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
- 3,022
- +159 vs. Q1 2025
- Shares held
- 330.2M
- +1.91K (0.0%) vs. Q1 2025
- Total value
- $128.0B
- +$19.2B (+17.6%) vs. Q1 2025
- New holders
- 285
- 1,150 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 |
|---|---|---|---|---|---|
| Midland Wealth Advisors LLC | 3,905 | $1.52M | 0.08% | −268−6.4% | Reduced |
| Capital International Sarl | 3,899 | $1.51M | 0.03% | −57,581−93.7% | Reduced |
| Canopy Partners, LLC | 3,893 | $1.51M | 0.55% | −695−15.1% | Reduced |
| Capital Management Associates, Inc | 3,890 | $1.51M | 0.48% | +216+5.9% | Added |
| Patrick M Sweeney & Associates, Inc | 3,789 | $1.51M | 1.04% | +50+1.3% | Added |
| Burford Brothers, Inc. | 3,882 | $1.51M | 0.69% | −16−0.4% | Reduced |
| Thomasville National Bank | 3,862 | $1.50M | 0.10% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 3,861 | $1.50M | 0.06% | −148−3.7% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,860 | $1.50M | 0.33% | +13+0.3% | Added |
| Wilkins Investment Counsel Inc | 3,841 | $1.49M | 0.21% | −329−7.9% | Reduced |
| La Banque Postale Asset Management SA | 3,835 | $1.49M | 0.02% | +291+8.2% | Added |
| LRI Investments, LLC | 3,831 | $1.49M | 0.13% | −10−0.3% | Reduced |
| SBI Securities Co., Ltd. | 3,786 | $1.47M | 0.04% | +246+6.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,780 | $1.47M | 0.96% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 3,777 | $1.47M | 1.09% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 3,771 | $1.46M | 0.70% | +59+1.6% | Added |
| Rockland Trust Co | 3,765 | $1.46M | 0.07% | −587−13.5% | Reduced |
| Montis Financial, LLC | 3,760 | $1.46M | 0.41% | −18−0.5% | Reduced |
| Patten & Patten Inc | 3,760 | $1.46M | 0.09% | −139−3.6% | Reduced |
| SNS Financial Group, LLC | 3,756 | $1.46M | 0.14% | −52−1.4% | Reduced |
| Venturi Wealth Management, LLC | 3,752 | $1.46M | 0.07% | −685−15.4% | Reduced |
| Spreng Capital Management, Inc. | 3,750 | $1.46M | 0.60% | −42−1.1% | Reduced |
| 1858 Wealth Management, LLC | 3,741 | $1.45M | 1.07% | −10−0.3% | Reduced |
| Redwood Investment Management, LLC | 3,741 | $1.45M | 0.15% | −457−10.9% | Reduced |
| Heck Capital Advisors, LLC | 3,734 | $1.45M | 0.12% | +1,187+46.6% | Added |
| Fort Sheridan Advisors LLC | 3,721 | $1.44M | 0.21% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,720 | $1.44M | 0.11% | −428−10.3% | Reduced |
| Texas Yale Capital Corp. | 3,719 | $1.44M | 0.05% | −393−9.6% | Reduced |
| Cypress Capital Group | 3,717 | $1.44M | 0.18% | −25−0.7% | Reduced |
| Douglas Lane & Associates, LLC | 3,710 | $1.44M | 0.02% | −202−5.2% | Reduced |
| Stevens Capital Management LP | 3,708 | $1.44M | 0.39% | +3,708 | New |
| Centaurus Financial, Inc. | 3,705 | $1.44M | 0.08% | +1,400+60.7% | Added |
| Blue Chip Partners, Inc. | 3,694 | $1.43M | 0.12% | −684−15.6% | Reduced |
| World Equity Group, Inc. | 3,690 | $1.43M | 0.39% | −181−4.7% | Reduced |
| Davis R M Inc | 3,685 | $1.43M | 0.03% | −173−4.5% | Reduced |
| Allen Wealth Management, LLC | 3,681 | $1.43M | 1.00% | −329−8.2% | Reduced |
| Voleon Capital Management LP | 3,681 | $1.43M | 0.08% | −4−0.1% | Reduced |
| Eqis Capital Management, Inc. | 3,675 | $1.43M | 0.11% | −591−13.9% | Reduced |
| Quad-Cities Investment Group, LLC | 3,671 | $1.43M | 0.65% | +3+0.1% | Added |
| Investment Partners, Ltd. | 3,669 | $1.42M | 0.54% | −16−0.4% | Reduced |
| Strategic Blueprint, LLC | 3,664 | $1.42M | 0.07% | −82−2.2% | Reduced |
| First Citizens Financial Corp | 3,661 | $1.42M | 0.78% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 3,654 | $1.42M | 0.25% | −287−7.3% | Reduced |
| Diversify Advisory Services, LLC | 3,434 | $1.42M | 0.05% | +1,011+41.7% | Added |
| Cherokee Insurance Co | 3,650 | $1.42M | 0.62% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 3,650 | $1.42M | 0.01% | +338+10.2% | Added |
| Insigneo Advisory Services, LLC | 3,650 | $1.42M | 0.12% | +106+3.0% | Added |
| Missouri Trust & Investment Co | 3,649 | $1.42M | 0.46% | −5−0.1% | Reduced |
| Blackhawk Capital Partners LLC. | 3,648 | $1.42M | 0.65% | +20+0.6% | Added |
| Rehmann Capital Advisory Group | 3,643 | $1.41M | 0.09% | +58+1.6% | Added |
| Circle Wealth Management, LLC | 3,641 | $1.41M | 0.03% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 3,636 | $1.41M | 0.84% | +3,636 | New |
| Fairview Capital Investment Management, LLC | 3,635 | $1.41M | 0.07% | −25−0.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,627 | $1.41M | 0.15% | +23+0.6% | Added |
| Keel Point, LLC | 3,622 | $1.41M | 0.09% | +693+23.7% | Added |
| Oakworth Capital, Inc. | 3,617 | $1.40M | 0.09% | +17+0.5% | Added |
| Waldron Private Wealth LLC | 3,608 | $1.40M | 0.06% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 3,581 | $1.39M | 0.04% | +190+5.6% | Added |
| Vanguard Capital Wealth Advisors | 3,575 | $1.39M | 1.38% | +27+0.8% | Added |
| Promethium Advisors,llc | 3,561 | $1.38M | 0.84% | −260−6.8% | Reduced |
| Boston Research & Management Inc | 3,542 | $1.38M | 0.32% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,540 | $1.37M | 0.19% | +54+1.5% | Added |
| Monticello Wealth Management, LLC | 3,527 | $1.37M | 0.10% | +10.0% | Added |
| SS&H Financial Advisors, Inc. | 3,525 | $1.37M | 0.46% | 00.0% | Unchanged |
| Security Financial Services, INC. | 3,519 | $1.37M | 0.24% | +81+2.4% | Added |
| CORDA Investment Management, LLC. | 3,515 | $1.36M | 0.10% | +324+10.2% | Added |
| Goldstone Financial Group, LLC | 3,430 | $1.36M | 0.18% | +857+33.3% | Added |
| Howard Capital Management Inc. | 3,504 | $1.36M | 0.02% | +517+17.3% | Added |
| Loomis Sayles & Co L P | 3,502 | $1.36M | 0.00% | −74−2.1% | Reduced |
| Live Oak Private Wealth LLC | 3,502 | $1.36M | 0.20% | −3−0.1% | Reduced |
| Wealth Management Partners, LLC | 3,469 | $1.36M | 0.48% | −52−1.5% | Reduced |
| Vega Investment Solutions | 3,495 | $1.36M | 0.32% | +1,609+85.3% | Added |
| Astoria Portfolio Advisors LLC. | 3,158 | $1.36M | 0.38% | −119−3.6% | Reduced |
| Sequent Asset Management, LLC | 3,483 | $1.35M | 1.08% | −15−0.4% | Reduced |
| King Wealth | 3,477 | $1.35M | 0.18% | +2+0.1% | Added |
| First Foundation Advisors | 3,473 | $1.35M | 0.05% | +1,206+53.2% | Added |
| EverSource Wealth Advisors, LLC | 3,470 | $1.35M | 0.06% | −1,174−25.3% | Reduced |
| Savoie Capital LLC | 3,465 | $1.35M | 0.17% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,708 | $1.34M | 0.12% | −713−16.1% | Reduced |
| Credit Industriel Et Commercial | 3,463 | $1.34M | 0.21% | −6,141−63.9% | Reduced |
| Bullock Wealth Management Group | 3,432 | $1.34M | 0.71% | −329−8.7% | Reduced |
| Evoke Wealth, LLC | 3,456 | $1.34M | 0.03% | +302+9.6% | Added |
| Telos Capital Management, Inc. | 3,451 | $1.34M | 0.14% | +240+7.5% | Added |
| Precision Wealth Strategies, LLC | 3,450 | $1.34M | 0.43% | +2,194+174.7% | Added |
| Transcend Wealth Collective, LLC | 3,450 | $1.34M | 0.10% | −374−9.8% | Reduced |
| CRA Financial Services, LLC | 3,448 | $1.34M | 0.20% | +11+0.3% | Added |
| Nicolet Bankshares Inc | 3,444 | $1.34M | 0.23% | −54−1.5% | Reduced |
| Valmark Advisers, Inc. | 3,443 | $1.34M | 0.02% | +30+0.9% | Added |
| Rossby Financial, LCC | 3,441 | $1.34M | 0.50% | +44+1.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,429 | $1.33M | 0.53% | −178−4.9% | Reduced |
| Legacy Financial Strategies, LLC | 3,428 | $1.33M | 0.26% | −465−11.9% | Reduced |
| Boston Private Wealth LLC | 3,420 | $1.33M | 0.07% | +3,420 | New |
| Uncommon Cents Investing LLC | 3,410 | $1.32M | 0.35% | +357+11.7% | Added |
| Quintet Private Bank (Europe) S.A. | 3,408 | $1.32M | 0.08% | −8−0.2% | Reduced |
| Total Investment Management Inc | 3,400 | $1.32M | 0.19% | +10+0.3% | Added |
| Catalytic Wealth RIA, LLC | 3,397 | $1.32M | 0.11% | +2,221+188.9% | Added |
| Lantz Financial LLC | 3,396 | $1.32M | 0.33% | −735−17.8% | Reduced |
| Rooted Wealth Advisors, Inc. | 3,247 | $1.32M | 0.46% | +102+3.2% | Added |
| Affinity Investment Advisors, LLC | 3,388 | $1.32M | 1.00% | −387−10.3% | Reduced |
| ABN AMRO Bank N.V. | 3,372 | $1.31M | 0.02% | +70+2.1% | Added |