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, Q3 2025
Institutional positions in Caterpillar Inc as of Sep 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
- 3,150
- +180 vs. Q2 2025
- Shares held
- 333.3M
- +9.20M (+2.8%) vs. Q2 2025
- Total value
- $159.0B
- +$33.4B (+26.6%) vs. Q2 2025
- New holders
- 299
- 1,150 more added
- Sold out
- 119
- 1,201 more reduced
53 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sonoma Allocations LLC | 1,030 | $557.2K | 0.20% | +1,030 | New |
| Strategic Wealth Partners, Ltd. | 1,169 | $557.9K | 0.04% | +48+4.3% | Added |
| Aua Capital Management, LLC | 1,170 | $558.3K | 0.31% | 00.0% | Unchanged |
| Meadowbrook Wealth Management, LLC | 1,170 | $558.3K | 0.58% | +1,170 | New |
| Eagle Wealth Strategies LLC | 1,170 | $558.4K | 0.28% | +3+0.3% | Added |
| Five Oceans Advisors | 1,173 | $559.7K | 0.21% | −27−2.3% | Reduced |
| Miller Financial Services LLC | 1,174 | $560.0K | 0.65% | −35−2.9% | Reduced |
| Garden State Investment Advisory Services LLC | 1,174 | $560.6K | 0.14% | −114−8.9% | Reduced |
| BlueStem Wealth Partners, LLC | 1,177 | $561.5K | 0.06% | +35+3.1% | Added |
| Keb Asset Management, LLC | 1,179 | $562.6K | 0.13% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,180 | $563.0K | 0.29% | −20−1.7% | Reduced |
| Centiva Capital, LP | 1,180 | $563.0K | 0.05% | +1,180 | New |
| Meredith Wealth Planning | 1,180 | $563.0K | 0.18% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 1,182 | $564.0K | 0.07% | +12+1.0% | Added |
| Tennessee Valley Asset Management Partners | 1,182 | $564.1K | 0.08% | +1,182 | New |
| Crews Bank & Trust | 1,184 | $564.9K | 0.08% | +8+0.7% | Added |
| Trust Co of Kansas | 1,185 | $565.0K | 0.27% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,184 | $565.2K | 0.27% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,189 | $567.3K | 0.29% | −125−9.5% | Reduced |
| Boston Trust Walden Corp | 1,189 | $567.3K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,190 | $567.8K | 0.33% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 1,191 | $568.4K | 0.24% | +33+2.8% | Added |
| Fingerlakes Wealth Management, Inc. | 1,193 | $569.1K | 0.37% | +5+0.4% | Added |
| Fortress Private Ledger, LLC | 1,193 | $569.2K | 0.21% | +26+2.2% | Added |
| Waters Parkerson & Co., LLC | 1,193 | $569.2K | 0.03% | −55−4.4% | Reduced |
| Centric Wealth Management | 987 | $569.5K | 0.13% | +30+3.1% | Added |
| FSB Premier Wealth Management, Inc. | 1,194 | $569.7K | 0.19% | +1+0.1% | Added |
| Silver Grove Financial Group, Inc. | 1,194 | $569.8K | 0.54% | +1,194 | New |
| Ransom Advisory, Ltd | 1,195 | $570.2K | 0.26% | −50−4.0% | Reduced |
| Core Alternative Capital | 1,195 | $570.2K | 0.17% | −40−3.2% | Reduced |
| Northstar Financial Companies, Inc. | 1,198 | $571.5K | 0.53% | +2+0.2% | Added |
| Integrated Investment Consultants, LLC | 1,199 | $572.1K | 0.10% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,199 | $572.1K | 0.24% | +190+18.8% | Added |
| Mogy Joel R Investment Counsel Inc | 1,200 | $572.6K | 0.03% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,200 | $572.6K | 0.33% | +200+20.0% | Added |
| China Universal Asset Management Co., Ltd. | 1,200 | $572.6K | 0.05% | +1,200 | New |
| CJM Wealth Advisers, Ltd. | 1,203 | $574.0K | 0.18% | +1+0.1% | Added |
| Philip James Wealth Mangement, LLC | 1,207 | $576.0K | 0.07% | −34−2.7% | Reduced |
| Monte Financial Group, LLC | 1,208 | $576.6K | 0.21% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,210 | $577.4K | 0.09% | +11+0.9% | Added |
| JT Stratford LLC | 1,213 | $578.8K | 0.08% | −114−8.6% | Reduced |
| TBH Global Asset Management, LLC | 1,216 | $580.3K | 0.11% | −45−3.6% | Reduced |
| Chicago Trust Co NA | 1,219 | $581.6K | 0.08% | −437−26.4% | Reduced |
| American Money Management, LLC | 1,220 | $582.2K | 0.10% | +47+4.0% | Added |
| Schulhoff & Co Inc | 1,221 | $582.6K | 0.25% | −84−6.4% | Reduced |
| Curbstone Financial Management Corp | 1,222 | $583.1K | 0.11% | −90−6.9% | Reduced |
| J. Team Financial, Inc. | 1,225 | $584.4K | 0.59% | +1,225 | New |
| Joule Financial, LLC | 1,230 | $586.9K | 0.18% | +193+18.6% | Added |
| WestHill Financial Advisors, Inc. | 1,232 | $587.8K | 0.12% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,233 | $588.3K | 0.43% | +3+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,233 | $588.5K | 0.07% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,234 | $588.8K | 0.23% | +18+1.5% | Added |
| Warwick Investment Management, Inc. | 1,235 | $589.3K | 0.10% | +81+7.0% | Added |
| Monarch Capital Management Inc | 1,237 | $590.2K | 0.14% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,239 | $591.0K | 0.09% | −73−5.6% | Reduced |
| Buckhead Capital Management LLC | 1,240 | $591.7K | 0.22% | +1,240 | New |
| Greenline Partners, LLC | 1,242 | $592.6K | 0.07% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,250 | $594.7K | 0.31% | 00.0% | Unchanged |
| Intellus Advisors LLC | 1,249 | $596.1K | 0.08% | −71−5.4% | Reduced |
| Townsend Asset Management Corp | 1,250 | $596.4K | 0.21% | −433−25.7% | Reduced |
| Evanson Asset Management, LLC | 1,250 | $596.4K | 0.03% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 1,254 | $598.3K | 0.38% | −71−5.4% | Reduced |
| Martingale Asset Management L P | 1,254 | $598.3K | 0.02% | −1,843−59.5% | Reduced |
| Destination Wealth Management | 1,254 | $598.4K | 0.02% | −13−1.0% | Reduced |
| Advus Financial Partners, LLC | 1,256 | $599.3K | 0.14% | −26−2.0% | Reduced |
| First Nebraska Trust Co | 1,256 | $599.3K | 0.05% | +50+4.1% | Added |
| Vista Investment Partners LLC | 1,256 | $599.5K | 0.17% | +18+1.5% | Added |
| Sentry Investment Management LLC | 1,195 | $600.0K | 0.40% | −324−21.3% | Reduced |
| Bridgewealth Advisory Group, LLC | 1,259 | $600.9K | 0.14% | +2+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 1,260 | $601.1K | 0.01% | +1,260 | New |
| Northwest Bancshares, Inc. | 1,260 | $601.2K | 0.10% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,260 | $601.3K | 0.22% | +1+0.1% | Added |
| Davidson Trust Co | 1,262 | $602.2K | 0.25% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,264 | $603.1K | 0.19% | +32+2.6% | Added |
| Neo Ivy Capital Management | 1,266 | $604.1K | 0.15% | +1,266 | New |
| Meridian Financial Partners LLC | 1,204 | $604.8K | 0.25% | +10+0.8% | Added |
| Alpha Family Trust | 1,270 | $606.0K | 0.28% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 1,271 | $606.5K | 0.36% | +185+17.0% | Added |
| FSA Advisors, Inc. | 1,271 | $606.6K | 0.48% | −9−0.7% | Reduced |
| Forbes J M & Co LLP | 1,277 | $609.3K | 0.05% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 1,278 | $609.8K | 0.41% | −275−17.7% | Reduced |
| David J Yvars Group | 1,278 | $610.0K | 0.33% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,282 | $611.5K | 0.05% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,284 | $613.0K | 0.01% | +28+2.2% | Added |
| Rise Advisors, LLC | 1,288 | $614.3K | 0.22% | +7+0.5% | Added |
| Westshore Wealth, LLC | 1,288 | $614.5K | 0.21% | −28−2.1% | Reduced |
| Trustco Bank Corp N Y | 1,288 | $614.6K | 0.55% | −30−2.3% | Reduced |
| S.A. Mason LLC | 1,294 | $617.6K | 0.27% | +50+4.0% | Added |
| Davidson Investment Advisors | 1,299 | $619.8K | 0.03% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,299 | $619.8K | 0.15% | +31+2.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,300 | $620.3K | 0.07% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 1,302 | $621.3K | 0.33% | −100−7.1% | Reduced |
| MCF Advisors LLC | 1,303 | $621.8K | 0.04% | +16+1.2% | Added |
| Archer Investment Corp | 1,305 | $622.9K | 0.14% | −1,008−43.6% | Reduced |
| Petix & Botte Co | 1,312 | $626.0K | 0.14% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 1,314 | $626.9K | 0.17% | +110+9.1% | Added |
| Alpine Bank Wealth Management | 1,316 | $627.9K | 0.09% | +2+0.2% | Added |
| Old Point Trust & Financial Services N A | 1,317 | $628.4K | 0.20% | 00.0% | Unchanged |
| CacheTech Inc. | 1,320 | $629.8K | 0.13% | +444+50.7% | Added |
| National Wealth Management Group, LLC | 1,321 | $630.1K | 0.24% | +1,321 | New |