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Livermore
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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.

Institutional holdersQ2 2025: 3,022 institutions
Q1 2021: 2,015 institutionsQ2 2021: 2,028 institutionsQ3 2021: 1,943 institutionsQ4 2021: 2,161 institutionsQ1 2022: 2,176 institutionsQ2 2022: 2,077 institutionsQ3 2022: 1,992 institutionsQ4 2022: 2,287 institutionsQ1 2023: 2,284 institutionsQ2 2023: 2,328 institutionsQ3 2023: 2,408 institutionsQ4 2023: 2,582 institutionsQ1 2024: 2,713 institutionsQ2 2024: 2,712 institutionsQ3 2024: 2,837 institutionsQ4 2024: 3,009 institutionsQ1 2025: 2,902 institutionsQ2 2025: 3,022 institutionsQ3 2025: 3,150 institutionsQ4 2025: 3,542 institutionsQ1 2026: 3,772 institutionsQ2 2026: 4,070 institutions
Value heldQ2 2025: $128.0B
Q1 2021: $88.0BQ2 2021: $82.0BQ3 2021: $71.1BQ4 2021: $74.9BQ1 2022: $82.0BQ2 2022: $65.6BQ3 2022: $59.2BQ4 2022: $87.1BQ1 2023: $82.6BQ2 2023: $88.0BQ3 2023: $97.3BQ4 2023: $104.6BQ1 2024: $127.6BQ2 2024: $114.5BQ3 2024: $133.6BQ4 2024: $123.4BQ1 2025: $109.0BQ2 2025: $128.0BQ3 2025: $159.0BQ4 2025: $188.7BQ1 2026: $232.0BQ2 2026: $351.1B
Institutions holding CAT and their total value by quarter
QuarterHoldersValue
Q2 20264,070$351.1B
Q1 20263,772$232.0B
Q4 20253,542$188.7B
Q3 20253,150$159.0B
Q2 20253,022$128.0B
Q1 20252,902$109.0B
Q4 20243,009$123.4B
Q3 20242,837$133.6B
Q2 20242,712$114.5B
Q1 20242,713$127.6B
Q4 20232,582$104.6B
Q3 20232,408$97.3B
Q2 20232,328$88.0B
Q1 20232,284$82.6B
Q4 20222,287$87.1B
Q3 20221,992$59.2B
Q2 20222,077$65.6B
Q1 20222,176$82.0B
Q4 20212,161$74.9B
Q3 20211,943$71.1B
Q2 20212,028$82.0B
Q1 20212,015$88.0B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2025.

Institutions holding CAT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Gibson Wealth Advisors LLC670$260.2K0.19%+670New
St. Louis Trust Co668$259.3K0.03%00.0%Unchanged
Sterling Investment Counsel, LLC667$259.0K0.15%−414−38.3%Reduced
CCG Wealth Management, LLC667$258.9K0.14%+667New
Meritas Wealth Management, LLC667$258.9K0.14%00.0%Unchanged
New World Advisors LLC664$257.8K0.05%+664New
Enclave Advisors LLC661$256.8K0.04%−28−4.1%Reduced
Hibernia Wealth Partners, LLC661$256.4K0.09%+661New
Paces Ferry Wealth Advisors, LLC658$255.3K0.12%−27−3.9%Reduced
Alerus Financial NA656$254.7K0.02%−28−4.1%Reduced
Patron Partners Advisors, LLC656$254.7K0.13%−11−1.6%Reduced
Aldebaran Financial Inc.656$254.7K0.28%00.0%Unchanged
OMC Financial Services LTD655$254.3K0.10%00.0%Unchanged
Verity & Verity, LLC655$254.2K0.02%−28−4.1%Reduced
Cambridge Financial Group, LLC653$253.7K0.10%00.0%Unchanged
Human Investing LLC651$252.7K0.04%−48−6.9%Reduced
Nia Impact Advisors, LLC651$252.7K0.09%00.0%Unchanged
Optima Capital LLC651$252.7K0.14%+12+1.9%Added
BIP Wealth, LLC651$252.7K0.02%−37−5.4%Reduced
Barnes Pettey Financial Advisors, LLC650$252.3K0.17%00.0%Unchanged
Aspetuck Financial Management LLC650$252.3K0.19%00.0%Unchanged
Stonehaven Wealth & Tax Solutions, LLC647$251.2K0.25%00.0%Unchanged
Cheviot Value Management, LLC603$251.2K0.03%−35−5.5%Reduced
Brass Tax Wealth Management, Inc647$251.1K0.05%+1+0.2%Added
Planned Solutions, Inc.644$250.0K0.10%−19−2.9%Reduced
Optimize Financial Inc644$250.0K0.15%−4−0.6%Reduced
Red Wave Investments LLC644$249.9K0.08%+23+3.7%Added
Talisman Wealth Advisors LLC642$249.1K0.23%+11+1.7%Added
KDT Advisors, LLC640$248.5K0.40%+640New
Clark & Stuart, Inc639$248.1K0.19%−50−7.3%Reduced
jvl associates llc639$248.1K0.09%+639New
Carter Financial Group, INC.637$247.3K0.16%+637New
Peddock Capital Advisors, LLC637$247.2K0.06%00.0%Unchanged
RFG Holdings, Inc.635$246.5K0.07%+635New
Safeguard Investment Advisory Group, LLC636$246.4K0.06%+636New
Valtinson Bruner Financial Planning LLC635$246.4K0.08%−20−3.1%Reduced
Salomon & Ludwin, LLC617$245.9K0.02%+1+0.2%Added
Werba Rubin Papier Wealth Management631$244.9K0.05%+21+3.4%Added
BlackDiamond Wealth Management Inc.626$244.8K0.14%+626New
Bristlecone Advisors, LLC629$244.1K0.02%−444−41.4%Reduced
Yarger Wealth Strategies, LLC628$243.7K0.13%+628New
Carbahal Olsen Financial Services Group, LLC628$243.6K0.21%+7+1.1%Added
Blodgett Wealth Advisors, LLC626$243.2K0.19%−200−24.2%Reduced
Doheny Asset Management627$243.0K0.17%−31−4.7%Reduced
Revolve Wealth Partners, LLC625$242.8K0.03%−59−8.6%Reduced
Integrity Wealth Solutions LLC621$241.0K0.12%00.0%Unchanged
GK Wealth Management LLC621$240.9K0.24%+621New
Financial Advisory Corp618$240.0K0.07%+618New
WoodTrust Financial Corp617$240.0K0.03%+617New
Bourne Lent Asset Management Inc618$239.9K0.09%00.0%Unchanged
Capstone Wealth Management Group LLC617$239.5K0.17%−258−29.5%Reduced
Roehl & Yi Investment Advisors, LLC616$239.2K0.12%+616New
Sharper & Granite LLC600$239.1K0.09%+600New
Ifrah Financial Services, Inc.616$239.0K0.07%−64−9.4%Reduced
Delta Financial Advisors LLC613$238.0K0.08%−40−6.1%Reduced
Private Wealth Advisors611$237.3K0.09%+2+0.3%Added
Capital Counsel LLC611$237.2K0.01%00.0%Unchanged
Alpha Omega Wealth Management LLC610$236.8K0.04%−11−1.8%Reduced
Brightwater Advisory LLC609$236.5K0.17%+609New
Baltimore-Washington Financial Advisors, Inc.607$235.6K0.01%−4−0.7%Reduced
Unison Asset Management LLC606$235.3K0.12%+606New
TigerOak Management, L.L.C.606$235.3K0.08%+606New
JGP Wealth Management, LLC605$234.9K0.03%+605New
Jmac Enterprises LLC604$234.5K0.05%+604New
Lifelong Wealth Advisors, Inc.604$234.4K0.08%+604New
LongView Wealth Management602$233.8K0.07%+602New
Renasant Bank602$233.7K0.16%−26−4.1%Reduced
Beddow Capital Management Inc600$233.0K0.09%−375−38.5%Reduced
Deroy & Devereaux Private Investment Counsel Inc600$233.0K0.01%+600New
Next Level Wealth Planning, LLC600$232.9K0.15%−12−2.0%Reduced
Stone Run Capital, LLC600$232.9K0.09%+600New
Tolleson Wealth Management, Inc.600$232.9K0.04%+600New
Blue Rock Wealth Management LLC600$232.9K0.16%+600New
one8zero8, LLC600$232.7K0.05%−227−27.4%Reduced
Plan A Wealth LLC599$232.5K0.13%+599New
Maia Wealth LLC599$232.5K0.04%+599New
Morton Community Bank597$231.8K0.06%+597New
Cushing Capital Partners, LLC596$231.4K0.20%+596New
Hall Capital Management Co Inc595$231.0K0.10%+595New
Granite Harbor Advisors, Inc.593$230.2K0.11%+593New
BCO Wealth Management LLC592$229.8K0.16%+592New
Wealthcare Capital Partners, LLC592$229.7K0.12%−24−3.9%Reduced
Objective Capital Management, LLC591$229.4K0.26%+591New
Panoramic Capital Partners, LLC576$229.2K0.16%+576New
Colorado Capital Management, Inc.588$228.0K0.10%−74−11.2%Reduced
Morton Capital Management LLC587$228.0K0.04%−34−5.5%Reduced
CFO4Life Group, LLC586$227.5K0.04%+586New
Atlas Legacy Advisors, LLC586$227.5K0.05%+586New
Piscataqua Savings Bank586$227.5K0.19%00.0%Unchanged
Prairie Sky Financial Group LLC585$227.1K0.12%+585New
DKM Wealth Management, Inc.585$227.0K0.20%+585New
Aspen Capital Management, LLC584$226.7K0.06%+584New
Greatmark Investment Partners, Inc.583$226.3K0.03%+583New
Nova R Wealth, Inc.583$226.2K0.11%+583New
Dakota Community Bank & Trust NA582$225.9K1.01%+39+7.2%Added
Drucker Wealth 3.0, LLC561$225.6K0.04%+561New
Halter Ferguson Financial Inc.581$225.6K0.08%+581New
Octavia Wealth Advisors, LLC581$225.4K0.03%−193−24.9%Reduced
Hilltop Partners LLC580$225.2K0.07%+580New
LeConte Wealth Management, LLC580$225.2K0.15%+580New