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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 5,275 | $2.05M | 0.06% | +223+4.4% | Added |
| LOM Asset Management Ltd | 5,286 | $2.05M | 0.69% | +5,286 | New |
| Patton Albertson Miller Group, LLC | 5,289 | $2.05M | 0.27% | −58−1.1% | Reduced |
| Eisler Capital Management Ltd. | 5,299 | $2.06M | 0.07% | −50,750−90.5% | Reduced |
| Brady Family Wealth, LLC | 5,324 | $2.07M | 0.64% | +4,635+672.7% | Added |
| Silverlake Wealth Management LLC | 5,328 | $2.07M | 0.61% | +1,640+44.5% | Added |
| Econ Financial Services Corp | 5,349 | $2.08M | 1.07% | +5,349 | New |
| Core Wealth Advisors, Inc. | 5,355 | $2.08M | 0.60% | −1,978−27.0% | Reduced |
| Ti-Trust, Inc | 5,356 | $2.08M | 1.39% | −100−1.8% | Reduced |
| Garde Capital, Inc. | 5,359 | $2.08M | 0.11% | +20.0% | Added |
| Am Investment Strategies LLC | 5,365 | $2.08M | 0.49% | +936+21.1% | Added |
| Camden Capital, LLC | 5,392 | $2.09M | 0.20% | −1,522−22.0% | Reduced |
| Nations Financial Group Inc, | 5,400 | $2.10M | 0.14% | −64−1.2% | Reduced |
| David Loasby | 4,892 | $2.10M | 0.18% | +1,006+25.9% | Added |
| Roman Butler Fullerton & Co | 4,836 | $2.10M | 0.62% | +8+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 5,413 | $2.10M | 0.03% | −512−8.6% | Reduced |
| Trust Point Inc. | 5,440 | $2.11M | 0.20% | −62−1.1% | Reduced |
| Advisors Management Group Inc | 5,449 | $2.12M | 0.40% | −13−0.2% | Reduced |
| SCS Capital Management LLC | 5,465 | $2.12M | 0.02% | +20+0.4% | Added |
| Clark Capital Management Group, Inc. | 5,483 | $2.13M | 0.01% | −56−1.0% | Reduced |
| Intellectus Partners, LLC | 5,493 | $2.13M | 0.46% | −219−3.8% | Reduced |
| Clarius Group, LLC | 5,501 | $2.14M | 0.12% | +16+0.3% | Added |
| Ingalls & Snyder LLC | 5,540 | $2.15M | 0.08% | +45+0.8% | Added |
| IFG Advisory, LLC | 5,570 | $2.16M | 0.11% | +377+7.3% | Added |
| RD Lewis Holdings, Inc. | 5,190 | $2.17M | 2.19% | −34−0.7% | Reduced |
| Bridges Investment Management Inc | 5,578 | $2.17M | 0.03% | −37−0.7% | Reduced |
| Cascade Investment Advisors, Inc. | 5,580 | $2.17M | 1.39% | −540−8.8% | Reduced |
| Perkins Coie Trust Co | 5,588 | $2.17M | 0.37% | −306−5.2% | Reduced |
| Garrett Investment Advisors LLC | 5,594 | $2.17M | 0.19% | −994−15.1% | Reduced |
| Huntleigh Advisors, Inc. | 5,598 | $2.17M | 0.42% | −20.0% | Reduced |
| WD Rutherford LLC | 5,602 | $2.17M | 1.00% | −93−1.6% | Reduced |
| Beaton Management Co. Inc. | 5,603 | $2.17M | 1.06% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 5,608 | $2.18M | 1.30% | −36−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 5,616 | $2.18M | 0.15% | −661−10.5% | Reduced |
| Convergence Investment Partners, LLC | 5,623 | $2.18M | 0.55% | −54−1.0% | Reduced |
| First National Bank Sioux Falls | 5,653 | $2.19M | 0.81% | −198−3.4% | Reduced |
| Applied Finance Capital Management, LLC | 5,677 | $2.20M | 0.15% | +452+8.7% | Added |
| Cottage Street Advisors LLC | 5,708 | $2.22M | 1.15% | −154−2.6% | Reduced |
| Almanack Investment Partners, LLC. | 5,708 | $2.22M | 0.35% | +5,708 | New |
| Capital Investment Advisory Services, LLC | 5,716 | $2.22M | 0.18% | +332+6.2% | Added |
| Bragg Financial Advisors, Inc | 5,753 | $2.23M | 0.08% | −234−3.9% | Reduced |
| Watershed Private Wealth LLC | 5,756 | $2.23M | 0.81% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 5,759 | $2.24M | 1.09% | −380−6.2% | Reduced |
| Alaethes Wealth LLC | 5,773 | $2.24M | 0.67% | +135+2.4% | Added |
| Essex Savings Bank | 5,784 | $2.25M | 0.54% | −245−4.1% | Reduced |
| Larson Financial Group LLC | 5,798 | $2.25M | 0.09% | +875+17.8% | Added |
| Stratos Wealth Advisors, LLC | 5,801 | $2.25M | 0.12% | +503+9.5% | Added |
| Investment House LLC | 5,808 | $2.25M | 0.11% | +100+1.8% | Added |
| Wealth Group, Ltd. | 5,814 | $2.26M | 2.24% | +629+12.1% | Added |
| AdvisorNet Financial, Inc | 5,815 | $2.26M | 0.15% | +482+9.0% | Added |
| Crown Oak Advisors, LLC | 5,821 | $2.26M | 1.07% | −179−3.0% | Reduced |
| Bernard Wealth Management Corp. | 5,828 | $2.26M | 1.05% | −2,562−30.5% | Reduced |
| Cordatus Wealth Management LLC | 5,834 | $2.27M | 0.56% | −238−3.9% | Reduced |
| Ocean Capital Management, LLC | 5,874 | $2.28M | 0.50% | −57−1.0% | Reduced |
| Chapin Davis, Inc. | 5,877 | $2.28M | 0.63% | −909−13.4% | Reduced |
| HHM Wealth Advisors, LLC | 5,882 | $2.28M | 0.27% | −224−3.7% | Reduced |
| Drive Wealth Management, LLC | 5,884 | $2.28M | 0.50% | −136−2.3% | Reduced |
| Amussen Hunsaker Associates LLC | 5,894 | $2.29M | 0.25% | +1,406+31.3% | Added |
| Trueblood Wealth Management, LLC | 5,914 | $2.30M | 0.96% | −872−12.8% | Reduced |
| JFS Wealth Advisors, LLC | 5,957 | $2.31M | 0.15% | +126+2.2% | Added |
| Chicago Capital, LLC | 5,959 | $2.31M | 0.06% | −9,975−62.6% | Reduced |
| Keudell/Morrison Wealth Management | 5,978 | $2.32M | 0.51% | −174−2.8% | Reduced |
| CFC Planning Co LLC | 5,982 | $2.32M | 2.24% | +784+15.1% | Added |
| WealthPlan Investment Management, LLC | 5,992 | $2.33M | 0.17% | −108−1.8% | Reduced |
| 44 Wealth Management LLC | 5,993 | $2.33M | 0.82% | −364−5.7% | Reduced |
| NewEdge Wealth, LLC | 5,582 | $2.33M | 0.04% | −546−8.9% | Reduced |
| Wealth Architects, LLC | 6,009 | $2.33M | 0.24% | +121+2.1% | Added |
| Weatherly Asset Management L. P. | 6,015 | $2.34M | 0.20% | −192−3.1% | Reduced |
| Crawford Investment Counsel Inc | 6,021 | $2.34M | 0.04% | +171+2.9% | Added |
| Charles Schwab Trust Co | 6,026 | $2.34M | 0.18% | +1,032+20.7% | Added |
| Wilson & Boucher Capital Management, LLC | 6,031 | $2.34M | 1.63% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 6,033 | $2.34M | 1.16% | −175−2.8% | Reduced |
| Weaver Capital Management LLC | 6,036 | $2.34M | 0.58% | −165−2.7% | Reduced |
| Osborne Partners Capital Management, LLC | 6,040 | $2.34M | 0.12% | −53−0.9% | Reduced |
| Biltmore Family Office, LLC | 6,040 | $2.34M | 0.40% | 00.0% | Unchanged |
| Kentucky Trust Co | 6,058 | $2.35M | 1.35% | +95+1.6% | Added |
| Private Trust Co NA | 6,059 | $2.35M | 0.22% | −1,703−21.9% | Reduced |
| Victrix Investment Advisors | 6,078 | $2.36M | 1.04% | +281+4.8% | Added |
| Wealth Alliance Advisory Group, LLC | 6,084 | $2.36M | 0.45% | +1,042+20.7% | Added |
| Oak Asset Management, LLC | 6,095 | $2.37M | 0.85% | −25−0.4% | Reduced |
| Redmond Asset Management, LLC | 6,096 | $2.37M | 0.56% | −565−8.5% | Reduced |
| BOS Asset Management, LLC | 6,107 | $2.37M | 0.76% | +3,562+140.0% | Added |
| MONECO Advisors, LLC | 6,109 | $2.37M | 0.22% | +40+0.7% | Added |
| Vantage Point Financial LLC | 6,113 | $2.37M | 1.04% | −51−0.8% | Reduced |
| Confluence Wealth Services, Inc. | 6,124 | $2.38M | 0.13% | −118−1.9% | Reduced |
| FLC Capital Advisors | 6,126 | $2.38M | 0.49% | −10−0.2% | Reduced |
| Triangle Securities Wealth Management | 6,151 | $2.39M | 0.59% | −718−10.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,156 | $2.39M | 0.04% | +155+2.6% | Added |
| Bahl & Gaynor Inc | 6,167 | $2.39M | 0.01% | +389+6.7% | Added |
| Strategic Advisors LLC | 6,176 | $2.40M | 0.47% | +165+2.7% | Added |
| BankPlus Trust Department | 6,212 | $2.41M | 0.71% | +1,325+27.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,324 | $2.42M | 1.35% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,229 | $2.42M | 0.14% | +107+1.7% | Added |
| Resources Management Corp | 6,230 | $2.42M | 0.33% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 6,232 | $2.42M | 0.30% | +145+2.4% | Added |
| Massachusetts Wealth Management | 6,262 | $2.43M | 1.37% | +115+1.9% | Added |
| Little House Capital LLC | 6,272 | $2.43M | 0.61% | −1,459−18.9% | Reduced |
| Fort Point Capital Partners LLC | 6,275 | $2.44M | 0.24% | −36−0.6% | Reduced |
| Greenberg Financial Group | 2,290 | $2.44M | 0.93% | −55−2.3% | Reduced |
| Ellis Investment Partners, LLC | 6,315 | $2.45M | 0.48% | +11+0.2% | Added |