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 |
|---|---|---|---|---|---|
| Ballew Advisors, Inc | 849 | $337.9K | 0.20% | −29−3.3% | Reduced |
| Burling Wealth Partners, LLC | 870 | $337.7K | 0.06% | −100−10.3% | Reduced |
| Cullen Capital Management LLC | 869 | $337.4K | 0.00% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 867 | $336.6K | 0.02% | −150−14.7% | Reduced |
| GEM Asset Management, LLC | 858 | $335.8K | 0.17% | +209+32.2% | Added |
| Holland Advisory Services, Inc. | 864 | $335.4K | 0.49% | +1+0.1% | Added |
| Madison Wealth Partners, Inc | 863 | $335.0K | 0.07% | 00.0% | Unchanged |
| Holistic Financial Partners | 861 | $334.3K | 0.15% | +89+11.5% | Added |
| Jupiter Wealth Management LLC | 808 | $334.3K | 0.17% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 836 | $333.1K | 0.04% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 856 | $332.4K | 0.03% | +15+1.8% | Added |
| Measured Wealth Private Client Group, LLC | 852 | $330.8K | 0.10% | −464−35.3% | Reduced |
| Prostatis Group LLC | 852 | $330.6K | 0.09% | −176−17.1% | Reduced |
| Personal Cfo Solutions, LLC | 852 | $330.6K | 0.06% | +8+0.9% | Added |
| waypoint wealth counsel | 852 | $330.6K | 0.16% | +10+1.2% | Added |
| Arista Wealth Management, LLC | 851 | $330.4K | 0.05% | +851 | New |
| Financial Council Asset Management Inc | 850 | $330.0K | 0.16% | 00.0% | Unchanged |
| Milestones Private Investment Advisors LLC | 850 | $330.0K | 0.24% | +850 | New |
| Omnia Family Wealth, LLC | 850 | $330.0K | 0.12% | +84+11.0% | Added |
| Peterson Wealth Advisors, LLC | 849 | $329.7K | 0.05% | +89+11.7% | Added |
| QTR Family Wealth, LLC | 849 | $329.4K | 0.20% | +31+3.8% | Added |
| Allstate Corp | 848 | $329.2K | 0.02% | −11,852−93.3% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 846 | $328.4K | 0.05% | +63+8.0% | Added |
| Keystone Financial Group | 846 | $328.4K | 0.03% | −40−4.5% | Reduced |
| M.E. Allison & Co., Inc. | 845 | $328.0K | 0.26% | +1+0.1% | Added |
| denkapparat Operations GmbH | 844 | $327.6K | 0.26% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 842 | $326.9K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 841 | $326.5K | 0.11% | +110+15.0% | Added |
| Crown Wealth Group, LLC | 841 | $326.5K | 0.12% | −26−3.0% | Reduced |
| South Street Advisors LLC | 840 | $326.1K | 0.05% | 00.0% | Unchanged |
| Northwest Financial Advisors | 840 | $325.9K | 0.45% | −10−1.2% | Reduced |
| Syverson Strege & Co | 839 | $325.9K | 0.08% | +839 | New |
| Tortoise Investment Management, LLC | 839 | $325.7K | 0.03% | +12+1.5% | Added |
| WealthBridge Capital Management, LLC | 839 | $325.6K | 0.08% | −294−25.9% | Reduced |
| CAP Partners, LLC | 839 | $325.5K | 0.20% | +28+3.5% | Added |
| ORG Partners LLC | 612 | $324.8K | 0.07% | +41+7.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 835 | $324.3K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 835 | $324.2K | 0.03% | −449−35.0% | Reduced |
| Grant Private Wealth Management Inc | 834 | $323.9K | 0.18% | −390−31.9% | Reduced |
| D.B. Root & Company, LLC | 831 | $322.6K | 0.10% | −120−12.6% | Reduced |
| Castleview Partners, LLC | 831 | $322.6K | 0.21% | +67+8.8% | Added |
| Jacobsen Capital Management | 831 | $322.6K | 0.12% | +831 | New |
| Clientfirst Wealth Management, LLC | 827 | $321.1K | 0.33% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 970 | $320.7K | 0.37% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 825 | $320.3K | 0.12% | −1−0.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 821 | $318.7K | 0.08% | 00.0% | Unchanged |
| American Trust | 820 | $318.3K | 0.03% | +820 | New |
| Embree Financial Group | 817 | $317.3K | 0.05% | +171+26.5% | Added |
| Florida Financial Advisors, LLC | 817 | $317.3K | 0.11% | +59+7.8% | Added |
| Manske Wealth Management | 817 | $317.2K | 0.10% | +33+4.2% | Added |
| Walkner Condon Financial Advisors LLC | 815 | $316.5K | 0.06% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 815 | $316.3K | 0.18% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 814 | $316.0K | 0.10% | 00.0% | Unchanged |
| Freedom Financial Partners LLC | 813 | $315.6K | 0.13% | 00.0% | Unchanged |
| Laraway Financial Inc | 813 | $315.6K | 0.24% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 813 | $315.6K | 0.15% | +813 | New |
| Hennion & Walsh Asset Management, Inc. | 812 | $315.2K | 0.01% | −648−44.4% | Reduced |
| Summit Wealth Group, LLC | 812 | $315.0K | 0.08% | +812 | New |
| May Hill Capital, LLC | 809 | $314.1K | 0.10% | +131+19.3% | Added |
| McLean Asset Management Corp | 787 | $313.4K | 0.08% | +33+4.4% | Added |
| Mizuho Markets Americas LLC | 807 | $313.3K | 0.01% | −2,396−74.8% | Reduced |
| True Wealth Design, LLC | 803 | $311.9K | 0.11% | −12−1.5% | Reduced |
| Cannon Wealth Management Services, LLC | 802 | $311.3K | 0.25% | +3+0.4% | Added |
| Axim Planning & Wealth | 800 | $310.6K | 0.28% | −16−2.0% | Reduced |
| McIlrath & Eck, LLC | 798 | $309.7K | 0.04% | +148+22.8% | Added |
| One Charles Private Wealth Services, LLC | 798 | $309.6K | 0.09% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 797 | $309.6K | 0.23% | +49+6.6% | Added |
| Legacy Edge Advisors, LLC | 797 | $309.4K | 0.04% | −7−0.9% | Reduced |
| Rede Wealth, LLC | 795 | $308.5K | 0.11% | −15−1.9% | Reduced |
| DecisionMap Wealth Management, LLC | 795 | $308.5K | 0.21% | +9+1.1% | Added |
| OneAscent Investment Solutions LLC | 793 | $308.0K | 0.33% | −285−26.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 792 | $307.4K | 0.01% | +2+0.3% | Added |
| Ellenbecker Investment Group | 791 | $307.3K | 0.05% | −51−6.1% | Reduced |
| Caliber Wealth Management, LLC | 791 | $307.1K | 0.03% | +791 | New |
| Cyr Financial Inc. | 791 | $307.0K | 0.24% | −152−16.1% | Reduced |
| Financial Enhancement Group LLC | 753 | $305.7K | 0.04% | +9+1.2% | Added |
| Castle Rock Wealth Management, LLC | 739 | $305.3K | 0.07% | +6+0.8% | Added |
| Westside Investment Management, Inc. | 782 | $304.9K | 0.06% | +53+7.3% | Added |
| Two Sigma Securities, LLC | 784 | $304.4K | 0.04% | +784 | New |
| Pettee Investors, Inc. | 783 | $304.0K | 0.18% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 783 | $303.8K | 0.13% | −4−0.5% | Reduced |
| Rebalance, LLC | 781 | $303.2K | 0.02% | −45−5.4% | Reduced |
| Omnitrust Wealth Management, Inc | 284 | $302.4K | 0.37% | +284 | New |
| Sand Hill Global Advisors, LLC | 779 | $302.4K | 0.01% | +7+0.9% | Added |
| Parisi Gray Wealth Management | 778 | $302.0K | 0.09% | 00.0% | Unchanged |
| Helium Advisors LLC | 776 | $301.4K | 0.19% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 775 | $300.8K | 0.13% | −13−1.6% | Reduced |
| Stonebridge Financial Planning Group, LLC | 773 | $300.1K | 0.13% | −99−11.4% | Reduced |
| MBA Advisors LLC | 772 | $299.6K | 0.14% | −8−1.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 770 | $298.9K | 0.05% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 770 | $298.9K | 0.01% | +149+24.0% | Added |
| MPS Loria Financial Planners, LLC | 768 | $298.3K | 0.09% | +2+0.3% | Added |
| Invst, LLC | 765 | $297.0K | 0.04% | −309−28.8% | Reduced |
| Atala Financial Inc | 765 | $297.0K | 0.20% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 763 | $296.2K | 0.12% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 763 | $296.2K | 0.01% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 762 | $295.8K | 0.01% | +45+6.3% | Added |
| Cascade Financial Partners, LLC | 761 | $295.4K | 0.04% | +40+5.5% | Added |
| MBB Public Markets I LLC | 760 | $295.0K | 0.03% | −177−18.9% | Reduced |
| First PREMIER Bank | 760 | $295.0K | 0.07% | 00.0% | Unchanged |