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 |
|---|---|---|---|---|---|
| Davidson Trust Co | 1,262 | $489.9K | 0.23% | −102−7.5% | Reduced |
| Intrua Financial, LLC | 1,262 | $489.9K | 0.07% | +457+56.8% | Added |
| TBH Global Asset Management, LLC | 1,261 | $489.6K | 0.10% | −278−18.1% | Reduced |
| Northwest Bancshares, Inc. | 1,260 | $489.1K | 0.09% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,259 | $488.6K | 0.19% | +84+7.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,258 | $488.3K | 0.42% | +68+5.7% | Added |
| Bridgewealth Advisory Group, LLC | 1,257 | $488.0K | 0.12% | +1,257 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,256 | $488.0K | 0.01% | −38−2.9% | Reduced |
| Evanson Asset Management, LLC | 1,250 | $485.3K | 0.03% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,248 | $484.5K | 0.02% | −50−3.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,250 | $483.5K | 0.29% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,245 | $483.3K | 0.23% | −50−3.9% | Reduced |
| S.A. Mason LLC | 1,244 | $482.9K | 0.23% | +6+0.5% | Added |
| Zions Bancorporation, National Association | 1,242 | $482.2K | 0.03% | −22−1.7% | Reduced |
| Greenline Partners, LLC | 1,242 | $482.2K | 0.06% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 1,241 | $481.6K | 0.06% | +1+0.1% | Added |
| Vista Investment Partners LLC | 1,238 | $480.7K | 0.14% | −10,833−89.7% | Reduced |
| Monarch Capital Management Inc | 1,237 | $480.2K | 0.13% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,236 | $479.8K | 0.05% | −33−2.6% | Reduced |
| Core Alternative Capital | 1,235 | $479.4K | 0.13% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,233 | $478.5K | 0.06% | +1+0.1% | Added |
| Sandy Cove Advisors, LLC | 1,232 | $478.3K | 0.17% | −89−6.7% | Reduced |
| WestHill Financial Advisors, Inc. | 1,232 | $478.3K | 0.10% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,230 | $477.6K | 0.36% | +143+13.2% | Added |
| Kornitzer Capital Management Inc | 1,228 | $476.7K | 0.01% | −22−1.8% | Reduced |
| Gries Financial LLC | 1,217 | $472.5K | 0.09% | +18+1.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,216 | $472.2K | 0.06% | +29+2.4% | Added |
| Smith Shellnut Wilson LLC | 1,216 | $472.1K | 0.20% | −354−22.5% | Reduced |
| Regatta Capital Group, LLC | 1,210 | $469.6K | 0.08% | −9−0.7% | Reduced |
| Miller Financial Services LLC | 1,209 | $469.5K | 0.60% | −7−0.6% | Reduced |
| Monte Financial Group, LLC | 1,208 | $469.2K | 0.18% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,206 | $468.2K | 0.04% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 1,204 | $467.3K | 0.15% | +2+0.2% | Added |
| Tower Wealth Partners, Inc. | 1,203 | $467.0K | 0.28% | +84+7.5% | Added |
| CJM Wealth Advisers, Ltd. | 1,202 | $466.7K | 0.16% | +1+0.1% | Added |
| M1 Capital Management LLC | 1,200 | $465.9K | 0.23% | −161−11.8% | Reduced |
| Fairfield, Bush & Co. | 1,200 | $465.9K | 0.26% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 1,200 | $465.9K | 0.03% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,200 | $465.9K | 0.20% | +2+0.2% | Added |
| Integrated Investment Consultants, LLC | 1,199 | $465.5K | 0.09% | −5−0.4% | Reduced |
| Gilman Hill Asset Management, LLC | 1,199 | $465.5K | 0.08% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 1,196 | $464.4K | 0.48% | −43−3.5% | Reduced |
| Meridian Financial Partners LLC | 1,194 | $464.0K | 0.22% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 1,195 | $464.0K | 0.00% | +186+18.4% | Added |
| FSB Premier Wealth Management, Inc. | 1,193 | $463.2K | 0.17% | +25+2.1% | Added |
| Kaizen Financial Strategies | 1,191 | $462.4K | 0.23% | −245−17.1% | Reduced |
| Longview Financial Advisors LLC | 1,190 | $462.0K | 0.29% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 1,189 | $461.6K | 0.00% | −15−1.2% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,188 | $461.4K | 0.34% | +4+0.3% | Added |
| Trust Co of Kansas | 1,185 | $460.0K | 0.22% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,184 | $459.7K | 0.25% | +1,184 | New |
| E Fund Management Co., Ltd. | 1,183 | $459.3K | 0.02% | −5,027−81.0% | Reduced |
| Meredith Wealth Planning | 1,180 | $458.1K | 0.17% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,179 | $457.7K | 0.11% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,169 | $457.6K | 0.07% | +303+35.0% | Added |
| Crews Bank & Trust | 1,176 | $456.5K | 0.07% | +162+16.0% | Added |
| Optas, LLC | 1,174 | $455.8K | 0.09% | +92+8.5% | Added |
| American Money Management, LLC | 1,173 | $455.5K | 0.08% | −64−5.2% | Reduced |
| Canvas Wealth Advisors, LLC | 1,052 | $455.5K | 0.09% | +124+13.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,172 | $454.9K | 0.74% | −201−14.6% | Reduced |
| Ergawealth Advisors, Inc. | 1,171 | $454.6K | 0.20% | +1,171 | New |
| Aua Capital Management, LLC | 1,170 | $454.2K | 0.27% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 1,170 | $454.2K | 0.06% | +33+2.9% | Added |
| Vista Investment Partners II, LLC | 1,169 | $453.7K | 0.22% | −6,453−84.7% | Reduced |
| Fortress Private Ledger, LLC | 1,167 | $453.2K | 0.21% | +81+7.5% | Added |
| Eagle Wealth Strategies LLC | 1,167 | $453.0K | 0.25% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 1,166 | $452.7K | 0.36% | +65+5.9% | Added |
| Keeler Thomas Management LLC | 1,165 | $452.3K | 0.19% | −7,158−86.0% | Reduced |
| Brogan Financial, Inc. | 1,158 | $449.5K | 0.20% | −199−14.7% | Reduced |
| TCFG Wealth Management, LLC | 1,157 | $449.2K | 0.20% | −5−0.4% | Reduced |
| Legacy Financial Group LLC | 1,154 | $448.2K | 0.06% | −29−2.5% | Reduced |
| Warwick Investment Management, Inc. | 1,154 | $448.0K | 0.09% | −13−1.1% | Reduced |
| NorthStar Asset Management LLC | 1,151 | $446.7K | 0.24% | +180+18.5% | Added |
| Alan B. Lancz & Associates, Inc. | 1,150 | $446.4K | 0.45% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 1,147 | $445.2K | 0.35% | −96−7.7% | Reduced |
| Sunbeam Capital Management, LLC | 1,146 | $444.8K | 0.34% | +1,146 | New |
| American State Bank (Iowa) | 1,144 | $444.1K | 0.25% | +197+20.8% | Added |
| Foster Group, Inc. | 1,142 | $443.4K | 0.02% | −176−13.4% | Reduced |
| BlueStem Wealth Partners, LLC | 1,142 | $443.4K | 0.05% | −10−0.9% | Reduced |
| Annex Advisory Services, LLC | 1,142 | $443.3K | 0.01% | −167−12.8% | Reduced |
| Compass Financial Group, INC | 1,141 | $442.8K | 0.07% | +3+0.3% | Added |
| Summit X, LLC | 1,131 | $440.9K | 0.08% | +106+10.3% | Added |
| Maxele Advisors, LLC | 1,134 | $440.4K | 0.38% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 1,134 | $440.2K | 0.06% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,133 | $439.7K | 0.13% | −130−10.3% | Reduced |
| Formidable Asset Management, LLC | 1,332 | $439.3K | 0.07% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,131 | $439.1K | 0.25% | −105−8.5% | Reduced |
| Bay Capital Advisors, LLC | 1,128 | $437.9K | 0.33% | −3−0.3% | Reduced |
| First Western Trust Bank | 1,128 | $437.9K | 0.02% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,125 | $436.7K | 0.08% | −15−1.3% | Reduced |
| Soundwatch Capital LLC | 429,033 | $436.1K | 0.09% | +429,033 | New |
| Strategic Wealth Partners, Ltd. | 1,121 | $435.2K | 0.03% | +1,121 | New |
| Spring Capital Management, LLC | 1,120 | $434.8K | 0.23% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,117 | $433.6K | 0.06% | −65−5.5% | Reduced |
| City National Bank of Florida | 1,111 | $431.3K | 0.31% | −6−0.5% | Reduced |
| TrueMark Investments, LLC | 1,109 | $430.5K | 0.09% | +1,109 | New |
| Spectrum Planning & Advisory Services Inc. | 1,106 | $429.4K | 0.28% | +1,106 | New |
| Tandem Wealth Advisors LLC | 1,105 | $429.0K | 0.21% | +236+27.2% | Added |
| WealthShield Partners, LLC | 1,104 | $428.6K | 0.05% | −66−5.6% | Reduced |
| WealthPLAN Partners, LLC | 1,102 | $428.0K | 0.07% | −2−0.2% | Reduced |