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 |
|---|---|---|---|---|---|
| Allstate Corp | 848 | $329.2K | 0.02% | −11,852−93.3% | Reduced |
| QTR Family Wealth, LLC | 849 | $329.4K | 0.20% | +31+3.8% | Added |
| Peterson Wealth Advisors, LLC | 849 | $329.7K | 0.05% | +89+11.7% | Added |
| Omnia Family Wealth, LLC | 850 | $330.0K | 0.12% | +84+11.0% | Added |
| Financial Council Asset Management Inc | 850 | $330.0K | 0.16% | 00.0% | Unchanged |
| Milestones Private Investment Advisors LLC | 850 | $330.0K | 0.24% | +850 | New |
| Arista Wealth Management, LLC | 851 | $330.4K | 0.05% | +851 | New |
| waypoint wealth counsel | 852 | $330.6K | 0.16% | +10+1.2% | Added |
| Personal Cfo Solutions, LLC | 852 | $330.6K | 0.06% | +8+0.9% | Added |
| Prostatis Group LLC | 852 | $330.6K | 0.09% | −176−17.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 852 | $330.8K | 0.10% | −464−35.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 856 | $332.4K | 0.03% | +15+1.8% | Added |
| Barlow Wealth Partners, Inc. | 836 | $333.1K | 0.04% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 808 | $334.3K | 0.17% | 00.0% | Unchanged |
| Holistic Financial Partners | 861 | $334.3K | 0.15% | +89+11.5% | Added |
| Madison Wealth Partners, Inc | 863 | $335.0K | 0.07% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 864 | $335.4K | 0.49% | +1+0.1% | Added |
| GEM Asset Management, LLC | 858 | $335.8K | 0.17% | +209+32.2% | Added |
| GW Henssler & Associates Ltd | 867 | $336.6K | 0.02% | −150−14.7% | Reduced |
| Cullen Capital Management LLC | 869 | $337.4K | 0.00% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 870 | $337.7K | 0.06% | −100−10.3% | Reduced |
| Ballew Advisors, Inc | 849 | $337.9K | 0.20% | −29−3.3% | Reduced |
| Medallion Wealth Advisors, LLC | 866 | $338.2K | 0.13% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 873 | $338.9K | 0.01% | −44−4.8% | Reduced |
| LifePlan Financial, LLC | 873 | $338.9K | 0.28% | −6−0.7% | Reduced |
| Caitlin John, LLC | 873 | $338.9K | 0.31% | +873 | New |
| Wall Street Financial Group, Inc. | 873 | $338.9K | 0.31% | +873 | New |
| Strategies Wealth Advisors, LLC | 874 | $339.3K | 0.04% | −8−0.9% | Reduced |
| BXM Wealth LLC | 874 | $339.3K | 0.40% | +43+5.2% | Added |
| Adams Wealth Management | 876 | $340.1K | 0.06% | 00.0% | Unchanged |
| CacheTech Inc. | 876 | $340.1K | 0.06% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 877 | $340.3K | 0.13% | +140+19.0% | Added |
| Waterford Advisors, LLC | 8,316 | $340.5K | 0.13% | +7,439+848.2% | Added |
| Eclectic Associates Inc | 878 | $340.8K | 0.07% | −2−0.2% | Reduced |
| JSF Financial, LLC | 880 | $341.7K | 0.08% | −45−4.9% | Reduced |
| Requisite Capital Management, LLC | 880 | $341.7K | 0.07% | +3+0.3% | Added |
| Hamilton Capital, LLC | 882 | $342.4K | 0.02% | −13−1.5% | Reduced |
| Mayfair Advisory Group, LLC | 825 | $343.5K | 0.16% | −19−2.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 886 | $344.1K | 0.04% | +100+12.7% | Added |
| HBW Advisory Services LLC | 887 | $344.3K | 0.04% | +86+10.7% | Added |
| Keebeck Wealth Management, LLC | 889 | $345.1K | 0.05% | +9+1.0% | Added |
| Costello Asset Management, INC | 890 | $345.5K | 0.13% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 890 | $345.6K | 0.07% | −21−2.3% | Reduced |
| Chemistry Wealth Management LLC | 891 | $345.9K | 0.07% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 892 | $346.3K | 0.30% | +892 | New |
| Old Second National Bank of Aurora | 893 | $346.7K | 0.08% | −225−20.1% | Reduced |
| Smith Thornton Advisors LLC | 896 | $347.8K | 0.20% | 00.0% | Unchanged |
| Severin Investments, LLC | 898 | $348.5K | 0.33% | −1,167−56.5% | Reduced |
| Cohen & Steers, Inc. | 900 | $349.0K | 0.00% | +230+34.3% | Added |
| Northern Oak Wealth Management Inc | 900 | $349.4K | 0.04% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 900 | $349.4K | 0.23% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 900 | $349.5K | 0.13% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 870 | $349.9K | 0.02% | +12+1.4% | Added |
| Winslow Asset Management Inc | 905 | $351.0K | 0.07% | −10−1.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 904 | $351.0K | 0.05% | −48−5.0% | Reduced |
| Avantra Family Wealth, Inc. | 905 | $351.3K | 0.29% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 905 | $351.3K | 0.13% | +3+0.3% | Added |
| Bingham Private Wealth, LLC | 907 | $352.1K | 0.34% | −23−2.5% | Reduced |
| Catalyst Capital Advisors LLC | 907 | $352.1K | 0.01% | +380+72.1% | Added |
| SMART Wealth LLC | 908 | $352.4K | 0.11% | −1,623−64.1% | Reduced |
| United Advisor Group, LLC | 908 | $352.5K | 0.06% | +71+8.5% | Added |
| Quest Partners LLC | 909 | $352.9K | 0.03% | −7,950−89.7% | Reduced |
| Heritage Financial Services, LLC | 909 | $352.9K | 0.03% | −70−7.2% | Reduced |
| Novare Capital Management LLC | 910 | $353.2K | 0.03% | 00.0% | Unchanged |
| West Wealth Group, LLC | 826 | $353.5K | 0.09% | +170+25.9% | Added |
| Key Client Fiduciary Advisors, LLC | 912 | $354.0K | 0.15% | −33−3.5% | Reduced |
| Signature Resources Capital Management, LLC | 912 | $354.0K | 0.22% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 912 | $354.0K | 0.03% | −285−23.8% | Reduced |
| Van Cleef Asset Management,Inc | 915 | $355.2K | 0.04% | 00.0% | Unchanged |
| Red Mountain Financial, LLC | 916 | $355.7K | 0.39% | +129+16.4% | Added |
| Carmel Capital Partners, LLC | 917 | $356.0K | 0.12% | −121−11.7% | Reduced |
| Legacy Financial Group, Inc. | 921 | $357.5K | 0.11% | −210−18.6% | Reduced |
| Anchor Capital Advisors LLC | 922 | $357.9K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 923 | $358.3K | 0.12% | −139−13.1% | Reduced |
| Manchester Financial Inc | 924 | $358.5K | 0.08% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 909 | $358.8K | 0.05% | +200+28.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 918 | $358.9K | 0.16% | −10−1.1% | Reduced |
| Chico Wealth RIA | 926 | $359.5K | 0.28% | +177+23.6% | Added |
| Crane Advisory, LLC | 886 | $359.6K | 0.06% | −128−12.6% | Reduced |
| Southland Equity Partners LLC | 929 | $360.8K | 0.08% | +30+3.3% | Added |
| American Institute for Advanced Investment Management, LLP | 930 | $361.0K | 0.26% | −75−7.5% | Reduced |
| Great Diamond Partners, LLC | 930 | $361.0K | 0.08% | +930 | New |
| Wedgewood Investors Inc | 933 | $362.2K | 0.42% | 00.0% | Unchanged |
| First United Bank Trust | 935 | $363.0K | 0.13% | −15−1.6% | Reduced |
| James J. Burns & Company, LLC | 935 | $363.1K | 0.06% | +24+2.6% | Added |
| Bouchey Financial Group Ltd | 936 | $363.4K | 0.03% | +139+17.4% | Added |
| Advantage Trust Co | 937 | $363.8K | 0.18% | +370+65.3% | Added |
| Community Trust & Investment Co | 938 | $364.1K | 0.02% | −82−8.0% | Reduced |
| Master's Wealth Management Inc. | 938 | $364.2K | 0.17% | −117−11.1% | Reduced |
| Eagle Capital Management, LLC | 939 | $365.0K | 0.16% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 942 | $365.8K | 0.01% | −1,963−67.6% | Reduced |
| 360 Financial, Inc. | 945 | $366.9K | 0.12% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 946 | $367.2K | 0.17% | +2+0.2% | Added |
| Sivia Capital Partners, LLC | 947 | $367.8K | 0.13% | −204−17.7% | Reduced |
| Verus Financial Partners, Inc. | 914 | $367.8K | 0.04% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 949 | $368.2K | 0.09% | +60+6.7% | Added |
| Abbot Financial Management, Inc. | 950 | $368.8K | 0.17% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 950 | $369.0K | 0.27% | 00.0% | Unchanged |
| Citizens & Northern Corp | 951 | $369.2K | 0.10% | +19+2.0% | Added |
| WMG Financial Advisors, LLC | 955 | $370.7K | 0.14% | +106+12.5% | Added |