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 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 6,599 | $2.56M | 0.17% | −410−5.8% | Reduced |
| Gen-Wealth Partners Inc | 6,595 | $2.56M | 0.99% | +195+3.0% | Added |
| AMG National Trust Bank | 6,591 | $2.56M | 0.07% | +45+0.7% | Added |
| Compton Wealth Advisory Group, LLC | 6,533 | $2.54M | 0.64% | +93+1.4% | Added |
| International Assets Investment Management, LLC | 6,515 | $2.53M | 0.20% | +130+2.0% | Added |
| Coastline Trust Co | 6,506 | $2.53M | 0.29% | −15−0.2% | Reduced |
| JBR Co Financial Management Inc | 6,497 | $2.52M | 1.25% | −1,115−14.6% | Reduced |
| Shepherd Financial Partners LLC | 6,481 | $2.52M | 0.27% | +8+0.1% | Added |
| Oddo BHF Asset Management SAS | 6,465 | $2.51M | 0.10% | −1,628−20.1% | Reduced |
| TKG Advisors, LLC | 6,448 | $2.50M | 1.12% | +66+1.0% | Added |
| Ossiam | 6,434 | $2.50M | 0.03% | +6,153+2,189.7% | Added |
| Syon Capital LLC | 6,426 | $2.49M | 0.17% | −140−2.1% | Reduced |
| Avantax Planning Partners, Inc. | 6,422 | $2.49M | 0.08% | +16+0.2% | Added |
| Trust Investment Advisors | 6,422 | $2.49M | 1.51% | −345−5.1% | Reduced |
| Rexford Capital Inc | 6,408 | $2.49M | 2.06% | +6,408 | New |
| Dana Investment Advisors, Inc. | 6,401 | $2.48M | 0.08% | +601+10.4% | Added |
| Heritage Wealth Management, Inc. | 6,392 | $2.48M | 0.80% | −246−3.7% | Reduced |
| Franklin Street Advisors Inc | 6,371 | $2.47M | 0.15% | −590−8.5% | Reduced |
| Advisors Preferred, LLC | 6,300 | $2.46M | 0.41% | 00.0% | Unchanged |
| CNB Bank | 6,339 | $2.46M | 1.17% | +68+1.1% | Added |
| Parkside Financial Bank & Trust | 6,326 | $2.46M | 0.26% | +59+0.9% | Added |
| Good Life Advisors, LLC | 6,323 | $2.45M | 0.15% | +18+0.3% | Added |
| Ellis Investment Partners, LLC | 6,315 | $2.45M | 0.48% | +11+0.2% | Added |
| Greenberg Financial Group | 2,290 | $2.44M | 0.93% | −55−2.3% | Reduced |
| Fort Point Capital Partners LLC | 6,275 | $2.44M | 0.24% | −36−0.6% | Reduced |
| Little House Capital LLC | 6,272 | $2.43M | 0.61% | −1,459−18.9% | Reduced |
| Massachusetts Wealth Management | 6,262 | $2.43M | 1.37% | +115+1.9% | Added |
| River Wealth Advisors LLC | 6,232 | $2.42M | 0.30% | +145+2.4% | Added |
| Resources Management Corp | 6,230 | $2.42M | 0.33% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,229 | $2.42M | 0.14% | +107+1.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,324 | $2.42M | 1.35% | 00.0% | Unchanged |
| BankPlus Trust Department | 6,212 | $2.41M | 0.71% | +1,325+27.1% | Added |
| Strategic Advisors LLC | 6,176 | $2.40M | 0.47% | +165+2.7% | Added |
| Bahl & Gaynor Inc | 6,167 | $2.39M | 0.01% | +389+6.7% | Added |
| Thompson Siegel & Walmsley LLC | 6,156 | $2.39M | 0.04% | +155+2.6% | Added |
| Triangle Securities Wealth Management | 6,151 | $2.39M | 0.59% | −718−10.5% | Reduced |
| FLC Capital Advisors | 6,126 | $2.38M | 0.49% | −10−0.2% | Reduced |
| Confluence Wealth Services, Inc. | 6,124 | $2.38M | 0.13% | −118−1.9% | Reduced |
| Vantage Point Financial LLC | 6,113 | $2.37M | 1.04% | −51−0.8% | Reduced |
| MONECO Advisors, LLC | 6,109 | $2.37M | 0.22% | +40+0.7% | Added |
| BOS Asset Management, LLC | 6,107 | $2.37M | 0.76% | +3,562+140.0% | Added |
| Redmond Asset Management, LLC | 6,096 | $2.37M | 0.56% | −565−8.5% | Reduced |
| Oak Asset Management, LLC | 6,095 | $2.37M | 0.85% | −25−0.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 6,084 | $2.36M | 0.45% | +1,042+20.7% | Added |
| Victrix Investment Advisors | 6,078 | $2.36M | 1.04% | +281+4.8% | Added |
| Private Trust Co NA | 6,059 | $2.35M | 0.22% | −1,703−21.9% | Reduced |
| Kentucky Trust Co | 6,058 | $2.35M | 1.35% | +95+1.6% | Added |
| Osborne Partners Capital Management, LLC | 6,040 | $2.34M | 0.12% | −53−0.9% | Reduced |
| Biltmore Family Office, LLC | 6,040 | $2.34M | 0.40% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 6,036 | $2.34M | 0.58% | −165−2.7% | Reduced |
| Eads & Heald Wealth Management | 6,033 | $2.34M | 1.16% | −175−2.8% | Reduced |
| Wilson & Boucher Capital Management, LLC | 6,031 | $2.34M | 1.63% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 6,026 | $2.34M | 0.18% | +1,032+20.7% | Added |
| Crawford Investment Counsel Inc | 6,021 | $2.34M | 0.04% | +171+2.9% | Added |
| Weatherly Asset Management L. P. | 6,015 | $2.34M | 0.20% | −192−3.1% | Reduced |
| Wealth Architects, LLC | 6,009 | $2.33M | 0.24% | +121+2.1% | Added |
| NewEdge Wealth, LLC | 5,582 | $2.33M | 0.04% | −546−8.9% | Reduced |
| 44 Wealth Management LLC | 5,993 | $2.33M | 0.82% | −364−5.7% | Reduced |
| WealthPlan Investment Management, LLC | 5,992 | $2.33M | 0.17% | −108−1.8% | Reduced |
| CFC Planning Co LLC | 5,982 | $2.32M | 2.24% | +784+15.1% | Added |
| Keudell/Morrison Wealth Management | 5,978 | $2.32M | 0.51% | −174−2.8% | Reduced |
| Chicago Capital, LLC | 5,959 | $2.31M | 0.06% | −9,975−62.6% | Reduced |
| JFS Wealth Advisors, LLC | 5,957 | $2.31M | 0.15% | +126+2.2% | Added |
| Trueblood Wealth Management, LLC | 5,914 | $2.30M | 0.96% | −872−12.8% | Reduced |
| Amussen Hunsaker Associates LLC | 5,894 | $2.29M | 0.25% | +1,406+31.3% | Added |
| Drive Wealth Management, LLC | 5,884 | $2.28M | 0.50% | −136−2.3% | Reduced |
| HHM Wealth Advisors, LLC | 5,882 | $2.28M | 0.27% | −224−3.7% | Reduced |
| Chapin Davis, Inc. | 5,877 | $2.28M | 0.63% | −909−13.4% | Reduced |
| Ocean Capital Management, LLC | 5,874 | $2.28M | 0.50% | −57−1.0% | Reduced |
| Cordatus Wealth Management LLC | 5,834 | $2.27M | 0.56% | −238−3.9% | Reduced |
| Bernard Wealth Management Corp. | 5,828 | $2.26M | 1.05% | −2,562−30.5% | Reduced |
| Crown Oak Advisors, LLC | 5,821 | $2.26M | 1.07% | −179−3.0% | Reduced |
| AdvisorNet Financial, Inc | 5,815 | $2.26M | 0.15% | +482+9.0% | Added |
| Wealth Group, Ltd. | 5,814 | $2.26M | 2.24% | +629+12.1% | Added |
| Investment House LLC | 5,808 | $2.25M | 0.11% | +100+1.8% | Added |
| Stratos Wealth Advisors, LLC | 5,801 | $2.25M | 0.12% | +503+9.5% | Added |
| Larson Financial Group LLC | 5,798 | $2.25M | 0.09% | +875+17.8% | Added |
| Essex Savings Bank | 5,784 | $2.25M | 0.54% | −245−4.1% | Reduced |
| Alaethes Wealth LLC | 5,773 | $2.24M | 0.67% | +135+2.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 5,759 | $2.24M | 1.09% | −380−6.2% | Reduced |
| Watershed Private Wealth LLC | 5,756 | $2.23M | 0.81% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 5,753 | $2.23M | 0.08% | −234−3.9% | Reduced |
| Capital Investment Advisory Services, LLC | 5,716 | $2.22M | 0.18% | +332+6.2% | Added |
| Almanack Investment Partners, LLC. | 5,708 | $2.22M | 0.35% | +5,708 | New |
| Cottage Street Advisors LLC | 5,708 | $2.22M | 1.15% | −154−2.6% | Reduced |
| Applied Finance Capital Management, LLC | 5,677 | $2.20M | 0.15% | +452+8.7% | Added |
| First National Bank Sioux Falls | 5,653 | $2.19M | 0.81% | −198−3.4% | Reduced |
| Convergence Investment Partners, LLC | 5,623 | $2.18M | 0.55% | −54−1.0% | Reduced |
| Checchi Capital Advisers, LLC | 5,616 | $2.18M | 0.15% | −661−10.5% | Reduced |
| Hager Investment Management Services, LLC | 5,608 | $2.18M | 1.30% | −36−0.6% | Reduced |
| Beaton Management Co. Inc. | 5,603 | $2.17M | 1.06% | 00.0% | Unchanged |
| WD Rutherford LLC | 5,602 | $2.17M | 1.00% | −93−1.6% | Reduced |
| Huntleigh Advisors, Inc. | 5,598 | $2.17M | 0.42% | −20.0% | Reduced |
| Garrett Investment Advisors LLC | 5,594 | $2.17M | 0.19% | −994−15.1% | Reduced |
| Perkins Coie Trust Co | 5,588 | $2.17M | 0.37% | −306−5.2% | Reduced |
| Cascade Investment Advisors, Inc. | 5,580 | $2.17M | 1.39% | −540−8.8% | Reduced |
| Bridges Investment Management Inc | 5,578 | $2.17M | 0.03% | −37−0.7% | Reduced |
| RD Lewis Holdings, Inc. | 5,190 | $2.17M | 2.19% | −34−0.7% | Reduced |
| IFG Advisory, LLC | 5,570 | $2.16M | 0.11% | +377+7.3% | Added |
| Ingalls & Snyder LLC | 5,540 | $2.15M | 0.08% | +45+0.8% | Added |