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 |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 65,124 | $25.3M | 0.21% | −35,317−35.2% | Reduced |
| Pathstone Holdings, LLC | 64,884 | $25.2M | 0.10% | −1,172−1.8% | Reduced |
| Wealthfront Advisers LLC | 64,699 | $25.1M | 0.06% | +1,197+1.9% | Added |
| Fiduciary Trust Co | 64,642 | $25.1M | 0.31% | −404−0.6% | Reduced |
| New York Life Investment Management LLC | 64,136 | $24.9M | 0.23% | +55+0.1% | Added |
| Factory Mutual Insurance Co | 64,100 | $24.9M | 0.27% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 63,546 | $24.7M | 5.80% | +111+0.2% | Added |
| TD Waterhouse Canada Inc. | 62,429 | $24.4M | 0.17% | +213+0.3% | Added |
| Public Employees Retirement Association of Colorado | 62,439 | $24.2M | 0.09% | −2,440−3.8% | Reduced |
| Brookstone Capital Management | 61,428 | $23.8M | 0.31% | +5,717+10.3% | Added |
| Cutler Investment Counsel LLC | 61,422 | $23.8M | 2.65% | −70−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 61,229 | $23.8M | 0.27% | +6,186+11.2% | Added |
| Nissay Asset Management Corp | 60,892 | $23.6M | 0.14% | −395−0.6% | Reduced |
| Moran Wealth Management, LLC | 60,362 | $23.4M | 0.73% | −868−1.4% | Reduced |
| Blackhill Capital Inc | 60,000 | $23.3M | 1.34% | 00.0% | Unchanged |
| Bornite Capital Management LP | 60,000 | $23.3M | 2.33% | +60,000 | New |
| Janus Henderson Group PLC | 59,988 | $23.3M | 0.01% | −2,405−3.9% | Reduced |
| Oppenheimer & Co Inc | 59,502 | $23.1M | 0.31% | +826+1.4% | Added |
| Mutual of America Capital Management LLC | 59,387 | $23.1M | 0.25% | −1,735−2.8% | Reduced |
| Massmutual Trust Co FSB | 59,158 | $23.0M | 0.61% | +1,641+2.9% | Added |
| USS Investment Management Ltd | 58,354 | $22.6M | 0.14% | +546+0.9% | Added |
| Silvercrest Asset Management Group LLC | 58,079 | $22.5M | 0.15% | +1,863+3.3% | Added |
| Ethic Inc. | 58,256 | $22.4M | 0.40% | +2,152+3.8% | Added |
| Delta Asset Management LLC | 57,724 | $22.4M | 1.95% | −454−0.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 57,055 | $22.1M | 0.21% | −11,125−16.3% | Reduced |
| ASR Vermogensbeheer N.V. | 56,339 | $21.9M | 0.28% | −222−0.4% | Reduced |
| Polar Capital Holdings Plc | 55,836 | $21.7M | 0.11% | +20,063+56.1% | Added |
| CCM Investment Advisers LLC | 55,589 | $21.6M | 2.32% | +160+0.3% | Added |
| Callahan Advisors, LLC | 55,162 | $21.4M | 1.92% | +505+0.9% | Added |
| Cadinha & Co LLC | 55,013 | $21.4M | 3.54% | +55,013 | New |
| Congress Asset Management Co | 54,349 | $21.1M | 0.14% | −220.0% | Reduced |
| LaFleur & Godfrey LLC | 53,984 | $21.0M | 2.62% | +2,631+5.1% | Added |
| Worldquant Millennium Advisors LLC | 53,949 | $20.9M | 0.10% | +45,273+521.8% | Added |
| Baker Avenue Asset Management, LP | 53,094 | $20.6M | 0.59% | +1,262+2.4% | Added |
| Richard C. Young & CO., LTD. | 53,032 | $20.6M | 2.03% | −1,535−2.8% | Reduced |
| State of Alaska, Department of Revenue | 52,818 | $20.5M | 0.22% | −3,190−5.7% | Reduced |
| KCM Investment Advisors LLC | 51,441 | $20.0M | 0.67% | −781−1.5% | Reduced |
| Capital International Inc | 51,424 | $20.0M | 0.19% | −26,030−33.6% | Reduced |
| Woodline Partners LP | 50,874 | $19.7M | 0.10% | +10,496+26.0% | Added |
| OP Asset Management Ltd | 50,790 | $19.7M | 0.29% | +416+0.8% | Added |
| Salem Investment Counselors Inc | 50,581 | $19.6M | 0.62% | +8,048+18.9% | Added |
| Wharton Business Group, LLC | 50,658 | $19.5M | 0.82% | −1,880−3.6% | Reduced |
| CWM Advisors, LLC | 50,232 | $19.5M | 2.12% | +4,195+9.1% | Added |
| NEOS Investment Management LLC | 50,200 | $19.5M | 0.24% | +99+0.2% | Added |
| Avantax Advisory Services, Inc. | 50,185 | $19.5M | 0.11% | +1,094+2.2% | Added |
| Robeco Institutional Asset Management B.V. | 49,870 | $19.4M | 0.03% | −72,022−59.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 48,687 | $18.9M | 0.08% | +9,864+25.4% | Added |
| Kestra Private Wealth Services, LLC | 48,664 | $18.9M | 0.27% | +1,596+3.4% | Added |
| Whittier Trust Co | 48,644 | $18.9M | 0.23% | −548−1.1% | Reduced |
| Guggenheim Capital LLC | 48,340 | $18.8M | 0.15% | −3,418−6.6% | Reduced |
| Allianz SE | 47,764 | $18.5M | 0.44% | 00.0% | Unchanged |
| Savant Capital, LLC | 47,711 | $18.5M | 0.13% | +2,847+6.3% | Added |
| Umb Bank N A | 47,443 | $18.4M | 0.29% | −2,335−4.7% | Reduced |
| Integrated Advisors Network LLC | 46,879 | $18.2M | 0.82% | +2,102+4.7% | Added |
| Charter Trust Co | 46,844 | $18.2M | 1.16% | −2,327−4.7% | Reduced |
| United Capital Financial Advisers, LLC | 46,785 | $18.2M | 0.15% | −1,736−3.6% | Reduced |
| FineMark National Bank & Trust | 46,215 | $17.9M | 0.61% | +200+0.4% | Added |
| Davenport & Co LLC | 46,144 | $17.9M | 0.10% | +74+0.2% | Added |
| Cornerstone Advisors, LLC | 46,000 | $17.9M | 0.61% | +9,500+26.0% | Added |
| SlateStone Wealth, LLC | 45,879 | $17.8M | 1.67% | +830+1.8% | Added |
| First National Trust Co | 45,409 | $17.6M | 0.66% | −492−1.1% | Reduced |
| Advisory Services Network, LLC | 40,108 | $17.6M | 0.28% | +3,079+8.3% | Added |
| Crossmark Global Holdings, Inc. | 45,046 | $17.5M | 0.28% | −5,173−10.3% | Reduced |
| American Assets Investment Management, LLC | 45,000 | $17.5M | 1.40% | 00.0% | Unchanged |
| Independent Advisor Alliance | 44,619 | $17.3M | 0.50% | −1,427−3.1% | Reduced |
| Henshaw Capital LLC | 44,335 | $17.2M | 0.68% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 44,195 | $17.2M | 0.39% | −639−1.4% | Reduced |
| Zimmer Partners, LP | 44,000 | $17.1M | 0.39% | −23,950−35.2% | Reduced |
| Allied Investment Advisors, LLC | 43,731 | $17.0M | 2.97% | +747+1.7% | Added |
| Atwater Malick LLC | 42,840 | $16.6M | 5.27% | +100+0.2% | Added |
| Rafferty Asset Management, LLC | 42,457 | $16.5M | 0.05% | +6,115+16.8% | Added |
| Segment Wealth Management, LLC | 42,449 | $16.5M | 1.05% | +506+1.2% | Added |
| Shelton Capital Management | 42,445 | $16.5M | 0.38% | +7,422+21.2% | Added |
| Summit Trail Advisors, LLC | 42,329 | $16.4M | 0.28% | +42,329 | New |
| NBT Bank N A | 42,173 | $16.4M | 1.12% | +11,086+35.7% | Added |
| Boothbay Fund Management, LLC | 42,050 | $16.3M | 0.51% | +37,810+891.7% | Added |
| Stillwater Capital Advisors, LLC | 41,959 | $16.3M | 2.07% | +326+0.8% | Added |
| Dodge & Cox | 41,921 | $16.3M | 0.01% | −30−0.1% | Reduced |
| Associated Banc-Corp | 41,848 | $16.2M | 0.46% | −10,593−20.2% | Reduced |
| Synovus Financial Corp | 41,780 | $16.2M | 0.20% | +3,431+8.9% | Added |
| Glenmede Investment Management, LP | 41,531 | $16.1M | 0.08% | +41,531 | New |
| HB Wealth Management, LLC | 41,441 | $16.1M | 0.13% | −2,674−6.1% | Reduced |
| Meridian Wealth Management, LLC | 41,388 | $16.1M | 0.69% | +2,416+6.2% | Added |
| Culbertson A N & Co Inc | 41,121 | $16.0M | 2.45% | −630−1.5% | Reduced |
| Engineers Gate Manager LP | 41,040 | $15.9M | 0.20% | +39,729+3,030.4% | Added |
| CIBC Private Wealth Group, LLC | 41,026 | $15.9M | 0.03% | +27+0.1% | Added |
| Quadrature Capital Ltd | 40,996 | $15.9M | 0.27% | +40,996 | New |
| Noesis Capital Mangement Corp | 40,880 | $15.9M | 2.76% | −581−1.4% | Reduced |
| Stockman Wealth Management, Inc. | 40,649 | $15.8M | 2.14% | +1,242+3.2% | Added |
| Oregon Public Employees Retirement Fund | 40,629 | $15.8M | 0.28% | −400−1.0% | Reduced |
| Benjamin Edwards Inc | 40,614 | $15.8M | 0.20% | +6,794+20.1% | Added |
| Graham Capital Management, L.P. | 40,582 | $15.8M | 0.48% | +37,550+1,238.5% | Added |
| Birmingham Capital Management Co Inc | 39,980 | $15.5M | 6.86% | −1,545−3.7% | Reduced |
| Welch Group, LLC | 39,634 | $15.4M | 0.64% | +1,664+4.4% | Added |
| Elo Mutual Pension Insurance Co | 39,348 | $15.3M | 0.31% | +235+0.6% | Added |
| Parsons Capital Management Inc | 39,217 | $15.2M | 0.93% | −615−1.5% | Reduced |
| Quilter Plc | 39,153 | $15.2M | 0.28% | −1,016−2.5% | Reduced |
| Clear Harbor Asset Management, LLC | 39,145 | $15.2M | 1.14% | −957−2.4% | Reduced |
| Jacobs & Co | 38,862 | $15.1M | 1.50% | +170.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 38,530 | $15.0M | 0.46% | −3,149−7.6% | Reduced |