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 |
|---|---|---|---|---|---|
| VSM Wealth Advisory, LLC | 1,102 | $427.9K | 0.14% | −300−21.4% | Reduced |
| SkyOak Wealth, LLC | 1,101 | $427.3K | 0.09% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,100 | $427.0K | 0.29% | −325−22.8% | Reduced |
| Full Sail Capital, LLC | 1,100 | $427.0K | 0.02% | −5−0.5% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 1,100 | $427.0K | 0.03% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 1,100 | $427.0K | 0.28% | 00.0% | Unchanged |
| STAR Financial Bank | 1,099 | $426.6K | 0.27% | +41+3.9% | Added |
| Okabena Investment Services Inc | 1,095 | $425.1K | 0.09% | +75+7.4% | Added |
| Hengehold Capital Management LLC | 1,092 | $424.0K | 0.04% | −28−2.5% | Reduced |
| Gradient Investments LLC | 1,092 | $424.0K | 0.01% | −6−0.5% | Reduced |
| Financial Advisors, LLC | 1,090 | $423.1K | 0.08% | 00.0% | Unchanged |
| Agp Franklin, LLC | 1,090 | $423.1K | 0.22% | +1,090 | New |
| Richmond Investment Services, LLC | 1,089 | $422.9K | 0.09% | +1,089 | New |
| Chesley Taft & Associates LLC | 1,087 | $422.0K | 0.02% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 1,086 | $421.6K | 0.30% | −101−8.5% | Reduced |
| Balboa Wealth Partners | 1,085 | $421.0K | 0.08% | −349−24.3% | Reduced |
| Central Pacific Bank - Trust Division | 1,084 | $420.8K | 0.05% | −95−8.1% | Reduced |
| Consilium Wealth Advisory, LLC | 1,081 | $419.8K | 0.18% | −19−1.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,080 | $419.2K | 0.09% | +86+8.7% | Added |
| Jag Capital Management, LLC | 1,079 | $418.9K | 0.05% | +297+38.0% | Added |
| Clarity Wealth Advisors, LLC | 1,078 | $418.6K | 0.10% | −5−0.5% | Reduced |
| Silvant Capital Management LLC | 1,076 | $417.7K | 0.02% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 1,075 | $417.2K | 0.34% | +4+0.4% | Added |
| Greenwood Capital Associates LLC | 1,074 | $416.9K | 0.05% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 1,074 | $416.7K | 0.13% | +1,074 | New |
| Versant Capital Management, Inc | 1,073 | $416.7K | 0.06% | −382−26.3% | Reduced |
| DeDora Capital, Inc. | 1,072 | $416.1K | 0.11% | +81+8.2% | Added |
| Adamsbrown Wealth Consultants LLC | 1,069 | $415.0K | 0.12% | +1,069 | New |
| 49 Wealth Management, LLC | 1,066 | $413.8K | 0.04% | +53+5.2% | Added |
| Ring Mountain Capital, LLC | 1,000 | $413.7K | 0.25% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,065 | $413.4K | 0.07% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,064 | $413.1K | 0.29% | +200+23.1% | Added |
| Meridian Wealth Advisors, LLC | 1,063 | $412.9K | 0.07% | 00.0% | Unchanged |
| Sym Financial Corp | 1,062 | $412.2K | 0.05% | +59+5.9% | Added |
| NTV Asset Management LLC | 1,060 | $411.3K | 0.05% | +1+0.1% | Added |
| Verum Partners LLC | 1,059 | $411.1K | 0.09% | +26+2.5% | Added |
| Chilton Investment Co LLC | 1,059 | $411.1K | 0.01% | +1,059 | New |
| Crowley Wealth Management, Inc. | 1,057 | $410.3K | 0.37% | −85−7.4% | Reduced |
| Miller Wealth Advisors, LLC | 1,056 | $409.9K | 0.19% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 1,056 | $409.8K | 0.14% | −1−0.1% | Reduced |
| Onyx Financial Advisors, LLC | 1,055 | $409.6K | 0.19% | +4+0.4% | Added |
| Wallace Advisory Group, LLC | 1,242 | $409.6K | 0.30% | −144−10.4% | Reduced |
| AXS Investments LLC | 1,054 | $409.2K | 0.17% | −597−36.2% | Reduced |
| Antonelli Financial Advisors, LLC | 1,053 | $408.9K | 0.30% | 00.0% | Unchanged |
| First Community Trust NA | 1,050 | $407.6K | 0.33% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 1,049 | $407.2K | 0.10% | −78−6.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,048 | $406.8K | 0.15% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,048 | $406.8K | 0.12% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,028 | $405.3K | 0.37% | +22+2.2% | Added |
| First Hawaiian Bank | 1,044 | $405.3K | 0.06% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,034 | $404.2K | 0.16% | −916−47.0% | Reduced |
| Register Financial Advisors LLC | 1,038 | $403.0K | 0.18% | 00.0% | Unchanged |
| Elgethun Capital Management | 1,038 | $402.8K | 0.08% | −29−2.7% | Reduced |
| Joule Financial, LLC | 1,037 | $402.6K | 0.13% | −119−10.3% | Reduced |
| LBMC Investment Advisors, LLC | 1,036 | $402.2K | 0.03% | 00.0% | Unchanged |
| DF Dent & Co Inc | 1,036 | $402.2K | 0.01% | +276+36.3% | Added |
| Lynx Investment Advisory | 1,034 | $401.3K | 0.26% | +6+0.6% | Added |
| Smallwood Wealth Investment Management, LLC | 1,028 | $399.2K | 0.23% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 1,028 | $399.1K | 0.37% | −772−42.9% | Reduced |
| Centric Wealth Management | 957 | $398.8K | 0.10% | +35+3.8% | Added |
| Private Wealth Partners, LLC | 1,027 | $398.7K | 0.03% | −100−8.9% | Reduced |
| N.E.W. Advisory Services LLC | 1,027 | $398.6K | 0.04% | −78−7.1% | Reduced |
| Bender Robert & Associates | 1,024 | $397.5K | 0.09% | −40−3.8% | Reduced |
| HORAN Wealth, LLC | 1,023 | $397.1K | 0.12% | +1,023 | New |
| NFP Retirement, Inc. | 1,022 | $396.7K | 0.03% | +11+1.1% | Added |
| Highview Capital Management LLC | 1,020 | $396.0K | 0.15% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 1,020 | $396.0K | 0.04% | +282+38.2% | Added |
| Arbor Investment Advisors, LLC | 1,017 | $394.8K | 0.05% | −3−0.3% | Reduced |
| Ledgewood Wealth Advisors, LLC | 1,017 | $394.8K | 0.25% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,016 | $394.4K | 0.07% | −1−0.1% | Reduced |
| Alesco Advisors LLC | 1,014 | $393.6K | 0.01% | −99−8.9% | Reduced |
| Good Steward Wealth Advisors,LLC | 1,013 | $393.3K | 0.31% | +5+0.5% | Added |
| Syntegra Private Wealth Group, LLC | 1,013 | $393.3K | 0.04% | +36+3.7% | Added |
| Dover Advisors, LLC | 1,012 | $392.7K | 0.17% | +69+7.3% | Added |
| D'Orazio & Associates, Inc. | 1,012 | $392.7K | 0.06% | +27+2.7% | Added |
| SPC Financial, Inc. | 1,011 | $392.6K | 0.03% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 1,011 | $392.5K | 0.06% | +73+7.8% | Added |
| Vigilare Wealth Management | 1,011 | $392.5K | 0.15% | +350+53.0% | Added |
| Cookson Peirce & Co Inc | 1,009 | $391.7K | 0.02% | −117−10.4% | Reduced |
| Angeles Wealth Management, LLC | 1,009 | $391.7K | 0.03% | +13+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 1,009 | $391.7K | 0.19% | +39+4.0% | Added |
| Paul Damon & Associates, Inc. | 1,008 | $391.4K | 0.21% | +192+23.5% | Added |
| Financial Advisors Network, Inc. | 1,006 | $390.5K | 0.06% | −97−8.8% | Reduced |
| Vestia Personal Wealth Advisors | 1,006 | $390.4K | 0.27% | +31+3.2% | Added |
| Leigh Baldwin & Co., LLC | 1,005 | $390.3K | 0.26% | +236+30.7% | Added |
| CWS Financial Advisors, LLC | 1,004 | $389.8K | 0.11% | −300−23.0% | Reduced |
| Dale Q Rice Investment Management Ltd | 944 | $389.8K | 0.32% | −944−50.0% | Reduced |
| Baker Boyer National Bank | 1,001 | $388.6K | 0.13% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,000 | $388.2K | 0.25% | 00.0% | Unchanged |
| Prodigy Asset Management LLC | 1,000 | $388.2K | 0.25% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,000 | $388.2K | 0.01% | +1,000 | New |
| Stonebrook Private Inc. | 998 | $387.4K | 0.09% | −95−8.7% | Reduced |
| Moloney Securities Asset Management, LLC | 998 | $387.4K | 0.05% | +87+9.5% | Added |
| Catalina Capital Group, LLC | 990 | $384.3K | 0.26% | −248−20.0% | Reduced |
| Arcus Capital Partners, LLC | 990 | $384.3K | 0.17% | +33+3.4% | Added |
| Fragasso Group Inc. | 989 | $383.9K | 0.03% | +84+9.3% | Added |
| Manchester Capital Management LLC | 988 | $383.6K | 0.05% | −228−18.8% | Reduced |
| Nautilus Advisors LLC | 988 | $383.4K | 0.28% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 987 | $383.2K | 0.10% | −304−23.5% | Reduced |
| Home Federal Bank of Tennessee | 984 | $382.0K | 0.11% | −1,200−54.9% | Reduced |