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 |
|---|---|---|---|---|---|
| Central Trust Co | 38,391 | $14.9M | 0.34% | −1,170−3.0% | Reduced |
| Janney Capital Management LLC | 38,299 | $14.9M | 0.96% | −488−1.3% | Reduced |
| Exchange Traded Concepts, LLC | 38,296 | $14.9M | 0.19% | −1,420−3.6% | Reduced |
| Lee Danner & Bass Inc | 38,285 | $14.9M | 1.16% | −85−0.2% | Reduced |
| Pacer Advisors, Inc. | 38,262 | $14.9M | 0.04% | −1,376,018−97.3% | Reduced |
| Capital Investment Advisors, LLC | 38,026 | $14.8M | 0.26% | −52−0.1% | Reduced |
| LS Investment Advisors, LLC | 37,796 | $14.7M | 2.14% | −213−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 37,744 | $14.7M | 0.12% | +475+1.3% | Added |
| Kempen Capital Management N.V. | 37,665 | $14.6M | 0.14% | −14,282−27.5% | Reduced |
| Lyell Wealth Management, LP | 37,363 | $14.5M | 1.15% | +1,445+4.0% | Added |
| Bokf, NA | 37,268 | $14.5M | 0.23% | −205−0.5% | Reduced |
| Norinchukin Bank, The | 37,264 | $14.5M | 0.22% | +1,713+4.8% | Added |
| Banque Cantonale Vaudoise | 37,260 | $14.5M | 0.59% | +8,059+27.6% | Added |
| Clifford Swan Investment Counsel LLC | 37,256 | $14.5M | 0.51% | +20.0% | Added |
| Candriam Luxembourg S.C.A. | 37,110 | $14.4M | 0.08% | −3,151−7.8% | Reduced |
| Pittenger & Anderson Inc | 37,095 | $14.4M | 0.53% | +336+0.9% | Added |
| Vantage Investment Partners, LLC | 36,963 | $14.3M | 1.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 36,382 | $14.1M | 0.75% | −236−0.6% | Reduced |
| Greenwood Gearhart Inc | 36,107 | $14.0M | 0.88% | +1,642+4.8% | Added |
| ExodusPoint Capital Management, LP | 35,894 | $13.9M | 0.17% | +35,894 | New |
| Great Lakes Advisors, LLC | 41,321 | $13.8M | 0.12% | −252,135−85.9% | Reduced |
| Cullinan Associates Inc | 35,666 | $13.8M | 0.91% | +644+1.8% | Added |
| Alight Capital Management LP | 35,500 | $13.8M | 3.50% | +35,500 | New |
| Public Sector Pension Investment Board | 34,758 | $13.5M | 0.06% | −29,711−46.1% | Reduced |
| MAI Capital Management | 34,228 | $13.3M | 0.09% | +9,587+38.9% | Added |
| Whittier Trust Co of Nevada Inc | 34,129 | $13.2M | 0.30% | −460−1.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 33,847 | $13.1M | 1.89% | +589+1.8% | Added |
| Aventail Capital Group, LP | 33,808 | $13.1M | 0.58% | +33,808 | New |
| Vinva Investment Management Ltd | 33,785 | $13.0M | 0.35% | +10,270+43.7% | Added |
| Man Group plc | 33,281 | $12.9M | 0.03% | −58,729−63.8% | Reduced |
| CX Institutional | 32,920 | $12.8M | 0.45% | +2,002+6.5% | Added |
| Omers Administration Corp | 32,741 | $12.7M | 0.10% | +1,000+3.2% | Added |
| Longbow Finance SA | 32,687 | $12.7M | 1.35% | +32,687 | New |
| Mizuho Securities USA LLC | 32,502 | $12.6M | 0.27% | +32,502 | New |
| IMC-Chicago, LLC | 32,442 | $12.6M | 0.31% | +32,442 | New |
| Paradiem, LLC | 31,597 | $12.3M | 3.10% | +1,704+5.7% | Added |
| Valeo Financial Advisors, LLC | 31,347 | $12.2M | 0.30% | +11,587+58.6% | Added |
| Venture Visionary Partners LLC | 31,297 | $12.1M | 0.46% | +409+1.3% | Added |
| Eagle Global Advisors LLC | 31,127 | $12.1M | 0.49% | −895−2.8% | Reduced |
| Kentucky Retirement Systems | 30,942 | $12.0M | 0.35% | −2,027−6.1% | Reduced |
| BNP Paribas | 30,924 | $12.0M | 0.39% | +5,374+21.0% | Added |
| Shelter Mutual Insurance Co | 30,780 | $11.9M | 2.77% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 31,011 | $11.9M | 0.30% | +31,011 | New |
| Merit Financial Group, LLC | 30,639 | $11.9M | 0.13% | +9,266+43.4% | Added |
| Vident Advisory, LLC | 30,538 | $11.9M | 0.13% | +133+0.4% | Added |
| Compass Capital Management, Inc | 30,485 | $11.8M | 0.63% | +30,485 | New |
| SummitTX Capital, L.P. | 30,473 | $11.8M | 0.52% | +26,955+766.2% | Added |
| Brinker Capital Investments, LLC | 30,429 | $11.8M | 0.10% | +3,359+12.4% | Added |
| DRH Investments, Inc. | 30,414 | $11.8M | 12.20% | +30,414 | New |
| HITE Hedge Asset Management LLC | 30,352 | $11.8M | 0.68% | +21,535+244.2% | Added |
| Freestone Capital Holdings, LLC | 30,284 | $11.8M | 0.40% | +654+2.2% | Added |
| Dearborn Partners LLC | 29,807 | $11.6M | 0.55% | −9,591−24.3% | Reduced |
| Sienna Gestion | 32,638 | $11.6M | 0.80% | +3,000+10.1% | Added |
| Lazard Asset Management LLC | 29,665 | $11.5M | 0.02% | −32,650−52.4% | Reduced |
| UniSuper Management Pty Ltd | 29,458 | $11.4M | 0.08% | −1,000−3.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 29,183 | $11.3M | 1.26% | −959−3.2% | Reduced |
| Citizens Financial Group Inc | 29,146 | $11.3M | 0.18% | +2,726+10.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 29,140 | $11.3M | 1.33% | +3,195+12.3% | Added |
| James Investment Research Inc | 28,902 | $11.2M | 1.33% | −690−2.3% | Reduced |
| Hartford Investment Management Co | 28,372 | $11.0M | 0.35% | −788−2.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 28,287 | $11.0M | 0.15% | −1,695−5.7% | Reduced |
| Simmons Bank | 28,145 | $10.9M | 0.78% | −275−1.0% | Reduced |
| Kanawha Capital Management LLC | 28,002 | $10.9M | 0.81% | −1,108−3.8% | Reduced |
| Moore Capital Management, LP | 27,893 | $10.8M | 0.22% | +27,893 | New |
| Rothschild Investment LLC | 27,891 | $10.8M | 0.68% | +1,754+6.7% | Added |
| Drexel Morgan & Co. | 27,886 | $10.8M | 1.92% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 27,876 | $10.8M | 0.08% | +7,019+33.7% | Added |
| Groupe la Francaise | 27,246 | $10.8M | 0.18% | +11,278+70.6% | Added |
| Coldstream Capital Management Inc | 27,600 | $10.7M | 0.18% | +2,213+8.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,319 | $10.6M | 0.10% | −3,636−11.7% | Reduced |
| TruWealth Advisors, LLC | 27,214 | $10.6M | 0.58% | +3,079+12.8% | Added |
| Nan Shan Life Insurance Co., Ltd. | 27,093 | $10.5M | 0.23% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 26,933 | $10.5M | 0.46% | +2,440+10.0% | Added |
| Squarepoint Ops LLC | 26,891 | $10.4M | 0.02% | −206,934−88.5% | Reduced |
| LMCG Investments, LLC | 26,756 | $10.4M | 0.65% | −1,291−4.6% | Reduced |
| American National Bank | 26,734 | $10.4M | 1.06% | +560+2.1% | Added |
| MainStreet Investment Advisors LLC | 26,621 | $10.3M | 1.43% | −589−2.2% | Reduced |
| M&G Plc | 26,613 | $10.3M | 0.06% | −3,092−10.4% | Reduced |
| Farmers & Merchants Investments Inc | 26,587 | $10.3M | 0.30% | +124+0.5% | Added |
| Independent Wealth Network Inc. | 26,503 | $10.3M | 3.74% | −43−0.2% | Reduced |
| Narwhal Capital Management | 26,202 | $10.2M | 0.82% | +1,600+6.5% | Added |
| Addenda Capital Inc. | 25,958 | $10.1M | 0.36% | −155−0.6% | Reduced |
| Americana Partners, LLC | 25,746 | $10.0M | 0.34% | +578+2.3% | Added |
| Hantz Financial Services, Inc. | 25,486 | $9.89M | 0.16% | −840−3.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 25,454 | $9.88M | 0.60% | −1,620−6.0% | Reduced |
| Sigma Investment Counselors Inc | 25,401 | $9.86M | 0.54% | +1,345+5.6% | Added |
| Integris Wealth Management, LLC | 25,304 | $9.82M | 2.56% | −24−0.1% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 25,118 | $9.75M | 2.01% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 25,000 | $9.71M | 0.15% | +25,000 | New |
| Tufton Capital Management | 24,988 | $9.70M | 1.84% | −584−2.3% | Reduced |
| StoneX Group Inc. | 24,959 | $9.69M | 0.47% | +1,046+4.4% | Added |
| Community Bank & Trust, Waco, Texas | 24,925 | $9.68M | 2.19% | +50+0.2% | Added |
| Louisiana State Employees Retirement System | 24,800 | $9.63M | 0.17% | −900−3.5% | Reduced |
| J.W. Cole Advisors, Inc. | 24,772 | $9.62M | 0.20% | +2,156+9.5% | Added |
| Gulf International Bank (UK) Ltd | 24,751 | $9.61M | 0.34% | −2,795−10.1% | Reduced |
| Apollon Wealth Management, LLC | 24,677 | $9.58M | 0.19% | −1,129−4.4% | Reduced |
| First American Trust, FSB | 24,664 | $9.57M | 0.76% | −94−0.4% | Reduced |
| Securian Asset Management, Inc | 24,590 | $9.55M | 0.27% | −728−2.9% | Reduced |
| Goelzer Investment Management, Inc. | 24,511 | $9.52M | 0.52% | +26+0.1% | Added |
| RSM US Wealth Management LLC | 24,370 | $9.46M | 0.13% | −1,271−5.0% | Reduced |