.2K | 0.08% | −10−4.1% | Reduced |
| Volterra Technologies LP | 235 | $91.2K | 0.12% | +235 | New |
| Kings Path Partners LLC | 237 | $92.0K | 0.04% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 222 | $95.0K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 246 | $95.7K | 0.03% | −43−14.9% | Reduced |
| Iron Horse Wealth Management, LLC | 247 | $95.9K | 0.03% | +101+69.2% | Added |
| Motco | 220 | $96.4K | 0.01% | −154−41.2% | Reduced |
| Horizons Wealth Management | 249 | $96.7K | 0.07% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 250 | $97.1K | 0.04% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 251 | $97.4K | 0.03% | +251 | New |
| Cornerstone Planning Group LLC | 225 | $97.9K | 0.02% | −204−47.6% | Reduced |
| Alphadyne Asset Management LP | 256 | $99.4K | 0.30% | +256 | New |
| Delos Wealth Advisors, LLC | 257 | $99.8K | 0.08% | +257 | New |
| Hurley Capital, LLC | 258 | $100.2K | 0.07% | +1+0.4% | Added |
| Tower View Investment Management & Research LLC | 265 | $102.9K | 0.05% | +265 | New |
| Winch Advisory Services, LLC | 267 | $103.6K | 0.03% | +241+926.9% | Added |
| Barrett & Company, Inc. | 268 | $104.1K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 278 | $107.9K | 0.07% | +9+3.3% | Added |
| TSFG, LLC | 279 | $108.0K | 0.02% | +25+9.8% | Added |
| Pin Oak Investment Advisors Inc | 332 | $109.0K | 0.09% | −237−41.7% | Reduced |
| Centennial Bank | 283 | $109.9K | 0.05% | +22+8.4% | Added |
| Fairscale Capital, LLC | 253 | $110.8K | 0.08% | +154+155.6% | Added |
| Horizon Bancorp Inc | 285 | $111.0K | 0.06% | +285 | New |
| Catherine Avery Investment Management LLC | 288 | $111.8K | 0.08% | −72−20.0% | Reduced |
| Wood Tarver Financial Group, LLC | 291 | $112.0K | 0.03% | +17+6.2% | Added |
| BFSG, LLC | 290 | $112.6K | 0.01% | −6−2.0% | Reduced |
| TCTC Holdings, LLC | 292 | $113.4K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 293 | $113.8K | 0.08% | −23−7.3% | Reduced |
| Global Wealth Strategies & Associates | 298 | $115.7K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 298 | $116.0K | 0.01% | −452−60.3% | Reduced |
| Itau Unibanco Holding S.A. | 303 | $117.6K | 0.00% | −34−10.1% | Reduced |
| Winthrop Capital Management, LLC | 304 | $118.0K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 304 | $118.0K | 0.03% | +3+1.0% | Added |
| Atticus Wealth Management, LLC | 310 | $120.3K | 0.03% | +4+1.3% | Added |