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 |
|---|---|---|---|---|---|
| Seed Wealth Management, Inc. | 1,440 | $559.0K | 0.42% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 1,440 | $559.0K | 0.14% | +1,440 | New |
| Sanchez Wealth Management Group | 1,438 | $558.4K | 0.13% | −86−5.6% | Reduced |
| Financial Partners Group, Inc | 1,436 | $557.6K | 0.08% | −92−6.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,434 | $556.7K | 0.30% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,150 | $555.4K | 0.03% | +83+7.8% | Added |
| Sepio Capital, LP | 1,420 | $551.5K | 0.04% | −85−5.6% | Reduced |
| Retirement Planning Group | 1,421 | $551.5K | 0.02% | +15+1.1% | Added |
| Liberty Wealth Management LLC | 1,420 | $551.2K | 0.09% | +491+52.9% | Added |
| Range Financial Group LLC | 1,412 | $548.2K | 0.22% | +25+1.8% | Added |
| Hardin Capital Partners, LLC | 1,402 | $548.1K | 0.32% | +55+4.1% | Added |
| Blankinship & Foster, LLC | 1,411 | $547.8K | 0.13% | 00.0% | Unchanged |
| Firestone Capital Management | 1,407 | $546.2K | 0.13% | +15+1.1% | Added |
| Palogic Value Management, L.P. | 1,406 | $545.8K | 0.23% | +391+38.5% | Added |
| Millington Financial Advisors, LLC | 1,274 | $544.9K | 0.28% | +16+1.3% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,401 | $543.9K | 0.12% | +263+23.1% | Added |
| Gillespie Robinson & Grimm Inc | 1,400 | $543.5K | 0.04% | −25−1.8% | Reduced |
| Ironwood Investment Management LLC | 1,400 | $543.5K | 0.26% | 00.0% | Unchanged |
| Center For Asset Management LLC | 1,497 | $543.4K | 0.34% | −1−0.1% | Reduced |
| BankPlus Wealth Management LLC | 1,393 | $541.3K | 0.36% | +19+1.4% | Added |
| Grant Street Asset Management, Inc. | 1,394 | $541.2K | 0.12% | 00.0% | Unchanged |
| First National Corp | 1,394 | $541.0K | 0.11% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 1,391 | $540.2K | 0.56% | −10−0.7% | Reduced |
| MUFG Securities EMEA plc | 1,390 | $539.6K | 0.02% | +1,390 | New |
| apricus wealth, LLC | 1,389 | $539.2K | 0.31% | 00.0% | Unchanged |
| Apollon Financial, LLC | 1,387 | $538.4K | 0.11% | −19−1.4% | Reduced |
| Mengis Capital Management, Inc. | 1,385 | $538.0K | 0.11% | −1−0.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,383 | $536.9K | 0.19% | +138+11.1% | Added |
| Morris Retirement Advisors, LLC | 1,383 | $536.8K | 0.25% | 00.0% | Unchanged |
| Fca Corp | 1,382 | $536.5K | 0.16% | +582+72.8% | Added |
| JB Capital LLC | 1,380 | $535.8K | 0.03% | +463+50.5% | Added |
| Planning Alternatives Ltd | 1,374 | $533.4K | 0.07% | +7+0.5% | Added |
| Capital Advisors Wealth Management, LLC | 1,373 | $532.9K | 0.08% | +46+3.5% | Added |
| Carrera Capital Advisors | 1,371 | $532.2K | 0.11% | −23−1.6% | Reduced |
| Tumwater Wealth Management, LLC | 1,368 | $530.9K | 0.25% | +51+3.9% | Added |
| Planning Center, Inc. | 1,367 | $530.7K | 0.06% | +44+3.3% | Added |
| Buck Wealth Strategies, LLC | 1,364 | $529.6K | 0.08% | −1,733−56.0% | Reduced |
| Traveka Wealth, LLC | 1,363 | $529.3K | 0.28% | +148+12.2% | Added |
| Basepoint Wealth LLC | 1,359 | $527.4K | 0.41% | −1−0.1% | Reduced |
| Sendero Wealth Management, LLC | 1,357 | $526.8K | 0.07% | +6+0.4% | Added |
| Enterprise Financial Services Corp | 1,355 | $526.0K | 0.28% | −22−1.6% | Reduced |
| Thomas Story & Son LLC | 1,350 | $524.1K | 0.20% | 00.0% | Unchanged |
| First Pacific Financial | 1,349 | $523.7K | 0.08% | +41+3.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,348 | $523.4K | 0.13% | +1,348 | New |
| Waterloo Capital, L.P. | 1,348 | $523.3K | 0.04% | +301+28.7% | Added |
| Coyle Financial Counsel LLC | 1,347 | $522.9K | 0.14% | −2−0.1% | Reduced |
| Signal Advisors Wealth, LLC | 1,344 | $521.7K | 0.04% | −2,905−68.4% | Reduced |
| United Bank | 1,342 | $521.0K | 0.06% | −258−16.1% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,341 | $520.5K | 0.19% | +11+0.8% | Added |
| Wealth Management Associates, Inc. | 1,340 | $520.3K | 0.20% | +53+4.1% | Added |
| SJS Investment Consulting Inc. | 1,339 | $519.9K | 0.08% | −15−1.1% | Reduced |
| VeraBank, N.A. | 1,336 | $518.6K | 0.10% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 1,336 | $518.6K | 0.27% | 00.0% | Unchanged |
| McMill Wealth Management | 1,331 | $517.1K | 0.17% | +2+0.2% | Added |
| Accel Wealth Management | 1,331 | $516.6K | 0.17% | +191+16.8% | Added |
| JT Stratford LLC | 1,327 | $515.2K | 0.08% | +140+11.8% | Added |
| Braun-Bostich & Associates Inc. | 1,325 | $514.4K | 0.35% | +62+4.9% | Added |
| Intellus Advisors LLC | 1,320 | $512.6K | 0.08% | +73+5.9% | Added |
| Next Level Private LLC | 1,320 | $512.4K | 0.17% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 1,318 | $511.7K | 0.50% | +200+17.9% | Added |
| Hollencrest Capital Management | 1,318 | $511.5K | 0.02% | +111+9.2% | Added |
| Old Point Trust & Financial Services N A | 1,317 | $511.3K | 0.18% | +100+8.2% | Added |
| Interchange Capital Partners, LLC | 1,316 | $510.9K | 0.12% | −38−2.8% | Reduced |
| Westshore Wealth, LLC | 1,316 | $510.7K | 0.20% | +1+0.1% | Added |
| Birchcreek Wealth Management, LLC | 1,314 | $510.1K | 0.29% | −5−0.4% | Reduced |
| Alpine Bank Wealth Management | 1,314 | $510.1K | 0.08% | +670+104.0% | Added |
| Convergence Financial, LLC | 1,312 | $509.4K | 0.09% | +409+45.3% | Added |
| Curbstone Financial Management Corp | 1,312 | $509.3K | 0.10% | −490−27.2% | Reduced |
| Petix & Botte Co | 1,312 | $509.3K | 0.12% | 00.0% | Unchanged |
| First Financial Corp | 1,308 | $507.8K | 0.23% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 1,305 | $506.6K | 0.22% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,304 | $506.3K | 0.03% | +1,304 | New |
| Friday Financial | 1,303 | $505.8K | 0.26% | +1,303 | New |
| Finivi Inc. | 1,302 | $505.4K | 0.34% | +19+1.5% | Added |
| Onefund, LLC | 1,302 | $505.0K | 0.36% | −18−1.4% | Reduced |
| Perpetual Ltd | 1,300 | $504.7K | 0.01% | −400−23.5% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 1,300 | $504.7K | 0.09% | −9−0.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,300 | $504.7K | 0.06% | +1,300 | New |
| Davidson Investment Advisors | 1,299 | $504.3K | 0.02% | +102+8.5% | Added |
| Leo Wealth, LLC | 1,299 | $504.1K | 0.04% | +1,299 | New |
| Daner Wealth Management, LLC | 1,221 | $504.0K | 0.35% | +1,221 | New |
| Baron Wealth Management LLC | 1,297 | $503.6K | 0.18% | −22−1.7% | Reduced |
| Verity Asset Management, Inc. | 1,295 | $502.9K | 0.24% | −887−40.7% | Reduced |
| Haven Private, LLC | 1,295 | $502.7K | 0.22% | +1,295 | New |
| RMR Wealth Builders | 1,292 | $501.6K | 0.05% | −237−15.5% | Reduced |
| Garden State Investment Advisory Services LLC | 1,288 | $501.3K | 0.14% | +44+3.5% | Added |
| Beacon Capital Management, LLC | 1,291 | $501.2K | 0.07% | −225−14.8% | Reduced |
| Elser Financial Planning, Inc | 1,291 | $501.2K | 0.63% | −35−2.6% | Reduced |
| MCF Advisors LLC | 1,287 | $499.6K | 0.03% | −2−0.2% | Reduced |
| Bangor Savings Bank | 1,282 | $497.6K | 0.04% | +35+2.8% | Added |
| Rise Advisors, LLC | 1,281 | $497.4K | 0.20% | −53−4.0% | Reduced |
| FSA Advisors, Inc. | 1,280 | $497.0K | 0.40% | −310−19.5% | Reduced |
| Oliver Luxxe Assets LLC | 1,280 | $496.9K | 0.09% | −30−2.3% | Reduced |
| Clarion Wealth Managment Partners, LLC | 1,278 | $496.1K | 0.54% | +1,278 | New |
| David J Yvars Group | 1,278 | $496.1K | 0.29% | +1,278 | New |
| Forbes J M & Co LLP | 1,277 | $495.7K | 0.05% | −314−19.7% | Reduced |
| Alpha Family Trust | 1,270 | $493.0K | 0.24% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,268 | $492.3K | 0.12% | −87−6.4% | Reduced |
| Destination Wealth Management | 1,267 | $491.7K | 0.01% | +73+6.1% | Added |
| Warther Private Wealth, LLC | 1,266 | $491.6K | 0.13% | −377−22.9% | Reduced |