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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 955 | $371.0K | 0.25% | +72+8.2% | Added |
| State of Wyoming | 956 | $371.1K | 0.05% | −889−48.2% | Reduced |
| Aventura Private Wealth, LLC | 957 | $371.5K | 0.16% | +36+3.9% | Added |
| First Interstate Bank | 960 | $372.7K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 960 | $372.7K | 0.02% | +420+77.8% | Added |
| Seamount Financial Group Inc | 962 | $373.5K | 0.19% | +962 | New |
| Apexium Financial, LP | 967 | $375.3K | 0.02% | +22+2.3% | Added |
| Uniting Wealth Partners, LLC | 969 | $376.2K | 0.15% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 970 | $376.6K | 0.33% | −50−4.9% | Reduced |
| Vision Capital Management, Inc. | 970 | $376.6K | 0.05% | +150+18.3% | Added |
| MJP Associates Inc | 971 | $377.1K | 0.06% | −64−6.2% | Reduced |
| Washington Trust Bank | 973 | $377.7K | 0.03% | −94−8.8% | Reduced |
| Wealth Management Nebraska | 984 | $378.6K | 0.05% | 00.0% | Unchanged |
| RW Investment Management LLC | 976 | $378.9K | 0.04% | +351+56.2% | Added |
| Central Valley Advisors, LLC | 977 | $379.3K | 0.13% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 977 | $379.3K | 0.03% | −12−1.2% | Reduced |
| Chiron Capital Management, LLC | 977 | $379.3K | 0.33% | +977 | New |
| Harel Insurance Investments & Financial Services Ltd. | 980 | $380.0K | 0.00% | +162+19.8% | Added |
| Kelly Lawrence W & Associates Inc | 979 | $380.1K | 0.10% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 980 | $380.4K | 0.33% | +60+6.5% | Added |
| Commonwealth Financial Services, LLC | 984 | $381.9K | 0.07% | +15+1.5% | Added |
| Home Federal Bank of Tennessee | 984 | $382.0K | 0.11% | −1,200−54.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 984 | $382.0K | 0.03% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 987 | $383.2K | 0.10% | −304−23.5% | Reduced |
| Nautilus Advisors LLC | 988 | $383.4K | 0.28% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 988 | $383.6K | 0.05% | −228−18.8% | Reduced |
| Fragasso Group Inc. | 989 | $383.9K | 0.03% | +84+9.3% | Added |
| Arcus Capital Partners, LLC | 990 | $384.3K | 0.17% | +33+3.4% | Added |
| Catalina Capital Group, LLC | 990 | $384.3K | 0.26% | −248−20.0% | Reduced |
| Moloney Securities Asset Management, LLC | 998 | $387.4K | 0.05% | +87+9.5% | Added |
| Stonebrook Private Inc. | 998 | $387.4K | 0.09% | −95−8.7% | Reduced |
| Merrion Investment Management Co, LLC | 1,000 | $388.2K | 0.25% | 00.0% | Unchanged |
| Prodigy Asset Management LLC | 1,000 | $388.2K | 0.25% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,000 | $388.2K | 0.01% | +1,000 | New |
| Baker Boyer National Bank | 1,001 | $388.6K | 0.13% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 944 | $389.8K | 0.32% | −944−50.0% | Reduced |
| CWS Financial Advisors, LLC | 1,004 | $389.8K | 0.11% | −300−23.0% | Reduced |
| Leigh Baldwin & Co., LLC | 1,005 | $390.3K | 0.26% | +236+30.7% | Added |
| Vestia Personal Wealth Advisors | 1,006 | $390.4K | 0.27% | +31+3.2% | Added |
| Financial Advisors Network, Inc. | 1,006 | $390.5K | 0.06% | −97−8.8% | Reduced |
| Paul Damon & Associates, Inc. | 1,008 | $391.4K | 0.21% | +192+23.5% | Added |
| Cookson Peirce & Co Inc | 1,009 | $391.7K | 0.02% | −117−10.4% | Reduced |
| Angeles Wealth Management, LLC | 1,009 | $391.7K | 0.03% | +13+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 1,009 | $391.7K | 0.19% | +39+4.0% | Added |
| Exchange Capital Management, Inc. | 1,011 | $392.5K | 0.06% | +73+7.8% | Added |
| Vigilare Wealth Management | 1,011 | $392.5K | 0.15% | +350+53.0% | Added |
| SPC Financial, Inc. | 1,011 | $392.6K | 0.03% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,012 | $392.7K | 0.06% | +27+2.7% | Added |
| Dover Advisors, LLC | 1,012 | $392.7K | 0.17% | +69+7.3% | Added |
| Good Steward Wealth Advisors,LLC | 1,013 | $393.3K | 0.31% | +5+0.5% | Added |
| Syntegra Private Wealth Group, LLC | 1,013 | $393.3K | 0.04% | +36+3.7% | Added |
| Alesco Advisors LLC | 1,014 | $393.6K | 0.01% | −99−8.9% | Reduced |
| Hutchinson Capital Management | 1,016 | $394.4K | 0.07% | −1−0.1% | Reduced |
| Arbor Investment Advisors, LLC | 1,017 | $394.8K | 0.05% | −3−0.3% | Reduced |
| Ledgewood Wealth Advisors, LLC | 1,017 | $394.8K | 0.25% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,020 | $396.0K | 0.15% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 1,020 | $396.0K | 0.04% | +282+38.2% | Added |
| NFP Retirement, Inc. | 1,022 | $396.7K | 0.03% | +11+1.1% | Added |
| HORAN Wealth, LLC | 1,023 | $397.1K | 0.12% | +1,023 | New |
| Bender Robert & Associates | 1,024 | $397.5K | 0.09% | −40−3.8% | Reduced |
| N.E.W. Advisory Services LLC | 1,027 | $398.6K | 0.04% | −78−7.1% | Reduced |
| Private Wealth Partners, LLC | 1,027 | $398.7K | 0.03% | −100−8.9% | Reduced |
| Centric Wealth Management | 957 | $398.8K | 0.10% | +35+3.8% | Added |
| North Berkeley Wealth Management, LLC | 1,028 | $399.1K | 0.37% | −772−42.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,028 | $399.2K | 0.23% | 00.0% | Unchanged |
| Lynx Investment Advisory | 1,034 | $401.3K | 0.26% | +6+0.6% | Added |
| LBMC Investment Advisors, LLC | 1,036 | $402.2K | 0.03% | 00.0% | Unchanged |
| DF Dent & Co Inc | 1,036 | $402.2K | 0.01% | +276+36.3% | Added |
| Joule Financial, LLC | 1,037 | $402.6K | 0.13% | −119−10.3% | Reduced |
| Elgethun Capital Management | 1,038 | $402.8K | 0.08% | −29−2.7% | Reduced |
| Register Financial Advisors LLC | 1,038 | $403.0K | 0.18% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,034 | $404.2K | 0.16% | −916−47.0% | Reduced |
| First Hawaiian Bank | 1,044 | $405.3K | 0.06% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,028 | $405.3K | 0.37% | +22+2.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,048 | $406.8K | 0.15% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,048 | $406.8K | 0.12% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 1,049 | $407.2K | 0.10% | −78−6.9% | Reduced |
| First Community Trust NA | 1,050 | $407.6K | 0.33% | 00.0% | Unchanged |
| Antonelli Financial Advisors, LLC | 1,053 | $408.9K | 0.30% | 00.0% | Unchanged |
| AXS Investments LLC | 1,054 | $409.2K | 0.17% | −597−36.2% | Reduced |
| Wallace Advisory Group, LLC | 1,242 | $409.6K | 0.30% | −144−10.4% | Reduced |
| Onyx Financial Advisors, LLC | 1,055 | $409.6K | 0.19% | +4+0.4% | Added |
| Wall Street Access Asset Management, LLC | 1,056 | $409.8K | 0.14% | −1−0.1% | Reduced |
| Miller Wealth Advisors, LLC | 1,056 | $409.9K | 0.19% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,057 | $410.3K | 0.37% | −85−7.4% | Reduced |
| Chilton Investment Co LLC | 1,059 | $411.1K | 0.01% | +1,059 | New |
| Verum Partners LLC | 1,059 | $411.1K | 0.09% | +26+2.5% | Added |
| NTV Asset Management LLC | 1,060 | $411.3K | 0.05% | +1+0.1% | Added |
| Sym Financial Corp | 1,062 | $412.2K | 0.05% | +59+5.9% | Added |
| Meridian Wealth Advisors, LLC | 1,063 | $412.9K | 0.07% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,064 | $413.1K | 0.29% | +200+23.1% | Added |
| Pettyjohn, Wood & White, Inc | 1,065 | $413.4K | 0.07% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 1,000 | $413.7K | 0.25% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 1,066 | $413.8K | 0.04% | +53+5.2% | Added |
| Adamsbrown Wealth Consultants LLC | 1,069 | $415.0K | 0.12% | +1,069 | New |
| DeDora Capital, Inc. | 1,072 | $416.1K | 0.11% | +81+8.2% | Added |
| Versant Capital Management, Inc | 1,073 | $416.7K | 0.06% | −382−26.3% | Reduced |
| Eaton Financial Holdings Company, LLC | 1,074 | $416.7K | 0.13% | +1,074 | New |
| Greenwood Capital Associates LLC | 1,074 | $416.9K | 0.05% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 1,075 | $417.2K | 0.34% | +4+0.4% | Added |