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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 8,368 | $3.25M | 0.14% | −5,357−39.0% | Reduced |
| Daymark Wealth Partners, LLC | 8,347 | $3.24M | 0.12% | −103−1.2% | Reduced |
| River Street Advisors LLC | 8,318 | $3.23M | 1.39% | −204−2.4% | Reduced |
| Radnor Capital Management, LLC | 8,312 | $3.23M | 0.51% | 00.0% | Unchanged |
| Stenger Family Office, LLC | 7,411 | $3.22M | 0.85% | +7,411 | New |
| Penobscot Investment Management Company, Inc. | 8,255 | $3.20M | 0.27% | −660−7.4% | Reduced |
| Foundations Investment Advisors, LLC | 8,253 | $3.20M | 0.05% | −591−6.7% | Reduced |
| Abn Amro Investment Solutions | 8,243 | $3.20M | 0.06% | −322−3.8% | Reduced |
| Mainstay Capital Management LLC | 8,232 | $3.20M | 0.16% | +4,199+104.1% | Added |
| Hudock, Inc. | 8,219 | $3.19M | 0.51% | +6+0.1% | Added |
| Monetary Management Group Inc | 8,212 | $3.19M | 0.78% | 00.0% | Unchanged |
| Boltwood Capital Management | 8,211 | $3.19M | 0.91% | +16+0.2% | Added |
| Panagora Asset Management Inc | 8,136 | $3.16M | 0.01% | −19,439−70.5% | Reduced |
| Focused Wealth Management, Inc | 8,133 | $3.16M | 0.39% | +171+2.1% | Added |
| Banque Transatlantique SA | 8,049 | $3.14M | 0.09% | +519+6.9% | Added |
| L & S Advisors Inc | 8,029 | $3.12M | 0.31% | −4,444−35.6% | Reduced |
| RFG Advisory, LLC | 8,004 | $3.11M | 0.07% | +1,141+16.6% | Added |
| MidWestOne Financial Group, Inc. | 7,987 | $3.10M | 0.40% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,974 | $3.10M | 0.18% | +335+4.4% | Added |
| Petredis Investment Advisors LLC | 7,956 | $3.09M | 0.27% | +88+1.1% | Added |
| Adirondack Trust Co | 7,912 | $3.07M | 1.12% | −41−0.5% | Reduced |
| Phoenix Holdings Ltd. | 8,039 | $3.06M | 0.04% | +2,671+49.8% | Added |
| Fruth Investment Management | 7,878 | $3.06M | 0.83% | −20−0.3% | Reduced |
| Loudon Investment Management, LLC | 7,876 | $3.06M | 1.69% | −12−0.2% | Reduced |
| Wedmont Private Capital | 7,573 | $3.05M | 0.13% | +425+5.9% | Added |
| Jaffetilchin Investment Partners, LLC | 7,830 | $3.04M | 0.20% | −2,886−26.9% | Reduced |
| Field & Main Bank | 7,816 | $3.03M | 0.99% | −41−0.5% | Reduced |
| Stamos Capital Partners, L.P. | 7,815 | $3.03M | 0.54% | +1,164+17.5% | Added |
| Gifford Fong Associates | 7,800 | $3.03M | 0.70% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 7,781 | $3.02M | 0.37% | −4,042−34.2% | Reduced |
| Oxbow Advisors, LLC | 7,768 | $3.02M | 0.33% | 00.0% | Unchanged |
| BCM Advisors, LLC | 7,001 | $3.01M | 0.64% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 7,729 | $3.00M | 0.04% | −189−2.4% | Reduced |
| MB, Levis & Associates, LLC | 7,721 | $3.00M | 1.32% | −30.0% | Reduced |
| Diversified Trust Co | 7,694 | $2.99M | 0.07% | −2,848−27.0% | Reduced |
| Harbor Capital Advisors, Inc. | 7,691 | $2.99M | 0.13% | −46−0.6% | Reduced |
| Sargent Investment Group, LLC | 6,976 | $2.98M | 0.40% | +70+1.0% | Added |
| Cambridge Advisors Inc. | 7,684 | $2.98M | 0.62% | −1,680−17.9% | Reduced |
| Gables Capital Management Inc. | 7,680 | $2.98M | 1.41% | −435−5.4% | Reduced |
| Orleans Capital Management Corp | 7,678 | $2.98M | 1.58% | +15+0.2% | Added |
| Argent Advisors, Inc. | 7,643 | $2.97M | 0.92% | +324+4.4% | Added |
| Harbour Investments, Inc. | 7,642 | $2.97M | 0.08% | +1,200+18.6% | Added |
| Oarsman Capital, Inc. | 7,609 | $2.95M | 0.46% | +28+0.4% | Added |
| Valley Brook Capital Group | 7,596 | $2.95M | 2.21% | −205−2.6% | Reduced |
| Exchange Bank | 7,575 | $2.94M | 2.33% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 7,566 | $2.94M | 1.36% | +6+0.1% | Added |
| MASTERINVEST Kapitalanlage GmbH | 7,561 | $2.94M | 0.31% | +7,561 | New |
| D. Scott Neal, Inc. | 7,549 | $2.93M | 1.46% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 7,549 | $2.93M | 0.97% | +95+1.3% | Added |
| Old Port Advisors | 7,548 | $2.93M | 0.80% | −176−2.3% | Reduced |
| Fairfield Financial Advisors, LTD | 7,545 | $2.93M | 1.03% | −1,414−15.8% | Reduced |
| Ballentine Partners, LLC | 7,525 | $2.92M | 0.04% | −766−9.2% | Reduced |
| Inspire Advisors, LLC | 7,498 | $2.91M | 0.30% | −852−10.2% | Reduced |
| Hilltop Holdings Inc. | 7,475 | $2.90M | 0.19% | +1,824+32.3% | Added |
| Park National Corp | 7,454 | $2.89M | 0.10% | −768−9.3% | Reduced |
| Tyche Wealth Partners LLC | 7,440 | $2.89M | 0.58% | +31+0.4% | Added |
| Arrow Financial Corp | 7,429 | $2.88M | 0.30% | +92+1.3% | Added |
| Cim Investment Mangement Inc | 7,662 | $2.88M | 0.55% | +3,825+99.7% | Added |
| Forum Financial Management, LP | 7,401 | $2.87M | 0.04% | +224+3.1% | Added |
| Accurate Wealth Management, LLC | 7,031 | $2.87M | 0.44% | +820+13.2% | Added |
| Gladstone Institutional Advisory LLC | 7,385 | $2.87M | 0.12% | +437+6.3% | Added |
| Delta Global Management LP | 7,280 | $2.83M | 0.19% | +7,280 | New |
| Legacy Bridge, LLC | 7,272 | $2.82M | 1.34% | +300+4.3% | Added |
| G&S Capital LLC | 7,249 | $2.81M | 1.12% | −44−0.6% | Reduced |
| Berkshire Bank | 7,246 | $2.81M | 0.64% | −110−1.5% | Reduced |
| Ignite Planners, LLC | 6,772 | $2.80M | 0.49% | +111+1.7% | Added |
| Westerkirk Capital Inc. | 7,210 | $2.80M | 0.35% | +7,210 | New |
| Assetmark, Inc | 7,209 | $2.80M | 0.01% | −12,405−63.2% | Reduced |
| Umpqua Bank | 7,072 | $2.79M | 0.85% | −130−1.8% | Reduced |
| Stone Point Wealth LLC | 7,177 | $2.79M | 0.86% | +100+1.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,161 | $2.78M | 0.23% | +1,031+16.8% | Added |
| Vivid Wealth Management, LLC | 7,155 | $2.78M | 1.22% | +128+1.8% | Added |
| Dorsey & Whitney Trust CO LLC | 7,124 | $2.77M | 0.15% | −415−5.5% | Reduced |
| Old Mission Investment Co LLC | 7,103 | $2.76M | 0.75% | +453+6.8% | Added |
| LGT Fund Management Co Ltd. | 7,071 | $2.75M | 0.24% | +1,822+34.7% | Added |
| Cross Staff Investments Inc | 7,066 | $2.74M | 2.04% | 00.0% | Unchanged |
| Capital & Planning, LLC | 7,045 | $2.73M | 1.86% | −74−1.0% | Reduced |
| Forefront Wealth Management Inc. | 7,030 | $2.73M | 2.19% | +19+0.3% | Added |
| Great Lakes Retirement, Inc. | 6,984 | $2.71M | 0.32% | +291+4.3% | Added |
| Arete Wealth Advisors, LLC | 6,977 | $2.71M | 0.19% | −2,086−23.0% | Reduced |
| Quest Investment Management LLC | 6,968 | $2.71M | 0.30% | 00.0% | Unchanged |
| Becker Capital Management Inc | 6,956 | $2.70M | 0.08% | −580−7.7% | Reduced |
| Modera Wealth Management, LLC | 6,951 | $2.70M | 0.03% | −20.0% | Reduced |
| Pinnbrook Capital Management LP | 6,944 | $2.70M | 0.71% | +6,944 | New |
| Valley National Advisers Inc | 6,941 | $2.69M | 0.44% | +15+0.2% | Added |
| Nemes Rush Group LLC | 6,923 | $2.69M | 0.29% | +304+4.6% | Added |
| Schear Investment Advisers, LLC | 6,904 | $2.68M | 1.33% | −77−1.1% | Reduced |
| Hennessy Advisors Inc | 6,900 | $2.68M | 0.09% | −100−1.4% | Reduced |
| Howland Capital Management LLC | 6,875 | $2.67M | 0.11% | −942−12.1% | Reduced |
| Qtron Investments LLC | 6,807 | $2.64M | 0.34% | −1,409−17.1% | Reduced |
| Westwood Holdings Group Inc. | 6,807 | $2.64M | 0.02% | +960+16.4% | Added |
| Brighton Jones LLC | 6,805 | $2.64M | 0.07% | −626−8.4% | Reduced |
| Ostrum Asset Management | 6,803 | $2.64M | 0.12% | −196−2.8% | Reduced |
| Staley Capital Advisers Inc | 6,800 | $2.64M | 0.11% | 00.0% | Unchanged |
| Greenfield Savings Bank | 6,717 | $2.61M | 1.18% | +71+1.1% | Added |
| Eagle Rock Investment Company, LLC | 6,700 | $2.60M | 0.41% | 00.0% | Unchanged |
| Ar Asset Management Inc | 6,700 | $2.60M | 0.58% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6,694 | $2.60M | 0.07% | −1,227−15.5% | Reduced |
| Southeast Asset Advisors Inc. | 6,629 | $2.57M | 0.31% | +30.0% | Added |
| Court Place Advisors, LLC | 6,615 | $2.57M | 0.81% | −20−0.3% | Reduced |