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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 1,076 | $417.7K | 0.02% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 1,078 | $418.6K | 0.10% | −5−0.5% | Reduced |
| Jag Capital Management, LLC | 1,079 | $418.9K | 0.05% | +297+38.0% | Added |
| Wealth Dimensions Group, Ltd. | 1,080 | $419.2K | 0.09% | +86+8.7% | Added |
| Consilium Wealth Advisory, LLC | 1,081 | $419.8K | 0.18% | −19−1.7% | Reduced |
| Central Pacific Bank - Trust Division | 1,084 | $420.8K | 0.05% | −95−8.1% | Reduced |
| Balboa Wealth Partners | 1,085 | $421.0K | 0.08% | −349−24.3% | Reduced |
| Hanlon Investment Management, Inc. | 1,086 | $421.6K | 0.30% | −101−8.5% | Reduced |
| Chesley Taft & Associates LLC | 1,087 | $422.0K | 0.02% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 1,089 | $422.9K | 0.09% | +1,089 | New |
| Financial Advisors, LLC | 1,090 | $423.1K | 0.08% | 00.0% | Unchanged |
| Agp Franklin, LLC | 1,090 | $423.1K | 0.22% | +1,090 | New |
| Gradient Investments LLC | 1,092 | $424.0K | 0.01% | −6−0.5% | Reduced |
| Hengehold Capital Management LLC | 1,092 | $424.0K | 0.04% | −28−2.5% | Reduced |
| Okabena Investment Services Inc | 1,095 | $425.1K | 0.09% | +75+7.4% | Added |
| STAR Financial Bank | 1,099 | $426.6K | 0.27% | +41+3.9% | Added |
| MRP Capital Investments, LLC | 1,100 | $427.0K | 0.29% | −325−22.8% | Reduced |
| Full Sail Capital, LLC | 1,100 | $427.0K | 0.02% | −5−0.5% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 1,100 | $427.0K | 0.03% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 1,100 | $427.0K | 0.28% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,101 | $427.3K | 0.09% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,102 | $427.9K | 0.14% | −300−21.4% | Reduced |
| WealthPLAN Partners, LLC | 1,102 | $428.0K | 0.07% | −2−0.2% | Reduced |
| WealthShield Partners, LLC | 1,104 | $428.6K | 0.05% | −66−5.6% | Reduced |
| Tandem Wealth Advisors LLC | 1,105 | $429.0K | 0.21% | +236+27.2% | Added |
| Spectrum Planning & Advisory Services Inc. | 1,106 | $429.4K | 0.28% | +1,106 | New |
| TrueMark Investments, LLC | 1,109 | $430.5K | 0.09% | +1,109 | New |
| City National Bank of Florida | 1,111 | $431.3K | 0.31% | −6−0.5% | Reduced |
| Laurel Wealth Advisors LLC | 1,117 | $433.6K | 0.06% | −65−5.5% | Reduced |
| Spring Capital Management, LLC | 1,120 | $434.8K | 0.23% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,121 | $435.2K | 0.03% | +1,121 | New |
| Soundwatch Capital LLC | 429,033 | $436.1K | 0.09% | +429,033 | New |
| LJI Wealth Management, LLC | 1,125 | $436.7K | 0.08% | −15−1.3% | Reduced |
| Bay Capital Advisors, LLC | 1,128 | $437.9K | 0.33% | −3−0.3% | Reduced |
| First Western Trust Bank | 1,128 | $437.9K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,131 | $439.1K | 0.25% | −105−8.5% | Reduced |
| Formidable Asset Management, LLC | 1,332 | $439.3K | 0.07% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,133 | $439.7K | 0.13% | −130−10.3% | Reduced |
| Quadcap Wealth Management, LLC | 1,134 | $440.2K | 0.06% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 1,134 | $440.4K | 0.38% | 00.0% | Unchanged |
| Summit X, LLC | 1,131 | $440.9K | 0.08% | +106+10.3% | Added |
| Compass Financial Group, INC | 1,141 | $442.8K | 0.07% | +3+0.3% | Added |
| Annex Advisory Services, LLC | 1,142 | $443.3K | 0.01% | −167−12.8% | Reduced |
| BlueStem Wealth Partners, LLC | 1,142 | $443.4K | 0.05% | −10−0.9% | Reduced |
| Foster Group, Inc. | 1,142 | $443.4K | 0.02% | −176−13.4% | Reduced |
| American State Bank (Iowa) | 1,144 | $444.1K | 0.25% | +197+20.8% | Added |
| Sunbeam Capital Management, LLC | 1,146 | $444.8K | 0.34% | +1,146 | New |
| Coastwise Capital Group, LLC | 1,147 | $445.2K | 0.35% | −96−7.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,150 | $446.4K | 0.45% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 1,151 | $446.7K | 0.24% | +180+18.5% | Added |
| Warwick Investment Management, Inc. | 1,154 | $448.0K | 0.09% | −13−1.1% | Reduced |
| Legacy Financial Group LLC | 1,154 | $448.2K | 0.06% | −29−2.5% | Reduced |
| TCFG Wealth Management, LLC | 1,157 | $449.2K | 0.20% | −5−0.4% | Reduced |
| Brogan Financial, Inc. | 1,158 | $449.5K | 0.20% | −199−14.7% | Reduced |
| Keeler Thomas Management LLC | 1,165 | $452.3K | 0.19% | −7,158−86.0% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 1,166 | $452.7K | 0.36% | +65+5.9% | Added |
| Eagle Wealth Strategies LLC | 1,167 | $453.0K | 0.25% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 1,167 | $453.2K | 0.21% | +81+7.5% | Added |
| Vista Investment Partners II, LLC | 1,169 | $453.7K | 0.22% | −6,453−84.7% | Reduced |
| Aua Capital Management, LLC | 1,170 | $454.2K | 0.27% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 1,170 | $454.2K | 0.06% | +33+2.9% | Added |
| Ergawealth Advisors, Inc. | 1,171 | $454.6K | 0.20% | +1,171 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1,172 | $454.9K | 0.74% | −201−14.6% | Reduced |
| Canvas Wealth Advisors, LLC | 1,052 | $455.5K | 0.09% | +124+13.4% | Added |
| American Money Management, LLC | 1,173 | $455.5K | 0.08% | −64−5.2% | Reduced |
| Optas, LLC | 1,174 | $455.8K | 0.09% | +92+8.5% | Added |
| Crews Bank & Trust | 1,176 | $456.5K | 0.07% | +162+16.0% | Added |
| FSM Wealth Advisors, LLC | 1,169 | $457.6K | 0.07% | +303+35.0% | Added |
| Keb Asset Management, LLC | 1,179 | $457.7K | 0.11% | 00.0% | Unchanged |
| Meredith Wealth Planning | 1,180 | $458.1K | 0.17% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,183 | $459.3K | 0.02% | −5,027−81.0% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,184 | $459.7K | 0.25% | +1,184 | New |
| Trust Co of Kansas | 1,185 | $460.0K | 0.22% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 1,188 | $461.4K | 0.34% | +4+0.3% | Added |
| Boston Trust Walden Corp | 1,189 | $461.6K | 0.00% | −15−1.2% | Reduced |
| Longview Financial Advisors LLC | 1,190 | $462.0K | 0.29% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 1,191 | $462.4K | 0.23% | −245−17.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,193 | $463.2K | 0.17% | +25+2.1% | Added |
| Meridian Financial Partners LLC | 1,194 | $464.0K | 0.22% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 1,195 | $464.0K | 0.00% | +186+18.4% | Added |
| Northstar Financial Companies, Inc. | 1,196 | $464.4K | 0.48% | −43−3.5% | Reduced |
| Gilman Hill Asset Management, LLC | 1,199 | $465.5K | 0.08% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,199 | $465.5K | 0.09% | −5−0.4% | Reduced |
| M1 Capital Management LLC | 1,200 | $465.9K | 0.23% | −161−11.8% | Reduced |
| Fairfield, Bush & Co. | 1,200 | $465.9K | 0.26% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 1,200 | $465.9K | 0.03% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,200 | $465.9K | 0.20% | +2+0.2% | Added |
| CJM Wealth Advisers, Ltd. | 1,202 | $466.7K | 0.16% | +1+0.1% | Added |
| Tower Wealth Partners, Inc. | 1,203 | $467.0K | 0.28% | +84+7.5% | Added |
| Mindset Wealth Management, LLC | 1,204 | $467.3K | 0.15% | +2+0.2% | Added |
| First Nebraska Trust Co | 1,206 | $468.2K | 0.04% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 1,208 | $469.2K | 0.18% | 00.0% | Unchanged |
| Miller Financial Services LLC | 1,209 | $469.5K | 0.60% | −7−0.6% | Reduced |
| Regatta Capital Group, LLC | 1,210 | $469.6K | 0.08% | −9−0.7% | Reduced |
| Smith Shellnut Wilson LLC | 1,216 | $472.1K | 0.20% | −354−22.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,216 | $472.2K | 0.06% | +29+2.4% | Added |
| Gries Financial LLC | 1,217 | $472.5K | 0.09% | +18+1.5% | Added |
| Kornitzer Capital Management Inc | 1,228 | $476.7K | 0.01% | −22−1.8% | Reduced |
| Asset Planning,Inc | 1,230 | $477.6K | 0.36% | +143+13.2% | Added |
| Sandy Cove Advisors, LLC | 1,232 | $478.3K | 0.17% | −89−6.7% | Reduced |