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 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $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 |
|---|---|---|---|---|---|
| Nordwand Advisors, LLC | 10,800 | $4.19M | 0.67% | +10,380+2,471.4% | Added |
| Boyd Watterson Asset Management LLC | 10,762 | $4.18M | 1.31% | +33+0.3% | Added |
| Spire Wealth Management | 10,730 | $4.17M | 0.15% | −4,186−28.1% | Reduced |
| GAMMA Investing LLC | 10,714 | $4.16M | 0.26% | −597−5.3% | Reduced |
| Profund Advisors LLC | 10,692 | $4.15M | 0.15% | +1,297+13.8% | Added |
| Stokes Capital Advisors, LLC | 10,684 | $4.15M | 1.02% | −249−2.3% | Reduced |
| Mystic Asset Management, Inc. | 10,610 | $4.12M | 1.00% | +50.0% | Added |
| Old National Bancorp | 10,582 | $4.11M | 0.07% | −96−0.9% | Reduced |
| Azimuth Capital Investment Management LLC | 10,570 | $4.10M | 0.15% | −1,240−10.5% | Reduced |
| Leonteq Securities AG | 10,551 | $4.10M | 0.24% | +2,824+36.5% | Added |
| Sound View Wealth Advisors Group, LLC | 10,500 | $4.08M | 0.30% | −1,215−10.4% | Reduced |
| Mission Wealth Management, LP | 10,479 | $4.07M | 0.09% | −133−1.3% | Reduced |
| Whalerock Point Partners, LLC | 10,472 | $4.07M | 0.88% | +130+1.3% | Added |
| BLB&B Advisors, LLC | 10,449 | $4.06M | 0.19% | −72−0.7% | Reduced |
| MUFG Securities Americas Inc. | 10,423 | $4.05M | 0.35% | +1,963+23.2% | Added |
| Tritonpoint Wealth, LLC | 10,406 | $4.04M | 0.37% | −253−2.4% | Reduced |
| Focus Financial Network, Inc. | 10,353 | $4.02M | 0.16% | −510−4.7% | Reduced |
| Pensionmark Financial Group, LLC | 10,344 | $4.02M | 0.09% | +1,255+13.8% | Added |
| GAM Holding AG | 10,334 | $4.01M | 0.28% | −4,498−30.3% | Reduced |
| Choate Investment Advisors | 10,329 | $4.01M | 0.09% | +2,648+34.5% | Added |
| Parallel Advisors, LLC | 10,318 | $4.01M | 0.08% | +88+0.9% | Added |
| McKinley Carter Wealth Services, Inc. | 10,307 | $4.00M | 0.22% | +1,247+13.8% | Added |
| Gluskin Sheff & Assoc Inc | 10,298 | $4.00M | 0.49% | +173+1.7% | Added |
| Zhang Financial LLC | 10,292 | $4.00M | 0.18% | −193−1.8% | Reduced |
| Naples Global Advisors, LLC | 10,290 | $3.99M | 0.34% | +33+0.3% | Added |
| LMG Wealth Partners, LLC | 10,283 | $3.99M | 0.82% | +324+3.3% | Added |
| Modern Wealth Management, LLC | 10,225 | $3.97M | 0.10% | +8+0.1% | Added |
| Investor's Fiduciary Advisor Network, LLC | 10,220 | $3.97M | 1.47% | +10,220 | New |
| Thoroughbred Financial Services, LLC | 10,182 | $3.95M | 0.28% | −3,548−25.8% | Reduced |
| Family Management Corp | 10,178 | $3.95M | 0.60% | +234+2.4% | Added |
| RFG - Bristol Wealth Advisors, LLC | 10,124 | $3.93M | 1.22% | +157+1.6% | Added |
| Kinloch Capital, LLC | 10,112 | $3.93M | 1.83% | +120+1.2% | Added |
| Mattern Wealth Management LLC | 10,083 | $3.91M | 0.81% | −20−0.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 10,060 | $3.91M | 0.22% | +2,255+28.9% | Added |
| NorthRock Partners, LLC | 10,041 | $3.90M | 0.10% | −307−3.0% | Reduced |
| Finer Wealth Management, Inc. | 10,041 | $3.90M | 2.08% | +361+3.7% | Added |
| Fisher Funds Management LTD | 10,023 | $3.89M | 0.09% | 00.0% | Unchanged |
| Scopus Asset Management, L.P. | 10,000 | $3.88M | 0.10% | +10,000 | New |
| Stonegate Investment Group, LLC | 9,997 | $3.88M | 0.10% | +2,005+25.1% | Added |
| Cynosure Management, LLC | 9,966 | $3.87M | 0.44% | +6,094+157.4% | Added |
| RB Capital Management, LLC | 9,961 | $3.87M | 0.88% | +259+2.7% | Added |
| Capital Asset Advisory Services LLC | 9,871 | $3.86M | 0.18% | −3,449−25.9% | Reduced |
| First Dallas Securities Inc. | 9,939 | $3.86M | 1.53% | +85+0.9% | Added |
| Verdence Capital Advisors LLC | 9,912 | $3.85M | 0.26% | −503−4.8% | Reduced |
| Delta Capital Management LLC | 9,880 | $3.84M | 2.15% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 9,779 | $3.80M | 0.71% | +301+3.2% | Added |
| Prudential PLC | 9,760 | $3.79M | 0.02% | +1,131+13.1% | Added |
| Evercore Wealth Management, LLC | 9,724 | $3.77M | 0.06% | +240+2.5% | Added |
| DT Investment Partners, LLC | 9,695 | $3.76M | 0.34% | −753−7.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,691 | $3.76M | 0.05% | +82+0.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 9,690 | $3.76M | 0.67% | +9,690 | New |
| Concord Wealth Partners | 9,676 | $3.76M | 0.55% | −533−5.2% | Reduced |
| Concord Asset Management, LLC | 9,676 | $3.76M | 0.57% | +684+7.6% | Added |
| Buckingham Strategic Partners | 9,658 | $3.75M | 0.05% | −3,378−25.9% | Reduced |
| Hartford Financial Management Inc. | 9,630 | $3.74M | 1.02% | −12,301−56.1% | Reduced |
| Cumberland Advisors Inc | 9,550 | $3.71M | 1.56% | −30.0% | Reduced |
| Iowa State Bank | 9,456 | $3.67M | 0.73% | −2,764−22.6% | Reduced |
| Compagnie Lombard Odier SCmA | 9,447 | $3.67M | 0.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 9,440 | $3.66M | 0.10% | +31+0.3% | Added |
| 1st Source Bank | 9,434 | $3.66M | 0.20% | +131+1.4% | Added |
| RMB Capital Management, LLC | 9,295 | $3.61M | 0.07% | +7,257+356.1% | Added |
| Great Valley Advisor Group, Inc. | 9,294 | $3.61M | 0.08% | −1,258−11.9% | Reduced |
| Pinnacle Holdings, LLC | 9,288 | $3.61M | 1.30% | +752+8.8% | Added |
| SeaCrest Wealth Management, LLC | 9,283 | $3.60M | 0.39% | −472−4.8% | Reduced |
| V-Square Quantitative Management LLC | 9,250 | $3.59M | 0.48% | −217−2.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,206 | $3.57M | 1.64% | −56−0.6% | Reduced |
| Buckley Wealth Management, LLC | 9,190 | $3.57M | 1.07% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 9,154 | $3.55M | 0.06% | −1,430−13.5% | Reduced |
| First National Bank & Trust Co of Newtown | 9,152 | $3.55M | 0.71% | −70−0.8% | Reduced |
| Schnieders Capital Management LLC | 9,147 | $3.55M | 0.62% | +347+3.9% | Added |
| KMG Fiduciary Partners, LLC | 9,115 | $3.54M | 0.26% | +231+2.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,095 | $3.53M | 0.01% | −2,891−24.1% | Reduced |
| Brendel Financial Advisors LLC | 9,072 | $3.52M | 1.97% | +9,072 | New |
| Nilsine Partners, LLC | 9,064 | $3.52M | 0.36% | −649−6.7% | Reduced |
| Aire Advisors, LLC | 9,042 | $3.51M | 0.68% | +25+0.3% | Added |
| Palisade Asset Management, LLC | 9,007 | $3.50M | 0.35% | −340−3.6% | Reduced |
| Mill Capital Management, LLC | 8,999 | $3.49M | 0.27% | 00.0% | Unchanged |
| National Asset Management, Inc. | 8,999 | $3.49M | 0.17% | −17,168−65.6% | Reduced |
| South Dakota Investment Council | 8,964 | $3.48M | 0.07% | 00.0% | Unchanged |
| Graypoint LLC | 8,918 | $3.46M | 0.19% | +660+8.0% | Added |
| Wellington Shields & Co., LLC | 8,908 | $3.46M | 0.98% | −729−7.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,885 | $3.45M | 0.06% | 00.0% | Unchanged |
| AlTi Global, Inc. | 8,761 | $3.44M | 0.09% | +12+0.1% | Added |
| Ramirez Asset Management, Inc. | 8,840 | $3.43M | 0.52% | +5,450+160.8% | Added |
| Cannon Advisors, Inc. | 8,791 | $3.41M | 2.75% | −141−1.6% | Reduced |
| Davidson Capital Management Inc. | 8,789 | $3.41M | 0.82% | +289+3.4% | Added |
| Bowen Hanes & Co Inc | 8,784 | $3.41M | 0.09% | −16,625−65.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,783 | $3.41M | 1.12% | +325+3.8% | Added |
| Baldwin Investment Management, LLC | 8,777 | $3.41M | 0.41% | −213−2.4% | Reduced |
| Skopos Labs, Inc. | 8,731 | $3.39M | 0.44% | +5,149+143.7% | Added |
| St Germain D J Co Inc | 8,714 | $3.38M | 0.15% | +983+12.7% | Added |
| Cullen Investment Group, Ltd. | 8,710 | $3.38M | 0.48% | +20+0.2% | Added |
| Raiffeisen Bank International AG | 8,982 | $3.35M | 0.05% | −2,753−23.5% | Reduced |
| Symphony Financial, Ltd. Co. | 12,964 | $3.32M | 0.43% | +6,747+108.5% | Added |
| Gould Capital, LLC | 8,542 | $3.32M | 2.22% | +142+1.7% | Added |
| Hanson & Doremus Investment Management | 8,526 | $3.31M | 0.44% | +184+2.2% | Added |
| Clune & Associates, Ltd. | 8,515 | $3.31M | 0.90% | +9+0.1% | Added |
| Cozad Asset Management Inc | 8,421 | $3.27M | 0.29% | +2,447+41.0% | Added |
| Point72 (DIFC) Ltd | 8,401 | $3.26M | 0.26% | +8,401 | New |
| Naviter Wealth, LLC | 8,370 | $3.25M | 0.40% | −207−2.4% | Reduced |