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 |
|---|---|---|---|---|---|
| American Capital Advisory, LLC | 14 | $5.55K | 0.00% | +2+16.7% | Added |
| Holos Integrated Wealth LLC | 13 | $5.42K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 11 | $4.27K | 0.21% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $4.27K | 0.00% | +8+266.7% | Added |
| S&T Bank | 10 | $3.88K | 0.00% | +10 | New |
| Cornerstone National Bank & Trust Co | 9 | $3.49K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 8 | $3.11K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 6 | $2.33K | 0.00% | −11−64.7% | Reduced |
| Richard W. Paul & Associates, LLC | 6 | $2.33K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 6 | $2.33K | 0.00% | +6 | New |
| Marquette Asset Management, LLC | 5 | $1.94K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $1.55K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 4 | $1.55K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4 | $1.55K | 0.00% | +4 | New |
| Investors Research Corp | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 3 | $1.17K | 0.00% | +3 | New |
| PEAK6 LLC | 2 | $871 | 0.00% | −10,518−100.0% | Reduced |
| LMR Partners LLP | 2 | $776 | 0.00% | −19,400−100.0% | Reduced |
| Financial Gravity Companies, Inc. | 2 | $776 | 0.00% | +2 | New |
| Islay Capital Management, LLC | 2 | $776 | 0.00% | +2 | New |
| Horizon Financial Services, LLC | 1 | $388 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $388 | 0.01% | 00.0% | Unchanged |
| Capital International Investors | 0 | $0 | 0.00% | −307,195−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −284,837−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −169,018−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −123,298−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −123,080−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −91,734−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −86,188−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −66,863−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −64,017−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −63,360−100.0% | Sold out |
| Kames Capital plc | 0 | $0 | 0.00% | −63,053−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −38,381−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −31,678−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −27,609−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −25,122−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −22,173−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −19,797−100.0% | Sold out |
| Legacy CG, LLC | 0 | $0 | 0.00% | −15,871−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −11,757−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −10,558−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,025−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −8,252−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −8,246−100.0% | Sold out |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −7,711−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −7,160−100.0% | Sold out |
| Slagle Financial, LLC | 0 | $0 | 0.00% | −6,828−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,710−100.0% | Sold out |
| Mfg Wealth Management, Inc. | 0 | $0 | 0.00% | −6,589−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −6,464−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −6,441−100.0% | Sold out |
| Greater Midwest Financial Group, LLC | 0 | $0 | 0.00% | −6,262−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −6,205−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,121−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −5,388−100.0% | Sold out |
| Corps Capital Advisors, LLC | 0 | $0 | 0.00% | −5,060−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −4,940−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −4,498−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −4,298−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,855−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,775−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −3,426−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,104−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −2,894−100.0% | Sold out |
| China Universal Asset Management Co., Ltd. | 0 | $0 | 0.00% | −2,683−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,484−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −2,361−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,321−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −2,297−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,292−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −2,338−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −2,232−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −2,052−100.0% | Sold out |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| Waterway Wealth Management, LLC | 0 | $0 | 0.00% | −1,872−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| Peterson Wealth Management | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −1,589−100.0% | Sold out |
| Fairtree Asset Management (Pty) Ltd | 0 | $0 | 0.00% | −1,511−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −1,465−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −1,279−100.0% | Sold out |
| American Alpha Advisors, LLC | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −1,163−100.0% | Sold out |
| Drake & Associates, LLC | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Ping Capital Management, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −954−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Indie Asset Partners, LLC | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| Marotta Asset Management | 0 | $0 | 0.00% | −697−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −803−100.0% | Sold out |