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 |
|---|---|---|---|---|---|
| GSB Wealth Management, LLC | 2,143 | $831.9K | 0.20% | +26+1.2% | Added |
| Smith Anglin Financial, LLC | 2,142 | $831.6K | 0.08% | +36+1.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,123 | $824.3K | 0.14% | −37−1.7% | Reduced |
| Principal Street Partners, LLC | 2,118 | $822.2K | 0.08% | +1,363+180.5% | Added |
| Marks Group Wealth Management, Inc | 2,115 | $821.1K | 0.08% | +21+1.0% | Added |
| Martin Capital Advisors, LLP | 2,111 | $819.5K | 0.53% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,111 | $819.5K | 0.06% | −161−7.1% | Reduced |
| CFS Investment Advisory Services, LLC | 2,110 | $819.0K | 0.07% | +54+2.6% | Added |
| Cassaday & Co Wealth Management LLC | 2,103 | $816.4K | 0.02% | +5+0.2% | Added |
| Hamel Associates, Inc. | 2,098 | $816.0K | 0.28% | −130−5.8% | Reduced |
| W Advisors, LLC | 2,101 | $815.6K | 0.47% | −62−2.9% | Reduced |
| Financial Engines Advisors L.L.C. | 2,097 | $814.1K | 0.00% | +570+37.3% | Added |
| First American Bank | 2,097 | $814.1K | 0.06% | −12−0.6% | Reduced |
| Veracity Capital LLC | 2,094 | $812.8K | 0.28% | −234−10.1% | Reduced |
| First Financial Bankshares Inc | 2,091 | $811.7K | 0.02% | +135+6.9% | Added |
| Future Fund LLC | 2,089 | $811.0K | 0.36% | −357−14.6% | Reduced |
| Zullo Investment Group, Inc. | 2,084 | $809.3K | 0.33% | +52+2.6% | Added |
| Milestone Asset Management, LLC | 2,081 | $808.1K | 0.17% | +712+52.0% | Added |
| Sender Co & Partners, Inc. | 2,078 | $806.7K | 0.23% | +2,078 | New |
| Tarbox Family Office, Inc. | 2,077 | $806.3K | 0.12% | +9+0.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,076 | $805.9K | 0.04% | +107+5.4% | Added |
| Sage Investment Counsel LLC | 2,075 | $805.5K | 0.93% | +10.0% | Added |
| Fairvoy Private Wealth, LLC | 2,071 | $804.0K | 0.20% | −41−1.9% | Reduced |
| MBL Wealth, LLC | 2,071 | $804.0K | 0.08% | +92+4.6% | Added |
| Dudley Capital Management, LLC | 2,069 | $803.3K | 0.40% | −14−0.7% | Reduced |
| First Commonwealth Financial Corp | 2,069 | $803.2K | 0.17% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 2,064 | $801.4K | 0.05% | −43−2.0% | Reduced |
| Beacon Financial Advisory LLC | 2,064 | $801.3K | 0.21% | +85+4.3% | Added |
| Shoker Investment Counsel, Inc. | 2,063 | $800.9K | 0.25% | +66+3.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,062 | $800.5K | 0.21% | 00.0% | Unchanged |
| AF Advisors, Inc. | 2,061 | $800.1K | 0.28% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,061 | $800.1K | 0.05% | −7−0.3% | Reduced |
| Intrust Bank NA | 2,059 | $799.3K | 0.07% | −70−3.3% | Reduced |
| Prosperity Financial Group, Inc. | 2,056 | $798.2K | 0.34% | −71−3.3% | Reduced |
| Fortem Financial Group, LLC | 2,049 | $795.4K | 0.26% | −147−6.7% | Reduced |
| Winthrop Advisory Group LLC | 2,045 | $793.9K | 0.08% | +30+1.5% | Added |
| Soltis Investment Advisors LLC | 2,043 | $793.0K | 0.06% | +465+29.5% | Added |
| LaSalle St. Investment Advisors, LLC | 2,041 | $792.0K | 0.22% | −204−9.1% | Reduced |
| 626 Financial, LLC | 2,033 | $789.1K | 0.37% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 2,030 | $788.1K | 0.32% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 2,025 | $786.2K | 0.11% | +3+0.1% | Added |
| Trust Co of Virginia | 2,025 | $786.1K | 0.07% | +6+0.3% | Added |
| Bank of Jackson Hole Trust | 2,023 | $785.3K | 0.45% | +345+20.6% | Added |
| Tompkins Financial Corp | 2,019 | $783.8K | 0.07% | 00.0% | Unchanged |
| Jacksonville Wealth Management, LLC | 2,014 | $781.8K | 0.63% | +107+5.6% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,874 | $781.5K | 0.58% | −651−25.8% | Reduced |
| Patten Group, Inc. | 2,006 | $778.6K | 0.16% | +163+8.8% | Added |
| NWF Advisory Services Inc. | 2,003 | $777.7K | 0.09% | +2,003 | New |
| Sovereign Financial Group, Inc. | 2,001 | $776.7K | 0.16% | +14+0.7% | Added |
| Revisor Wealth Management LLC | 1,911 | $776.5K | 0.28% | −54−2.7% | Reduced |
| Saybrook Capital | 2,000 | $776.4K | 0.22% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 2,000 | $776.4K | 0.09% | +400+25.0% | Added |
| KG&L Capital Management,LLC | 2,029 | $775.0K | 0.23% | −2,819−58.1% | Reduced |
| Global X Japan Co., Ltd. | 1,995 | $774.5K | 0.08% | +510+34.3% | Added |
| Lester Murray Antman dba SimplyRich | 1,996 | $774.0K | 0.22% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 1,990 | $772.5K | 0.22% | +103+5.5% | Added |
| Northside Capital Management, LLC | 1,985 | $770.6K | 0.06% | +932+88.5% | Added |
| Jackson Hole Capital Partners, LLC | 1,983 | $769.7K | 0.14% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 1,982 | $769.4K | 0.15% | +308+18.4% | Added |
| Sterling Wealth Management, Inc. | 1,982 | $769.4K | 0.26% | +1,982 | New |
| Ridgecrest Wealth Partners, LLC | 1,981 | $769.0K | 0.41% | −3−0.2% | Reduced |
| Excalibur Management Corp | 1,981 | $769.0K | 0.29% | +15+0.8% | Added |
| South Plains Financial, Inc. | 1,981 | $769.0K | 0.54% | +323+19.5% | Added |
| Montz Harcus Wealth Management LLC | 1,980 | $768.6K | 0.37% | +183+10.2% | Added |
| Beaumont Financial Advisors, LLC | 1,975 | $766.6K | 0.06% | +23+1.2% | Added |
| Fukoku Mutual Life Insurance Co | 1,973 | $765.9K | 0.05% | −551−21.8% | Reduced |
| 3Chopt Investment Partners, LLC | 1,970 | $764.8K | 0.18% | −211−9.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 1,967 | $763.5K | 0.24% | −12,689−86.6% | Reduced |
| DMG Group, LLC | 1,965 | $762.8K | 0.59% | −683−25.8% | Reduced |
| Bogart Wealth, LLC | 1,959 | $760.5K | 0.03% | −27,291−93.3% | Reduced |
| Close Asset Management Ltd | 1,957 | $759.0K | 0.02% | −21−1.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,950 | $756.9K | 0.17% | +105+5.7% | Added |
| Fulton Breakefield Broenniman LLC | 1,947 | $755.7K | 0.05% | +93+5.0% | Added |
| Icon Wealth Advisors, LLC | 1,945 | $755.1K | 0.05% | +115+6.3% | Added |
| Childress Capital Advisors, LLC | 1,941 | $753.6K | 0.19% | +898+86.1% | Added |
| Inscription Capital, LLC | 1,941 | $753.6K | 0.11% | −1,791−48.0% | Reduced |
| Guardian Asset Advisors, LLC | 1,934 | $751.0K | 0.43% | −6−0.3% | Reduced |
| Horst & Graben Wealth Management LLC | 1,934 | $750.7K | 0.12% | −8−0.4% | Reduced |
| Wealth Alliance | 1,931 | $749.8K | 0.08% | +307+18.9% | Added |
| Fiduciary Financial Group, LLC | 1,913 | $747.8K | 0.14% | +857+81.2% | Added |
| Paradigm Financial Partners, LLC | 1,926 | $747.8K | 0.08% | +1,099+132.9% | Added |
| Main Street Research LLC | 1,926 | $747.7K | 0.05% | −96,636−98.0% | Reduced |
| Bedel Financial Consulting, Inc. | 1,923 | $746.6K | 0.10% | −25−1.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,920 | $745.3K | 0.09% | +11+0.6% | Added |
| Capital Markets Trading UK LLP | 1,914 | $743.0K | 0.84% | +1,914 | New |
| Breakwater Capital Group | 1,913 | $742.6K | 0.12% | +73+4.0% | Added |
| Thrive Wealth Management, LLC | 1,904 | $739.0K | 0.12% | +15+0.8% | Added |
| Hall Laurie J Trustee | 1,903 | $738.8K | 0.24% | −830−30.4% | Reduced |
| Options Solutions, LLC | 1,900 | $737.6K | 0.26% | −149−7.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,897 | $736.4K | 0.16% | +1,897 | New |
| BlueSky Wealth Advisors, LLC | 1,890 | $733.7K | 0.11% | −52−2.7% | Reduced |
| J2 Capital Management Inc | 1,890 | $733.7K | 0.58% | +667+54.5% | Added |
| Opal Wealth Advisors, LLC | 1,885 | $731.6K | 0.20% | +180+10.6% | Added |
| Centurion Wealth Management LLC | 1,883 | $730.8K | 0.21% | +73+4.0% | Added |
| Carret Asset Management, LLC | 1,881 | $730.4K | 0.08% | −10−0.5% | Reduced |
| AlphaStar Capital Management, LLC | 1,880 | $729.7K | 0.05% | +1,880 | New |
| Garner Asset Management Corp | 1,874 | $727.3K | 0.34% | −417−18.2% | Reduced |
| McAdam, LLC | 1,872 | $726.9K | 0.04% | +29+1.6% | Added |
| Pines Wealth Management, LLC | 1,825 | $726.1K | 0.26% | +292+19.0% | Added |
| Firethorn Wealth Partners, LLC | 1,869 | $725.5K | 0.31% | +1+0.1% | Added |