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 |
|---|---|---|---|---|---|
| Chancellor Financial Group WB LP | 2,864 | $1.11M | 0.86% | +5+0.2% | Added |
| RFP Financial Group LLC | 2,859 | $1.11M | 0.46% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,859 | $1.11M | 0.02% | −104−3.5% | Reduced |
| Diversified Enterprises, LLC | 2,859 | $1.11M | 0.08% | +303+11.9% | Added |
| Arrowroot Family Office, LLC | 2,859 | $1.11M | 0.50% | +2,859 | New |
| Well Done, LLC | 2,856 | $1.11M | 0.21% | −72−2.5% | Reduced |
| Burns J W & Co Inc | 2,855 | $1.11M | 0.13% | +450+18.7% | Added |
| Sawgrass Asset Management LLC | 2,852 | $1.11M | 0.13% | −65−2.2% | Reduced |
| GKV Capital Management Co., Inc. | 2,850 | $1.11M | 0.49% | −380−11.8% | Reduced |
| Tudor Financial Inc. | 2,845 | $1.10M | 0.63% | −8−0.3% | Reduced |
| Chicago Partners Investment Group LLC | 2,578 | $1.10M | 0.03% | +81+3.2% | Added |
| Visionary Wealth Advisors | 2,832 | $1.10M | 0.06% | +280+11.0% | Added |
| Garrett Wealth Advisory Group, LLC | 2,831 | $1.10M | 0.23% | +80+2.9% | Added |
| Quotient Wealth Partners, LLC | 2,830 | $1.10M | 0.03% | +420+17.4% | Added |
| Ballast, Inc. | 2,825 | $1.10M | 0.29% | −10.0% | Reduced |
| Sierra Summit Advisors LLC | 2,803 | $1.09M | 0.19% | +2,803 | New |
| Peavine Capital, LLC | 2,800 | $1.09M | 0.25% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,779 | $1.09M | 0.26% | +1,274+84.7% | Added |
| Fiduciary Family Office, LLC | 2,799 | $1.09M | 0.36% | −190−6.4% | Reduced |
| KLCM Advisors, Inc. | 2,798 | $1.09M | 0.12% | +21+0.8% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,796 | $1.09M | 0.68% | +94+3.5% | Added |
| Texas Capital Bancshares Inc | 2,795 | $1.09M | 0.39% | −2−0.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 2,794 | $1.08M | 0.12% | +2,794 | New |
| Plancorp, LLC | 2,788 | $1.08M | 0.04% | +188+7.2% | Added |
| Stableford Capital II LLC | 2,492 | $1.08M | 0.41% | −345−12.2% | Reduced |
| Creekside Partners | 2,781 | $1.08M | 0.51% | +3+0.1% | Added |
| Disciplined Equity Management, Inc. | 2,780 | $1.08M | 0.63% | +280+11.2% | Added |
| Joel Isaacson & Co., LLC | 2,776 | $1.08M | 0.04% | +47+1.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,775 | $1.08M | 0.01% | −72−2.5% | Reduced |
| Denali Advisors LLC | 2,769 | $1.07M | 0.11% | −66−2.3% | Reduced |
| Aviso Wealth Management | 2,769 | $1.07M | 0.50% | +153+5.8% | Added |
| Key Financial Inc | 2,768 | $1.07M | 0.22% | +30+1.1% | Added |
| Capstone Financial Advisors, Inc. | 2,764 | $1.07M | 0.06% | −96−3.4% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,752 | $1.07M | 0.04% | +1,400+103.6% | Added |
| Covenant Asset Management, LLC | 2,750 | $1.07M | 0.22% | −112−3.9% | Reduced |
| Trace Wealth Advisors, LLC | 2,750 | $1.07M | 0.87% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,748 | $1.07M | 0.50% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2,746 | $1.07M | 0.37% | −176−6.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,746 | $1.07M | 0.14% | −135−4.7% | Reduced |
| Patriot Investment Management Inc. | 2,745 | $1.07M | 0.07% | −55−2.0% | Reduced |
| Elevate Wealth Advisory, Inc | 2,737 | $1.06M | 0.76% | −125−4.4% | Reduced |
| Audent Global Asset Management, LLC | 2,735 | $1.06M | 0.77% | −12−0.4% | Reduced |
| Coastal Investment Advisors, Inc. | 2,728 | $1.06M | 0.42% | +70+2.6% | Added |
| Titleist Asset Management, LLC | 2,725 | $1.06M | 0.11% | −7−0.3% | Reduced |
| Tradition Wealth Management, LLC | 2,724 | $1.06M | 0.08% | −15−0.5% | Reduced |
| Baring Financial LLC | 2,722 | $1.06M | 0.79% | +67+2.5% | Added |
| Legacy Wealth Asset Management, LLC | 2,715 | $1.05M | 0.27% | −40−1.5% | Reduced |
| Prosperitas Financial LLC | 2,706 | $1.05M | 0.49% | −45−1.6% | Reduced |
| Gryphon Financial Partners LLC | 2,700 | $1.05M | 0.14% | +300+12.5% | Added |
| Pathway Financial Advisors LLC | 2,700 | $1.05M | 0.15% | −823−23.4% | Reduced |
| Waycross Partners, LLC | 2,700 | $1.05M | 0.10% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 2,700 | $1.05M | 0.85% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,696 | $1.05M | 0.08% | −30−1.1% | Reduced |
| Washburn Capital Management, Inc. | 2,692 | $1.05M | 0.61% | −232−7.9% | Reduced |
| Verus Capital Partners, LLC | 2,684 | $1.04M | 0.09% | +4+0.1% | Added |
| TRUE Private Wealth Advisors | 2,678 | $1.04M | 0.12% | +17+0.6% | Added |
| Farmers National Bank | 2,675 | $1.04M | 0.27% | −119−4.3% | Reduced |
| Toth Financial Advisory Corp | 2,673 | $1.04M | 0.12% | +10.0% | Added |
| Redwood Wealth Management Group, LLC | 2,669 | $1.04M | 0.47% | +25+0.9% | Added |
| Lineweaver Wealth Advisors, LLC | 2,669 | $1.04M | 0.16% | +86+3.3% | Added |
| Capital Planning Advisors, LLC | 2,668 | $1.04M | 0.15% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,668 | $1.04M | 0.13% | +246+10.2% | Added |
| Somerville Kurt F | 2,665 | $1.03M | 0.17% | −50−1.8% | Reduced |
| Vectors Research Management, LLC | 2,662 | $1.03M | 0.35% | −56−2.1% | Reduced |
| Gibbs Wealth Management | 2,662 | $1.03M | 0.20% | +585+28.2% | Added |
| Gleason Group, Inc. | 2,660 | $1.03M | 0.11% | +11+0.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,658 | $1.03M | 0.00% | +778+41.4% | Added |
| Addison Capital Co | 2,654 | $1.03M | 0.36% | +308+13.1% | Added |
| KKM Financial LLC | 2,572 | $1.03M | 0.36% | −18−0.7% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,652 | $1.03M | 0.49% | 00.0% | Unchanged |
| Rogco, LP | 2,651 | $1.03M | 0.39% | −239−8.3% | Reduced |
| Generali Investments, Management Co LLC | 2,650 | $1.03M | 0.23% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 2,640 | $1.02M | 0.25% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 2,640 | $1.02M | 0.83% | +140+5.6% | Added |
| Ullmann Financial Group, Inc. | 2,639 | $1.02M | 0.12% | −2−0.1% | Reduced |
| Yoffe Investment Management, LLC | 2,637 | $1.02M | 1.40% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 2,634 | $1.02M | 0.11% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 3,837 | $1.02M | 0.61% | +145+3.9% | Added |
| Klingenstein Fields & Co LP | 2,626 | $1.02M | 0.04% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 2,625 | $1.02M | 0.12% | −122−4.4% | Reduced |
| Klingman & Associates, LLC | 2,622 | $1.02M | 0.06% | +1,016+63.3% | Added |
| ISAM Funds (UK) Ltd | 2,619 | $1.02M | 0.22% | +2,619 | New |
| Brown, Lisle/Cummings, Inc. | 2,618 | $1.02M | 0.27% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 2,617 | $1.02M | 0.06% | +55+2.1% | Added |
| Palumbo Wealth Management LLC | 2,617 | $1.02M | 0.31% | +2+0.1% | Added |
| Catalyst Funds Management Pty Ltd | 2,600 | $1.01M | 0.28% | −1,180−31.2% | Reduced |
| Paragon Capital Management LLC | 2,600 | $1.01M | 0.52% | +2,600 | New |
| AlphaCore Capital LLC | 2,596 | $1.01M | 0.04% | +780+43.0% | Added |
| Bridgewater Advisors Inc. | 2,339 | $1.01M | 0.08% | +98+4.4% | Added |
| Heritage Wealth Advisors | 2,568 | $996.9K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,565 | $995.8K | 0.06% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,292 | $994.0K | 0.44% | −11−0.5% | Reduced |
| DRW Securities, LLC | 2,585 | $993.7K | 0.07% | +1,069+70.5% | Added |
| Prestige Wealth Management Group LLC | 2,556 | $992.3K | 0.20% | +34+1.3% | Added |
| Evermay Wealth Management LLC | 2,555 | $991.8K | 0.12% | +210+9.0% | Added |
| Cortland Associates Inc | 2,552 | $991.0K | 0.12% | +3+0.1% | Added |
| Vermillion Wealth Management, Inc. | 2,546 | $988.6K | 0.47% | −474−15.7% | Reduced |
| Greenwich Wealth Management LLC | 2,546 | $988.0K | 0.05% | +29+1.2% | Added |
| White Lighthouse Investment Management Inc. | 2,541 | $986.5K | 0.16% | −500−16.4% | Reduced |
| BluePath Capital Management, LLC | 2,541 | $986.4K | 0.87% | +81+3.3% | Added |