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 |
|---|---|---|---|---|---|
| Capital Insight Partners, LLC | 1,868 | $725.2K | 0.13% | −50−2.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,868 | $725.2K | 0.04% | −13−0.7% | Reduced |
| Baldwin Brothers Inc | 1,867 | $724.8K | 0.05% | −88−4.5% | Reduced |
| Purkiss Capital Advisors LLC | 1,866 | $724.3K | 0.40% | +150+8.7% | Added |
| Van Hulzen Asset Management, LLC | 1,864 | $723.5K | 0.06% | +415+28.6% | Added |
| Deseret Mutual Benefit Administrators | 1,859 | $721.7K | 0.34% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,856 | $720.8K | 0.03% | +358+23.9% | Added |
| Pacifica Partners Inc. | 1,866 | $717.9K | 0.29% | +64+3.6% | Added |
| Copperwynd Financial, LLC | 1,849 | $717.8K | 0.18% | −655−26.2% | Reduced |
| Fiera Capital Corp | 1,845 | $716.2K | 0.00% | +1,845 | New |
| Summit Financial Strategies, Inc. | 1,845 | $716.2K | 0.07% | −33−1.8% | Reduced |
| Westmount Partners, LLC | 1,838 | $713.4K | 0.20% | +4+0.2% | Added |
| Raleigh Capital Management Inc. | 1,837 | $713.2K | 0.30% | −85−4.4% | Reduced |
| Vicus Capital | 1,836 | $712.8K | 0.06% | +283+18.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,829 | $710.2K | 0.03% | −92−4.8% | Reduced |
| Impact Capital Partners LLC | 1,825 | $708.5K | 0.23% | +98+5.7% | Added |
| OneAscent Wealth Management LLC | 1,821 | $707.0K | 0.26% | +148+8.8% | Added |
| Fagan Associates, Inc. | 1,820 | $706.5K | 0.11% | −75−4.0% | Reduced |
| Strategic Investment Advisors | 1,816 | $705.0K | 0.07% | +120+7.1% | Added |
| Meriwether Wealth & Planning, LLC | 1,815 | $704.6K | 0.44% | −3−0.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,815 | $704.6K | 0.36% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 1,810 | $702.7K | 0.61% | +1,810 | New |
| Lakewood Asset Management LLC | 1,803 | $700.1K | 0.47% | +2+0.1% | Added |
| Worth Financial Advisory Group, LLC | 1,803 | $700.0K | 0.43% | −187−9.4% | Reduced |
| Aprio Wealth Management, LLC | 1,800 | $699.0K | 0.08% | −158−8.1% | Reduced |
| Violich Capital Management, Inc. | 1,800 | $698.8K | 0.10% | +1,800 | New |
| Paulson Wealth Management Inc. | 1,794 | $696.4K | 0.18% | −83−4.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,806 | $696.2K | 0.02% | −1,110−38.1% | Reduced |
| Operose Advisors LLC | 1,789 | $694.8K | 0.20% | +4+0.2% | Added |
| Benchmark Wealth Management, LLC | 1,788 | $693.9K | 0.31% | +1+0.1% | Added |
| Lakeside Advisors, INC. | 1,786 | $693.5K | 0.45% | 00.0% | Unchanged |
| TFG Advisers LLC | 1,785 | $693.0K | 0.24% | +2+0.1% | Added |
| Taylor Financial Group, Inc. | 1,779 | $690.6K | 0.43% | −26−1.4% | Reduced |
| Sanders Morris Harris LLC | 1,775 | $689.1K | 0.16% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,774 | $688.5K | 0.31% | +4+0.2% | Added |
| Lakeridge Wealth Management LLC | 1,771 | $687.7K | 0.32% | +1+0.1% | Added |
| Union Savings Bank | 1,566 | $685.9K | 0.32% | −91−5.5% | Reduced |
| Moment Partners, LLC | 1,760 | $683.3K | 0.13% | 00.0% | Unchanged |
| Bensler, LLC | 1,757 | $682.0K | 0.08% | −41−2.3% | Reduced |
| Grove Bank & Trust | 1,751 | $679.8K | 0.08% | −35−2.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,746 | $677.8K | 0.16% | +10+0.6% | Added |
| Argus Investors' Counsel, Inc. | 1,745 | $677.4K | 0.48% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,744 | $677.0K | 0.47% | +10+0.6% | Added |
| ICONIQ Capital, LLC | 1,740 | $675.5K | 0.01% | +269+18.3% | Added |
| Cornerstone Advisory, LLC | 1,738 | $674.7K | 0.07% | +39+2.3% | Added |
| Lafayette Investments, Inc. | 1,736 | $673.8K | 0.14% | 00.0% | Unchanged |
| Landaas & Co | 1,733 | $673.0K | 0.16% | +263+17.9% | Added |
| Capital Square, LLC | 1,653 | $671.2K | 0.36% | −1−0.1% | Reduced |
| Abacus Wealth Partners, LLC | 1,728 | $670.8K | 0.10% | +47+2.8% | Added |
| Davis Investment Partners, LLC | 1,716 | $670.8K | 0.24% | −390−18.5% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,726 | $670.0K | 0.27% | +112+6.9% | Added |
| Base Wealth Management LLC | 1,724 | $669.3K | 0.43% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,723 | $668.9K | 0.08% | +370+27.3% | Added |
| Mount Yale Investment Advisors, LLC | 1,723 | $668.8K | 0.05% | −16−0.9% | Reduced |
| Watts Gwilliam & Co., LLC | 1,429 | $667.5K | 0.11% | +46+3.3% | Added |
| Facet Wealth, Inc. | 1,524 | $667.4K | 0.02% | +362+31.2% | Added |
| Silvia McColl Wealth Management, LLC | 1,717 | $666.6K | 0.48% | −35−2.0% | Reduced |
| Check Capital Management Inc | 1,717 | $666.6K | 0.04% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,717 | $666.5K | 0.04% | −571−25.0% | Reduced |
| Sound Financial Strategies Group, LLC | 1,715 | $665.8K | 0.56% | −466−21.4% | Reduced |
| Taylor Hoffman Capital Management LLC | 1,711 | $664.2K | 0.23% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,705 | $662.0K | 0.31% | −53−3.0% | Reduced |
| Trinity Financial Advisors LLC | 1,700 | $660.0K | 0.20% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 1,700 | $660.0K | 0.19% | +1,700 | New |
| Perennial Investment Advisors, LLC | 1,699 | $659.8K | 0.06% | +475+38.8% | Added |
| ROI Financial Advisors, LLC | 1,697 | $658.8K | 0.42% | +69+4.2% | Added |
| Ofc Financial Planning, LLC | 1,695 | $658.0K | 0.70% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 1,594 | $658.0K | 0.04% | −149−8.5% | Reduced |
| YHB Investment Advisors, Inc. | 1,694 | $657.6K | 0.05% | +2+0.1% | Added |
| Stonebridge Capital Advisors LLC | 1,689 | $655.7K | 0.05% | −85−4.8% | Reduced |
| Appleton Partners Inc | 1,687 | $655.0K | 0.05% | −81−4.6% | Reduced |
| Woodstock Corp | 1,687 | $654.9K | 0.06% | −348−17.1% | Reduced |
| Citizens Business Bank | 1,686 | $654.5K | 0.13% | +35+2.1% | Added |
| Athena Investment Management | 1,684 | $653.7K | 0.37% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 1,683 | $653.4K | 0.24% | −333−16.5% | Reduced |
| Investment Advisory Services Inc | 1,681 | $652.7K | 0.22% | +328+24.2% | Added |
| Arvest Bank Trust Division | 1,681 | $652.6K | 0.04% | −63−3.6% | Reduced |
| Disciplined Investors, L.L.C. | 1,681 | $652.4K | 0.51% | +20+1.2% | Added |
| ZEGA Investments, LLC | 1,676 | $650.6K | 0.16% | −411−19.7% | Reduced |
| Barr E S & Co | 1,675 | $650.3K | 0.04% | −125−6.9% | Reduced |
| Harbour Trust & Investment Management Co | 1,674 | $649.9K | 0.07% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,673 | $649.7K | 0.04% | +249+17.5% | Added |
| Charis Legacy Partners, LLC | 1,670 | $648.3K | 1.07% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,670 | $648.2K | 0.05% | +20+1.2% | Added |
| Bigelow Investment Advisors, LLC | 1,669 | $647.9K | 0.29% | +47+2.9% | Added |
| Novem Group | 1,667 | $647.0K | 0.08% | −141−7.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,663 | $645.7K | 0.08% | +53+3.3% | Added |
| Hilton Capital Management, LLC | 1,663 | $645.6K | 0.05% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 1,663 | $645.4K | 0.49% | +1,030+162.7% | Added |
| Pacitti Group Inc. | 1,660 | $644.3K | 0.28% | +2+0.1% | Added |
| Sweeney & Michel, LLC | 1,587 | $644.1K | 0.23% | +2+0.1% | Added |
| One Degree Advisors Inc | 1,660 | $644.0K | 0.23% | +39+2.4% | Added |
| Chicago Trust Co NA | 1,656 | $642.9K | 0.09% | +691+71.6% | Added |
| Kozak & Associates, Inc. | 1,598 | $642.7K | 0.13% | +6+0.4% | Added |
| Claris Financial LLC | 1,654 | $641.9K | 0.48% | +492+42.3% | Added |
| PSI Advisors, LLC | 1,653 | $641.7K | 0.32% | −227−12.1% | Reduced |
| Red Door Wealth Management, LLC | 1,649 | $640.2K | 0.08% | −380−18.7% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 1,649 | $640.1K | 0.16% | +231+16.3% | Added |
| Tripletail Wealth Management, LLC | 1,567 | $639.4K | 0.91% | +1,567 | New |
| Kaydan Wealth Management, Inc. | 1,643 | $637.8K | 0.21% | −34−2.0% | Reduced |