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 |
|---|---|---|---|---|---|
| Northeast Investment Management | 18,011 | $6.99M | 0.30% | −142−0.8% | Reduced |
| Level Four Advisory Services, LLC | 17,985 | $6.98M | 0.26% | +426+2.4% | Added |
| Vestcor Inc | 17,982 | $6.98M | 0.21% | −142−0.8% | Reduced |
| Reuter James Wealth Management, LLC | 17,926 | $6.96M | 1.10% | −162−0.9% | Reduced |
| Aries Wealth Management | 17,892 | $6.95M | 1.82% | −100−0.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 17,876 | $6.94M | 0.36% | 00.0% | Unchanged |
| Empirical Finance, LLC | 17,807 | $6.91M | 0.36% | +102+0.6% | Added |
| Bridge Creek Capital Management LLC | 17,743 | $6.89M | 2.02% | +307+1.8% | Added |
| Oak Harbor Wealth Partners, LLC | 17,713 | $6.88M | 1.86% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 17,712 | $6.88M | 0.08% | −159−0.9% | Reduced |
| Neville Rodie & Shaw Inc | 17,679 | $6.86M | 0.51% | −466−2.6% | Reduced |
| Canandaigua National Bank & Trust Co | 17,641 | $6.85M | 0.63% | +2,984+20.4% | Added |
| Fifth Third Wealth Advisors LLC | 17,633 | $6.85M | 0.29% | +937+5.6% | Added |
| Jefferies Financial Group Inc. | 17,559 | $6.82M | 0.11% | +12,060+219.3% | Added |
| Advocate Group LLC | 17,518 | $6.80M | 1.22% | +329+1.9% | Added |
| PFG Advisors | 17,389 | $6.75M | 0.32% | +2,262+15.0% | Added |
| Callan Family Office, LLC | 17,335 | $6.73M | 0.21% | +12,765+279.3% | Added |
| Acadian Asset Management LLC | 17,277 | $6.71M | 0.01% | −24,466−58.6% | Reduced |
| Stratos Wealth Partners, LTD. | 17,247 | $6.70M | 0.09% | +206+1.2% | Added |
| Wells Trecaso Financial Group, LLC | 17,109 | $6.64M | 2.05% | +523+3.2% | Added |
| Beese Fulmer Investment Management, Inc. | 17,054 | $6.62M | 0.49% | +850+5.2% | Added |
| Colonial Trust Advisors | 17,052 | $6.62M | 0.55% | −93−0.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,032 | $6.61M | 1.60% | −215−1.2% | Reduced |
| Romano Brothers and Company | 17,016 | $6.61M | 0.82% | −208−1.2% | Reduced |
| Country Club Bank | 17,130 | $6.59M | 0.41% | −116−0.7% | Reduced |
| Family Legacy, Inc. | 16,710 | $6.49M | 2.11% | +41+0.2% | Added |
| Siemens Fonds Invest GmbH | 16,703 | $6.48M | 0.38% | +559+3.5% | Added |
| Perigon Wealth Management, LLC | 16,635 | $6.46M | 0.15% | +916+5.8% | Added |
| Vivaldi Capital Management, LLC | 16,498 | $6.40M | 0.96% | −103−0.6% | Reduced |
| Roundview Capital LLC | 16,471 | $6.39M | 0.43% | −111−0.7% | Reduced |
| Atomi Financial Group, Inc. | 16,373 | $6.36M | 0.24% | +838+5.4% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,300 | $6.33M | 0.52% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 16,253 | $6.31M | 0.11% | −270−1.6% | Reduced |
| Highland Capital Management, LLC | 16,208 | $6.29M | 0.34% | −2,060−11.3% | Reduced |
| Global Retirement Partners, LLC | 16,202 | $6.29M | 0.16% | +16,202 | New |
| Ascent Wealth Partners, LLC | 16,123 | $6.26M | 0.77% | −116−0.7% | Reduced |
| IFP Advisors, Inc | 15,762 | $6.25M | 0.18% | +1,744+12.4% | Added |
| Williams Jones Wealth Management, LLC. | 16,089 | $6.25M | 0.07% | −224−1.4% | Reduced |
| Sandhill Capital Partners LLC | 16,086 | $6.24M | 0.45% | +15+0.1% | Added |
| Illinois Municipal Retirement Fund | 16,081 | $6.24M | 0.08% | +585+3.8% | Added |
| Pinnacle Financial Partners Inc | 16,026 | $6.22M | 0.13% | −1,949−10.8% | Reduced |
| Gouws Capital LLC | 15,935 | $6.19M | 3.77% | +945+6.3% | Added |
| Guyasuta Investment Advisors Inc | 15,919 | $6.18M | 0.38% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 18,458 | $6.15M | 0.10% | −8,386−31.2% | Reduced |
| We Are One Seven, LLC | 15,839 | $6.15M | 0.20% | +730+4.8% | Added |
| Holderness Investments Co | 15,683 | $6.09M | 1.31% | −494−3.1% | Reduced |
| Columbia Asset Management | 15,663 | $6.08M | 1.20% | −313−2.0% | Reduced |
| Greenleaf Trust | 15,634 | $6.07M | 0.05% | −777−4.7% | Reduced |
| Montag A & Associates Inc | 15,552 | $6.04M | 0.29% | −918−5.6% | Reduced |
| Community Bank, N.A. | 15,511 | $6.02M | 0.79% | −507−3.2% | Reduced |
| Independent Financial Group, LLC | 15,304 | $5.94M | 0.16% | +473+3.2% | Added |
| Wealthcare Advisory Partners LLC | 15,298 | $5.94M | 0.14% | +713+4.9% | Added |
| Trajan Wealth LLC | 15,240 | $5.92M | 0.29% | +33+0.2% | Added |
| Monument Capital Management | 15,205 | $5.90M | 1.54% | +128+0.8% | Added |
| Edgar Lomax Co | 15,180 | $5.89M | 0.37% | −220−1.4% | Reduced |
| Palmer Knight Co | 15,158 | $5.88M | 2.51% | +15,158 | New |
| Tokio Marine Asset Management Co Ltd | 15,145 | $5.88M | 0.23% | +630+4.3% | Added |
| Geneos Wealth Management Inc. | 15,096 | $5.86M | 0.14% | −588−3.7% | Reduced |
| TCI Wealth Advisors, Inc. | 15,041 | $5.84M | 0.40% | −49−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,003 | $5.82M | 0.09% | −197−1.3% | Reduced |
| RBF Capital, LLC | 15,000 | $5.82M | 0.29% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $5.82M | 1.24% | 00.0% | Unchanged |
| DKRT Investments Corp. | 15,000 | $5.82M | 1.41% | +15,000 | New |
| Robbins Farley LLC | 14,933 | $5.80M | 2.70% | +266+1.8% | Added |
| Robertson Stephens Wealth Management, LLC | 14,910 | $5.79M | 0.20% | −1,143−7.1% | Reduced |
| Leavell Investment Management, Inc. | 14,897 | $5.78M | 0.26% | +189+1.3% | Added |
| Financial Advisory Service, Inc. | 14,886 | $5.78M | 0.43% | +677+4.8% | Added |
| Atria Wealth Solutions, Inc. | 14,695 | $5.74M | 0.13% | −12,216−45.4% | Reduced |
| Reliant Investment Management, LLC | 14,690 | $5.70M | 2.47% | +860+6.2% | Added |
| First Business Financial Services, Inc. | 14,667 | $5.69M | 0.51% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 14,632 | $5.68M | 0.54% | +1,831+14.3% | Added |
| Equitable Trust Co | 14,575 | $5.66M | 0.28% | −267−1.8% | Reduced |
| Eukles Asset Management | 14,530 | $5.64M | 2.31% | −17−0.1% | Reduced |
| Deane Retirement Strategies, Inc. | 14,498 | $5.63M | 2.52% | +14,498 | New |
| Montgomery Investment Management Inc | 14,373 | $5.58M | 2.16% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,315 | $5.56M | 0.13% | +1,440+11.2% | Added |
| Malaga Cove Capital, LLC | 14,314 | $5.56M | 2.18% | −251−1.7% | Reduced |
| Eastern Bank | 14,309 | $5.55M | 0.11% | −1,467−9.3% | Reduced |
| Twinbeech Capital LP | 14,303 | $5.55M | 0.13% | +8,814+160.6% | Added |
| Johnson Investment Counsel Inc | 14,302 | $5.55M | 0.05% | +1,748+13.9% | Added |
| Alps Advisors Inc | 14,231 | $5.52M | 0.03% | −911−6.0% | Reduced |
| JPL Wealth Management, LLC | 14,225 | $5.52M | 1.49% | +265+1.9% | Added |
| Horizon Investments, LLC | 14,266 | $5.52M | 0.09% | +5,788+68.3% | Added |
| Liberty One Investment Management, LLC | 14,168 | $5.50M | 0.56% | +133+0.9% | Added |
| FRG Family Wealth Advisors LLC | 14,024 | $5.44M | 0.95% | −300−2.1% | Reduced |
| Private Wealth Asset Management, LLC | 14,013 | $5.44M | 0.72% | −190−1.3% | Reduced |
| Wright Investors Service Inc | 13,985 | $5.43M | 1.64% | −2,046−12.8% | Reduced |
| Pflug Koory, LLC | 13,855 | $5.38M | 2.73% | −45−0.3% | Reduced |
| OneAscent Financial Services LLC | 13,767 | $5.37M | 0.38% | −11,943−46.5% | Reduced |
| Altrius Capital Management Inc | 13,810 | $5.36M | 1.25% | +25+0.2% | Added |
| Asset Dedication, LLC | 13,808 | $5.36M | 0.39% | +57+0.4% | Added |
| Seascape Capital Management | 13,773 | $5.35M | 1.69% | −230−1.6% | Reduced |
| Plato Investment Management Ltd | 13,768 | $5.33M | 0.40% | +839+6.5% | Added |
| Brown Brothers Harriman & Co | 13,704 | $5.32M | 0.03% | +398+3.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 13,650 | $5.30M | 0.91% | +34+0.2% | Added |
| Truvestments Capital LLC | 13,507 | $5.24M | 1.05% | −100−0.7% | Reduced |
| Resolute Wealth Strategies, LLC | 13,499 | $5.24M | 2.81% | −37−0.3% | Reduced |
| Mathes Company, Inc. | 13,497 | $5.24M | 1.94% | −405−2.9% | Reduced |
| Capital Investment Counsel, Inc | 13,474 | $5.23M | 0.70% | −262−1.9% | Reduced |
| Blue Edge Capital, LLC | 13,468 | $5.23M | 0.78% | −455−3.3% | Reduced |