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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 6,323 | $2.45M | 0.15% | +18+0.3% | Added |
| Parkside Financial Bank & Trust | 6,326 | $2.46M | 0.26% | +59+0.9% | Added |
| CNB Bank | 6,339 | $2.46M | 1.17% | +68+1.1% | Added |
| Advisors Preferred, LLC | 6,300 | $2.46M | 0.41% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 6,371 | $2.47M | 0.15% | −590−8.5% | Reduced |
| Heritage Wealth Management, Inc. | 6,392 | $2.48M | 0.80% | −246−3.7% | Reduced |
| Dana Investment Advisors, Inc. | 6,401 | $2.48M | 0.08% | +601+10.4% | Added |
| Rexford Capital Inc | 6,408 | $2.49M | 2.06% | +6,408 | New |
| Trust Investment Advisors | 6,422 | $2.49M | 1.51% | −345−5.1% | Reduced |
| Avantax Planning Partners, Inc. | 6,422 | $2.49M | 0.08% | +16+0.2% | Added |
| Syon Capital LLC | 6,426 | $2.49M | 0.17% | −140−2.1% | Reduced |
| Ossiam | 6,434 | $2.50M | 0.03% | +6,153+2,189.7% | Added |
| TKG Advisors, LLC | 6,448 | $2.50M | 1.12% | +66+1.0% | Added |
| Oddo BHF Asset Management SAS | 6,465 | $2.51M | 0.10% | −1,628−20.1% | Reduced |
| Shepherd Financial Partners LLC | 6,481 | $2.52M | 0.27% | +8+0.1% | Added |
| JBR Co Financial Management Inc | 6,497 | $2.52M | 1.25% | −1,115−14.6% | Reduced |
| Coastline Trust Co | 6,506 | $2.53M | 0.29% | −15−0.2% | Reduced |
| International Assets Investment Management, LLC | 6,515 | $2.53M | 0.20% | +130+2.0% | Added |
| Compton Wealth Advisory Group, LLC | 6,533 | $2.54M | 0.64% | +93+1.4% | Added |
| AMG National Trust Bank | 6,591 | $2.56M | 0.07% | +45+0.7% | Added |
| Gen-Wealth Partners Inc | 6,595 | $2.56M | 0.99% | +195+3.0% | Added |
| Sumitomo Life Insurance Co | 6,599 | $2.56M | 0.17% | −410−5.8% | Reduced |
| Court Place Advisors, LLC | 6,615 | $2.57M | 0.81% | −20−0.3% | Reduced |
| Southeast Asset Advisors Inc. | 6,629 | $2.57M | 0.31% | +30.0% | Added |
| First Horizon Advisors, Inc. | 6,694 | $2.60M | 0.07% | −1,227−15.5% | Reduced |
| Ar Asset Management Inc | 6,700 | $2.60M | 0.58% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 6,700 | $2.60M | 0.41% | 00.0% | Unchanged |
| Greenfield Savings Bank | 6,717 | $2.61M | 1.18% | +71+1.1% | Added |
| Staley Capital Advisers Inc | 6,800 | $2.64M | 0.11% | 00.0% | Unchanged |
| Ostrum Asset Management | 6,803 | $2.64M | 0.12% | −196−2.8% | Reduced |
| Brighton Jones LLC | 6,805 | $2.64M | 0.07% | −626−8.4% | Reduced |
| Qtron Investments LLC | 6,807 | $2.64M | 0.34% | −1,409−17.1% | Reduced |
| Westwood Holdings Group Inc. | 6,807 | $2.64M | 0.02% | +960+16.4% | Added |
| Howland Capital Management LLC | 6,875 | $2.67M | 0.11% | −942−12.1% | Reduced |
| Hennessy Advisors Inc | 6,900 | $2.68M | 0.09% | −100−1.4% | Reduced |
| Schear Investment Advisers, LLC | 6,904 | $2.68M | 1.33% | −77−1.1% | Reduced |
| Nemes Rush Group LLC | 6,923 | $2.69M | 0.29% | +304+4.6% | Added |
| Valley National Advisers Inc | 6,941 | $2.69M | 0.44% | +15+0.2% | Added |
| Pinnbrook Capital Management LP | 6,944 | $2.70M | 0.71% | +6,944 | New |
| Modera Wealth Management, LLC | 6,951 | $2.70M | 0.03% | −20.0% | Reduced |
| Becker Capital Management Inc | 6,956 | $2.70M | 0.08% | −580−7.7% | Reduced |
| Quest Investment Management LLC | 6,968 | $2.71M | 0.30% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 6,977 | $2.71M | 0.19% | −2,086−23.0% | Reduced |
| Great Lakes Retirement, Inc. | 6,984 | $2.71M | 0.32% | +291+4.3% | Added |
| Forefront Wealth Management Inc. | 7,030 | $2.73M | 2.19% | +19+0.3% | Added |
| Capital & Planning, LLC | 7,045 | $2.73M | 1.86% | −74−1.0% | Reduced |
| Cross Staff Investments Inc | 7,066 | $2.74M | 2.04% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 7,071 | $2.75M | 0.24% | +1,822+34.7% | Added |
| Old Mission Investment Co LLC | 7,103 | $2.76M | 0.75% | +453+6.8% | Added |
| Dorsey & Whitney Trust CO LLC | 7,124 | $2.77M | 0.15% | −415−5.5% | Reduced |
| Vivid Wealth Management, LLC | 7,155 | $2.78M | 1.22% | +128+1.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,161 | $2.78M | 0.23% | +1,031+16.8% | Added |
| Stone Point Wealth LLC | 7,177 | $2.79M | 0.86% | +100+1.4% | Added |
| Umpqua Bank | 7,072 | $2.79M | 0.85% | −130−1.8% | Reduced |
| Assetmark, Inc | 7,209 | $2.80M | 0.01% | −12,405−63.2% | Reduced |
| Westerkirk Capital Inc. | 7,210 | $2.80M | 0.35% | +7,210 | New |
| Ignite Planners, LLC | 6,772 | $2.80M | 0.49% | +111+1.7% | Added |
| Berkshire Bank | 7,246 | $2.81M | 0.64% | −110−1.5% | Reduced |
| G&S Capital LLC | 7,249 | $2.81M | 1.12% | −44−0.6% | Reduced |
| Legacy Bridge, LLC | 7,272 | $2.82M | 1.34% | +300+4.3% | Added |
| Delta Global Management LP | 7,280 | $2.83M | 0.19% | +7,280 | New |
| Gladstone Institutional Advisory LLC | 7,385 | $2.87M | 0.12% | +437+6.3% | Added |
| Accurate Wealth Management, LLC | 7,031 | $2.87M | 0.44% | +820+13.2% | Added |
| Forum Financial Management, LP | 7,401 | $2.87M | 0.04% | +224+3.1% | Added |
| Cim Investment Mangement Inc | 7,662 | $2.88M | 0.55% | +3,825+99.7% | Added |
| Arrow Financial Corp | 7,429 | $2.88M | 0.30% | +92+1.3% | Added |
| Tyche Wealth Partners LLC | 7,440 | $2.89M | 0.58% | +31+0.4% | Added |
| Park National Corp | 7,454 | $2.89M | 0.10% | −768−9.3% | Reduced |
| Hilltop Holdings Inc. | 7,475 | $2.90M | 0.19% | +1,824+32.3% | Added |
| Inspire Advisors, LLC | 7,498 | $2.91M | 0.30% | −852−10.2% | Reduced |
| Ballentine Partners, LLC | 7,525 | $2.92M | 0.04% | −766−9.2% | Reduced |
| Fairfield Financial Advisors, LTD | 7,545 | $2.93M | 1.03% | −1,414−15.8% | Reduced |
| Old Port Advisors | 7,548 | $2.93M | 0.80% | −176−2.3% | Reduced |
| Indiana Trust & Investment Management CO | 7,549 | $2.93M | 0.97% | +95+1.3% | Added |
| D. Scott Neal, Inc. | 7,549 | $2.93M | 1.46% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 7,561 | $2.94M | 0.31% | +7,561 | New |
| Investors Asset Management of Georgia Inc | 7,566 | $2.94M | 1.36% | +6+0.1% | Added |
| Exchange Bank | 7,575 | $2.94M | 2.33% | 00.0% | Unchanged |
| Valley Brook Capital Group | 7,596 | $2.95M | 2.21% | −205−2.6% | Reduced |
| Oarsman Capital, Inc. | 7,609 | $2.95M | 0.46% | +28+0.4% | Added |
| Harbour Investments, Inc. | 7,642 | $2.97M | 0.08% | +1,200+18.6% | Added |
| Argent Advisors, Inc. | 7,643 | $2.97M | 0.92% | +324+4.4% | Added |
| Orleans Capital Management Corp | 7,678 | $2.98M | 1.58% | +15+0.2% | Added |
| Gables Capital Management Inc. | 7,680 | $2.98M | 1.41% | −435−5.4% | Reduced |
| Cambridge Advisors Inc. | 7,684 | $2.98M | 0.62% | −1,680−17.9% | Reduced |
| Sargent Investment Group, LLC | 6,976 | $2.98M | 0.40% | +70+1.0% | Added |
| Harbor Capital Advisors, Inc. | 7,691 | $2.99M | 0.13% | −46−0.6% | Reduced |
| Diversified Trust Co | 7,694 | $2.99M | 0.07% | −2,848−27.0% | Reduced |
| MB, Levis & Associates, LLC | 7,721 | $3.00M | 1.32% | −30.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 7,729 | $3.00M | 0.04% | −189−2.4% | Reduced |
| BCM Advisors, LLC | 7,001 | $3.01M | 0.64% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 7,768 | $3.02M | 0.33% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 7,781 | $3.02M | 0.37% | −4,042−34.2% | Reduced |
| Gifford Fong Associates | 7,800 | $3.03M | 0.70% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 7,815 | $3.03M | 0.54% | +1,164+17.5% | Added |
| Field & Main Bank | 7,816 | $3.03M | 0.99% | −41−0.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,830 | $3.04M | 0.20% | −2,886−26.9% | Reduced |
| Wedmont Private Capital | 7,573 | $3.05M | 0.13% | +425+5.9% | Added |
| Loudon Investment Management, LLC | 7,876 | $3.06M | 1.69% | −12−0.2% | Reduced |
| Fruth Investment Management | 7,878 | $3.06M | 0.83% | −20−0.3% | Reduced |