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 |
|---|---|---|---|---|---|
| Gilliland Jeter Wealth Management LLC | 12,819 | $4.98M | 1.62% | +40+0.3% | Added |
| Farther Finance Advisors, LLC | 12,842 | $4.99M | 0.10% | +999+8.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,854 | $4.99M | 0.02% | +618+5.1% | Added |
| Consolidated Planning Corp | 12,859 | $4.99M | 0.63% | −10,785−45.6% | Reduced |
| IronBridge Private Wealth, LLC | 12,916 | $5.01M | 1.75% | +251+2.0% | Added |
| Hayek Kallen Investment Management | 12,940 | $5.02M | 1.71% | +351+2.8% | Added |
| Tema ETFs LLC | 12,950 | $5.03M | 1.33% | −7,008−35.1% | Reduced |
| Webster Bank, N. A. | 12,957 | $5.03M | 0.52% | −341−2.6% | Reduced |
| Ritholtz Wealth Management | 12,959 | $5.03M | 0.11% | +3,372+35.2% | Added |
| Ambassador Advisors, LLC | 13,013 | $5.05M | 0.78% | +387+3.1% | Added |
| Smith, Salley & Associates | 13,059 | $5.07M | 0.29% | +442+3.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,132 | $5.10M | 0.35% | −910−6.5% | Reduced |
| Anchor Investment Management, LLC | 13,186 | $5.12M | 0.45% | +314+2.4% | Added |
| Financial Advocates Investment Management | 13,193 | $5.12M | 0.42% | −460−3.4% | Reduced |
| Quadrant Capital Group LLC | 13,203 | $5.13M | 0.18% | +1,464+12.5% | Added |
| FourThought Financial Partners, LLC | 13,207 | $5.13M | 0.51% | +60.0% | Added |
| Aster Capital Management (DIFC) Ltd | 13,208 | $5.13M | 1.16% | +13,208 | New |
| Essex Financial Services, Inc. | 13,218 | $5.13M | 0.34% | +783+6.3% | Added |
| Jericho Financial, LLP | 13,287 | $5.16M | 3.40% | +11+0.1% | Added |
| Johnson Financial Group, Inc. | 13,321 | $5.17M | 0.23% | −863−6.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 13,349 | $5.18M | 0.13% | +1,144+9.4% | Added |
| Richard Bernstein Advisors LLC | 13,368 | $5.19M | 0.13% | −1,116−7.7% | Reduced |
| Blue Edge Capital, LLC | 13,468 | $5.23M | 0.78% | −455−3.3% | Reduced |
| Capital Investment Counsel, Inc | 13,474 | $5.23M | 0.70% | −262−1.9% | Reduced |
| Mathes Company, Inc. | 13,497 | $5.24M | 1.94% | −405−2.9% | Reduced |
| Resolute Wealth Strategies, LLC | 13,499 | $5.24M | 2.81% | −37−0.3% | Reduced |
| Truvestments Capital LLC | 13,507 | $5.24M | 1.05% | −100−0.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 13,650 | $5.30M | 0.91% | +34+0.2% | Added |
| Brown Brothers Harriman & Co | 13,704 | $5.32M | 0.03% | +398+3.0% | Added |
| Plato Investment Management Ltd | 13,768 | $5.33M | 0.40% | +839+6.5% | Added |
| Seascape Capital Management | 13,773 | $5.35M | 1.69% | −230−1.6% | Reduced |
| Asset Dedication, LLC | 13,808 | $5.36M | 0.39% | +57+0.4% | Added |
| Altrius Capital Management Inc | 13,810 | $5.36M | 1.25% | +25+0.2% | Added |
| OneAscent Financial Services LLC | 13,767 | $5.37M | 0.38% | −11,943−46.5% | Reduced |
| Pflug Koory, LLC | 13,855 | $5.38M | 2.73% | −45−0.3% | Reduced |
| Wright Investors Service Inc | 13,985 | $5.43M | 1.64% | −2,046−12.8% | Reduced |
| Private Wealth Asset Management, LLC | 14,013 | $5.44M | 0.72% | −190−1.3% | Reduced |
| FRG Family Wealth Advisors LLC | 14,024 | $5.44M | 0.95% | −300−2.1% | Reduced |
| Liberty One Investment Management, LLC | 14,168 | $5.50M | 0.56% | +133+0.9% | Added |
| Horizon Investments, LLC | 14,266 | $5.52M | 0.09% | +5,788+68.3% | Added |
| JPL Wealth Management, LLC | 14,225 | $5.52M | 1.49% | +265+1.9% | Added |
| Alps Advisors Inc | 14,231 | $5.52M | 0.03% | −911−6.0% | Reduced |
| Johnson Investment Counsel Inc | 14,302 | $5.55M | 0.05% | +1,748+13.9% | Added |
| Twinbeech Capital LP | 14,303 | $5.55M | 0.13% | +8,814+160.6% | Added |
| Eastern Bank | 14,309 | $5.55M | 0.11% | −1,467−9.3% | Reduced |
| Malaga Cove Capital, LLC | 14,314 | $5.56M | 2.18% | −251−1.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,315 | $5.56M | 0.13% | +1,440+11.2% | Added |
| Montgomery Investment Management Inc | 14,373 | $5.58M | 2.16% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 14,498 | $5.63M | 2.52% | +14,498 | New |
| Eukles Asset Management | 14,530 | $5.64M | 2.31% | −17−0.1% | Reduced |
| Equitable Trust Co | 14,575 | $5.66M | 0.28% | −267−1.8% | Reduced |
| Hodges Capital Management Inc. | 14,632 | $5.68M | 0.54% | +1,831+14.3% | Added |
| First Business Financial Services, Inc. | 14,667 | $5.69M | 0.51% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 14,690 | $5.70M | 2.47% | +860+6.2% | Added |
| Atria Wealth Solutions, Inc. | 14,695 | $5.74M | 0.13% | −12,216−45.4% | Reduced |
| Financial Advisory Service, Inc. | 14,886 | $5.78M | 0.43% | +677+4.8% | Added |
| Leavell Investment Management, Inc. | 14,897 | $5.78M | 0.26% | +189+1.3% | Added |
| Robertson Stephens Wealth Management, LLC | 14,910 | $5.79M | 0.20% | −1,143−7.1% | Reduced |
| Robbins Farley LLC | 14,933 | $5.80M | 2.70% | +266+1.8% | Added |
| RBF Capital, LLC | 15,000 | $5.82M | 0.29% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $5.82M | 1.24% | 00.0% | Unchanged |
| DKRT Investments Corp. | 15,000 | $5.82M | 1.41% | +15,000 | New |
| Northwestern Mutual Investment Management Company, LLC | 15,003 | $5.82M | 0.09% | −197−1.3% | Reduced |
| TCI Wealth Advisors, Inc. | 15,041 | $5.84M | 0.40% | −49−0.3% | Reduced |
| Geneos Wealth Management Inc. | 15,096 | $5.86M | 0.14% | −588−3.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 15,145 | $5.88M | 0.23% | +630+4.3% | Added |
| Palmer Knight Co | 15,158 | $5.88M | 2.51% | +15,158 | New |
| Edgar Lomax Co | 15,180 | $5.89M | 0.37% | −220−1.4% | Reduced |
| Monument Capital Management | 15,205 | $5.90M | 1.54% | +128+0.8% | Added |
| Trajan Wealth LLC | 15,240 | $5.92M | 0.29% | +33+0.2% | Added |
| Wealthcare Advisory Partners LLC | 15,298 | $5.94M | 0.14% | +713+4.9% | Added |
| Independent Financial Group, LLC | 15,304 | $5.94M | 0.16% | +473+3.2% | Added |
| Community Bank, N.A. | 15,511 | $6.02M | 0.79% | −507−3.2% | Reduced |
| Montag A & Associates Inc | 15,552 | $6.04M | 0.29% | −918−5.6% | Reduced |
| Greenleaf Trust | 15,634 | $6.07M | 0.05% | −777−4.7% | Reduced |
| Columbia Asset Management | 15,663 | $6.08M | 1.20% | −313−2.0% | Reduced |
| Holderness Investments Co | 15,683 | $6.09M | 1.31% | −494−3.1% | Reduced |
| We Are One Seven, LLC | 15,839 | $6.15M | 0.20% | +730+4.8% | Added |
| Union Bancaire Privee, UBP SA | 18,458 | $6.15M | 0.10% | −8,386−31.2% | Reduced |
| Guyasuta Investment Advisors Inc | 15,919 | $6.18M | 0.38% | 00.0% | Unchanged |
| Gouws Capital LLC | 15,935 | $6.19M | 3.77% | +945+6.3% | Added |
| Pinnacle Financial Partners Inc | 16,026 | $6.22M | 0.13% | −1,949−10.8% | Reduced |
| Illinois Municipal Retirement Fund | 16,081 | $6.24M | 0.08% | +585+3.8% | Added |
| Sandhill Capital Partners LLC | 16,086 | $6.24M | 0.45% | +15+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 16,089 | $6.25M | 0.07% | −224−1.4% | Reduced |
| IFP Advisors, Inc | 15,762 | $6.25M | 0.18% | +1,744+12.4% | Added |
| Ascent Wealth Partners, LLC | 16,123 | $6.26M | 0.77% | −116−0.7% | Reduced |
| Global Retirement Partners, LLC | 16,202 | $6.29M | 0.16% | +16,202 | New |
| Highland Capital Management, LLC | 16,208 | $6.29M | 0.34% | −2,060−11.3% | Reduced |
| Flputnam Investment Management Co | 16,253 | $6.31M | 0.11% | −270−1.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,300 | $6.33M | 0.52% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 16,373 | $6.36M | 0.24% | +838+5.4% | Added |
| Roundview Capital LLC | 16,471 | $6.39M | 0.43% | −111−0.7% | Reduced |
| Vivaldi Capital Management, LLC | 16,498 | $6.40M | 0.96% | −103−0.6% | Reduced |
| Perigon Wealth Management, LLC | 16,635 | $6.46M | 0.15% | +916+5.8% | Added |
| Siemens Fonds Invest GmbH | 16,703 | $6.48M | 0.38% | +559+3.5% | Added |
| Family Legacy, Inc. | 16,710 | $6.49M | 2.11% | +41+0.2% | Added |
| Country Club Bank | 17,130 | $6.59M | 0.41% | −116−0.7% | Reduced |
| Romano Brothers and Company | 17,016 | $6.61M | 0.82% | −208−1.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,032 | $6.61M | 1.60% | −215−1.2% | Reduced |