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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 13,368 | $5.19M | 0.13% | −1,116−7.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 13,349 | $5.18M | 0.13% | +1,144+9.4% | Added |
| Johnson Financial Group, Inc. | 13,321 | $5.17M | 0.23% | −863−6.1% | Reduced |
| Jericho Financial, LLP | 13,287 | $5.16M | 3.40% | +11+0.1% | Added |
| Essex Financial Services, Inc. | 13,218 | $5.13M | 0.34% | +783+6.3% | Added |
| Aster Capital Management (DIFC) Ltd | 13,208 | $5.13M | 1.16% | +13,208 | New |
| FourThought Financial Partners, LLC | 13,207 | $5.13M | 0.51% | +60.0% | Added |
| Quadrant Capital Group LLC | 13,203 | $5.13M | 0.18% | +1,464+12.5% | Added |
| Financial Advocates Investment Management | 13,193 | $5.12M | 0.42% | −460−3.4% | Reduced |
| Anchor Investment Management, LLC | 13,186 | $5.12M | 0.45% | +314+2.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,132 | $5.10M | 0.35% | −910−6.5% | Reduced |
| Smith, Salley & Associates | 13,059 | $5.07M | 0.29% | +442+3.5% | Added |
| Ambassador Advisors, LLC | 13,013 | $5.05M | 0.78% | +387+3.1% | Added |
| Ritholtz Wealth Management | 12,959 | $5.03M | 0.11% | +3,372+35.2% | Added |
| Webster Bank, N. A. | 12,957 | $5.03M | 0.52% | −341−2.6% | Reduced |
| Tema ETFs LLC | 12,950 | $5.03M | 1.33% | −7,008−35.1% | Reduced |
| Hayek Kallen Investment Management | 12,940 | $5.02M | 1.71% | +351+2.8% | Added |
| IronBridge Private Wealth, LLC | 12,916 | $5.01M | 1.75% | +251+2.0% | Added |
| Consolidated Planning Corp | 12,859 | $4.99M | 0.63% | −10,785−45.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,854 | $4.99M | 0.02% | +618+5.1% | Added |
| Farther Finance Advisors, LLC | 12,842 | $4.99M | 0.10% | +999+8.4% | Added |
| Gilliland Jeter Wealth Management LLC | 12,819 | $4.98M | 1.62% | +40+0.3% | Added |
| Ogorek Anthony Joseph | 12,801 | $4.97M | 1.54% | +23+0.2% | Added |
| Viewpoint Capital Management LLC | 12,765 | $4.96M | 2.43% | −740−5.5% | Reduced |
| Studio Investment Management LLC | 12,739 | $4.95M | 0.99% | −932−6.8% | Reduced |
| Tower Research Capital LLC (TRC) | 12,709 | $4.93M | 0.13% | −3,649−22.3% | Reduced |
| Burney Co | 12,682 | $4.92M | 0.17% | −1,817−12.5% | Reduced |
| Trust Co of Toledo NA | 12,641 | $4.91M | 0.54% | +1,150+10.0% | Added |
| Occidental Asset Management, LLC | 12,592 | $4.89M | 0.67% | −177−1.4% | Reduced |
| Traynor Capital Management, Inc. | 12,495 | $4.88M | 0.35% | −628−4.8% | Reduced |
| Meeder Advisory Services, Inc. | 12,574 | $4.88M | 0.25% | +366+3.0% | Added |
| Jacobi Capital Management LLC | 12,554 | $4.87M | 0.32% | +138+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,533 | $4.87M | 0.14% | −17,170−57.8% | Reduced |
| Hallmark Capital Management Inc | 12,509 | $4.86M | 0.35% | +238+1.9% | Added |
| Barbara Oil Co. | 12,500 | $4.85M | 1.91% | 00.0% | Unchanged |
| Ledyard National Bank | 12,492 | $4.85M | 0.46% | −330−2.6% | Reduced |
| Ellsworth Advisors, LLC | 12,461 | $4.84M | 1.18% | +11,104+818.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 12,454 | $4.83M | 0.91% | −598−4.6% | Reduced |
| Twin Capital Management Inc | 12,420 | $4.82M | 0.51% | −3,218−20.6% | Reduced |
| Kinneret Advisory, LLC | 12,352 | $4.80M | 0.44% | −18−0.1% | Reduced |
| Summit Financial, LLC | 12,246 | $4.75M | 0.11% | −19,797−61.8% | Reduced |
| Modus Advisors, LLC | 12,241 | $4.75M | 1.41% | +164+1.4% | Added |
| Mission Creek Capital Partners, Inc. | 12,208 | $4.74M | 1.05% | −2,153−15.0% | Reduced |
| Sapient Capital LLC | 12,175 | $4.73M | 0.08% | −32−0.3% | Reduced |
| Providence Wealth Advisors, LLC | 11,363 | $4.72M | 3.24% | +185+1.7% | Added |
| Hudson Capital Management LLC | 12,032 | $4.67M | 1.33% | +485+4.2% | Added |
| Trust Co of Vermont | 11,993 | $4.66M | 0.22% | +40+0.3% | Added |
| Heritage Trust Co | 11,988 | $4.65M | 0.54% | +1,389+13.1% | Added |
| New Hampshire Trust | 11,969 | $4.65M | 0.97% | +7+0.1% | Added |
| IHT Wealth Management, LLC | 11,960 | $4.64M | 0.13% | +324+2.8% | Added |
| Terry L. Blaker | 11,948 | $4.64M | 0.18% | −2,320−16.3% | Reduced |
| Applied Capital LLC | 11,905 | $4.62M | 3.44% | −23−0.2% | Reduced |
| Clearbridge Investments, LLC | 11,905 | $4.62M | 0.00% | +4,960+71.4% | Added |
| Plimoth Trust Co LLC | 11,874 | $4.61M | 1.11% | +300+2.6% | Added |
| Stonebridge Capital Management Inc | 11,872 | $4.61M | 1.80% | −550−4.4% | Reduced |
| Sowell Financial Services LLC | 11,857 | $4.60M | 0.19% | −3,092−20.7% | Reduced |
| Bell Asset Management Ltd | 11,831 | $4.59M | 1.01% | −3,150−21.0% | Reduced |
| Snowden Capital Advisors LLC | 11,818 | $4.59M | 0.14% | −1,900−13.9% | Reduced |
| Edgestream Partners, L.P. | 11,730 | $4.55M | 0.13% | −6,866−36.9% | Reduced |
| MWA Asset Management | 11,708 | $4.55M | 2.78% | +443+3.9% | Added |
| Seizert Capital Partners, LLC | 11,678 | $4.53M | 0.20% | +277+2.4% | Added |
| Argent Trust Co | 11,677 | $4.53M | 0.17% | +1,431+14.0% | Added |
| Signaturefd, LLC | 11,676 | $4.53M | 0.08% | −260−2.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 11,658 | $4.53M | 0.73% | −76−0.6% | Reduced |
| Smith, Moore & Co. | 11,622 | $4.51M | 0.38% | +792+7.3% | Added |
| DMKC Advisory Services, LLC | 10,774 | $4.50M | 2.36% | +3,960+58.1% | Added |
| Argyle Capital Management Inc. | 11,569 | $4.49M | 1.63% | −200−1.7% | Reduced |
| Lifeworks Advisors, LLC | 11,548 | $4.48M | 0.67% | +923+8.7% | Added |
| MV Capital Management, Inc. | 11,470 | $4.45M | 0.46% | −233−2.0% | Reduced |
| MEMBERS Trust Co | 11,449 | $4.44M | 0.15% | +109+1.0% | Added |
| Canada Post Corp Registered Pension Plan | 11,431 | $4.44M | 0.26% | +11,431 | New |
| Ameritas Advisory Services, LLC | 11,420 | $4.43M | 0.23% | −11,491−50.2% | Reduced |
| United Capital Management of KS, Inc. | 11,385 | $4.42M | 0.69% | −2,065−15.4% | Reduced |
| North Star Investment Management Corp. | 11,373 | $4.42M | 0.31% | −393−3.3% | Reduced |
| Steel Peak Wealth Management LLC | 11,354 | $4.41M | 0.17% | −2,650−18.9% | Reduced |
| Consolidated Capital Management, LLC | 11,353 | $4.41M | 1.59% | +1,107+10.8% | Added |
| Jackson Square Capital, LLC | 11,297 | $4.39M | 0.97% | −64−0.6% | Reduced |
| Fidelis Capital Partners, LLC | 10,245 | $4.38M | 0.40% | +275+2.8% | Added |
| BNC Wealth Management, LLC | 11,280 | $4.38M | 1.30% | +498+4.6% | Added |
| VestGen Advisors, LLC | 10,928 | $4.37M | 0.17% | +714+7.0% | Added |
| Whitener Capital Management, Inc. | 11,260 | $4.37M | 1.16% | +157+1.4% | Added |
| Ameritas Investment Partners, Inc. | 11,250 | $4.37M | 0.14% | −108−1.0% | Reduced |
| Wealthspire Advisors, LLC | 11,246 | $4.37M | 0.02% | +6,046+116.3% | Added |
| Kingsview Wealth Management, LLC | 11,159 | $4.33M | 0.07% | +86+0.8% | Added |
| Nikko Asset Management Americas, Inc. | 11,160 | $4.33M | 0.04% | −380−3.3% | Reduced |
| Wetherby Asset Management Inc | 11,149 | $4.33M | 0.19% | +11,149 | New |
| SevenBridge Financial Group, LLC | 10,481 | $4.33M | 0.76% | +1,527+17.1% | Added |
| Bank of Hawaii | 11,109 | $4.31M | 0.23% | −2,858−20.5% | Reduced |
| Moneta Group Investment Advisors LLC | 11,099 | $4.31M | 0.05% | +156+1.4% | Added |
| Spirit of America Management Corp | 11,090 | $4.31M | 0.90% | 00.0% | Unchanged |
| Change Path, LLC | 11,070 | $4.30M | 0.11% | +1,878+20.4% | Added |
| Procyon Private Wealth Partners, LLC | 11,061 | $4.29M | 0.41% | −575−4.9% | Reduced |
| Integrity Alliance, LLC. | 11,027 | $4.28M | 0.23% | −9,154−45.4% | Reduced |
| Money Concepts Capital Corp | 11,025 | $4.28M | 0.29% | −125−1.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 11,023 | $4.28M | 2.50% | +2,145+24.2% | Added |
| Shell Asset Management Co | 11,014 | $4.28M | 0.15% | +2,819+34.4% | Added |
| CPA Asset Management LLC | 11,009 | $4.27M | 1.80% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10,942 | $4.25M | 0.31% | +23+0.2% | Added |
| Slow Capital, Inc. | 10,822 | $4.20M | 0.51% | −12−0.1% | Reduced |
| Asset Management Group, Inc. | 10,810 | $4.20M | 0.73% | +40.0% | Added |