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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 400 | $155.0K | 0.00% | +117+41.3% | Added |
| Hoey Investments, Inc | 393 | $152.6K | 0.02% | −750−65.6% | Reduced |
| Duncker Streett & Co Inc | 384 | $148.9K | 0.03% | +2+0.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 348 | $143.6K | 0.05% | +348 | New |
| Tradewinds Capital Management, LLC | 369 | $143.4K | 0.04% | −58−13.6% | Reduced |
| Bell Investment Advisors, Inc | 368 | $142.9K | 0.02% | −11−2.9% | Reduced |
| Bear Mountain Capital, Inc. | 345 | $142.7K | 0.05% | −7−2.0% | Reduced |
| Quaker Wealth Management, LLC | 354 | $137.4K | 0.05% | +354 | New |
| Gitterman Wealth Management, LLC | 354 | $137.4K | 0.03% | +354 | New |
| HighMark Wealth Management LLC | 353 | $137.2K | 0.07% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 351 | $136.3K | 0.05% | −300−46.1% | Reduced |
| FSA Wealth Management LLC | 350 | $136.0K | 0.05% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 350 | $135.9K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 347 | $135.0K | 0.10% | +21+6.4% | Added |
| Ameliora Wealth Management Ltd. | 342 | $132.8K | 0.05% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 340 | $132.0K | 0.48% | +110+47.8% | Added |
| JNBA Financial Advisors | 339 | $131.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 333 | $129.3K | 0.03% | −95−22.2% | Reduced |
| FNY Investment Advisers, LLC | 321 | $124.0K | 0.05% | +321 | New |
| Avion Wealth | 314 | $121.0K | 0.03% | −177−36.0% | Reduced |
| Morton Brown Family Wealth, LLC | 311 | $120.7K | 0.04% | 00.0% | Unchanged |
| Graney & King, LLC | 311 | $120.7K | 0.08% | +1+0.3% | Added |
| Atticus Wealth Management, LLC | 310 | $120.3K | 0.03% | +4+1.3% | Added |
| Winthrop Capital Management, LLC | 304 | $118.0K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 304 | $118.0K | 0.03% | +3+1.0% | Added |
| Itau Unibanco Holding S.A. | 303 | $117.6K | 0.00% | −34−10.1% | Reduced |
| Harvest Fund Management Co., Ltd | 298 | $116.0K | 0.01% | −452−60.3% | Reduced |
| Global Wealth Strategies & Associates | 298 | $115.7K | 0.03% | 00.0% | Unchanged |
| Clark Wealth Partners | 293 | $113.8K | 0.08% | −23−7.3% | Reduced |
| TCTC Holdings, LLC | 292 | $113.4K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 290 | $112.6K | 0.01% | −6−2.0% | Reduced |
| Wood Tarver Financial Group, LLC | 291 | $112.0K | 0.03% | +17+6.2% | Added |
| Catherine Avery Investment Management LLC | 288 | $111.8K | 0.08% | −72−20.0% | Reduced |
| Horizon Bancorp Inc | 285 | $111.0K | 0.06% | +285 | New |
| Fairscale Capital, LLC | 253 | $110.8K | 0.08% | +154+155.6% | Added |
| Centennial Bank | 283 | $109.9K | 0.05% | +22+8.4% | Added |
| Pin Oak Investment Advisors Inc | 332 | $109.0K | 0.09% | −237−41.7% | Reduced |
| TSFG, LLC | 279 | $108.0K | 0.02% | +25+9.8% | Added |
| Future Financial Wealth Managment LLC | 278 | $107.9K | 0.07% | +9+3.3% | Added |
| Barrett & Company, Inc. | 268 | $104.1K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 267 | $103.6K | 0.03% | +241+926.9% | Added |
| Tower View Investment Management & Research LLC | 265 | $102.9K | 0.05% | +265 | New |
| Hurley Capital, LLC | 258 | $100.2K | 0.07% | +1+0.4% | Added |
| Delos Wealth Advisors, LLC | 257 | $99.8K | 0.08% | +257 | New |
| Alphadyne Asset Management LP | 256 | $99.4K | 0.30% | +256 | New |
| Cornerstone Planning Group LLC | 225 | $97.9K | 0.02% | −204−47.6% | Reduced |
| MTM Investment Management, LLC | 251 | $97.4K | 0.03% | +251 | New |
| St. Johns Investment Management Company, LLC | 250 | $97.1K | 0.04% | 00.0% | Unchanged |
| Horizons Wealth Management | 249 | $96.7K | 0.07% | 00.0% | Unchanged |
| Motco | 220 | $96.4K | 0.01% | −154−41.2% | Reduced |
| Iron Horse Wealth Management, LLC | 247 | $95.9K | 0.03% | +101+69.2% | Added |
| Darwin Advisors, LLC | 246 | $95.7K | 0.03% | −43−14.9% | Reduced |
| Hughes Financial Services, LLC | 222 | $95.0K | 0.02% | 00.0% | Unchanged |
| Kings Path Partners LLC | 237 | $92.0K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 235 | $91.2K | 0.08% | −10−4.1% | Reduced |
| Volterra Technologies LP | 235 | $91.2K | 0.12% | +235 | New |
| Wolff Wiese Magana LLC | 234 | $90.8K | 0.06% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 228 | $88.5K | 0.03% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 226 | $87.7K | 0.04% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 220 | $85.4K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 218 | $84.6K | 0.03% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 217 | $84.1K | 0.06% | −6−2.7% | Reduced |
| Canton Hathaway, LLC | 217 | $84.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 215 | $83.4K | 0.06% | +1+0.5% | Added |
| Centerpoint Advisors, LLC | 215 | $83.0K | 0.03% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 189 | $81.9K | 0.07% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 200 | $77.6K | 0.03% | −100−33.3% | Reduced |
| Chelsea Counsel Co | 200 | $77.6K | 0.04% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 77,642 | $77.6K | 0.06% | +77,442+38,721.0% | Added |
| Capital Advisors, Ltd. LLC | 199 | $77.0K | 0.01% | −3−1.5% | Reduced |
| Godsey & Gibb Associates | 193 | $74.9K | 0.01% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 192 | $74.6K | 0.02% | +4+2.1% | Added |
| New England Capital Financial Advisors LLC | 189 | $73.5K | 0.03% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 189 | $73.4K | 0.02% | −15−7.4% | Reduced |
| Bruce G. Allen Investments, LLC | 187 | $72.6K | 0.06% | −84−31.0% | Reduced |
| Dunhill Financial, LLC | 184 | $71.7K | 0.02% | −1−0.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 180 | $69.9K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 180 | $69.9K | 0.04% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 211 | $69.6K | 0.03% | +211 | New |
| Financial Management Professionals, Inc. | 175 | $67.9K | 0.01% | −375−68.2% | Reduced |
| Fortitude Family Office, LLC | 168 | $65.2K | 0.02% | −646−79.4% | Reduced |
| CGC Financial Services, LLC | 166 | $64.4K | 0.02% | +40+31.7% | Added |
| High Note Wealth, LLC | 162 | $62.9K | 0.01% | −2−1.2% | Reduced |
| Sachetta, LLC | 159 | $61.7K | 0.02% | −75−32.1% | Reduced |
| Tacita Capital Inc | 159 | $61.7K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 152 | $59.0K | 0.03% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 152 | $59.0K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 151 | $58.6K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 150 | $58.1K | 0.01% | +6+4.2% | Added |
| Quest 10 Wealth Builders, Inc. | 149 | $57.9K | 0.06% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 147 | $57.1K | 0.01% | +2+1.4% | Added |
| RMG Wealth Management LLC | 136 | $56.5K | 0.01% | +136 | New |
| University of Texas/Texas Am Investment Managment Co | 145 | $56.3K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 140 | $54.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 137 | $53.2K | 0.01% | +13+10.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 136 | $52.8K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 135 | $52.4K | 0.01% | −2−1.5% | Reduced |
| Syntax Research, Inc. | 135 | $52.4K | 0.04% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 134 | $52.0K | 0.04% | +14+11.7% | Added |
| iA Global Asset Management Inc. | 135 | $52.0K | 0.00% | −15,342−99.1% | Reduced |