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
- 3,023
- +159 vs. Q1 2025
- Shares held
- 330.2M
- +1.95K (0.0%) vs. Q1 2025
- Total value
- $128.0B
- +$19.2B (+17.6%) vs. Q1 2025
- New holders
- 285
- 1,151 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 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $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 |
|---|---|---|---|---|---|
| Stonehaven Wealth & Tax Solutions, LLC | 647 | $251.2K | 0.25% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 650 | $252.3K | 0.17% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 650 | $252.3K | 0.19% | 00.0% | Unchanged |
| BIP Wealth, LLC | 651 | $252.7K | 0.02% | −37−5.4% | Reduced |
| Optima Capital LLC | 651 | $252.7K | 0.14% | +12+1.9% | Added |
| Nia Impact Advisors, LLC | 651 | $252.7K | 0.09% | 00.0% | Unchanged |
| Human Investing LLC | 651 | $252.7K | 0.04% | −48−6.9% | Reduced |
| Cambridge Financial Group, LLC | 653 | $253.7K | 0.10% | 00.0% | Unchanged |
| Verity & Verity, LLC | 655 | $254.2K | 0.02% | −28−4.1% | Reduced |
| OMC Financial Services LTD | 655 | $254.3K | 0.10% | 00.0% | Unchanged |
| Alerus Financial NA | 656 | $254.7K | 0.02% | −28−4.1% | Reduced |
| Patron Partners Advisors, LLC | 656 | $254.7K | 0.13% | −11−1.6% | Reduced |
| Aldebaran Financial Inc. | 656 | $254.7K | 0.28% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 658 | $255.3K | 0.12% | −27−3.9% | Reduced |
| Hibernia Wealth Partners, LLC | 661 | $256.4K | 0.09% | +661 | New |
| Enclave Advisors LLC | 661 | $256.8K | 0.04% | −28−4.1% | Reduced |
| New World Advisors LLC | 664 | $257.8K | 0.05% | +664 | New |
| Meritas Wealth Management, LLC | 667 | $258.9K | 0.14% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 667 | $258.9K | 0.14% | +667 | New |
| Sterling Investment Counsel, LLC | 667 | $259.0K | 0.15% | −414−38.3% | Reduced |
| St. Louis Trust Co | 668 | $259.3K | 0.03% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 670 | $260.2K | 0.19% | +670 | New |
| Baxter Bros Inc | 671 | $260.5K | 0.03% | −75−10.1% | Reduced |
| Trust Co | 671 | $260.5K | 0.03% | +152+29.3% | Added |
| Breed's Hill Capital LLC | 671 | $260.6K | 0.13% | 00.0% | Unchanged |
| Claret Asset Management Corp | 673 | $261.0K | 0.03% | −3−0.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 673 | $261.4K | 0.16% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 674 | $261.7K | 0.04% | +17+2.6% | Added |
| Argentarii, LLC | 676 | $262.4K | 0.12% | +30+4.6% | Added |
| Gemmer Asset Management LLC | 677 | $262.8K | 0.02% | −6−0.9% | Reduced |
| Prudent Man Advisors, LLC | 0 | $263.7K | 0.08% | 0 | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 629 | $264.0K | 0.11% | −150−19.3% | Reduced |
| Blue Capital, Inc. | 681 | $264.4K | 0.19% | +681 | New |
| Pioneer Trust Bank N A | 683 | $265.1K | 0.07% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 683 | $265.1K | 0.00% | +4+0.6% | Added |
| Shufro Rose & Co LLC | 805 | $265.5K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 685 | $265.9K | 0.15% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 687 | $266.6K | 0.21% | +6+0.9% | Added |
| Mayport, LLC | 687 | $266.7K | 0.06% | −35−4.8% | Reduced |
| Grandfield & Dodd, LLC | 687 | $266.7K | 0.02% | +687 | New |
| Pacific Center for Financial Services | 688 | $266.9K | 0.07% | +3+0.4% | Added |
| Certified Advisory Corp | 688 | $267.1K | 0.03% | +2+0.3% | Added |
| Luts & Greenleigh Group, Inc | 689 | $267.5K | 0.26% | −142−17.1% | Reduced |
| Grantvest Financial Group LLC | 690 | $267.9K | 0.20% | −100−12.7% | Reduced |
| Pure Portfolios Holdings LLC | 691 | $268.3K | 0.09% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 692 | $268.6K | 0.17% | +3+0.4% | Added |
| Jessup Wealth Management, Inc | 694 | $269.4K | 0.11% | +694 | New |
| Clay Northam Wealth Management, LLC | 695 | $269.8K | 0.17% | 00.0% | Unchanged |
| MKT Advisors LLC | 690 | $269.8K | 0.11% | +690 | New |
| Chatham Capital Group, Inc. | 696 | $270.2K | 0.04% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 696 | $270.2K | 0.15% | +11+1.6% | Added |
| Linden Thomas Advisory Services, LLC | 697 | $270.6K | 0.03% | −6,792−90.7% | Reduced |
| McDonald Partners LLC | 698 | $271.1K | 0.07% | −86−11.0% | Reduced |
| Sylvest Advisors, LLC | 699 | $271.2K | 0.16% | +1+0.1% | Added |
| Balentine LLC | 699 | $271.4K | 0.01% | −2,987−81.0% | Reduced |
| 10Elms LLP | 699 | $271.4K | 0.26% | −153−18.0% | Reduced |
| Capitol Family Office, Inc. | 700 | $271.7K | 0.35% | −28−3.8% | Reduced |
| Core Wealth Partners LLC | 700 | $271.7K | 0.14% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 700 | $271.7K | 0.03% | 00.0% | Unchanged |
| Ballast Advisors LLC | 701 | $272.1K | 0.08% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 701 | $272.2K | 0.07% | −37−5.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 703 | $273.0K | 0.16% | +10+1.4% | Added |
| Orion Capital Management LLC | 705 | $273.7K | 0.10% | −115−14.0% | Reduced |
| Jarislowsky, Fraser Ltd | 705 | $273.7K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 706 | $274.0K | 0.03% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 706 | $274.1K | 0.02% | −208−22.8% | Reduced |
| Geneva Partners, LLC | 707 | $274.4K | 0.11% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 707 | $274.5K | 0.02% | +124+21.3% | Added |
| Up Strategic Wealth Investment Advisors LLC | 708 | $274.9K | 0.21% | −55−7.2% | Reduced |
| Lynch & Associates | 708 | $274.9K | 0.06% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 710 | $275.6K | 0.20% | +710 | New |
| Aletheian Wealth Advisors LLC | 711 | $276.0K | 0.14% | −4−0.6% | Reduced |
| Causey Wealth LLC | 711 | $276.0K | 0.14% | +2+0.3% | Added |
| Black Diamond Financial, LLC | 711 | $276.0K | 0.04% | −148−17.2% | Reduced |
| Northeast Financial Consultants Inc | 712 | $276.4K | 0.01% | +712 | New |
| Roberts Glore & Co Inc | 714 | $277.2K | 0.08% | 00.0% | Unchanged |
| Clarus Group, Inc. | 716 | $278.1K | 0.10% | +2+0.3% | Added |
| Conscious Wealth Investments, LLC | 647 | $278.2K | 0.18% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 718 | $278.7K | 0.06% | +718 | New |
| Ipsen Advisor Group LLC | 719 | $279.0K | 0.21% | +3+0.4% | Added |
| REAP Financial Group, LLC | 719 | $279.0K | 0.07% | +338+88.7% | Added |
| Belmont Capital, LLC | 720 | $279.5K | 0.04% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 721 | $280.1K | 0.26% | +584+426.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 724 | $281.1K | 0.08% | −38−5.0% | Reduced |
| Ewa, LLC | 726 | $281.7K | 0.09% | −79−9.8% | Reduced |
| Texas Bank & Trust Co | 726 | $281.8K | 0.11% | +70+10.7% | Added |
| XY Planning Network, Inc. | 726 | $281.8K | 0.10% | +726 | New |
| Websterrogers Financial Advisors, LLC | 730 | $283.4K | 0.09% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 730 | $283.5K | 0.20% | +75+11.5% | Added |
| Coco Enterprises, LLC | 732 | $284.2K | 0.16% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 732 | $284.4K | 0.01% | +77+11.8% | Added |
| UMA Financial Services, Inc. | 733 | $284.7K | 0.04% | +41+5.9% | Added |
| QVR LLC | 734 | $284.9K | 0.29% | +734 | New |
| Broadleaf Partners, LLC | 740 | $287.3K | 0.06% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 740 | $287.5K | 0.11% | +128+20.9% | Added |
| Kondo Wealth Advisors, Inc. | 738 | $288.5K | 0.13% | +1+0.1% | Added |
| TrueWealth Advisors, LLC | 743 | $288.5K | 0.09% | +2+0.3% | Added |
| Maple Capital Management, Inc. | 743 | $288.6K | 0.02% | −138−15.7% | Reduced |
| SilverOak Wealth Management LLC | 744 | $288.8K | 0.05% | +744 | New |
| SOA Wealth Advisors, LLC. | 745 | $289.2K | 0.05% | +430+136.5% | Added |