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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 5,501 | $2.14M | 0.12% | +16+0.3% | Added |
| Intellectus Partners, LLC | 5,493 | $2.13M | 0.46% | −219−3.8% | Reduced |
| Clark Capital Management Group, Inc. | 5,483 | $2.13M | 0.01% | −56−1.0% | Reduced |
| SCS Capital Management LLC | 5,465 | $2.12M | 0.02% | +20+0.4% | Added |
| Advisors Management Group Inc | 5,449 | $2.12M | 0.40% | −13−0.2% | Reduced |
| Trust Point Inc. | 5,440 | $2.11M | 0.20% | −62−1.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,413 | $2.10M | 0.03% | −512−8.6% | Reduced |
| Roman Butler Fullerton & Co | 4,836 | $2.10M | 0.62% | +8+0.2% | Added |
| David Loasby | 4,892 | $2.10M | 0.18% | +1,006+25.9% | Added |
| Nations Financial Group Inc, | 5,400 | $2.10M | 0.14% | −64−1.2% | Reduced |
| Camden Capital, LLC | 5,392 | $2.09M | 0.20% | −1,522−22.0% | Reduced |
| Am Investment Strategies LLC | 5,365 | $2.08M | 0.49% | +936+21.1% | Added |
| Garde Capital, Inc. | 5,359 | $2.08M | 0.11% | +20.0% | Added |
| Ti-Trust, Inc | 5,356 | $2.08M | 1.39% | −100−1.8% | Reduced |
| Core Wealth Advisors, Inc. | 5,355 | $2.08M | 0.60% | −1,978−27.0% | Reduced |
| Econ Financial Services Corp | 5,349 | $2.08M | 1.07% | +5,349 | New |
| Silverlake Wealth Management LLC | 5,328 | $2.07M | 0.61% | +1,640+44.5% | Added |
| Brady Family Wealth, LLC | 5,324 | $2.07M | 0.64% | +4,635+672.7% | Added |
| Eisler Capital Management Ltd. | 5,299 | $2.06M | 0.07% | −50,750−90.5% | Reduced |
| Patton Albertson Miller Group, LLC | 5,289 | $2.05M | 0.27% | −58−1.1% | Reduced |
| LOM Asset Management Ltd | 5,286 | $2.05M | 0.69% | +5,286 | New |
| Advisory Alpha, LLC | 5,275 | $2.05M | 0.06% | +223+4.4% | Added |
| Woodard & Co Asset Management Group Inc | 5,264 | $2.04M | 0.38% | +248+4.9% | Added |
| Connecticut Wealth Management, LLC | 5,253 | $2.04M | 0.10% | −48−0.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 5,237 | $2.03M | 0.43% | −6−0.1% | Reduced |
| Federated Hermes, Inc. | 5,233 | $2.03M | 0.00% | −41,506−88.8% | Reduced |
| Littlejohn Financial Services, Inc. | 5,225 | $2.03M | 1.57% | −288−5.2% | Reduced |
| Y.D. More Investments Ltd | 5,226 | $2.03M | 0.14% | +138+2.7% | Added |
| Rollins Financial Advisors, LLC | 5,219 | $2.03M | 0.32% | −2,221−29.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,214 | $2.02M | 0.23% | −360−6.5% | Reduced |
| Andra AP-fonden | 5,200 | $2.02M | 0.03% | −15,700−75.1% | Reduced |
| IFC Advisors LLC | 5,186 | $2.01M | 0.38% | +119+2.3% | Added |
| Rodgers Brothers Inc. | 5,176 | $2.01M | 0.25% | +1,500+40.8% | Added |
| Benedict Financial Advisors Inc | 5,171 | $2.01M | 0.45% | +81+1.6% | Added |
| Allegheny Financial Group LTD | 5,168 | $2.01M | 0.45% | +1,191+29.9% | Added |
| Journey Strategic Wealth LLC | 5,148 | $2.00M | 0.06% | +1,509+41.5% | Added |
| Pallas Capital Advisors LLC | 5,133 | $1.99M | 0.08% | −11,249−68.7% | Reduced |
| Atlas Brown,Inc. | 5,119 | $1.99M | 0.64% | −157−3.0% | Reduced |
| Moody National Bank Trust Division | 5,116 | $1.99M | 0.18% | +39+0.8% | Added |
| Aaron Wealth Advisors | 5,111 | $1.98M | 0.20% | −479−8.6% | Reduced |
| Savvy Advisors, Inc. | 5,105 | $1.98M | 0.13% | +838+19.6% | Added |
| True North Advisors, LLC | 5,058 | $1.96M | 0.38% | −169−3.2% | Reduced |
| Granite Investment Partners, LLC | 5,054 | $1.96M | 0.10% | +1,125+28.6% | Added |
| Beacon Investment Advisors LLC | 5,094 | $1.96M | 0.85% | +11+0.2% | Added |
| Sava Infond d.o.o. | 5,040 | $1.96M | 0.31% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 5,350 | $1.96M | 0.03% | +3,290+159.7% | Added |
| Northern Financial Advisors Inc | 5,030 | $1.95M | 1.47% | −70−1.4% | Reduced |
| Nwam LLC | 4,656 | $1.94M | 0.11% | −136−2.8% | Reduced |
| Next Century Growth Investors LLC | 5,005 | $1.94M | 0.15% | +5,005 | New |
| Wolff Financial Management LLC | 5,002 | $1.94M | 0.50% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 5,000 | $1.94M | 0.08% | +5,000 | New |
| Cladis Investment Advisory, LLC | 5,000 | $1.94M | 1.22% | 00.0% | Unchanged |
| Haverford Trust Co | 4,997 | $1.94M | 0.02% | −730−12.7% | Reduced |
| Guardian Investment Management | 4,987 | $1.94M | 2.00% | +400+8.7% | Added |
| High Falls Advisors, Inc | 4,986 | $1.94M | 0.43% | +12+0.2% | Added |
| Papp L Roy & Associates | 4,982 | $1.93M | 0.23% | 00.0% | Unchanged |
| WBH Advisory Inc | 4,981 | $1.93M | 0.16% | −50−1.0% | Reduced |
| West Oak Capital, LLC | 4,972 | $1.93M | 0.76% | +40+0.8% | Added |
| Retirement Guys Formula LLC | 4,960 | $1.93M | 0.73% | +291+6.2% | Added |
| Dumont & Blake Investment Advisors LLC | 4,954 | $1.92M | 0.50% | +25+0.5% | Added |
| Opes Wealth Management LLC | 4,952 | $1.92M | 0.34% | −5−0.1% | Reduced |
| Woodmont Investment Counsel LLC | 4,918 | $1.91M | 0.13% | +88+1.8% | Added |
| DHJJ Financial Advisors, Ltd. | 4,914 | $1.91M | 0.69% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,879 | $1.89M | 0.07% | −294−5.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,870 | $1.89M | 1.31% | −25−0.5% | Reduced |
| Diamant Asset Management, Inc. | 4,858 | $1.89M | 1.44% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 4,858 | $1.89M | 0.22% | +3,301+212.0% | Added |
| Harbor Group, Inc. | 4,857 | $1.89M | 0.33% | 00.0% | Unchanged |
| Pitcairn Co | 4,857 | $1.89M | 0.12% | +309+6.8% | Added |
| CFM Wealth Partners LLC | 4,853 | $1.88M | 0.30% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 4,850 | $1.88M | 0.04% | +526+12.2% | Added |
| Simplicity Wealth,LLC | 4,826 | $1.87M | 0.08% | +180+3.9% | Added |
| Burke & Herbert Bank & Trust Co | 4,826 | $1.87M | 0.42% | +411+9.3% | Added |
| Garrison Point Advisors, LLC | 4,815 | $1.87M | 0.86% | −175−3.5% | Reduced |
| Sunpointe, LLC | 4,786 | $1.86M | 0.74% | +87+1.9% | Added |
| Princeton Capital Management LLC | 4,768 | $1.85M | 0.55% | −170−3.4% | Reduced |
| Journey Advisory Group, LLC | 4,749 | $1.84M | 0.14% | −39−0.8% | Reduced |
| Hillsdale Investment Management Inc. | 4,737 | $1.84M | 0.07% | +3,710+361.2% | Added |
| Founders Financial Securities LLC | 4,736 | $1.84M | 0.14% | +24+0.5% | Added |
| Inman Jager Wealth Management, LLC | 4,722 | $1.83M | 1.24% | +214+4.7% | Added |
| Kerusso Capital Management LLC | 4,718 | $1.83M | 1.13% | +3+0.1% | Added |
| Norden Group LLC | 4,700 | $1.82M | 0.20% | +247+5.5% | Added |
| Tanglewood Legacy Advisors, LLC | 4,685 | $1.82M | 0.75% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 4,683 | $1.82M | 1.22% | +27+0.6% | Added |
| Emprise Bank | 4,676 | $1.82M | 0.87% | +156+3.5% | Added |
| Westover Capital Advisors, LLC | 4,676 | $1.82M | 0.36% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 4,661 | $1.81M | 0.54% | +740+18.9% | Added |
| Csenge Advisory Group | 5,198 | $1.81M | 0.10% | +515+11.0% | Added |
| Sawyer & Company, Inc | 1,692 | $1.80M | 0.65% | +1,692 | New |
| Catalyst Financial Partners LLC | 4,636 | $1.80M | 0.20% | −113−2.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,626 | $1.80M | 0.29% | +296+6.8% | Added |
| Global Trust Asset Management, LLC | 4,605 | $1.79M | 0.96% | −858−15.7% | Reduced |
| BayBridge Capital Group, LLC | 4,598 | $1.78M | 1.15% | +125+2.8% | Added |
| Gsa Capital Partners LLP | 4,590 | $1.78M | 0.12% | +3,310+258.6% | Added |
| Portside Wealth Group, LLC | 4,576 | $1.78M | 0.26% | +337+7.9% | Added |
| Norway Savings Bank | 4,573 | $1.78M | 0.91% | +128+2.9% | Added |
| Glen Eagle Advisors, LLC | 4,572 | $1.77M | 0.27% | −2,637−36.6% | Reduced |
| Cigna Investments Inc | 4,561 | $1.77M | 0.30% | −288−5.9% | Reduced |
| Kovack Advisors, Inc. | 4,559 | $1.77M | 0.17% | +44+1.0% | Added |
| Fundamentun, LLC | 4,555 | $1.77M | 0.08% | +20.0% | Added |