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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 24,337 | $9.45M | 0.11% | −7,496−23.5% | Reduced |
| Warren Averett Asset Management, LLC | 24,300 | $9.43M | 0.10% | +502+2.1% | Added |
| Fusion Capital, LLC | 23,998 | $9.32M | 3.19% | +666+2.9% | Added |
| Baader Bank INC | 24,239 | $9.32M | 0.80% | +598+2.5% | Added |
| Signet Financial Management, LLC | 23,990 | $9.31M | 1.17% | −69−0.3% | Reduced |
| Trifecta Capital Advisors, LLC | 23,792 | $9.24M | 1.54% | +2,145+9.9% | Added |
| Metis Global Partners, LLC | 23,774 | $9.23M | 0.24% | −2,831−10.6% | Reduced |
| Ronald Blue Trust, Inc. | 23,774 | $9.23M | 0.11% | −586−2.4% | Reduced |
| Dynamic Advisor Solutions LLC | 23,692 | $9.20M | 0.28% | −183−0.8% | Reduced |
| McGuire Investment Group, LLC | 23,521 | $9.13M | 1.17% | +424+1.8% | Added |
| APG Asset Management N.V. | 27,293 | $9.03M | 0.03% | −440,867−94.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 23,252 | $9.02M | 0.41% | +700+3.1% | Added |
| Kavar Capital Partners Group, LLC | 23,220 | $9.01M | 1.30% | +355+1.6% | Added |
| Concentric Capital Strategies, LP | 23,183 | $9.00M | 0.51% | +23,183 | New |
| Miracle Mile Advisors, LLC | 23,095 | $8.97M | 0.15% | +533+2.4% | Added |
| Concurrent Investment Advisors, LLC | 23,037 | $8.94M | 0.17% | +1,238+5.7% | Added |
| Equitable Holdings, Inc. | 23,033 | $8.94M | 0.07% | +5,487+31.3% | Added |
| Creekmur Asset Management LLC | 22,980 | $8.92M | 1.58% | +3,722+19.3% | Added |
| Financial Partners Group, LLC | 22,978 | $8.92M | 3.23% | −110−0.5% | Reduced |
| Wesbanco Bank Inc | 22,877 | $8.88M | 0.26% | +1,399+6.5% | Added |
| Logan Capital Management Inc | 22,856 | $8.87M | 0.41% | −800−3.4% | Reduced |
| Tiaa Trust, National Association | 22,760 | $8.84M | 0.02% | +503+2.3% | Added |
| New Mexico Educational Retirement Board | 22,602 | $8.77M | 0.29% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 22,567 | $8.76M | 0.16% | −122−0.5% | Reduced |
| Maryland State Retirement & Pension System | 22,509 | $8.74M | 0.19% | −100−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 22,454 | $8.72M | 0.20% | +14,625+186.8% | Added |
| Silver Oak Securities, Inc | 22,341 | $8.67M | 0.72% | −1,207−5.1% | Reduced |
| German American Bancorp, Inc. | 22,289 | $8.65M | 0.85% | −11,403−33.8% | Reduced |
| Capital Investment Counsel, LLC | 22,223 | $8.63M | 1.34% | −332−1.5% | Reduced |
| Investment Management Corp of Ontario | 22,075 | $8.57M | 0.12% | −2,000−8.3% | Reduced |
| Sonora Investment Management Group, LLC | 22,019 | $8.55M | 0.63% | +3,568+19.3% | Added |
| Mutual Advisors, LLC | 19,603 | $8.50M | 0.21% | −487−2.4% | Reduced |
| F/M Investments LLC | 21,893 | $8.50M | 0.31% | −15,592−41.6% | Reduced |
| Sigma Planning Corp | 21,647 | $8.40M | 0.25% | −3,268−13.1% | Reduced |
| King Luther Capital Management Corp | 21,584 | $8.38M | 0.04% | +3,434+18.9% | Added |
| City Holding Co | 21,558 | $8.37M | 1.10% | −131−0.6% | Reduced |
| Hixon Zuercher, LLC | 21,407 | $8.31M | 2.69% | −2,028−8.7% | Reduced |
| Braun Stacey Associates Inc | 21,388 | $8.30M | 0.30% | −13,844−39.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 21,340 | $8.28M | 0.41% | −5,819−21.4% | Reduced |
| Vestor Capital, LLC | 54,798 | $8.25M | 0.80% | +54,665+41,101.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 21,240 | $8.25M | 0.23% | +700+3.4% | Added |
| Principle Wealth Partners LLC | 21,240 | $8.25M | 0.51% | −307−1.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 21,192 | $8.23M | 0.77% | −1,488−6.6% | Reduced |
| Summitry LLC | 21,160 | $8.21M | 0.37% | +2,034+10.6% | Added |
| Bleakley Financial Group, LLC | 21,148 | $8.21M | 0.21% | +1,400+7.1% | Added |
| Sagespring Wealth Partners, LLC | 21,140 | $8.21M | 0.18% | +645+3.1% | Added |
| Citizens National Bank Trust Department | 21,118 | $8.20M | 1.64% | −125−0.6% | Reduced |
| Verition Fund Management LLC | 21,083 | $8.18M | 0.05% | +6,351+43.1% | Added |
| Principal Securities, Inc. | 20,827 | $8.09M | 0.15% | +1,517+7.9% | Added |
| Howe & Rusling Inc | 20,753 | $8.06M | 0.60% | +285+1.4% | Added |
| BKD Wealth Advisors, LLC | 20,689 | $8.03M | 0.17% | −35−0.2% | Reduced |
| Central Bank & Trust Co | 20,675 | $8.03M | 1.31% | −774−3.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,666 | $8.02M | 0.14% | −938−4.3% | Reduced |
| Griffin Asset Management, Inc. | 20,644 | $8.01M | 0.95% | +3,515+20.5% | Added |
| Knuff & Co LLC | 20,569 | $7.99M | 2.52% | −500−2.4% | Reduced |
| Covington Investment Advisors Inc. | 20,487 | $7.95M | 1.14% | +5,107+33.2% | Added |
| Searle & Co. | 20,253 | $7.86M | 2.22% | −100−0.5% | Reduced |
| Park Avenue Securities LLC | 20,186 | $7.84M | 0.07% | −4,304−17.6% | Reduced |
| Vise Technologies, Inc. | 20,176 | $7.83M | 0.32% | +20,176 | New |
| Parcion Private Wealth LLC | 20,150 | $7.82M | 0.56% | +226+1.1% | Added |
| First Financial Bank - Trust Division | 20,130 | $7.81M | 0.69% | +109+0.5% | Added |
| Bryn Mawr Trust Co | 20,099 | $7.80M | 0.14% | +231+1.2% | Added |
| Moors & Cabot, Inc. | 20,038 | $7.78M | 0.36% | +2,073+11.5% | Added |
| New Age Alpha Advisors, LLC | 20,032 | $7.78M | 0.34% | −442−2.2% | Reduced |
| Madison Asset Management, LLC | 20,008 | $7.77M | 0.08% | −2,168−9.8% | Reduced |
| Axxcess Wealth Management, LLC | 19,984 | $7.76M | 0.19% | −5,192−20.6% | Reduced |
| AE Wealth Management LLC | 19,876 | $7.72M | 0.06% | +1,075+5.7% | Added |
| Sentry LLC | 19,827 | $7.70M | 1.53% | −77−0.4% | Reduced |
| Bessemer Group Inc | 19,808 | $7.69M | 0.01% | −329,864−94.3% | Reduced |
| Bailard, Inc. | 19,795 | $7.68M | 0.18% | +5,355+37.1% | Added |
| Welch & Forbes LLC | 19,757 | $7.67M | 0.10% | −964−4.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 19,715 | $7.65M | 0.60% | −565−2.8% | Reduced |
| Ieq Capital, LLC | 19,651 | $7.63M | 0.05% | −3,341−14.5% | Reduced |
| Spinnaker Trust | 19,560 | $7.59M | 0.46% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 19,542 | $7.59M | 1.84% | +18,077+1,233.9% | Added |
| Boit C F David | 19,500 | $7.57M | 3.64% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 19,494 | $7.57M | 0.23% | +6,873+54.5% | Added |
| Mirabella Financial Services LLP | 19,475 | $7.56M | 0.79% | +19,475 | New |
| Mather Group, LLC. | 19,450 | $7.55M | 0.08% | +6,976+55.9% | Added |
| Physicians Financial Services, Inc. | 19,394 | $7.53M | 2.24% | +60+0.3% | Added |
| Mairs & Power Inc | 19,361 | $7.52M | 0.07% | +2,808+17.0% | Added |
| Koshinski Asset Management, Inc. | 19,288 | $7.49M | 0.57% | −98−0.5% | Reduced |
| Anderson Hoagland & Co | 19,250 | $7.47M | 0.71% | +39+0.2% | Added |
| EP Wealth Advisors, LLC | 19,208 | $7.46M | 0.05% | +1,889+10.9% | Added |
| Alberta Investment Management Corp | 19,000 | $7.38M | 0.06% | +6,700+54.5% | Added |
| Spears Abacus Advisors LLC | 18,940 | $7.35M | 0.15% | −69−0.4% | Reduced |
| Caldwell Trust Co | 18,930 | $7.35M | 0.73% | +531+2.9% | Added |
| Foster & Motley Inc | 18,904 | $7.34M | 0.42% | +1,086+6.1% | Added |
| Integrated Wealth Concepts LLC | 18,782 | $7.29M | 0.07% | −1,282−6.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 18,761 | $7.28M | 0.01% | +13,062+229.2% | Added |
| Stock Yards Bank & Trust Co | 18,680 | $7.25M | 0.24% | −4,141−18.1% | Reduced |
| Pure Financial Advisors, Inc. | 18,650 | $7.24M | 0.13% | +7,463+66.7% | Added |
| Community Bank of Raymore | 18,521 | $7.19M | 5.32% | −945−4.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18,475 | $7.17M | 0.25% | +549+3.1% | Added |
| EagleClaw Capital Managment, LLC | 18,425 | $7.15M | 1.07% | −125−0.7% | Reduced |
| Aull & Monroe Investment Management Corp | 18,334 | $7.12M | 3.82% | −2,781−13.2% | Reduced |
| Cary Street Partners Financial LLC | 18,285 | $7.10M | 0.20% | +1,591+9.5% | Added |
| Kiley Juergens Wealth Management, LLC | 18,241 | $7.08M | 1.63% | −85−0.5% | Reduced |
| Groupama Asset Managment | 18,353 | $7.06M | 0.12% | −3,325−15.3% | Reduced |
| Wedbush Securities Inc | 18,043 | $7.00M | 0.24% | −810−4.3% | Reduced |