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 |
|---|---|---|---|---|---|
| Marble Harbor Investment Counsel, LLC | 3,382 | $1.31M | 0.14% | −250−6.9% | Reduced |
| Avestar Capital, LLC | 3,373 | $1.31M | 0.10% | −204−5.7% | Reduced |
| Financial Management Network Inc | 3,289 | $1.31M | 0.23% | +346+11.8% | Added |
| Carnegie Capital Asset Management, LLC | 3,365 | $1.31M | 0.03% | +934+38.4% | Added |
| Main Street Financial Solutions, LLC | 3,365 | $1.31M | 0.09% | −1,237−26.9% | Reduced |
| Laurion Capital Management LP | 3,364 | $1.31M | 0.15% | +3,364 | New |
| Magnus Financial Group LLC | 3,363 | $1.31M | 0.11% | −29−0.9% | Reduced |
| Everhart Financial Group, Inc. | 3,363 | $1.31M | 0.15% | −613−15.4% | Reduced |
| Bath Savings Trust Co | 3,349 | $1.30M | 0.13% | −48−1.4% | Reduced |
| Corundum Group, Inc. | 3,345 | $1.30M | 0.57% | +63+1.9% | Added |
| First Citizens Bank & Trust Co | 3,333 | $1.29M | 0.02% | −327−8.9% | Reduced |
| Apella Capital, LLC | 3,297 | $1.29M | 0.03% | +4+0.1% | Added |
| Mendel Money Management | 3,319 | $1.29M | 0.57% | −25−0.7% | Reduced |
| Grimes & Company, Inc. | 3,318 | $1.29M | 0.04% | −33−1.0% | Reduced |
| Golden State Wealth Management, LLC | 3,307 | $1.28M | 0.16% | −251−7.1% | Reduced |
| AIA Group Ltd | 3,306 | $1.28M | 0.03% | −22,256−87.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,304 | $1.28M | 0.04% | +605+22.4% | Added |
| Scott Marsh Financial, LLC | 3,290 | $1.28M | 0.47% | +3,290 | New |
| Orca Wealth Management, LLC | 3,285 | $1.28M | 1.07% | +7+0.2% | Added |
| Berger Financial Group, Inc | 3,281 | $1.27M | 0.08% | −256−7.2% | Reduced |
| Roxbury Financial LLC | 3,280 | $1.27M | 1.24% | −48−1.4% | Reduced |
| Traphagen Investment Advisors LLC | 3,272 | $1.27M | 0.12% | +190+6.2% | Added |
| Fox Hill Wealth Management | 3,270 | $1.27M | 0.65% | +110+3.5% | Added |
| LGT Group Foundation | 3,266 | $1.27M | 0.02% | −2,544−43.8% | Reduced |
| Ascent Group, LLC | 3,260 | $1.27M | 0.05% | −1,207−27.0% | Reduced |
| Alexander Labrunerie & Co., Inc. | 3,258 | $1.26M | 0.52% | +16+0.5% | Added |
| LexAurum Advisors, LLC | 3,250 | $1.26M | 0.20% | −10.0% | Reduced |
| Beech Hill Advisors, Inc. | 3,250 | $1.26M | 0.57% | −550−14.5% | Reduced |
| Hancock Whitney Corp | 3,249 | $1.26M | 0.02% | +460+16.5% | Added |
| Founders Financial Alliance, LLC | 3,248 | $1.26M | 0.29% | −17−0.5% | Reduced |
| Boston Family Office LLC | 3,244 | $1.26M | 0.08% | −58−1.8% | Reduced |
| Keynote Financial Services LLC | 3,240 | $1.26M | 0.85% | −20−0.6% | Reduced |
| Auxier Asset Management | 3,230 | $1.25M | 0.18% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 3,223 | $1.25M | 0.09% | +120+3.9% | Added |
| Stiles Financial Services Inc | 3,217 | $1.25M | 0.43% | +121+3.9% | Added |
| L2 Asset Management, LLC | 3,209 | $1.25M | 0.20% | −766−19.3% | Reduced |
| Capital Advisors Inc | 3,209 | $1.25M | 0.02% | −466−12.7% | Reduced |
| Sittner & Nelson, LLC | 3,208 | $1.25M | 0.50% | +442+16.0% | Added |
| Provenance Wealth Advisors, LLC | 3,196 | $1.24M | 0.18% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 3,194 | $1.24M | 0.18% | −149−4.5% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 3,189 | $1.24M | 1.48% | +15+0.5% | Added |
| Herold Advisors, Inc. | 3,182 | $1.24M | 0.26% | +452+16.6% | Added |
| Ironwood Investment Counsel, LLC | 3,172 | $1.23M | 0.19% | +152+5.0% | Added |
| Benin Management CORP | 3,165 | $1.23M | 0.32% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,159 | $1.23M | 1.01% | −54−1.7% | Reduced |
| Brucke Financial, Inc. | 3,150 | $1.22M | 0.85% | −14−0.4% | Reduced |
| Hilltop National Bank | 3,141 | $1.22M | 0.32% | +3,141 | New |
| CMG Global Holdings, LLC | 2,816 | $1.22M | 0.64% | −95−3.3% | Reduced |
| Ted Buchan & Co | 3,139 | $1.22M | 0.48% | +498+18.9% | Added |
| Sage Mountain Advisors LLC | 3,137 | $1.22M | 0.08% | +85+2.8% | Added |
| Chilton Capital Management LLC | 3,115 | $1.21M | 0.04% | −28−0.9% | Reduced |
| Root Financial Partners, LLC | 3,114 | $1.21M | 0.12% | +1,413+83.1% | Added |
| Menard Financial Group LLC | 3,108 | $1.21M | 0.72% | −66−2.1% | Reduced |
| PFC Capital Group, Inc. | 3,101 | $1.20M | 0.56% | −534−14.7% | Reduced |
| Martingale Asset Management L P | 3,097 | $1.20M | 0.03% | −2,060−39.9% | Reduced |
| Alexis Investment Partners, LLC | 3,118 | $1.20M | 0.52% | +207+7.1% | Added |
| Bard Financial Services, Inc. | 3,090 | $1.20M | 0.14% | +1,825+144.3% | Added |
| Agf Management Ltd | 3,074 | $1.19M | 0.01% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 3,073 | $1.19M | 0.40% | +412+15.5% | Added |
| Wealth Effects LLC | 3,063 | $1.19M | 0.44% | +141+4.8% | Added |
| Fulton Bank, N.A. | 3,056 | $1.19M | 0.04% | −469−13.3% | Reduced |
| Tidemark, LLC | 3,045 | $1.18M | 0.38% | +606+24.8% | Added |
| Purus Wealth Management, LLC | 3,039 | $1.18M | 0.41% | +1,737+133.4% | Added |
| First Heartland Consultants, Inc. | 3,037 | $1.18M | 0.10% | +93+3.2% | Added |
| Brookwood Investment Group LLC | 3,034 | $1.18M | 0.19% | +426+16.3% | Added |
| AA Financial Advisors, LLC | 3,023 | $1.17M | 0.25% | −439−12.7% | Reduced |
| Kennebec Savings Bank | 3,007 | $1.17M | 1.14% | +155+5.4% | Added |
| Wrapmanager Inc | 3,000 | $1.17M | 0.28% | −590−16.4% | Reduced |
| Birinyi Associates Inc | 3,000 | $1.17M | 0.34% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,000 | $1.16M | 0.08% | −5,767−65.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.16M | 0.33% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $1.16M | 0.22% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 2,994 | $1.16M | 0.20% | −521−14.8% | Reduced |
| Calamos Wealth Management LLC | 2,986 | $1.16M | 0.05% | +439+17.2% | Added |
| Heartwood Wealth Advisors LLC | 2,975 | $1.15M | 0.12% | +121+4.2% | Added |
| Nabity-Jensen Investment Management Inc | 2,967 | $1.15M | 0.85% | +8+0.3% | Added |
| Kathmere Capital Management, LLC | 2,964 | $1.15M | 0.09% | +1,047+54.6% | Added |
| Monograph Wealth Advisors, LLC | 2,960 | $1.15M | 0.14% | +10.0% | Added |
| EntryPoint Capital, LLC | 2,952 | $1.15M | 0.57% | +2,952 | New |
| Harfst & Associates, Inc. | 2,941 | $1.14M | 0.24% | 00.0% | Unchanged |
| Invesco, LLC | 2,930 | $1.14M | 0.42% | +809+38.1% | Added |
| Aspen Investment Management Inc | 2,930 | $1.14M | 0.48% | −36−1.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,928 | $1.14M | 0.16% | −534−15.4% | Reduced |
| High Net Worth Advisory Group LLC | 2,926 | $1.14M | 0.30% | −50−1.7% | Reduced |
| First County Bank | 2,927 | $1.14M | 0.61% | −184−5.9% | Reduced |
| Lion Street Advisors, LLC | 2,921 | $1.13M | 0.34% | −21−0.7% | Reduced |
| US Asset Management LLC | 2,921 | $1.13M | 0.98% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2,916 | $1.13M | 0.01% | +387+15.3% | Added |
| Premier Path Wealth Partners, LLC | 2,915 | $1.13M | 0.16% | +16+0.6% | Added |
| Fortress Wealth Group, LLC | 2,608 | $1.13M | 0.53% | +59+2.3% | Added |
| Mechanics Financial Corp | 2,901 | $1.13M | 0.48% | +40+1.4% | Added |
| Armis Advisers, LLC | 2,854 | $1.13M | 0.09% | +451+18.8% | Added |
| Trustmark National Bank Trust Department | 2,899 | $1.13M | 0.08% | −349−10.7% | Reduced |
| J. W. Coons Advisors, LLC | 2,880 | $1.12M | 0.25% | −500−14.8% | Reduced |
| Tiemann Investment Advisors, LLC | 2,874 | $1.12M | 0.46% | −280−8.9% | Reduced |
| Cadent Capital Advisors, LLC | 2,870 | $1.11M | 0.36% | −369−11.4% | Reduced |
| Compass Ion Advisors, LLC | 2,867 | $1.11M | 0.12% | +13+0.5% | Added |
| Forte Capital LLC | 2,867 | $1.11M | 0.12% | −159−5.3% | Reduced |
| Kercheville Advisors, LLC | 2,865 | $1.11M | 0.38% | +253+9.7% | Added |
| PDS Planning, Inc | 2,864 | $1.11M | 0.08% | +321+12.6% | Added |