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
- 3,023
- +159 vs. Q1 2025
- Shares held
- 330.2M
- +1.95K (0.0%) vs. Q1 2025
- Total value
- $128.0B
- +$19.2B (+17.6%) vs. Q1 2025
- New holders
- 285
- 1,151 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 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 121,697 | $47.2M | 0.31% | +19,189+18.7% | Added |
| FIL Ltd | 119,909 | $46.5M | 0.04% | +116,565+3,485.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 118,546 | $46.0M | 0.42% | +16,700+16.4% | Added |
| Zurich Insurance Group Ltd | 117,414 | $45.6M | 0.35% | +117,414 | New |
| S&CO Inc | 117,275 | $45.5M | 2.92% | +2,380+2.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 115,347 | $44.8M | 0.24% | +6,050+5.5% | Added |
| Czech National Bank | 114,961 | $44.6M | 0.35% | +5,188+4.7% | Added |
| HRT Financial LP | 114,625 | $44.5M | 0.20% | +114,625 | New |
| Blair William & Co | 113,544 | $44.1M | 0.12% | −735−0.6% | Reduced |
| Pinnacle Associates Ltd | 112,662 | $43.7M | 0.63% | +414+0.4% | Added |
| Edmond de Rothschild Holding S.A. | 112,526 | $43.7M | 0.70% | +17,878+18.9% | Added |
| Country Trust Bank | 110,580 | $42.9M | 0.96% | +8,344+8.2% | Added |
| QRG Capital Management, Inc. | 109,048 | $42.3M | 0.37% | −13,503−11.0% | Reduced |
| Bradley Foster & Sargent Inc | 108,851 | $42.3M | 0.66% | −776−0.7% | Reduced |
| Handelsbanken Fonder AB | 107,675 | $41.8M | 0.15% | +7,574+7.6% | Added |
| Intech Investment Management LLC | 107,304 | $41.7M | 0.39% | −51,385−32.4% | Reduced |
| Vontobel Holding Ltd. | 106,367 | $41.3M | 0.14% | −5,486−4.9% | Reduced |
| SEI Investments Co | 104,176 | $40.4M | 0.05% | +4,840+4.9% | Added |
| Gabelli Funds LLC | 103,992 | $40.4M | 0.29% | −2,498−2.3% | Reduced |
| Cresset Asset Management, LLC | 103,803 | $40.3M | 0.20% | −5,091−4.7% | Reduced |
| AQR Capital Management LLC | 103,957 | $40.2M | 0.03% | +21,979+26.8% | Added |
| CIBC World Markets Corp | 102,512 | $39.8M | 0.26% | +1,342+1.3% | Added |
| Erste Asset Management GmbH | 102,787 | $39.5M | 0.33% | +19,477+23.4% | Added |
| Mercer Global Advisors Inc | 101,569 | $39.4M | 0.09% | −11,257−10.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,065 | $39.2M | 0.31% | −2,078−2.0% | Reduced |
| Wesleyan Assurance Society | 100,379 | $39.0M | 2.52% | 00.0% | Unchanged |
| Conning Inc. | 100,324 | $38.9M | 1.34% | −9,061−8.3% | Reduced |
| Comerica Bank | 100,102 | $38.9M | 0.15% | −2,766−2.7% | Reduced |
| Paralel Advisors LLC | 100,000 | $38.8M | 1.58% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 99,590 | $38.7M | 0.09% | −7,485−7.0% | Reduced |
| Clearstead Advisors, LLC | 99,473 | $38.6M | 0.54% | −9,505−8.7% | Reduced |
| Gotham Asset Management, LLC | 97,913 | $38.0M | 0.23% | +28,614+41.3% | Added |
| Jain Global LLC | 96,502 | $37.5M | 0.58% | +94,942+6,086.0% | Added |
| Capital Fund Management S.A. | 95,861 | $37.2M | 0.41% | +47,584+98.6% | Added |
| Busey Wealth Management | 95,295 | $37.0M | 1.13% | −507−0.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 94,936 | $36.9M | 0.72% | −692−0.7% | Reduced |
| Aptus Capital Advisors, LLC | 94,915 | $36.8M | 0.36% | −13,219−12.2% | Reduced |
| Massachusetts Financial Services Co | 93,783 | $36.4M | 0.01% | +93,783 | New |
| Jones Financial Companies LLLP | 94,521 | $36.4M | 0.03% | +23,900+33.8% | Added |
| Amalgamated Bank | 93,396 | $36.3M | 0.28% | −5,335−5.4% | Reduced |
| LSV Asset Management | 93,300 | $36.2M | 0.08% | −120−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 93,057 | $36.1M | 0.36% | −13,584−12.7% | Reduced |
| IFM Investors Pty Ltd | 92,878 | $36.1M | 0.34% | +1,698+1.9% | Added |
| Minneapolis Portfolio Management Group, LLC | 92,043 | $35.7M | 4.42% | −1,020−1.1% | Reduced |
| CWM, LLC | 90,633 | $35.2M | 0.12% | −63−0.1% | Reduced |
| Mediolanum International Funds Ltd | 90,255 | $34.7M | 0.42% | +274+0.3% | Added |
| BLI - Banque de Luxembourg Investments | 90,260 | $34.7M | 0.99% | −9,140−9.2% | Reduced |
| CSM Advisors, LLC | 89,328 | $34.7M | 1.01% | +63,663+248.1% | Added |
| Adviser Investments LLC | 89,179 | $34.6M | 0.43% | −6,420−6.7% | Reduced |
| Macquarie Group Ltd | 87,210 | $33.8M | 0.04% | −43,523−33.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 87,000 | $33.8M | 0.27% | +87,000 | New |
| Covalis Capital LLP | 86,526 | $33.6M | 4.25% | +86,526 | New |
| Yousif Capital Management, LLC | 85,085 | $33.0M | 0.36% | −1,095−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 84,855 | $32.9M | 0.34% | +2,900+3.5% | Added |
| Brown Advisory Inc | 84,473 | $32.8M | 0.04% | −1,733−2.0% | Reduced |
| Banco Santander, S.A. | 83,356 | $32.4M | 0.31% | +2,822+3.5% | Added |
| D.A. Davidson & Co. | 82,627 | $32.1M | 0.23% | +1,771+2.2% | Added |
| Point72 Asset Management, L.P. | 81,351 | $31.6M | 0.07% | +81,351 | New |
| Mirae Asset Global Investments Co., Ltd. | 81,218 | $31.5M | 0.11% | +5,130+6.7% | Added |
| Tocqueville Asset Management L.P. | 80,969 | $31.4M | 0.48% | −48,441−37.4% | Reduced |
| Ofi Invest Asset Management | 94,238 | $31.2M | 0.77% | −22,966−19.6% | Reduced |
| Manning & Napier Advisors LLC | 79,955 | $31.0M | 0.37% | −22,674−22.1% | Reduced |
| Allworth Financial LP | 79,859 | $31.0M | 0.15% | +17,693+28.5% | Added |
| Willis Investment Counsel | 79,608 | $30.9M | 1.81% | +5,830+7.9% | Added |
| Nomura Holdings Inc | 79,234 | $30.8M | 0.25% | +63,153+392.7% | Added |
| Scotia Capital Inc. | 79,116 | $30.7M | 0.15% | +6,647+9.2% | Added |
| Vaughan David Investments LLC | 78,786 | $30.6M | 0.68% | −182−0.2% | Reduced |
| Regions Financial Corp | 78,540 | $30.5M | 0.21% | −1,265−1.6% | Reduced |
| Utah Retirement Systems | 78,512 | $30.5M | 0.32% | −1,413−1.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 75,102 | $29.9M | 0.80% | −949−1.2% | Reduced |
| Levin Capital Strategies, L.P. | 76,059 | $29.5M | 2.90% | −3,251−4.1% | Reduced |
| Empowered Funds, LLC | 75,933 | $29.5M | 0.33% | +18,436+32.1% | Added |
| Advisors Capital Management, LLC | 75,897 | $29.5M | 0.40% | +3,713+5.1% | Added |
| Dakota Wealth Management | 75,704 | $29.4M | 0.62% | +39,839+111.1% | Added |
| British Columbia Investment Management Corp | 75,294 | $29.2M | 0.17% | −17,039−18.5% | Reduced |
| Prospera Financial Services Inc | 75,050 | $29.1M | 0.54% | −30,557−28.9% | Reduced |
| Private Advisor Group, LLC | 74,265 | $28.8M | 0.16% | +8,912+13.6% | Added |
| Lido Advisors, LLC | 73,327 | $28.5M | 0.15% | +16,570+29.2% | Added |
| Congress Wealth Management LLC | 73,224 | $28.4M | 0.28% | −1,443−1.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 72,381 | $28.1M | 0.22% | +19,425+36.7% | Added |
| Marco Investment Management LLC | 72,053 | $28.0M | 2.33% | +483+0.7% | Added |
| Kovitz Investment Group Partners, LLC | 71,939 | $27.9M | 0.12% | +17,084+31.1% | Added |
| JustInvest LLC | 70,798 | $27.5M | 0.31% | +9,541+15.6% | Added |
| Xponance, Inc. | 70,408 | $27.3M | 0.23% | −263−0.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 70,351 | $27.3M | 0.25% | +88+0.1% | Added |
| Nichols & Pratt Advisers LLP | 70,315 | $27.3M | 1.83% | +420+0.6% | Added |
| Ausdal Financial Partners, Inc. | 69,828 | $27.1M | 1.81% | −823−1.2% | Reduced |
| Varma Mutual Pension Insurance Co | 69,356 | $26.9M | 0.20% | −11,200−13.9% | Reduced |
| Peapack Gladstone Financial Corp | 69,252 | $26.9M | 0.38% | −4,714−6.4% | Reduced |
| Glenview Trust Co | 69,125 | $26.8M | 0.46% | +663+1.0% | Added |
| Fayez Sarofim & Co | 68,782 | $26.7M | 0.06% | +7,018+11.4% | Added |
| Stephens Inc | 68,648 | $26.6M | 0.37% | −1,823−2.6% | Reduced |
| Brevan Howard Capital Management LP | 68,638 | $26.6M | 0.29% | +37,377+119.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 68,154 | $26.5M | 0.59% | +622+0.9% | Added |
| CIBC Asset Management Inc | 68,122 | $26.4M | 0.08% | −5,760−7.8% | Reduced |
| Grassi Investment Management | 66,904 | $26.0M | 2.07% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 66,117 | $25.7M | 0.44% | −838−1.3% | Reduced |
| ING Groep NV | 65,789 | $25.5M | 0.16% | +61,858+1,573.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 65,533 | $25.4M | 0.03% | +13,026+24.8% | Added |
| Harvest Portfolios Group Inc. | 65,237 | $25.3M | 0.59% | +8,584+15.2% | Added |