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 |
|---|---|---|---|---|---|
| Foronjy Financial LLC | 760 | $295.0K | 0.14% | +760 | New |
| Penobscot Wealth Management | 759 | $294.6K | 0.11% | +82+12.1% | Added |
| Whalen Wealth Management Inc. | 758 | $294.3K | 0.18% | +758 | New |
| Arlington Trust Co LLC | 757 | $293.9K | 0.06% | −313−29.3% | Reduced |
| Narus Financial Partners, LLC | 756 | $293.5K | 0.09% | +756 | New |
| Drum Hill Capital, LLC | 755 | $293.1K | 0.32% | 00.0% | Unchanged |
| Sageworth Trust Co | 755 | $293.1K | 0.02% | +19+2.6% | Added |
| Private Management Group Inc | 754 | $292.6K | 0.01% | +754 | New |
| Global Financial Private Client, LLC | 753 | $292.3K | 0.11% | +13+1.8% | Added |
| Traub Capital Management LLC | 752 | $292.0K | 0.27% | +752 | New |
| General Partner, Inc. | 752 | $291.9K | 0.17% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 752 | $291.9K | 0.07% | +752 | New |
| Berry Wealth Group, LP | 752 | $291.8K | 0.20% | −64−7.8% | Reduced |
| Colonial River Wealth Management, LLC | 714 | $291.7K | 0.13% | −25−3.4% | Reduced |
| Elk River Wealth Management, LLC | 750 | $291.2K | 0.05% | 00.0% | Unchanged |
| Pingora Partners LLC | 750 | $291.2K | 0.22% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 750 | $291.2K | 0.05% | +500+200.0% | Added |
| Waypoint Wealth Partners Inc. | 750 | $291.2K | 0.07% | +750 | New |
| Secure Asset Management, LLC | 749 | $290.9K | 0.05% | +749 | New |
| Safe Harbor Fiduciary, LLC | 747 | $290.0K | 0.27% | −30−3.9% | Reduced |
| Hourglass Capital, LLC | 747 | $290.0K | 0.07% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 747 | $290.0K | 0.08% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 745 | $289.2K | 0.05% | +430+136.5% | Added |
| SilverOak Wealth Management LLC | 744 | $288.8K | 0.05% | +744 | New |
| Maple Capital Management, Inc. | 743 | $288.6K | 0.02% | −138−15.7% | Reduced |
| TrueWealth Advisors, LLC | 743 | $288.5K | 0.09% | +2+0.3% | Added |
| Kondo Wealth Advisors, Inc. | 738 | $288.5K | 0.13% | +1+0.1% | Added |
| Paragon Private Wealth Management, LLC | 740 | $287.5K | 0.11% | +128+20.9% | Added |
| Broadleaf Partners, LLC | 740 | $287.3K | 0.06% | 00.0% | Unchanged |
| QVR LLC | 734 | $284.9K | 0.29% | +734 | New |
| UMA Financial Services, Inc. | 733 | $284.7K | 0.04% | +41+5.9% | Added |
| Green Harvest Asset Management LLC | 732 | $284.4K | 0.01% | +77+11.8% | Added |
| Coco Enterprises, LLC | 732 | $284.2K | 0.16% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 730 | $283.5K | 0.20% | +75+11.5% | Added |
| Websterrogers Financial Advisors, LLC | 730 | $283.4K | 0.09% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 726 | $281.8K | 0.11% | +70+10.7% | Added |
| XY Planning Network, Inc. | 726 | $281.8K | 0.10% | +726 | New |
| Ewa, LLC | 726 | $281.7K | 0.09% | −79−9.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 724 | $281.1K | 0.08% | −38−5.0% | Reduced |
| Fiduciary Wealth Partners, LLC | 721 | $280.1K | 0.26% | +584+426.3% | Added |
| Belmont Capital, LLC | 720 | $279.5K | 0.04% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 719 | $279.0K | 0.07% | +338+88.7% | Added |
| Ipsen Advisor Group LLC | 719 | $279.0K | 0.21% | +3+0.4% | Added |
| Patton Fund Management, Inc. | 718 | $278.7K | 0.06% | +718 | New |
| Conscious Wealth Investments, LLC | 647 | $278.2K | 0.18% | 00.0% | Unchanged |
| Clarus Group, Inc. | 716 | $278.1K | 0.10% | +2+0.3% | Added |
| Roberts Glore & Co Inc | 714 | $277.2K | 0.08% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 712 | $276.4K | 0.01% | +712 | New |
| Black Diamond Financial, LLC | 711 | $276.0K | 0.04% | −148−17.2% | Reduced |
| Aletheian Wealth Advisors LLC | 711 | $276.0K | 0.14% | −4−0.6% | Reduced |
| Causey Wealth LLC | 711 | $276.0K | 0.14% | +2+0.3% | Added |
| Bravias Capital Group, LLC | 710 | $275.6K | 0.20% | +710 | New |
| Up Strategic Wealth Investment Advisors LLC | 708 | $274.9K | 0.21% | −55−7.2% | Reduced |
| Lynch & Associates | 708 | $274.9K | 0.06% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 707 | $274.5K | 0.02% | +124+21.3% | Added |
| Geneva Partners, LLC | 707 | $274.4K | 0.11% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 706 | $274.1K | 0.02% | −208−22.8% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 706 | $274.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 705 | $273.7K | 0.10% | −115−14.0% | Reduced |
| Jarislowsky, Fraser Ltd | 705 | $273.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 703 | $273.0K | 0.16% | +10+1.4% | Added |
| AssuredPartners Investment Advisors, LLC | 701 | $272.2K | 0.07% | −37−5.0% | Reduced |
| Ballast Advisors LLC | 701 | $272.1K | 0.08% | 00.0% | Unchanged |
| Capitol Family Office, Inc. | 700 | $271.7K | 0.35% | −28−3.8% | Reduced |
| Core Wealth Partners LLC | 700 | $271.7K | 0.14% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 700 | $271.7K | 0.03% | 00.0% | Unchanged |
| Balentine LLC | 699 | $271.4K | 0.01% | −2,987−81.0% | Reduced |
| 10Elms LLP | 699 | $271.4K | 0.26% | −153−18.0% | Reduced |
| Sylvest Advisors, LLC | 699 | $271.2K | 0.16% | +1+0.1% | Added |
| McDonald Partners LLC | 698 | $271.1K | 0.07% | −86−11.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 697 | $270.6K | 0.03% | −6,792−90.7% | Reduced |
| Kiker Wealth Management, LLC | 696 | $270.2K | 0.15% | +11+1.6% | Added |
| Chatham Capital Group, Inc. | 696 | $270.2K | 0.04% | 00.0% | Unchanged |
| MKT Advisors LLC | 690 | $269.8K | 0.11% | +690 | New |
| Clay Northam Wealth Management, LLC | 695 | $269.8K | 0.17% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 694 | $269.4K | 0.11% | +694 | New |
| Ables, Iannone, Moore & Associates, Inc. | 692 | $268.6K | 0.17% | +3+0.4% | Added |
| Pure Portfolios Holdings LLC | 691 | $268.3K | 0.09% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 690 | $267.9K | 0.20% | −100−12.7% | Reduced |
| Luts & Greenleigh Group, Inc | 689 | $267.5K | 0.26% | −142−17.1% | Reduced |
| Certified Advisory Corp | 688 | $267.1K | 0.03% | +2+0.3% | Added |
| Pacific Center for Financial Services | 688 | $266.9K | 0.07% | +3+0.4% | Added |
| Mayport, LLC | 687 | $266.7K | 0.06% | −35−4.8% | Reduced |
| Grandfield & Dodd, LLC | 687 | $266.7K | 0.02% | +687 | New |
| Kerntke Otto McGlone Wealth Management Group | 687 | $266.6K | 0.21% | +6+0.9% | Added |
| Granite FO LLC | 685 | $265.9K | 0.15% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 805 | $265.5K | 0.02% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 683 | $265.1K | 0.07% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 683 | $265.1K | 0.00% | +4+0.6% | Added |
| Blue Capital, Inc. | 681 | $264.4K | 0.19% | +681 | New |
| Houlihan Financial Resource Group, Ltd. | 629 | $264.0K | 0.11% | −150−19.3% | Reduced |
| Prudent Man Advisors, LLC | 0 | $263.7K | 0.08% | 0 | Unchanged |
| Gemmer Asset Management LLC | 677 | $262.8K | 0.02% | −6−0.9% | Reduced |
| Argentarii, LLC | 676 | $262.4K | 0.12% | +30+4.6% | Added |
| LifeWealth Investments, LLC | 674 | $261.7K | 0.04% | +17+2.6% | Added |
| Tilia Fiduciary Partners, Inc. | 673 | $261.4K | 0.16% | 00.0% | Unchanged |
| Claret Asset Management Corp | 673 | $261.0K | 0.03% | −3−0.4% | Reduced |
| Breed's Hill Capital LLC | 671 | $260.6K | 0.13% | 00.0% | Unchanged |
| Baxter Bros Inc | 671 | $260.5K | 0.03% | −75−10.1% | Reduced |
| Trust Co | 671 | $260.5K | 0.03% | +152+29.3% | Added |