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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
Banque de Luxembourg S.A.157$51.8K0.03%00.0%Unchanged
GoalVest Advisory LLC133$51.6K0.01%−117−46.8%Reduced
Redmont Wealth Advisors LLC129$50.1K0.07%+29+29.0%Added
Activest Wealth Management126$48.9K0.01%+106+530.0%Added
Park Place Capital Corp124$48.5K0.01%+40+47.6%Added
Robinswood Financial LLC124$48.1K0.02%00.0%Unchanged
Rakuten Securities, Inc.123$47.8K0.02%−252−67.2%Reduced
Financial Network Wealth Advisors LLC121$47.0K0.06%+7+6.1%Added
Whipplewood Advisors, LLC117$45.4K0.02%−319−73.2%Reduced
Pineridge Advisors LLC117$45.4K0.02%00.0%Unchanged
Richardson Financial Services Inc.115$45.0K0.03%+60+109.1%Added
Maseco LLP115$44.8K0.00%+115New
Roble, Belko & Company, Inc111$43.0K0.01%00.0%Unchanged
Estabrook Capital Management110$42.7K0.01%−90−45.0%Reduced
Curat Global, LLC110$42.7K0.04%+10+10.0%Added
Innovative Advisory Group, LLC110$42.7K0.04%+60+120.0%Added
Bellevue Asset Management, LLC106$41.3K0.02%00.0%Unchanged
West Financial Advisors, LLC103$40.0K0.01%00.0%Unchanged
Howard Hughes Medical Institute103$40.0K0.02%+103New
ZRC Wealth Management, LLC103$39.9K0.02%+1+1.0%Added
Northwest Capital Management Inc101$39.4K0.02%00.0%Unchanged
Fourth Dimension Wealth, LLC100$38.8K0.02%−175−63.6%Reduced
Albion Financial Group100$38.8K0.00%00.0%Unchanged
Kimelman & Baird, LLC100$38.8K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC99$38.4K0.02%00.0%Unchanged
CBIZ Investment Advisory Services, LLC98$38.0K0.00%+48+96.0%Added
Total Wealth Planning & Management, Inc.10,200$37.9K0.03%+10,200New
Retirement Wealth Solutions LLC97$37.5K0.03%+1+1.0%Added
Nalls Sherbakoff Group, LLC96$37.3K0.03%−61−38.9%Reduced
Compass Financial Services Inc94$36.6K0.02%00.0%Unchanged
Evergreen Private Wealth LLC94$36.5K0.02%+14+17.5%Added
1620 Investment Advisors, Inc.92$35.7K0.03%−850−90.2%Reduced
Putney Financial Group LLC92$35.7K0.04%00.0%Unchanged
Cedar Mountain Advisors, LLC90$35.1K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC89$34.6K0.02%+46+107.0%Added
DB Fitzpatrick & Co, Inc88$34.2K0.03%00.0%Unchanged
SWAN Capital LLC88$34.2K0.01%+15+20.5%Added
Harbor Asset Planning, Inc.88$34.0K0.03%+88New
Ridgewood Investments LLC85$33.0K0.01%+13+18.1%Added
RiverPark Advisors, LLC83$32.2K0.02%+83New
Family Legacy Financial Solutions, LLC81$31.8K0.03%+81New
Valued Wealth Advisors LLC76$29.7K0.02%−24−24.0%Reduced
Lowe Wealth Advisors, LLC76$29.5K0.01%00.0%Unchanged
Thompson Investment Management, Inc.75$29.1K0.00%00.0%Unchanged
Mascoma Wealth Management LLC75$29.1K0.01%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC74$28.9K0.00%−12−14.0%Reduced
Flagship Wealth Advisors, LLC73$28.3K0.01%00.0%Unchanged
Mid-American Wealth Advisory Group, Inc.72$28.0K0.01%+72New
Kilter Group LLC69$26.8K0.01%+69New
Manitou Investment Management Ltd.65$25.2K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC65$25.2K0.01%00.0%Unchanged
Evelyn Partners Investment Management Services Ltd63$24.5K0.00%−150−70.4%Reduced
Meeder Asset Management Inc61$23.7K0.00%−113−64.9%Reduced
Sagard Holdings Management Inc.61$23.7K0.07%+61New
Legacy Wealth Managment, LLC59$22.9K0.01%00.0%Unchanged
Legacy Investment Solutions, LLC59$22.9K0.01%+59New
Anfield Capital Management, LLC59$22.9K0.01%00.0%Unchanged
Inlight Wealth Management, LLC58$22.5K0.01%00.0%Unchanged
Essential Partners LLC57$22.1K0.01%+57New
Kathleen S. Wright Associates Inc.54$21.0K0.01%00.0%Unchanged
Dogwood Wealth Management LLC53$20.9K0.01%−1,866−97.2%Reduced
Front Row Advisors LLC51$19.8K0.01%00.0%Unchanged
Financial Avengers, Inc.50$19.4K0.01%00.0%Unchanged
TFC Financial Management47$18.3K0.00%+13+38.2%Added
Raffa Wealth Management, LLC44$17.1K0.00%00.0%Unchanged
Atlas Capital Advisors LLC43$16.7K0.00%−48−52.7%Reduced
Chapman Financial Group, LLC42$16.3K0.01%+42New
Penserra Capital Management LLC42$16.0K0.00%00.0%Unchanged
Burkett Financial Services, LLC41$15.8K0.01%00.0%Unchanged
Aspect Partners, LLC39$15.1K0.01%−26−40.0%Reduced
Copia Wealth Management38$14.7K0.01%00.0%Unchanged
Fortis Group Advisors, LLC37$14.4K0.00%00.0%Unchanged
Consultiva Wealth Management, Corp.37$14.4K0.04%00.0%Unchanged
Accent Capital Management, LLC37$14.4K0.01%+37New
Investment Research & Advisory Group, Inc.35$13.7K0.01%00.0%Unchanged
Rialto Wealth Management, LLC35$13.6K0.00%+9+34.6%Added
Your Advocates Ltd., LLP35$13.6K0.00%00.0%Unchanged
Stone House Investment Management, LLC34$13.2K0.00%+14+70.0%Added
Stephenson National Bank & Trust32$12.4K0.00%+32New
WealthTrak Capital Management LLC31$12.0K0.01%+3+10.7%Added
Blume Capital Management, Inc.31$12.0K0.00%+15+93.8%Added
JDM Financial Group LLC31$12.0K0.01%+17+121.4%Added
Prudent Man Investment Management, Inc.33$12.0K0.01%00.0%Unchanged
Breakwater Investment Management30$11.6K0.00%00.0%Unchanged
Perritt Capital Management Inc26$10.1K0.01%00.0%Unchanged
Bare Financial Services, Inc25$9.71K0.00%+22+733.3%Added
Icon Advisers Inc25$9.71K0.00%+25New
Parkworth Wealth Management, Inc.24$9.47K0.01%+8+50.0%Added
Highline Wealth Partners LLC24$9.38K0.00%−44−64.7%Reduced
Pension & Wealth Management Advisors, Inc.22$8.54K0.00%−5−18.5%Reduced
Principia Wealth Advisory, LLC22$8.54K0.01%+7+46.7%Added
Vision Financial Markets LLC21$7.83K0.01%+1+5.0%Added
DecisionPoint Financial, LLC20$7.82K0.00%+5+33.3%Added
Game Plan Financial Advisors, LLC20$7.76K0.00%−20−50.0%Reduced
Bay Harbor Wealth Management, LLC20$7.76K0.00%+9+81.8%Added
New Millennium Group LLC20$7.71K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd19$7.38K0.00%00.0%Unchanged
Peterson Wealth Services17$6.60K0.00%00.0%Unchanged
Red Tortoise LLC17$6.60K0.00%00.0%Unchanged
Evolution Wealth Management Inc.17$6.60K0.01%+17New