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 |
|---|---|---|---|---|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,272 | $986.3K | 0.36% | −26−1.1% | Reduced |
| Sentinus, LLC | 2,540 | $985.9K | 0.24% | +31+1.2% | Added |
| CVA Family Office, LLC | 2,538 | $985.3K | 0.14% | −71−2.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,536 | $984.0K | 0.05% | +239+10.4% | Added |
| West Michigan Advisors, LLC | 2,534 | $983.6K | 0.28% | +263+11.6% | Added |
| Talon Private Wealth, LLC | 2,529 | $981.8K | 0.14% | +34+1.4% | Added |
| Beverly Hills Private Wealth, LLC | 2,524 | $979.7K | 0.18% | −7−0.3% | Reduced |
| Aspiriant, LLC | 2,511 | $974.7K | 0.03% | −34−1.3% | Reduced |
| Ethos Financial Group, LLC | 2,504 | $972.1K | 0.08% | −3,022−54.7% | Reduced |
| Sovran Advisors, LLC | 2,462 | $970.7K | 0.10% | +448+22.2% | Added |
| Sippican Capital Advisors | 2,500 | $970.5K | 0.70% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,500 | $970.5K | 0.78% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 2,461 | $970.3K | 0.45% | −100−3.9% | Reduced |
| Legacy Capital Group California, Inc. | 2,499 | $970.1K | 0.27% | −69−2.7% | Reduced |
| Bell Bank | 2,492 | $967.4K | 0.05% | +894+55.9% | Added |
| Bank of Stockton | 2,488 | $965.9K | 0.29% | +151+6.5% | Added |
| Northstar Group, Inc. | 2,486 | $965.2K | 0.15% | −100−3.9% | Reduced |
| Calton & Associates, Inc. | 2,485 | $964.8K | 0.17% | +2,485 | New |
| Elyxium Wealth, LLC | 2,482 | $963.6K | 0.36% | +55+2.3% | Added |
| MSH Capital Advisors LLC | 2,479 | $962.4K | 0.28% | +405+19.5% | Added |
| Resonant Capital Advisors, LLC | 2,475 | $960.8K | 0.06% | +670+37.1% | Added |
| Harbor Investment Advisory, LLC | 2,469 | $958.5K | 0.09% | −152−5.8% | Reduced |
| TD Private Client Wealth LLC | 2,463 | $956.2K | 0.02% | −557−18.4% | Reduced |
| Cidel Asset Management Inc | 2,462 | $955.8K | 0.06% | +66+2.8% | Added |
| Bordeaux Wealth Advisors LLC | 2,456 | $953.4K | 0.12% | −33−1.3% | Reduced |
| Seelaus Asset Management LLC | 2,453 | $952.3K | 0.84% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,450 | $951.1K | 0.17% | +30+1.2% | Added |
| United Asset Strategies, Inc. | 2,440 | $947.4K | 0.08% | +323+15.3% | Added |
| Arbor Wealth Advisors LLC | 2,437 | $946.1K | 0.77% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,434 | $945.0K | 0.03% | 00.0% | Unchanged |
| BCS Wealth Management | 2,435 | $945.0K | 0.20% | +339+16.2% | Added |
| Accredited Wealth Management, LLC | 2,422 | $940.3K | 0.76% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,418 | $938.7K | 0.37% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 2,417 | $938.3K | 0.74% | −9−0.4% | Reduced |
| Belpointe Asset Management LLC | 2,416 | $938.2K | 0.04% | +189+8.5% | Added |
| BSW Wealth Partners | 2,414 | $937.0K | 0.13% | −11−0.5% | Reduced |
| Addison Advisors LLC | 2,391 | $928.2K | 0.23% | +192+8.7% | Added |
| Alta Advisers Ltd | 2,391 | $928.2K | 0.33% | 00.0% | Unchanged |
| Puzo Michael J | 2,390 | $927.8K | 0.26% | −100−4.0% | Reduced |
| Armstrong Advisory Group, Inc | 2,384 | $925.5K | 0.07% | −52−2.1% | Reduced |
| Ci Investments Inc. | 2,372 | $921.0K | 0.00% | −13−0.5% | Reduced |
| Grandview Asset Management LLC | 2,365 | $918.0K | 0.29% | −22−0.9% | Reduced |
| WFA of San Diego, LLC | 2,361 | $916.6K | 0.67% | +2,361 | New |
| Cove Private Wealth, LLC | 2,359 | $915.8K | 0.32% | +704+42.5% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,345 | $910.4K | 0.25% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,342 | $909.2K | 0.24% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,338 | $907.6K | 0.40% | +3+0.1% | Added |
| Saxon Interests, Inc. | 2,752 | $907.5K | 0.42% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,334 | $905.4K | 0.17% | +2,334 | New |
| Tudor Investment Corp Et Al | 2,322 | $901.4K | 0.01% | −10,580−82.0% | Reduced |
| Latitude Advisors, LLC | 2,314 | $898.5K | 0.45% | +278+13.7% | Added |
| Archer Investment Corp | 2,313 | $898.0K | 0.21% | +7+0.3% | Added |
| Bill Few Associates, Inc. | 2,313 | $898.0K | 0.25% | +137+6.3% | Added |
| Guardian Wealth Management, Inc. | 2,311 | $897.2K | 0.60% | −5−0.2% | Reduced |
| 180 Wealth Advisors, LLC | 2,307 | $895.7K | 0.12% | −36−1.5% | Reduced |
| Hunter Associates Investment Management LLC | 2,301 | $894.0K | 0.13% | +10.0% | Added |
| Platform Technology Partners | 2,301 | $893.2K | 0.23% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,298 | $892.0K | 0.04% | −48−2.0% | Reduced |
| GHP Investment Advisors, Inc. | 2,287 | $888.0K | 0.04% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 2,275 | $883.2K | 0.63% | +2,275 | New |
| Fiduciary Group LLC | 2,273 | $882.2K | 0.08% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,271 | $881.7K | 0.08% | −21−0.9% | Reduced |
| Goepper Burkhardt LLC | 2,267 | $880.1K | 0.32% | +107+5.0% | Added |
| Capital Advantage, Inc. | 2,264 | $878.9K | 0.14% | −107−4.5% | Reduced |
| YANKCOM Partnership | 2,261 | $877.7K | 0.43% | +85+3.9% | Added |
| KPP Advisory Services LLC | 2,258 | $876.6K | 0.14% | +74+3.4% | Added |
| Oak Hill Wealth Advisors, LLC | 2,219 | $874.9K | 0.18% | +250+12.7% | Added |
| Proficio Capital Partners LLC | 2,250 | $873.3K | 0.05% | +26+1.2% | Added |
| LVM Capital Management Ltd | 2,246 | $872.0K | 0.09% | −25−1.1% | Reduced |
| One Capital Management, LLC | 2,246 | $871.9K | 0.03% | +233+11.6% | Added |
| Legacy Financial Advisors, Inc. | 2,239 | $869.2K | 0.14% | +83+3.8% | Added |
| TFR Capital, LLC. | 2,236 | $868.0K | 0.31% | +183+8.9% | Added |
| Olistico Wealth, LLC | 2,235 | $867.6K | 0.48% | +705+46.1% | Added |
| Rational Advisors LLC | 2,233 | $866.9K | 0.09% | −324−12.7% | Reduced |
| NVWM, LLC | 2,233 | $866.9K | 0.21% | +19+0.9% | Added |
| Cranbrook Wealth Management, LLC | 2,228 | $864.9K | 0.18% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,226 | $864.0K | 0.05% | +618+38.4% | Added |
| Wimmer Associates 1, LLC | 2,222 | $862.6K | 0.44% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,222 | $862.6K | 0.05% | +7+0.3% | Added |
| Constitution Capital LLC | 2,218 | $861.0K | 0.44% | −1,000−31.1% | Reduced |
| Independence Bank of Kentucky | 2,214 | $859.5K | 0.12% | +42+1.9% | Added |
| Austin Private Wealth, LLC | 2,205 | $856.0K | 0.07% | +81+3.8% | Added |
| Horizon Wealth Management, LLC | 2,203 | $855.2K | 0.15% | −19−0.9% | Reduced |
| Peoples Financial Services Corp. | 2,202 | $854.8K | 0.42% | −598−21.4% | Reduced |
| Cetera Trust Company, N.A | 2,198 | $853.3K | 0.51% | 00.0% | Unchanged |
| Doliver Advisors, LP | 2,196 | $852.5K | 0.23% | +182+9.0% | Added |
| Quadrant Private Wealth Management, LLC | 2,186 | $848.7K | 0.18% | −21−1.0% | Reduced |
| Aberdeen Wealth Management LLC | 2,183 | $847.3K | 0.56% | 00.0% | Unchanged |
| Cercano Management LLC | 2,180 | $846.3K | 0.02% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 2,180 | $846.3K | 0.12% | −70−3.1% | Reduced |
| Tyler-Stone Wealth Management | 2,178 | $845.6K | 0.14% | −2−0.1% | Reduced |
| Windsor Capital Management, LLC | 2,178 | $845.4K | 0.25% | −120−5.2% | Reduced |
| Marion Wealth Management | 2,174 | $843.9K | 0.21% | +6+0.3% | Added |
| West Family Investments, Inc. | 2,162 | $839.3K | 0.22% | +500+30.1% | Added |
| Cascades Capital Asset Management, LLC | 2,159 | $838.0K | 0.43% | −96−4.3% | Reduced |
| KFA Private Wealth Group, LLC | 2,155 | $836.8K | 0.26% | −61−2.8% | Reduced |
| L.M. Kohn & Company | 2,155 | $836.6K | 0.23% | −350−14.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,153 | $836.0K | 0.06% | +50+2.4% | Added |
| Wulff, Hansen & Co. | 2,145 | $832.7K | 0.71% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 2,144 | $832.3K | 0.06% | +512+31.4% | Added |