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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 8,039 | $3.06M | 0.04% | +2,671+49.8% | Added |
| Adirondack Trust Co | 7,912 | $3.07M | 1.12% | −41−0.5% | Reduced |
| Petredis Investment Advisors LLC | 7,956 | $3.09M | 0.27% | +88+1.1% | Added |
| Pine Valley Investments Ltd Liability Co | 7,974 | $3.10M | 0.18% | +335+4.4% | Added |
| MidWestOne Financial Group, Inc. | 7,987 | $3.10M | 0.40% | 00.0% | Unchanged |
| RFG Advisory, LLC | 8,004 | $3.11M | 0.07% | +1,141+16.6% | Added |
| L & S Advisors Inc | 8,029 | $3.12M | 0.31% | −4,444−35.6% | Reduced |
| Banque Transatlantique SA | 8,049 | $3.14M | 0.09% | +519+6.9% | Added |
| Focused Wealth Management, Inc | 8,133 | $3.16M | 0.39% | +171+2.1% | Added |
| Panagora Asset Management Inc | 8,136 | $3.16M | 0.01% | −19,439−70.5% | Reduced |
| Boltwood Capital Management | 8,211 | $3.19M | 0.91% | +16+0.2% | Added |
| Monetary Management Group Inc | 8,212 | $3.19M | 0.78% | 00.0% | Unchanged |
| Hudock, Inc. | 8,219 | $3.19M | 0.51% | +6+0.1% | Added |
| Mainstay Capital Management LLC | 8,232 | $3.20M | 0.16% | +4,199+104.1% | Added |
| Abn Amro Investment Solutions | 8,243 | $3.20M | 0.06% | −322−3.8% | Reduced |
| Foundations Investment Advisors, LLC | 8,253 | $3.20M | 0.05% | −591−6.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,255 | $3.20M | 0.27% | −660−7.4% | Reduced |
| Stenger Family Office, LLC | 7,411 | $3.22M | 0.85% | +7,411 | New |
| Radnor Capital Management, LLC | 8,312 | $3.23M | 0.51% | 00.0% | Unchanged |
| River Street Advisors LLC | 8,318 | $3.23M | 1.39% | −204−2.4% | Reduced |
| Daymark Wealth Partners, LLC | 8,347 | $3.24M | 0.12% | −103−1.2% | Reduced |
| CWA Asset Management Group, LLC | 8,368 | $3.25M | 0.14% | −5,357−39.0% | Reduced |
| Naviter Wealth, LLC | 8,370 | $3.25M | 0.40% | −207−2.4% | Reduced |
| Point72 (DIFC) Ltd | 8,401 | $3.26M | 0.26% | +8,401 | New |
| Cozad Asset Management Inc | 8,421 | $3.27M | 0.29% | +2,447+41.0% | Added |
| Clune & Associates, Ltd. | 8,515 | $3.31M | 0.90% | +9+0.1% | Added |
| Hanson & Doremus Investment Management | 8,526 | $3.31M | 0.44% | +184+2.2% | Added |
| Gould Capital, LLC | 8,542 | $3.32M | 2.22% | +142+1.7% | Added |
| Symphony Financial, Ltd. Co. | 12,964 | $3.32M | 0.43% | +6,747+108.5% | Added |
| Raiffeisen Bank International AG | 8,982 | $3.35M | 0.05% | −2,753−23.5% | Reduced |
| Cullen Investment Group, Ltd. | 8,710 | $3.38M | 0.48% | +20+0.2% | Added |
| St Germain D J Co Inc | 8,714 | $3.38M | 0.15% | +983+12.7% | Added |
| Skopos Labs, Inc. | 8,731 | $3.39M | 0.44% | +5,149+143.7% | Added |
| Baldwin Investment Management, LLC | 8,777 | $3.41M | 0.41% | −213−2.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,783 | $3.41M | 1.12% | +325+3.8% | Added |
| Bowen Hanes & Co Inc | 8,784 | $3.41M | 0.09% | −16,625−65.4% | Reduced |
| Davidson Capital Management Inc. | 8,789 | $3.41M | 0.82% | +289+3.4% | Added |
| Cannon Advisors, Inc. | 8,791 | $3.41M | 2.75% | −141−1.6% | Reduced |
| Ramirez Asset Management, Inc. | 8,840 | $3.43M | 0.52% | +5,450+160.8% | Added |
| AlTi Global, Inc. | 8,761 | $3.44M | 0.09% | +12+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 8,885 | $3.45M | 0.06% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 8,908 | $3.46M | 0.98% | −729−7.6% | Reduced |
| Graypoint LLC | 8,918 | $3.46M | 0.19% | +660+8.0% | Added |
| South Dakota Investment Council | 8,964 | $3.48M | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 8,999 | $3.49M | 0.17% | −17,168−65.6% | Reduced |
| Mill Capital Management, LLC | 8,999 | $3.49M | 0.27% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 9,007 | $3.50M | 0.35% | −340−3.6% | Reduced |
| Aire Advisors, LLC | 9,042 | $3.51M | 0.68% | +25+0.3% | Added |
| Nilsine Partners, LLC | 9,064 | $3.52M | 0.36% | −649−6.7% | Reduced |
| Brendel Financial Advisors LLC | 9,072 | $3.52M | 1.97% | +9,072 | New |
| Envestnet Portfolio Solutions, Inc. | 9,095 | $3.53M | 0.01% | −2,891−24.1% | Reduced |
| KMG Fiduciary Partners, LLC | 9,115 | $3.54M | 0.26% | +231+2.6% | Added |
| Schnieders Capital Management LLC | 9,147 | $3.55M | 0.62% | +347+3.9% | Added |
| First National Bank & Trust Co of Newtown | 9,152 | $3.55M | 0.71% | −70−0.8% | Reduced |
| Advisors Asset Management, Inc. | 9,154 | $3.55M | 0.06% | −1,430−13.5% | Reduced |
| Buckley Wealth Management, LLC | 9,190 | $3.57M | 1.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 9,206 | $3.57M | 1.64% | −56−0.6% | Reduced |
| V-Square Quantitative Management LLC | 9,250 | $3.59M | 0.48% | −217−2.3% | Reduced |
| SeaCrest Wealth Management, LLC | 9,283 | $3.60M | 0.39% | −472−4.8% | Reduced |
| Pinnacle Holdings, LLC | 9,288 | $3.61M | 1.30% | +752+8.8% | Added |
| Great Valley Advisor Group, Inc. | 9,294 | $3.61M | 0.08% | −1,258−11.9% | Reduced |
| RMB Capital Management, LLC | 9,295 | $3.61M | 0.07% | +7,257+356.1% | Added |
| 1st Source Bank | 9,434 | $3.66M | 0.20% | +131+1.4% | Added |
| HBK Sorce Advisory LLC | 9,440 | $3.66M | 0.10% | +31+0.3% | Added |
| Compagnie Lombard Odier SCmA | 9,447 | $3.67M | 0.05% | 00.0% | Unchanged |
| Iowa State Bank | 9,456 | $3.67M | 0.73% | −2,764−22.6% | Reduced |
| Cumberland Advisors Inc | 9,550 | $3.71M | 1.56% | −30.0% | Reduced |
| Hartford Financial Management Inc. | 9,630 | $3.74M | 1.02% | −12,301−56.1% | Reduced |
| Buckingham Strategic Partners | 9,658 | $3.75M | 0.05% | −3,378−25.9% | Reduced |
| Concord Wealth Partners | 9,676 | $3.76M | 0.55% | −533−5.2% | Reduced |
| Concord Asset Management, LLC | 9,676 | $3.76M | 0.57% | +684+7.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 9,690 | $3.76M | 0.67% | +9,690 | New |
| Cullen/Frost Bankers, Inc. | 9,691 | $3.76M | 0.05% | +82+0.9% | Added |
| DT Investment Partners, LLC | 9,695 | $3.76M | 0.34% | −753−7.2% | Reduced |
| Evercore Wealth Management, LLC | 9,724 | $3.77M | 0.06% | +240+2.5% | Added |
| Prudential PLC | 9,760 | $3.79M | 0.02% | +1,131+13.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,779 | $3.80M | 0.71% | +301+3.2% | Added |
| Delta Capital Management LLC | 9,880 | $3.84M | 2.15% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 9,912 | $3.85M | 0.26% | −503−4.8% | Reduced |
| First Dallas Securities Inc. | 9,939 | $3.86M | 1.53% | +85+0.9% | Added |
| Capital Asset Advisory Services LLC | 9,871 | $3.86M | 0.18% | −3,449−25.9% | Reduced |
| RB Capital Management, LLC | 9,961 | $3.87M | 0.88% | +259+2.7% | Added |
| Cynosure Management, LLC | 9,966 | $3.87M | 0.44% | +6,094+157.4% | Added |
| Stonegate Investment Group, LLC | 9,997 | $3.88M | 0.10% | +2,005+25.1% | Added |
| Scopus Asset Management, L.P. | 10,000 | $3.88M | 0.10% | +10,000 | New |
| Fisher Funds Management LTD | 10,023 | $3.89M | 0.09% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 10,041 | $3.90M | 2.08% | +361+3.7% | Added |
| NorthRock Partners, LLC | 10,041 | $3.90M | 0.10% | −307−3.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 10,060 | $3.91M | 0.22% | +2,255+28.9% | Added |
| Mattern Wealth Management LLC | 10,083 | $3.91M | 0.81% | −20−0.2% | Reduced |
| Kinloch Capital, LLC | 10,112 | $3.93M | 1.83% | +120+1.2% | Added |
| RFG - Bristol Wealth Advisors, LLC | 10,124 | $3.93M | 1.22% | +157+1.6% | Added |
| Family Management Corp | 10,178 | $3.95M | 0.60% | +234+2.4% | Added |
| Thoroughbred Financial Services, LLC | 10,182 | $3.95M | 0.28% | −3,548−25.8% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 10,220 | $3.97M | 1.47% | +10,220 | New |
| Modern Wealth Management, LLC | 10,225 | $3.97M | 0.10% | +8+0.1% | Added |
| LMG Wealth Partners, LLC | 10,283 | $3.99M | 0.82% | +324+3.3% | Added |
| Naples Global Advisors, LLC | 10,290 | $3.99M | 0.34% | +33+0.3% | Added |
| Zhang Financial LLC | 10,292 | $4.00M | 0.18% | −193−1.8% | Reduced |
| Gluskin Sheff & Assoc Inc | 10,298 | $4.00M | 0.49% | +173+1.7% | Added |