CaterpillarCAT
13F holders, Q2 2025 (June 30)3,021holders +120
239new positions
122sold out
14famous investors
$387.58avg. 13F price*
At the end of Q2 2025, 3,021 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, up 120 from Q1 2025. 239 opened new positions and 122 sold out. The largest holders were Vanguard Group Inc. ($17.9B), State Street Corp. ($14.0B) and BlackRock, Inc. ($13.1B). 14 famous investors held it, including Bill Gates / Michael Larson (6.0% of Gates Foundation Trust's portfolio), Ken Fisher (1.5% of Fisher Asset Management's portfolio) and Tom Gayner (1.1% of Markel Group's portfolio).
- Company
- Caterpillar Inc.
- Sector
- Industrials
- CUSIP
- 149123101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 239 | $976.9M |
| Exits | 122 | $611.6M |
All 13F filers, Q1 2025 → Q2 2025: 16,656,452 shares bought and 17,360,402 shares sold, net −703,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,021 holders
| Vanguard Group Inc. | 0.29% | Reduce -0.3% | 46,059,617 | $17.9B |
| State Street Corp. | 0.52% | Reduce -0.6% | 35,949,017 | $14.0B |
| BlackRock, Inc. | 0.25% | Reduce -4.4% | 33,827,921 | $13.1B |
| State Farm Mutual Automobile Insurance Co. | 6.07% | No change | 17,669,440 | $6.9B |
| Geode Capital Management, LLC | 0.28% | Reduce -0.5% | 10,467,024 | $4.1B |
| Fisher Asset Management | 1.45% | Add +2.3% | 9,418,321 | $3.7B |
| Gates Foundation Trust | 5.97% | No change | 7,353,614 | $2.9B |
| Morgan Stanley | 0.18% | Add +1.7% | 7,288,145 | $2.8B |
| Northern Trust Corp. | 0.34% | Reduce -2.2% | 6,452,574 | $2.5B |
| Norges Bank | 0.27% | Reduce -1.4% | 5,579,193 | $2.2B |
| Bank of America Corp. | 0.16% | Reduce -17.6% | 5,112,760 | $2.0B |
| Capital World Investors | 0.26% | Reduce -43.2% | 4,586,001 | $1.8B |
| Capital Research Global Investors | 0.33% | Add +15.2% | 4,302,761 | $1.7B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.33% | Add +0.6% | 4,228,772 | $1.6B |
| Charles Schwab Investment Management Inc. | 0.22% | Add +1.0% | 3,337,915 | $1.3B |
| Invesco Ltd. | 0.22% | Add +4.5% | 3,282,720 | $1.3B |
| JPMorgan Chase & Co. | 0.09% | Reduce -11.3% | 3,237,214 | $1.3B |
| Goldman Sachs Group Inc. | 0.19% | Reduce -3.6% | 3,066,396 | $1.2B |
| Dimensional Fund Advisors LP | 0.27% | Reduce -3.9% | 2,968,396 | $1.2B |
| Bank of New York Mellon Corp | 0.22% | Reduce -6.8% | 2,944,907 | $1.1B |
| Legal & General Group Plc | 0.26% | Add +5.2% | 2,743,075 | $1.1B |
| Nuveen, LLC | 0.25% | Add +84.6% | 2,365,428 | $918.3M |
| Royal Bank of Canada | 0.17% | Add +13.2% | 2,214,599 | $859.7M |
| UBS Group AG | 0.18% | Add +6.4% | 2,163,518 | $839.9M |
| Amundi | 0.27% | Add +22.9% | 1,911,674 | $761.7M |
| Wells Fargo & Company | 0.16% | Add +4.9% | 1,903,646 | $739.0M |
| T. Rowe Price Associates Inc. | 0.08% | Add +78.8% | 1,855,578 | $720.4M |
| FMR LLC | 0.04% | Reduce -7.0% | 1,799,399 | $698.5M |
| Capital Wealth Planning, LLC | 5.00% | Add +0.1% | 1,633,850 | $634.3M |
| Deutsche Bank AG | 0.22% | Add +7.8% | 1,517,385 | $589.1M |
| Ameriprise Financial Inc. | 0.14% | Reduce -7.2% | 1,508,417 | $585.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.36% | Add +5.8% | 1,499,272 | $582.0M |
| Swiss National Bank | 0.34% | Add +6.3% | 1,446,800 | $561.7M |
| Barclays PLC | 0.22% | Add +2.9% | 1,403,087 | $544.7M |
| Primecap Management Co. | 0.42% | Reduce -0.6% | 1,370,898 | $532.2M |
| Voya Investment Management LLC | 0.58% | Add +331.7% | 1,298,617 | $504.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.39% | Add +6.2% | 1,255,507 | $487.4M |
| National Pension Service | 0.33% | Reduce -0.3% | 994,303 | $386.0M |
| LPL Financial LLC | 0.13% | Add +4.9% | 986,421 | $382.9M |
| Citigroup Inc. | 0.26% | Add +1.1% | 975,244 | $378.6M |
| Raymond James Financial Inc. | 0.13% | Reduce -0.5% | 972,410 | $377.5M |
| Altshuler Shaham Ltd | 11.55% | Reduce -6.8% | 932,615 | $362.1M |
| HSBC Holdings PLC | 0.23% | Reduce -17.3% | 921,842 | $357.9M |
| Neuberger Berman Group LLC | 0.27% | Reduce -14.8% | 895,804 | $347.7M |
| Rhumbline Advisers | 0.28% | Reduce -1.3% | 846,648 | $328.7M |
| Assenagon Asset Management S.A. | 0.52% | Add +546.6% | 843,093 | $327.3M |
| California Public Employees Retirement System | 0.21% | Add +2.5% | 840,431 | $326.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.42% | Add +13.8% | 797,199 | $309.5M |
| Marshall Wace, LLP | 0.35% | Add +425.2% | 761,800 | $295.7M |
| California State Teachers Retirement System | 0.32% | Add +0.4% | 751,795 | $291.9M |
| American Century Companies Inc. | 0.15% | Add +21.7% | 727,912 | $282.6M |
| ProShare Advisors LLC | 0.56% | Add +20.0% | 725,166 | $281.5M |
| Victory Capital Management Inc. | 0.17% | Add +46.8% | 681,565 | $264.9M |
| Bank of Montreal | 0.13% | Reduce -13.0% | 677,707 | $263.1M |
| HighTower Advisors, LLC | 0.32% | Add +3.1% | 666,319 | $258.7M |
| Nordea Investment Management AB | 0.23% | Add +0.7% | 631,379 | $244.4M |
| Stifel Financial Corp. | 0.24% | Add +1.8% | 625,585 | $242.9M |
| Brandywine Global Investment Management, LLC | 1.73% | Add +4.5% | 624,360 | $242.4M |
| Thrivent Financial for Lutherans | 0.54% | Add +12.6% | 621,518 | $241.2M |
| BNP Paribas Financial Markets | 0.19% | Reduce -12.9% | 618,400 | $240.1M |
| Principal Financial Group Inc. | 0.12% | Reduce -8.0% | 606,007 | $235.3M |
| Millennium Management | 0.22% | Add +180.2% | 599,309 | $232.7M |
| New York State Common Retirement Fund | 0.30% | Reduce -1.1% | 586,555 | $227.7M |
| Schroder Investment Management Group | 0.19% | Reduce -6.3% | 583,485 | $226.5M |
| Alliancebernstein L.P. | 0.07% | Add +6.5% | 572,165 | $222.1M |
| Van Eck Associates Corp. | 0.25% | Add +403.0% | 571,724 | $221.9M |
| Corient Private Wealth LP | 0.29% | Reduce -10.3% | 567,599 | $220.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.62% | Reduce -9.7% | 537,357 | $208.6M |
| Franklin Resources Inc. | 0.05% | Reduce -8.9% | 518,896 | $201.4M |
| US Bancorp \de | 0.25% | Reduce -2.3% | 518,577 | $201.3M |
| National Bank of Canada | 0.21% | Add +164.2% | 512,757 | $199.0M |
| Fifth Third Bancorp | 0.67% | Reduce -1.5% | 501,210 | $194.6M |
| Toronto Dominion Bank | 0.41% | Add +38.0% | 493,282 | $191.5M |
| SG Americas Securities, LLC | 0.85% | Add +140.4% | 490,953 | $190.6M |
| Envestnet Asset Management Inc. | 0.05% | Add +3.0% | 476,877 | $185.1M |
| Pictet Asset Management Holding SA | 0.18% | Add +51.9% | 464,791 | $180.4M |
| State Board of Administration of Florida Retirement System | 0.31% | Reduce -3.5% | 447,203 | $173.6M |
| Aberdeen Group plc | 0.29% | Add +4.3% | 434,586 | $168.6M |
| Zacks Investment Management | 1.41% | Add +0.7% | 424,071 | $164.6M |
| Jane Street Group, LLC | 0.27% | Reduce -11.2% | 422,948 | $164.2M |
| New York State Teachers Retirement System | 0.34% | Reduce -1.5% | 413,521 | $160.5M |
| Bank of Nova Scotia | 0.33% | Add +6.6% | 413,061 | $160.4M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -7.6% | 405,660 | $157.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.34% | Reduce -2.6% | 383,063 | $148.7M |
| Canada Pension Plan Investment Board | 0.12% | Reduce -5.8% | 374,637 | $145.4M |
| Balyasny Asset Management L.P. | 0.33% | Add +1394.1% | 368,170 | $142.9M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -14.5% | 362,973 | $140.9M |
| Korea Investment CORP | 0.31% | Reduce -0.3% | 362,089 | $140.6M |
| Aviva PLC | 0.29% | Add +6.4% | 361,126 | $140.2M |
| Swedbank AB | 0.15% | Add +3.0% | 344,304 | $133.7M |
| Nomura Asset Management Co. Ltd. | 0.36% | Add +10.2% | 340,368 | $132.1M |
| Markel Group | 1.08% | Add +0.2% | 328,650 | $127.6M |
| Alecta Tjanstepension Omsesidigt | 0.60% | No change | 328,600 | $127.5M |
| DekaBank Deutsche Girozentrale | 0.23% | Reduce -12.4% | 326,603 | $126.5M |
| Baird Financial Group, Inc. | 0.21% | Reduce -22.3% | 315,581 | $122.5M |
| Schonfeld Strategic Advisors LLC | 0.92% | Add +966.6% | 313,528 | $121.7M |
| Two Sigma Advisers, LP | 0.25% | New | 312,700 | $121.4M |
| Manufacturers Life Insurance Company, The | 0.11% | Reduce -16.3% | 310,730 | $120.6M |
| Focus Partners Wealth | 0.26% | Add +6.5% | 309,834 | $120.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.07% | Add +5.4% | 306,650 | $119.0M |
"% of holder's portfolio" is CAT's weight in each manager's 13F, not the share of Caterpillar Inc. the manager owns.