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; 4,071 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 | 4,071 | $351.1B |
| Q1 2026 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $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 |
|---|---|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 10,307 | $4.00M | 0.22% | +1,247+13.8% | Added |
| Parallel Advisors, LLC | 10,318 | $4.01M | 0.08% | +88+0.9% | Added |
| Choate Investment Advisors | 10,329 | $4.01M | 0.09% | +2,648+34.5% | Added |
| GAM Holding AG | 10,334 | $4.01M | 0.28% | −4,498−30.3% | Reduced |
| Pensionmark Financial Group, LLC | 10,344 | $4.02M | 0.09% | +1,255+13.8% | Added |
| Focus Financial Network, Inc. | 10,353 | $4.02M | 0.16% | −510−4.7% | Reduced |
| Tritonpoint Wealth, LLC | 10,406 | $4.04M | 0.37% | −253−2.4% | Reduced |
| MUFG Securities Americas Inc. | 10,423 | $4.05M | 0.35% | +1,963+23.2% | Added |
| BLB&B Advisors, LLC | 10,449 | $4.06M | 0.19% | −72−0.7% | Reduced |
| Whalerock Point Partners, LLC | 10,472 | $4.07M | 0.88% | +130+1.3% | Added |
| Mission Wealth Management, LP | 10,479 | $4.07M | 0.09% | −133−1.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 10,500 | $4.08M | 0.30% | −1,215−10.4% | Reduced |
| Leonteq Securities AG | 10,551 | $4.10M | 0.24% | +2,824+36.5% | Added |
| Azimuth Capital Investment Management LLC | 10,570 | $4.10M | 0.15% | −1,240−10.5% | Reduced |
| Old National Bancorp | 10,582 | $4.11M | 0.07% | −96−0.9% | Reduced |
| Mystic Asset Management, Inc. | 10,610 | $4.12M | 1.00% | +50.0% | Added |
| Stokes Capital Advisors, LLC | 10,684 | $4.15M | 1.02% | −249−2.3% | Reduced |
| Profund Advisors LLC | 10,692 | $4.15M | 0.15% | +1,297+13.8% | Added |
| GAMMA Investing LLC | 10,714 | $4.16M | 0.26% | −597−5.3% | Reduced |
| Spire Wealth Management | 10,730 | $4.17M | 0.15% | −4,186−28.1% | Reduced |
| Boyd Watterson Asset Management LLC | 10,762 | $4.18M | 1.31% | +33+0.3% | Added |
| Nordwand Advisors, LLC | 10,800 | $4.19M | 0.67% | +10,380+2,471.4% | Added |
| Asset Management Group, Inc. | 10,810 | $4.20M | 0.73% | +40.0% | Added |
| Slow Capital, Inc. | 10,822 | $4.20M | 0.51% | −12−0.1% | Reduced |
| Creative Financial Designs Inc | 10,942 | $4.25M | 0.31% | +23+0.2% | Added |
| CPA Asset Management LLC | 11,009 | $4.27M | 1.80% | 00.0% | Unchanged |
| Shell Asset Management Co | 11,014 | $4.28M | 0.15% | +2,819+34.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 11,023 | $4.28M | 2.50% | +2,145+24.2% | Added |
| Money Concepts Capital Corp | 11,025 | $4.28M | 0.29% | −125−1.1% | Reduced |
| Integrity Alliance, LLC. | 11,027 | $4.28M | 0.23% | −9,154−45.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,061 | $4.29M | 0.41% | −575−4.9% | Reduced |
| Change Path, LLC | 11,070 | $4.30M | 0.11% | +1,878+20.4% | Added |
| Spirit of America Management Corp | 11,090 | $4.31M | 0.90% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 11,099 | $4.31M | 0.05% | +156+1.4% | Added |
| Bank of Hawaii | 11,109 | $4.31M | 0.23% | −2,858−20.5% | Reduced |
| SevenBridge Financial Group, LLC | 10,481 | $4.33M | 0.76% | +1,527+17.1% | Added |
| Wetherby Asset Management Inc | 11,149 | $4.33M | 0.19% | +11,149 | New |
| Nikko Asset Management Americas, Inc. | 11,160 | $4.33M | 0.04% | −380−3.3% | Reduced |
| Kingsview Wealth Management, LLC | 11,159 | $4.33M | 0.07% | +86+0.8% | Added |
| Wealthspire Advisors, LLC | 11,246 | $4.37M | 0.02% | +6,046+116.3% | Added |
| Ameritas Investment Partners, Inc. | 11,250 | $4.37M | 0.14% | −108−1.0% | Reduced |
| Whitener Capital Management, Inc. | 11,260 | $4.37M | 1.16% | +157+1.4% | Added |
| VestGen Advisors, LLC | 10,928 | $4.37M | 0.17% | +714+7.0% | Added |
| BNC Wealth Management, LLC | 11,280 | $4.38M | 1.30% | +498+4.6% | Added |
| Fidelis Capital Partners, LLC | 10,245 | $4.38M | 0.40% | +275+2.8% | Added |
| Jackson Square Capital, LLC | 11,297 | $4.39M | 0.97% | −64−0.6% | Reduced |
| Consolidated Capital Management, LLC | 11,353 | $4.41M | 1.59% | +1,107+10.8% | Added |
| Steel Peak Wealth Management LLC | 11,354 | $4.41M | 0.17% | −2,650−18.9% | Reduced |
| North Star Investment Management Corp. | 11,373 | $4.42M | 0.31% | −393−3.3% | Reduced |
| United Capital Management of KS, Inc. | 11,385 | $4.42M | 0.69% | −2,065−15.4% | Reduced |
| Ameritas Advisory Services, LLC | 11,420 | $4.43M | 0.23% | −11,491−50.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 11,431 | $4.44M | 0.26% | +11,431 | New |
| MEMBERS Trust Co | 11,449 | $4.44M | 0.15% | +109+1.0% | Added |
| MV Capital Management, Inc. | 11,470 | $4.45M | 0.46% | −233−2.0% | Reduced |
| Lifeworks Advisors, LLC | 11,548 | $4.48M | 0.67% | +923+8.7% | Added |
| Argyle Capital Management Inc. | 11,569 | $4.49M | 1.63% | −200−1.7% | Reduced |
| DMKC Advisory Services, LLC | 10,774 | $4.50M | 2.36% | +3,960+58.1% | Added |
| Smith, Moore & Co. | 11,622 | $4.51M | 0.38% | +792+7.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 11,658 | $4.53M | 0.73% | −76−0.6% | Reduced |
| Signaturefd, LLC | 11,676 | $4.53M | 0.08% | −260−2.2% | Reduced |
| Argent Trust Co | 11,677 | $4.53M | 0.17% | +1,431+14.0% | Added |
| Seizert Capital Partners, LLC | 11,678 | $4.53M | 0.20% | +277+2.4% | Added |
| MWA Asset Management | 11,708 | $4.55M | 2.78% | +443+3.9% | Added |
| Edgestream Partners, L.P. | 11,730 | $4.55M | 0.13% | −6,866−36.9% | Reduced |
| Snowden Capital Advisors LLC | 11,818 | $4.59M | 0.14% | −1,900−13.9% | Reduced |
| Bell Asset Management Ltd | 11,831 | $4.59M | 1.01% | −3,150−21.0% | Reduced |
| Sowell Financial Services LLC | 11,857 | $4.60M | 0.19% | −3,092−20.7% | Reduced |
| Stonebridge Capital Management Inc | 11,872 | $4.61M | 1.80% | −550−4.4% | Reduced |
| Plimoth Trust Co LLC | 11,874 | $4.61M | 1.11% | +300+2.6% | Added |
| Applied Capital LLC | 11,905 | $4.62M | 3.44% | −23−0.2% | Reduced |
| Clearbridge Investments, LLC | 11,905 | $4.62M | 0.00% | +4,960+71.4% | Added |
| Terry L. Blaker | 11,948 | $4.64M | 0.18% | −2,320−16.3% | Reduced |
| IHT Wealth Management, LLC | 11,960 | $4.64M | 0.13% | +324+2.8% | Added |
| New Hampshire Trust | 11,969 | $4.65M | 0.97% | +7+0.1% | Added |
| Heritage Trust Co | 11,988 | $4.65M | 0.54% | +1,389+13.1% | Added |
| Trust Co of Vermont | 11,993 | $4.66M | 0.22% | +40+0.3% | Added |
| Hudson Capital Management LLC | 12,032 | $4.67M | 1.33% | +485+4.2% | Added |
| Providence Wealth Advisors, LLC | 11,363 | $4.72M | 3.24% | +185+1.7% | Added |
| Sapient Capital LLC | 12,175 | $4.73M | 0.08% | −32−0.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 12,208 | $4.74M | 1.05% | −2,153−15.0% | Reduced |
| Modus Advisors, LLC | 12,241 | $4.75M | 1.41% | +164+1.4% | Added |
| Summit Financial, LLC | 12,246 | $4.75M | 0.11% | −19,797−61.8% | Reduced |
| Kinneret Advisory, LLC | 12,352 | $4.80M | 0.44% | −18−0.1% | Reduced |
| Twin Capital Management Inc | 12,420 | $4.82M | 0.51% | −3,218−20.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 12,454 | $4.83M | 0.91% | −598−4.6% | Reduced |
| Ellsworth Advisors, LLC | 12,461 | $4.84M | 1.18% | +11,104+818.3% | Added |
| Ledyard National Bank | 12,492 | $4.85M | 0.46% | −330−2.6% | Reduced |
| Barbara Oil Co. | 12,500 | $4.85M | 1.91% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 12,509 | $4.86M | 0.35% | +238+1.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,533 | $4.87M | 0.14% | −17,170−57.8% | Reduced |
| Jacobi Capital Management LLC | 12,554 | $4.87M | 0.32% | +138+1.1% | Added |
| Meeder Advisory Services, Inc. | 12,574 | $4.88M | 0.25% | +366+3.0% | Added |
| Traynor Capital Management, Inc. | 12,495 | $4.88M | 0.35% | −628−4.8% | Reduced |
| Occidental Asset Management, LLC | 12,592 | $4.89M | 0.67% | −177−1.4% | Reduced |
| Trust Co of Toledo NA | 12,641 | $4.91M | 0.54% | +1,150+10.0% | Added |
| Burney Co | 12,682 | $4.92M | 0.17% | −1,817−12.5% | Reduced |
| Tower Research Capital LLC (TRC) | 12,709 | $4.93M | 0.13% | −3,649−22.3% | Reduced |
| Studio Investment Management LLC | 12,739 | $4.95M | 0.99% | −932−6.8% | Reduced |
| Viewpoint Capital Management LLC | 12,765 | $4.96M | 2.43% | −740−5.5% | Reduced |
| Ogorek Anthony Joseph | 12,801 | $4.97M | 1.54% | +23+0.2% | Added |