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 |
|---|---|---|---|---|---|
| Guerra Pan Advisors, LLC | 4,549 | $1.77M | 1.16% | +36+0.8% | Added |
| XML Financial, LLC | 4,542 | $1.76M | 0.15% | +167+3.8% | Added |
| Colonial Trust Co | 4,541 | $1.76M | 0.26% | +19+0.4% | Added |
| Donaldson Capital Management, LLC | 4,536 | $1.76M | 0.06% | −105−2.3% | Reduced |
| Diligent Investors, LLC | 4,534 | $1.76M | 0.42% | +209+4.8% | Added |
| Widmann Financial Services, Inc. | 4,529 | $1.76M | 1.23% | +18+0.4% | Added |
| Evelyn Partners Investment Management LLP | 4,517 | $1.75M | 0.05% | −436−8.8% | Reduced |
| First Manhattan Co | 4,511 | $1.75M | 0.00% | −178−3.8% | Reduced |
| SOL Capital Management CO | 4,489 | $1.74M | 0.17% | +20.0% | Added |
| City State Bank | 4,483 | $1.74M | 0.55% | −30−0.7% | Reduced |
| RKL Wealth Management LLC | 4,481 | $1.74M | 0.15% | +19+0.4% | Added |
| Smartleaf Asset Management LLC | 4,514 | $1.74M | 0.15% | −625−12.2% | Reduced |
| Institute for Wealth Management, LLC. | 4,465 | $1.73M | 0.19% | −250−5.3% | Reduced |
| Cornerstone Wealth Group, LLC | 4,463 | $1.73M | 0.13% | −177−3.8% | Reduced |
| Old West Investment Management, LLC | 4,458 | $1.73M | 0.57% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 4,450 | $1.73M | 1.29% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 4,443 | $1.72M | 0.68% | −10−0.2% | Reduced |
| RS Crum Inc. | 4,430 | $1.72M | 0.41% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 4,416 | $1.71M | 0.15% | +183+4.3% | Added |
| GPS Wealth Strategies Group, LLC | 4,412 | $1.71M | 0.20% | +101+2.3% | Added |
| Courier Capital LLC | 4,391 | $1.70M | 0.10% | +129+3.0% | Added |
| IMS Capital Management | 4,375 | $1.70M | 0.79% | +2,900+196.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $1.70M | 0.05% | 00.0% | Unchanged |
| Fire Capital Management LLC | 4,369 | $1.70M | 1.08% | +328+8.1% | Added |
| NBC Securities, Inc. | 4,356 | $1.69M | 0.14% | −20−0.5% | Reduced |
| Cooper Financial Group | 4,348 | $1.69M | 0.20% | −1,221−21.9% | Reduced |
| Amarillo National Bank | 4,334 | $1.68M | 0.31% | 00.0% | Unchanged |
| Solstein Capital, LLC | 4,324 | $1.68M | 0.86% | +110+2.6% | Added |
| Cyndeo Wealth Partners, LLC | 4,321 | $1.68M | 0.10% | −11−0.3% | Reduced |
| Oak Harvest Investment Services | 4,307 | $1.67M | 0.21% | −12−0.3% | Reduced |
| Sit Investment Associates Inc | 4,300 | $1.67M | 0.04% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 4,292 | $1.67M | 0.23% | −50−1.2% | Reduced |
| Univest Financial Corp | 4,283 | $1.66M | 0.10% | +26+0.6% | Added |
| Frank, Rimerman Advisors LLC | 4,265 | $1.66M | 0.11% | −1,064−20.0% | Reduced |
| Advisor OS, LLC | 4,264 | $1.66M | 0.16% | +930+27.9% | Added |
| Motiv8 Investments LLC | 4,262 | $1.65M | 1.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 4,257 | $1.65M | 0.47% | −116−2.7% | Reduced |
| Smithfield Trust Co | 4,252 | $1.65M | 0.08% | 00.0% | Unchanged |
| RNC Capital Management LLC | 4,252 | $1.65M | 0.08% | −28−0.7% | Reduced |
| Counterweight Ventures, LLC | 4,252 | $1.65M | 1.08% | +144+3.5% | Added |
| Flagship Harbor Advisors, LLC | 4,249 | $1.65M | 0.08% | −109−2.5% | Reduced |
| Farmers Trust Co | 4,241 | $1.65M | 0.31% | −335−7.3% | Reduced |
| Trinity Legacy Partners, LLC | 3,972 | $1.64M | 0.40% | +4+0.1% | Added |
| Evernest Financial Advisors, LLC | 4,221 | $1.64M | 0.53% | +300+7.7% | Added |
| Werlinich Asset Management, LLC | 4,217 | $1.64M | 0.89% | 00.0% | Unchanged |
| UBS Oconnor LLC | 4,200 | $1.63M | 0.04% | +4,200 | New |
| Wealthspan Partners, LLC | 4,194 | $1.63M | 0.68% | −32−0.8% | Reduced |
| Sterling Capital Management LLC | 4,183 | $1.62M | 0.02% | +187+4.7% | Added |
| Aureus Asset Management, LLC | 4,178 | $1.62M | 0.10% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 4,177 | $1.62M | 0.60% | +11+0.3% | Added |
| Gateway Wealth Partners, LLC | 4,173 | $1.62M | 0.31% | +394+10.4% | Added |
| Western Wealth Management, LLC | 4,166 | $1.62M | 0.10% | −334−7.4% | Reduced |
| Washington Trust Co | 4,165 | $1.62M | 0.06% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,163 | $1.62M | 0.11% | +664+19.0% | Added |
| Vista Private Wealth Partners. LLC | 4,150 | $1.61M | 0.50% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,141 | $1.61M | 0.11% | +86+2.1% | Added |
| Avidian Wealth Solutions, LLC | 4,141 | $1.61M | 0.07% | +193+4.9% | Added |
| Precedent Wealth Partners, LLC | 4,136 | $1.61M | 0.39% | +4,136 | New |
| BBR Partners, LLC | 4,136 | $1.61M | 0.10% | −11−0.3% | Reduced |
| Cornerstone Wealth Management, LLC | 4,136 | $1.61M | 0.10% | +106+2.6% | Added |
| K.J. Harrison & Partners Inc | 4,125 | $1.60M | 0.27% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,114 | $1.60M | 0.10% | +363+9.7% | Added |
| Westhampton Capital, LLC | 4,110 | $1.60M | 0.82% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4,110 | $1.60M | 0.15% | −189−4.4% | Reduced |
| Paradigm Asset Management Co LLC | 4,100 | $1.59M | 0.39% | +500+13.9% | Added |
| Hardy Reed LLC | 4,092 | $1.59M | 0.13% | −59−1.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,094 | $1.59M | 0.65% | +569+16.1% | Added |
| United Bank | 4,083 | $1.59M | 0.61% | +2,125+108.5% | Added |
| CoreCap Advisors, LLC | 4,071 | $1.58M | 0.06% | −793−16.3% | Reduced |
| Woodward Diversified Capital, LLC | 4,067 | $1.58M | 0.80% | +1,298+46.9% | Added |
| South State Corp. | 4,062 | $1.58M | 0.07% | +165+4.2% | Added |
| Cobblestone Capital Advisors LLC | 4,062 | $1.58M | 0.08% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,048 | $1.57M | 0.05% | −523−11.4% | Reduced |
| TCG Advisory Services, LLC | 4,046 | $1.57M | 0.05% | −1,211−23.0% | Reduced |
| Birch Hill Investment Advisors LLC | 4,044 | $1.57M | 0.07% | −54−1.3% | Reduced |
| Allen Capital Group, LLC | 4,033 | $1.57M | 0.16% | −140−3.4% | Reduced |
| Optimum Investment Advisors | 4,031 | $1.56M | 0.68% | −80−1.9% | Reduced |
| Golden State Equity Partners | 4,029 | $1.56M | 0.29% | −1,285−24.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 4,023 | $1.56M | 0.24% | +55+1.4% | Added |
| Rossmore Private Capital | 4,023 | $1.56M | 0.18% | +125+3.2% | Added |
| Security National Bank | 4,014 | $1.56M | 0.27% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 4,007 | $1.56M | 0.93% | −317−7.3% | Reduced |
| IVC Wealth Advisors LLC | 4,006 | $1.56M | 0.76% | −247−5.8% | Reduced |
| Tower Bridge Advisors | 4,000 | $1.55M | 0.17% | −293−6.8% | Reduced |
| Viking Fund Management LLC | 4,000 | $1.55M | 0.21% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,995 | $1.55M | 0.22% | +77+2.0% | Added |
| HCR Wealth Advisors | 3,978 | $1.54M | 0.18% | +201+5.3% | Added |
| Souders Financial Advisors | 3,975 | $1.54M | 0.20% | +259+7.0% | Added |
| Delta Investment Management, LLC | 3,971 | $1.54M | 0.30% | −38−0.9% | Reduced |
| Van Strum & Towne Inc. | 3,965 | $1.54M | 0.49% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 3,961 | $1.54M | 0.64% | −1,885−32.2% | Reduced |
| Xcel Wealth Management, LLC | 3,960 | $1.54M | 0.44% | +439+12.5% | Added |
| Cornercap Investment Counsel Inc | 3,940 | $1.53M | 0.80% | −97−2.4% | Reduced |
| Byrne Asset Management LLC | 3,939 | $1.53M | 1.03% | +87+2.3% | Added |
| Maven Securities LTD | 3,928 | $1.52M | 0.39% | −3,776−49.0% | Reduced |
| Everett Harris & Co | 3,927 | $1.52M | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 3,924 | $1.52M | 1.21% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,915 | $1.52M | 0.07% | 00.0% | Unchanged |
| Rice Partnership, LLC | 3,913 | $1.52M | 0.26% | +3,913 | New |
| TownSquare Capital, LLC | 3,910 | $1.52M | 0.15% | −30,985−88.8% | Reduced |