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 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 301,187 | $116.9M | 0.10% | −41,148−12.0% | Reduced |
| Mariner, LLC | 295,642 | $114.8M | 0.17% | +54,835+22.8% | Added |
| Asset Management One Co.,Ltd. | 292,154 | $113.4M | 0.36% | −26,721−8.4% | Reduced |
| Prudential Financial Inc | 292,036 | $113.4M | 0.15% | +17,471+6.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 287,936 | $111.8M | 0.20% | +10,990+4.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 286,264 | $111.1M | 0.27% | +10,886+4.0% | Added |
| Great West Life Assurance Co | 283,800 | $110.2M | 0.17% | −5,123−1.8% | Reduced |
| Rockefeller Capital Management L.P. | 281,111 | $109.1M | 0.24% | −40,943−12.7% | Reduced |
| First Trust Advisors LP | 280,447 | $108.9M | 0.09% | −15,682−5.3% | Reduced |
| Menora Mivtachim Holdings Ltd. | 280,000 | $108.7M | 0.63% | −63,217−18.4% | Reduced |
| Creative Planning | 275,950 | $107.1M | 0.09% | +13,485+5.1% | Added |
| Advisor Group Holdings, Inc. | 275,503 | $106.8M | 0.19% | +19,004+7.4% | Added |
| Interval Partners, LP | 274,315 | $106.5M | 2.43% | +274,315 | New |
| Storebrand Asset Management AS | 272,787 | $105.9M | 0.31% | −138−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 271,915 | $105.6M | 0.37% | +15,259+5.9% | Added |
| Empower Advisory Group, LLC | 265,734 | $103.2M | 0.31% | +9,293+3.6% | Added |
| State of Wisconsin Investment Board | 261,027 | $101.3M | 0.25% | −17,621−6.3% | Reduced |
| Royal London Asset Management Ltd | 260,759 | $101.2M | 0.23% | −18,196−6.5% | Reduced |
| Cerity Partners LLC | 260,329 | $101.1M | 0.18% | −34,540−11.7% | Reduced |
| Natixis Advisors, L.P. | 254,471 | $98.8M | 0.16% | +20,450+8.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 253,624 | $98.5M | 0.29% | −2,866−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 246,612 | $95.7M | 0.10% | −416,446−62.8% | Reduced |
| Janney Montgomery Scott LLC | 245,376 | $95.3M | 0.25% | −10,199−4.0% | Reduced |
| Los Angeles Capital Management LLC | 244,380 | $94.9M | 0.36% | +111,727+84.2% | Added |
| Allianz Asset Management GmbH | 243,746 | $94.6M | 0.13% | +44,727+22.5% | Added |
| Jennison Associates LLC | 240,054 | $93.2M | 0.06% | −16,077−6.3% | Reduced |
| Cartenna Capital, LP | 240,000 | $93.2M | 5.71% | +216,500+921.3% | Added |
| Susquehanna International Group, LLP | 237,553 | $92.2M | 0.14% | +33,539+16.4% | Added |
| TD Asset Management Inc | 236,019 | $91.6M | 0.08% | −3,273−1.4% | Reduced |
| Retirement Systems of Alabama | 235,040 | $91.2M | 0.33% | −4,164−1.7% | Reduced |
| Cetera Investment Advisers | 232,978 | $90.4M | 0.15% | −2,217−0.9% | Reduced |
| Rathbone Brothers plc | 227,901 | $88.5M | 0.38% | +5,430+2.4% | Added |
| O'Shaughnessy Asset Management, LLC | 227,708 | $88.4M | 0.60% | −1,408−0.6% | Reduced |
| Qube Research & Technologies Ltd | 226,553 | $88.0M | 0.12% | −442,142−66.1% | Reduced |
| Freestone Grove Partners LP | 225,967 | $87.7M | 0.66% | +187,350+485.1% | Added |
| Danske Bank A/S | 223,970 | $86.9M | 0.22% | −12,472−5.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 223,378 | $86.7M | 0.06% | +3,666+1.7% | Added |
| Alyeska Investment Group, L.P. | 218,946 | $85.0M | 0.30% | +218,946 | New |
| Ensign Peak Advisors, Inc | 218,908 | $85.0M | 0.15% | +2,361+1.1% | Added |
| GWM Advisors LLC | 216,659 | $84.1M | 0.43% | +11,523+5.6% | Added |
| Treasurer of the State of North Carolina | 216,302 | $84.0M | 0.27% | −29,092−11.9% | Reduced |
| Bollard Group LLC | 215,354 | $83.6M | 1.91% | +20,634+10.6% | Added |
| Truist Financial Corp | 212,231 | $82.4M | 0.12% | −3,832−1.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 210,765 | $81.8M | 0.17% | −165,953−44.1% | Reduced |
| M&T Bank Corp | 209,922 | $81.5M | 0.28% | +7,747+3.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 198,559 | $77.1M | 0.23% | +14,407+7.8% | Added |
| Public Employees Retirement System of Ohio | 193,894 | $75.3M | 0.25% | −10,546−5.2% | Reduced |
| Keybank National Association | 191,239 | $74.2M | 0.28% | +56,757+42.2% | Added |
| CBOE Vest Financial, LLC | 190,846 | $74.1M | 1.05% | +49,076+34.6% | Added |
| Arrowstreet Capital, Limited Partnership | 187,373 | $72.7M | 0.05% | −113−0.1% | Reduced |
| Old Republic International Corporation | 177,000 | $68.7M | 2.69% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 173,410 | $67.2M | 0.09% | −292−0.2% | Reduced |
| Swiss Life Asset Management Ltd | 172,653 | $67.0M | 0.40% | +44,199+34.4% | Added |
| Midwest Trust Co | 172,129 | $66.8M | 0.93% | +172,129 | New |
| Sequoia Financial Advisors, LLC | 170,951 | $66.4M | 0.45% | +45,522+36.3% | Added |
| AXA S.A. | 170,806 | $66.3M | 0.19% | +29,523+20.9% | Added |
| Resona Asset Management Co.,Ltd. | 170,246 | $66.0M | 0.32% | +6,581+4.0% | Added |
| Mackenzie Financial Corp | 168,356 | $65.4M | 0.08% | −4,946−2.9% | Reduced |
| Commerzbank Aktiengesellschaft | 167,390 | $65.0M | 1.49% | −141,001−45.7% | Reduced |
| Kestra Advisory Services, LLC | 166,388 | $64.6M | 0.32% | +5,991+3.7% | Added |
| State of Tennessee, Treasury Department | 165,553 | $64.3M | 0.23% | −17,347−9.5% | Reduced |
| Fort Washington Investment Advisors Inc | 163,677 | $63.5M | 0.37% | −2,741−1.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 163,584 | $63.5M | 0.11% | +28,830+21.4% | Added |
| Alpha Cubed Investments, LLC | 163,211 | $63.4M | 2.40% | +24,007+17.2% | Added |
| Daiwa Securities Group Inc. | 162,260 | $63.0M | 0.23% | +387+0.2% | Added |
| CIBC World Markets Inc. | 161,778 | $62.8M | 0.14% | +14,238+9.7% | Added |
| State of New Jersey Common Pension Fund D | 161,667 | $62.8M | 0.24% | −1,640−1.0% | Reduced |
| Teacher Retirement System of Texas | 161,307 | $62.6M | 0.26% | −14,276−8.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 161,023 | $62.5M | 0.36% | −9,329−5.5% | Reduced |
| Nisa Investment Advisors, LLC | 160,371 | $62.3M | 0.28% | −10,814−6.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 159,276 | $61.8M | 0.12% | +80,329+101.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 154,811 | $61.6M | 0.10% | −36,829−19.2% | Reduced |
| Gateway Investment Advisers LLC | 156,967 | $60.9M | 0.67% | −114−0.1% | Reduced |
| MML Investors Services, LLC | 154,361 | $59.9M | 0.17% | −1,301−0.8% | Reduced |
| Walleye Capital LLC | 152,233 | $59.1M | 0.55% | +151,398+18,131.5% | Added |
| Huntington National Bank | 144,360 | $56.0M | 0.37% | −2,982−2.0% | Reduced |
| Two Sigma Investments, LP | 144,201 | $56.0M | 0.10% | +142,149+6,927.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 144,094 | $55.9M | 0.82% | 00.0% | Unchanged |
| Calamos Advisors LLC | 143,275 | $55.6M | 0.24% | +60.0% | Added |
| KBC Group NV | 143,143 | $55.6M | 0.15% | −16,032−10.1% | Reduced |
| Arizona State Retirement System | 139,719 | $54.2M | 0.31% | −1,970−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 137,777 | $53.9M | 0.09% | +4,380+3.3% | Added |
| HM Payson & Co | 138,026 | $53.6M | 0.85% | −17,845−11.4% | Reduced |
| STRS Ohio | 137,995 | $53.6M | 0.20% | +4,989+3.8% | Added |
| Forsta Ap-Fonden | 136,800 | $53.1M | 0.35% | −3,100−2.2% | Reduced |
| State of Michigan Retirement System | 135,072 | $52.4M | 0.27% | −2,600−1.9% | Reduced |
| Trexquant Investment LP | 134,293 | $52.1M | 0.59% | +134,293 | New |
| Quantinno Capital Management LP | 132,563 | $51.5M | 0.22% | +19,461+17.2% | Added |
| Captrust Financial Advisors | 132,226 | $51.3M | 0.11% | −2,786−2.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 131,309 | $51.0M | 0.22% | −37,183−22.1% | Reduced |
| Heritage Investors Management Corp | 130,410 | $50.6M | 1.60% | +1,441+1.1% | Added |
| Wellington Management Group LLP | 129,094 | $50.1M | 0.01% | +14,352+12.5% | Added |
| Commerce Bank | 129,015 | $50.1M | 0.30% | −1,870−1.4% | Reduced |
| Sanctuary Advisors, LLC | 128,806 | $50.0M | 0.31% | +5,981+4.9% | Added |
| Achmea Investment Management B.V. | 127,903 | $49.7M | 0.64% | +6,769+5.6% | Added |
| Meyer Handelman Co | 123,276 | $47.9M | 1.58% | −860−0.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 123,130 | $47.8M | 1.93% | +123,130 | New |
| Capstone Investment Advisors, LLC | 122,577 | $47.6M | 0.41% | +109,700+851.9% | Added |
| Virginia Retirement Systems Et Al | 122,412 | $47.5M | 0.33% | 00.0% | Unchanged |
| MetLife Investment Management | 122,312 | $47.5M | 0.28% | −4,897−3.8% | Reduced |