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 |
|---|---|---|---|---|---|
| Safe Harbor Fiduciary, LLC | 747 | $290.0K | 0.27% | −30−3.9% | Reduced |
| Hourglass Capital, LLC | 747 | $290.0K | 0.07% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 747 | $290.0K | 0.08% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 749 | $290.9K | 0.05% | +749 | New |
| Elk River Wealth Management, LLC | 750 | $291.2K | 0.05% | 00.0% | Unchanged |
| Pingora Partners LLC | 750 | $291.2K | 0.22% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 750 | $291.2K | 0.05% | +500+200.0% | Added |
| Waypoint Wealth Partners Inc. | 750 | $291.2K | 0.07% | +750 | New |
| Colonial River Wealth Management, LLC | 714 | $291.7K | 0.13% | −25−3.4% | Reduced |
| Berry Wealth Group, LP | 752 | $291.8K | 0.20% | −64−7.8% | Reduced |
| General Partner, Inc. | 752 | $291.9K | 0.17% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 752 | $291.9K | 0.07% | +752 | New |
| Traub Capital Management LLC | 752 | $292.0K | 0.27% | +752 | New |
| Global Financial Private Client, LLC | 753 | $292.3K | 0.11% | +13+1.8% | Added |
| Private Management Group Inc | 754 | $292.6K | 0.01% | +754 | New |
| Drum Hill Capital, LLC | 755 | $293.1K | 0.32% | 00.0% | Unchanged |
| Sageworth Trust Co | 755 | $293.1K | 0.02% | +19+2.6% | Added |
| Narus Financial Partners, LLC | 756 | $293.5K | 0.09% | +756 | New |
| Arlington Trust Co LLC | 757 | $293.9K | 0.06% | −313−29.3% | Reduced |
| Whalen Wealth Management Inc. | 758 | $294.3K | 0.18% | +758 | New |
| Penobscot Wealth Management | 759 | $294.6K | 0.11% | +82+12.1% | Added |
| Foronjy Financial LLC | 760 | $295.0K | 0.14% | +760 | New |
| First PREMIER Bank | 760 | $295.0K | 0.07% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 760 | $295.0K | 0.03% | −177−18.9% | Reduced |
| Cascade Financial Partners, LLC | 761 | $295.4K | 0.04% | +40+5.5% | Added |
| Trilogy Capital Inc. | 762 | $295.8K | 0.01% | +45+6.3% | Added |
| Intrepid Capital Management Inc | 763 | $296.2K | 0.12% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 763 | $296.2K | 0.01% | 00.0% | Unchanged |
| Invst, LLC | 765 | $297.0K | 0.04% | −309−28.8% | Reduced |
| Atala Financial Inc | 765 | $297.0K | 0.20% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 768 | $298.3K | 0.09% | +2+0.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 770 | $298.9K | 0.05% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 770 | $298.9K | 0.01% | +149+24.0% | Added |
| MBA Advisors LLC | 772 | $299.6K | 0.14% | −8−1.0% | Reduced |
| Stonebridge Financial Planning Group, LLC | 773 | $300.1K | 0.13% | −99−11.4% | Reduced |
| MBE Wealth Management, LLC | 775 | $300.8K | 0.13% | −13−1.6% | Reduced |
| Helium Advisors LLC | 776 | $301.4K | 0.19% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 778 | $302.0K | 0.09% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 779 | $302.4K | 0.01% | +7+0.9% | Added |
| Omnitrust Wealth Management, Inc | 284 | $302.4K | 0.37% | +284 | New |
| Rebalance, LLC | 781 | $303.2K | 0.02% | −45−5.4% | Reduced |
| Disciplined Investments, LLC | 783 | $303.8K | 0.13% | −4−0.5% | Reduced |
| Pettee Investors, Inc. | 783 | $304.0K | 0.18% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 784 | $304.4K | 0.04% | +784 | New |
| Westside Investment Management, Inc. | 782 | $304.9K | 0.06% | +53+7.3% | Added |
| Castle Rock Wealth Management, LLC | 739 | $305.3K | 0.07% | +6+0.8% | Added |
| Financial Enhancement Group LLC | 753 | $305.7K | 0.04% | +9+1.2% | Added |
| Cyr Financial Inc. | 791 | $307.0K | 0.24% | −152−16.1% | Reduced |
| Caliber Wealth Management, LLC | 791 | $307.1K | 0.03% | +791 | New |
| Ellenbecker Investment Group | 791 | $307.3K | 0.05% | −51−6.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 792 | $307.4K | 0.01% | +2+0.3% | Added |
| OneAscent Investment Solutions LLC | 793 | $308.0K | 0.33% | −285−26.4% | Reduced |
| DecisionMap Wealth Management, LLC | 795 | $308.5K | 0.21% | +9+1.1% | Added |
| Rede Wealth, LLC | 795 | $308.5K | 0.11% | −15−1.9% | Reduced |
| Legacy Edge Advisors, LLC | 797 | $309.4K | 0.04% | −7−0.9% | Reduced |
| Riverbend Wealth Management, LLC | 797 | $309.6K | 0.23% | +49+6.6% | Added |
| One Charles Private Wealth Services, LLC | 798 | $309.6K | 0.09% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 798 | $309.7K | 0.04% | +148+22.8% | Added |
| Axim Planning & Wealth | 800 | $310.6K | 0.28% | −16−2.0% | Reduced |
| Cannon Wealth Management Services, LLC | 802 | $311.3K | 0.25% | +3+0.4% | Added |
| True Wealth Design, LLC | 803 | $311.9K | 0.11% | −12−1.5% | Reduced |
| Mizuho Markets Americas LLC | 807 | $313.3K | 0.01% | −2,396−74.8% | Reduced |
| McLean Asset Management Corp | 787 | $313.4K | 0.08% | +33+4.4% | Added |
| May Hill Capital, LLC | 809 | $314.1K | 0.10% | +131+19.3% | Added |
| Summit Wealth Group, LLC | 812 | $315.0K | 0.08% | +812 | New |
| Hennion & Walsh Asset Management, Inc. | 812 | $315.2K | 0.01% | −648−44.4% | Reduced |
| Second Half Financial Partners, LLC | 813 | $315.6K | 0.15% | +813 | New |
| Laraway Financial Inc | 813 | $315.6K | 0.24% | 00.0% | Unchanged |
| Freedom Financial Partners LLC | 813 | $315.6K | 0.13% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 814 | $316.0K | 0.10% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 815 | $316.3K | 0.18% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 815 | $316.5K | 0.06% | 00.0% | Unchanged |
| Manske Wealth Management | 817 | $317.2K | 0.10% | +33+4.2% | Added |
| Florida Financial Advisors, LLC | 817 | $317.3K | 0.11% | +59+7.8% | Added |
| Embree Financial Group | 817 | $317.3K | 0.05% | +171+26.5% | Added |
| American Trust | 820 | $318.3K | 0.03% | +820 | New |
| Alpine Woods Capital Investors, LLC | 821 | $318.7K | 0.08% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 825 | $320.3K | 0.12% | −1−0.1% | Reduced |
| Partners Wealth Management, LLC | 970 | $320.7K | 0.37% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 827 | $321.1K | 0.33% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 831 | $322.6K | 0.10% | −120−12.6% | Reduced |
| Castleview Partners, LLC | 831 | $322.6K | 0.21% | +67+8.8% | Added |
| Jacobsen Capital Management | 831 | $322.6K | 0.12% | +831 | New |
| Grant Private Wealth Management Inc | 834 | $323.9K | 0.18% | −390−31.9% | Reduced |
| Beacon Financial Group | 835 | $324.2K | 0.03% | −449−35.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 835 | $324.3K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 612 | $324.8K | 0.07% | +41+7.2% | Added |
| CAP Partners, LLC | 839 | $325.5K | 0.20% | +28+3.5% | Added |
| WealthBridge Capital Management, LLC | 839 | $325.6K | 0.08% | −294−25.9% | Reduced |
| Tortoise Investment Management, LLC | 839 | $325.7K | 0.03% | +12+1.5% | Added |
| Syverson Strege & Co | 839 | $325.9K | 0.08% | +839 | New |
| Northwest Financial Advisors | 840 | $325.9K | 0.45% | −10−1.2% | Reduced |
| South Street Advisors LLC | 840 | $326.1K | 0.05% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 841 | $326.5K | 0.12% | −26−3.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 841 | $326.5K | 0.11% | +110+15.0% | Added |
| Lodestar Private Asset Management LLC | 842 | $326.9K | 0.04% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 844 | $327.6K | 0.26% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 845 | $328.0K | 0.26% | +1+0.1% | Added |
| Keystone Financial Group | 846 | $328.4K | 0.03% | −40−4.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 846 | $328.4K | 0.05% | +63+8.0% | Added |