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 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 1,643 | $637.8K | 0.07% | −25−1.5% | Reduced |
| Abel Hall, LLC | 1,641 | $637.1K | 0.29% | +1,641 | New |
| SageView Advisory Group, LLC | 1,469 | $636.3K | 0.02% | +90+6.5% | Added |
| Reliant Investment Partners, LLC | 1,636 | $635.1K | 0.55% | −34−2.0% | Reduced |
| Liberty Square Wealth Partners LLC | 1,636 | $635.1K | 0.22% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,634 | $634.3K | 0.05% | +1,634 | New |
| Relyea Zuckerberg Hanson LLC | 1,633 | $633.8K | 0.07% | −49−2.9% | Reduced |
| Frisch Financial Group, Inc. | 1,627 | $632.0K | 0.15% | −13−0.8% | Reduced |
| Gould Asset Management LLC | 1,625 | $630.8K | 0.12% | −30−1.8% | Reduced |
| Cornerstone Select Advisors, LLC | 1,620 | $628.9K | 0.55% | −80−4.7% | Reduced |
| Advisory Resource Group | 1,617 | $627.7K | 0.12% | −21−1.3% | Reduced |
| Jeppson Wealth Management, LLC | 1,617 | $627.7K | 0.22% | −1−0.1% | Reduced |
| Wagner Wealth Management, LLC | 1,615 | $627.1K | 0.14% | +738+84.2% | Added |
| LCNB Corp | 1,612 | $625.8K | 0.22% | −339−17.4% | Reduced |
| Orrstown Financial Services Inc | 1,611 | $625.4K | 0.13% | −785−32.8% | Reduced |
| New Republic Capital, LLC | 1,609 | $624.8K | 0.22% | −18−1.1% | Reduced |
| Challenger Wealth Management | 1,607 | $623.9K | 0.43% | +7+0.4% | Added |
| TFB Advisors LLC | 1,607 | $623.9K | 0.16% | +98+6.5% | Added |
| Vishria Bird Financial Group, LLC | 1,607 | $623.7K | 0.21% | 00.0% | Unchanged |
| Peoples Bank | 1,603 | $622.3K | 0.42% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 1,601 | $621.6K | 0.31% | −35−2.1% | Reduced |
| Camden National Bank | 1,600 | $621.1K | 0.09% | −16−1.0% | Reduced |
| WESCAP Management Group, Inc. | 1,600 | $621.1K | 0.14% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,600 | $621.1K | 0.02% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,600 | $621.1K | 0.35% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 1,600 | $621.1K | 0.34% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 1,600 | $621.1K | 0.29% | +1,600 | New |
| Canal Capital Management, LLC | 1,600 | $621.0K | 0.10% | +64+4.2% | Added |
| Baker Ellis Asset Management LLC | 1,597 | $620.0K | 0.09% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,595 | $619.2K | 0.20% | +375+30.7% | Added |
| WealthTrust Axiom LLC | 1,595 | $619.1K | 0.18% | −18−1.1% | Reduced |
| Everpar Advisors LLC | 1,594 | $618.8K | 0.28% | +204+14.7% | Added |
| Stonebridge Financial Group, LLC | 1,593 | $618.5K | 0.06% | +31+2.0% | Added |
| Mustard Seed Financial, LLC | 1,592 | $618.1K | 0.45% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,591 | $617.7K | 0.06% | +41+2.6% | Added |
| McGowan Group Asset Management, Inc. | 1,591 | $617.5K | 0.08% | +2+0.1% | Added |
| Smart Portfolios, LLC | 1,588 | $616.5K | 0.62% | −15−0.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,582 | $614.1K | 0.07% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,581 | $613.9K | 0.05% | −190−10.7% | Reduced |
| Keystone Wealth Services, LLC | 1,581 | $613.6K | 0.15% | +6+0.4% | Added |
| Ameriflex Group, Inc. | 1,606 | $613.2K | 0.32% | −2,826−63.8% | Reduced |
| Compass Capital Corp | 1,504 | $612.6K | 0.29% | +432+40.3% | Added |
| Transcendent Capital Group LLC | 1,578 | $612.6K | 0.31% | +1,578 | New |
| VisionPoint Advisory Group, LLC | 1,576 | $611.8K | 0.13% | +225+16.7% | Added |
| Meadow Creek Wealth Advisors LLC | 1,573 | $610.7K | 0.41% | −35−2.2% | Reduced |
| SeaBridge Investment Advisors LLC | 1,565 | $607.5K | 0.11% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 1,564 | $607.2K | 0.13% | +11+0.7% | Added |
| Readystate Asset Management LP | 1,564 | $607.2K | 0.03% | +1,564 | New |
| Victory Financial Group, LLC | 1,561 | $606.1K | 0.10% | +836+115.3% | Added |
| Axq Capital, LP | 1,560 | $605.6K | 0.20% | +559+55.8% | Added |
| Capital Analysts, LLC | 1,559 | $605.0K | 0.02% | +79+5.3% | Added |
| Reyes Financial Architecture, Inc. | 1,553 | $602.9K | 0.52% | +239+18.2% | Added |
| Arcataur Capital Management LLC | 1,552 | $602.5K | 0.19% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,552 | $602.5K | 0.03% | +38+2.5% | Added |
| Rosenberg Matthew Hamilton | 1,551 | $602.1K | 0.14% | +139+9.8% | Added |
| Laffer Tengler Investments | 1,551 | $602.1K | 0.11% | +639+70.1% | Added |
| Quantum Financial Advisors, LLC | 1,550 | $601.9K | 0.08% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,547 | $600.3K | 0.01% | −133−7.9% | Reduced |
| Burton Enright Welch | 1,546 | $600.2K | 0.10% | +111+7.7% | Added |
| Sentry Investment Management LLC | 1,519 | $599.0K | 0.33% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 1,542 | $598.6K | 0.55% | +145+10.4% | Added |
| SAM Advisors, LLC | 1,540 | $597.8K | 0.21% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,540 | $597.8K | 0.10% | +4+0.3% | Added |
| LVW Advisors, LLC | 1,538 | $597.1K | 0.07% | −608−28.3% | Reduced |
| Tectonic Advisors LLC | 1,536 | $596.2K | 0.03% | +6+0.4% | Added |
| McBroom & Associates, LLC | 1,806 | $595.6K | 0.34% | 00.0% | Unchanged |
| Strategic Equity Management | 1,526 | $592.4K | 0.22% | 00.0% | Unchanged |
| MFA Wealth Services | 1,523 | $591.4K | 0.44% | +1+0.1% | Added |
| Alteri Wealth LLC | 1,522 | $590.8K | 0.23% | +37+2.5% | Added |
| SFMG, LLC | 1,501 | $582.7K | 0.04% | −235−13.5% | Reduced |
| XTX Topco Ltd | 1,500 | $582.3K | 0.02% | −2,263−60.1% | Reduced |
| Rbo & Co LLC | 1,500 | $582.3K | 0.09% | 00.0% | Unchanged |
| Fractal Investments LLC | 1,500 | $582.3K | 0.08% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 1,500 | $582.0K | 0.02% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,496 | $580.8K | 0.19% | +13+0.9% | Added |
| Atlantic Trust, LLC | 1,495 | $580.4K | 0.11% | −212−12.4% | Reduced |
| GWN Securities Inc. | 1,481 | $578.3K | 0.11% | −18,374−92.5% | Reduced |
| Empirical Asset Management, LLC | 1,485 | $576.5K | 0.18% | −22−1.5% | Reduced |
| PBMares Wealth Management LLC | 1,482 | $575.5K | 0.11% | −65−4.2% | Reduced |
| Acas, LLC | 1,389 | $574.5K | 0.38% | +12+0.9% | Added |
| Leisure Capital Management | 1,478 | $573.9K | 0.22% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,477 | $573.5K | 0.22% | +3+0.2% | Added |
| Blueshift Asset Management, LLC | 1,476 | $573.0K | 0.18% | −1,316−47.1% | Reduced |
| Cromwell Holdings LLC | 1,476 | $573.0K | 0.35% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,473 | $571.8K | 0.19% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,469 | $570.2K | 0.05% | −4−0.3% | Reduced |
| Silver Coast Investments LLC | 1,468 | $569.9K | 0.21% | +379+34.8% | Added |
| West Paces Advisors Inc. | 1,467 | $569.5K | 0.12% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,467 | $569.5K | 0.06% | +11+0.8% | Added |
| Hills Bank & Trust Co | 1,467 | $569.5K | 0.04% | +218+17.5% | Added |
| Hara Capital LLC | 1,465 | $568.7K | 0.35% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,464 | $568.3K | 0.12% | −10−0.7% | Reduced |
| Mirador Capital Partners LP | 1,460 | $566.8K | 0.09% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 1,452 | $563.7K | 0.10% | +784+117.4% | Added |
| Pinnacle Financial Group, LLC | 1,451 | $563.2K | 0.19% | +219+17.8% | Added |
| Insight Advisors, LLC | 1,448 | $562.0K | 0.09% | +2+0.1% | Added |
| Nadler Financial Group, Inc. | 1,446 | $561.4K | 0.06% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,443 | $560.0K | 0.06% | 00.0% | Unchanged |
| Channel Wealth LLC | 1,441 | $559.4K | 0.16% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,440 | $559.0K | 0.10% | −786−35.3% | Reduced |