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 |
|---|---|---|---|---|---|
| Foster Dykema Cabot & Partners, LLC | 984 | $382.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 984 | $381.9K | 0.07% | +15+1.5% | Added |
| PCG Asset Management, LLC | 980 | $380.4K | 0.33% | +60+6.5% | Added |
| Kelly Lawrence W & Associates Inc | 979 | $380.1K | 0.10% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 980 | $380.0K | 0.00% | +162+19.8% | Added |
| Plante Moran Financial Advisors, LLC | 977 | $379.3K | 0.03% | −12−1.2% | Reduced |
| Chiron Capital Management, LLC | 977 | $379.3K | 0.33% | +977 | New |
| Central Valley Advisors, LLC | 977 | $379.3K | 0.13% | 00.0% | Unchanged |
| RW Investment Management LLC | 976 | $378.9K | 0.04% | +351+56.2% | Added |
| Wealth Management Nebraska | 984 | $378.6K | 0.05% | 00.0% | Unchanged |
| Washington Trust Bank | 973 | $377.7K | 0.03% | −94−8.8% | Reduced |
| MJP Associates Inc | 971 | $377.1K | 0.06% | −64−6.2% | Reduced |
| Centerpoint Advisory Group | 970 | $376.6K | 0.33% | −50−4.9% | Reduced |
| Vision Capital Management, Inc. | 970 | $376.6K | 0.05% | +150+18.3% | Added |
| Uniting Wealth Partners, LLC | 969 | $376.2K | 0.15% | 00.0% | Unchanged |
| Apexium Financial, LP | 967 | $375.3K | 0.02% | +22+2.3% | Added |
| Seamount Financial Group Inc | 962 | $373.5K | 0.19% | +962 | New |
| First Interstate Bank | 960 | $372.7K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 960 | $372.7K | 0.02% | +420+77.8% | Added |
| Aventura Private Wealth, LLC | 957 | $371.5K | 0.16% | +36+3.9% | Added |
| State of Wyoming | 956 | $371.1K | 0.05% | −889−48.2% | Reduced |
| Old North State Trust, LLC | 955 | $371.0K | 0.25% | +72+8.2% | Added |
| WMG Financial Advisors, LLC | 955 | $370.7K | 0.14% | +106+12.5% | Added |
| Citizens & Northern Corp | 951 | $369.2K | 0.10% | +19+2.0% | Added |
| Mount Vernon Associates Inc | 950 | $369.0K | 0.27% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 950 | $368.8K | 0.17% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 949 | $368.2K | 0.09% | +60+6.7% | Added |
| Verus Financial Partners, Inc. | 914 | $367.8K | 0.04% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 947 | $367.8K | 0.13% | −204−17.7% | Reduced |
| O'Rourke & Company, Inc | 946 | $367.2K | 0.17% | +2+0.2% | Added |
| 360 Financial, Inc. | 945 | $366.9K | 0.12% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 942 | $365.8K | 0.01% | −1,963−67.6% | Reduced |
| Eagle Capital Management, LLC | 939 | $365.0K | 0.16% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 938 | $364.2K | 0.17% | −117−11.1% | Reduced |
| Community Trust & Investment Co | 938 | $364.1K | 0.02% | −82−8.0% | Reduced |
| Advantage Trust Co | 937 | $363.8K | 0.18% | +370+65.3% | Added |
| Bouchey Financial Group Ltd | 936 | $363.4K | 0.03% | +139+17.4% | Added |
| James J. Burns & Company, LLC | 935 | $363.1K | 0.06% | +24+2.6% | Added |
| First United Bank Trust | 935 | $363.0K | 0.13% | −15−1.6% | Reduced |
| Wedgewood Investors Inc | 933 | $362.2K | 0.42% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 930 | $361.0K | 0.26% | −75−7.5% | Reduced |
| Great Diamond Partners, LLC | 930 | $361.0K | 0.08% | +930 | New |
| Southland Equity Partners LLC | 929 | $360.8K | 0.08% | +30+3.3% | Added |
| Crane Advisory, LLC | 886 | $359.6K | 0.06% | −128−12.6% | Reduced |
| Chico Wealth RIA | 926 | $359.5K | 0.28% | +177+23.6% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 918 | $358.9K | 0.16% | −10−1.1% | Reduced |
| Strategic Financial Concepts, LLC | 909 | $358.8K | 0.05% | +200+28.2% | Added |
| Manchester Financial Inc | 924 | $358.5K | 0.08% | 00.0% | Unchanged |
| United Community Bank | 923 | $358.3K | 0.12% | −139−13.1% | Reduced |
| Anchor Capital Advisors LLC | 922 | $357.9K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 921 | $357.5K | 0.11% | −210−18.6% | Reduced |
| Carmel Capital Partners, LLC | 917 | $356.0K | 0.12% | −121−11.7% | Reduced |
| Red Mountain Financial, LLC | 916 | $355.7K | 0.39% | +129+16.4% | Added |
| Van Cleef Asset Management,Inc | 915 | $355.2K | 0.04% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 912 | $354.0K | 0.03% | −285−23.8% | Reduced |
| Signature Resources Capital Management, LLC | 912 | $354.0K | 0.22% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 912 | $354.0K | 0.15% | −33−3.5% | Reduced |
| West Wealth Group, LLC | 826 | $353.5K | 0.09% | +170+25.9% | Added |
| Novare Capital Management LLC | 910 | $353.2K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 909 | $352.9K | 0.03% | −7,950−89.7% | Reduced |
| Heritage Financial Services, LLC | 909 | $352.9K | 0.03% | −70−7.2% | Reduced |
| United Advisor Group, LLC | 908 | $352.5K | 0.06% | +71+8.5% | Added |
| SMART Wealth LLC | 908 | $352.4K | 0.11% | −1,623−64.1% | Reduced |
| Bingham Private Wealth, LLC | 907 | $352.1K | 0.34% | −23−2.5% | Reduced |
| Catalyst Capital Advisors LLC | 907 | $352.1K | 0.01% | +380+72.1% | Added |
| Avantra Family Wealth, Inc. | 905 | $351.3K | 0.29% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 905 | $351.3K | 0.13% | +3+0.3% | Added |
| Inspirion Wealth Advisors, LLC | 904 | $351.0K | 0.05% | −48−5.0% | Reduced |
| Winslow Asset Management Inc | 905 | $351.0K | 0.07% | −10−1.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 870 | $349.9K | 0.02% | +12+1.4% | Added |
| HTG Investment Advisors, Inc. | 900 | $349.5K | 0.13% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 900 | $349.4K | 0.04% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 900 | $349.4K | 0.23% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 900 | $349.0K | 0.00% | +230+34.3% | Added |
| Severin Investments, LLC | 898 | $348.5K | 0.33% | −1,167−56.5% | Reduced |
| Smith Thornton Advisors LLC | 896 | $347.8K | 0.20% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 893 | $346.7K | 0.08% | −225−20.1% | Reduced |
| Spartan Planning & Wealth Management | 892 | $346.3K | 0.30% | +892 | New |
| Chemistry Wealth Management LLC | 891 | $345.9K | 0.07% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 890 | $345.6K | 0.07% | −21−2.3% | Reduced |
| Costello Asset Management, INC | 890 | $345.5K | 0.13% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 889 | $345.1K | 0.05% | +9+1.0% | Added |
| HBW Advisory Services LLC | 887 | $344.3K | 0.04% | +86+10.7% | Added |
| Pekin Hardy Strauss, Inc. | 886 | $344.1K | 0.04% | +100+12.7% | Added |
| Mayfair Advisory Group, LLC | 825 | $343.5K | 0.16% | −19−2.3% | Reduced |
| Hamilton Capital, LLC | 882 | $342.4K | 0.02% | −13−1.5% | Reduced |
| Requisite Capital Management, LLC | 880 | $341.7K | 0.07% | +3+0.3% | Added |
| JSF Financial, LLC | 880 | $341.7K | 0.08% | −45−4.9% | Reduced |
| Eclectic Associates Inc | 878 | $340.8K | 0.07% | −2−0.2% | Reduced |
| Waterford Advisors, LLC | 8,316 | $340.5K | 0.13% | +7,439+848.2% | Added |
| HF Advisory Group, LLC | 877 | $340.3K | 0.13% | +140+19.0% | Added |
| Adams Wealth Management | 876 | $340.1K | 0.06% | 00.0% | Unchanged |
| CacheTech Inc. | 876 | $340.1K | 0.06% | 00.0% | Unchanged |
| BXM Wealth LLC | 874 | $339.3K | 0.40% | +43+5.2% | Added |
| Strategies Wealth Advisors, LLC | 874 | $339.3K | 0.04% | −8−0.9% | Reduced |
| Wedge Capital Management L L P | 873 | $338.9K | 0.01% | −44−4.8% | Reduced |
| LifePlan Financial, LLC | 873 | $338.9K | 0.28% | −6−0.7% | Reduced |
| Caitlin John, LLC | 873 | $338.9K | 0.31% | +873 | New |
| Wall Street Financial Group, Inc. | 873 | $338.9K | 0.31% | +873 | New |
| Medallion Wealth Advisors, LLC | 866 | $338.2K | 0.13% | 00.0% | Unchanged |