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
- +181 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
- 300
- 1,150 more added
- Sold out
- 119
- 1,200 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 | 3,773 | $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, 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 |
|---|---|---|---|---|---|
| Canal Capital Management, LLC | 1,714 | $818.0K | 0.12% | +114+7.1% | Added |
| Bigelow Investment Advisors, LLC | 1,715 | $818.3K | 0.33% | +46+2.8% | Added |
| Check Capital Management Inc | 1,717 | $819.3K | 0.05% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,718 | $819.7K | 0.03% | −241−12.3% | Reduced |
| Perennial Investment Advisors, LLC | 1,719 | $820.6K | 0.07% | +20+1.2% | Added |
| Cornerstone Select Advisors, LLC | 1,720 | $820.7K | 0.60% | +100+6.2% | Added |
| One Degree Advisors Inc | 1,721 | $821.0K | 0.25% | +61+3.7% | Added |
| Meriwether Wealth & Planning, LLC | 1,721 | $821.2K | 0.48% | −94−5.2% | Reduced |
| Davis Investment Partners, LLC | 1,718 | $826.0K | 0.28% | +2+0.1% | Added |
| Diligent Investors, LLC | 1,732 | $826.3K | 0.21% | −2,802−61.8% | Reduced |
| Bensler, LLC | 1,733 | $826.7K | 0.09% | −24−1.4% | Reduced |
| Lafayette Investments, Inc. | 1,736 | $828.2K | 0.16% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,736 | $828.3K | 0.53% | −8−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,736 | $828.5K | 0.11% | −184−9.6% | Reduced |
| Retirement Guys Formula LLC | 1,740 | $830.0K | 0.29% | −3,220−64.9% | Reduced |
| Grove Bank & Trust | 1,751 | $835.5K | 0.10% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,752 | $836.1K | 0.06% | +29+1.7% | Added |
| Hall Laurie J Trustee | 1,753 | $836.4K | 0.27% | −150−7.9% | Reduced |
| Opal Wealth Advisors, LLC | 1,755 | $837.5K | 0.23% | −130−6.9% | Reduced |
| Lakeridge Wealth Management LLC | 1,761 | $840.5K | 0.37% | −10−0.6% | Reduced |
| Fortem Financial Group, LLC | 1,765 | $842.2K | 0.24% | −284−13.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,768 | $843.6K | 0.18% | −129−6.8% | Reduced |
| Clare Market Investments LLC | 1,773 | $846.0K | 0.17% | +1,773 | New |
| Sanders Morris Harris LLC | 1,775 | $846.9K | 0.11% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,777 | $847.8K | 0.34% | +3+0.2% | Added |
| Revisor Wealth Management LLC | 1,712 | $848.6K | 0.29% | −199−10.4% | Reduced |
| Taylor Financial Group, Inc. | 1,779 | $848.9K | 0.49% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,783 | $850.8K | 0.20% | −11−0.6% | Reduced |
| Morse Asset Management, Inc | 1,784 | $851.2K | 0.17% | +320+21.9% | Added |
| Lakeside Advisors, INC. | 1,787 | $852.7K | 0.54% | +1+0.1% | Added |
| OneAscent Wealth Management LLC | 1,789 | $853.6K | 0.29% | −32−1.8% | Reduced |
| Operose Advisors LLC | 1,793 | $855.6K | 0.21% | +4+0.2% | Added |
| Strategic Investment Advisors | 1,795 | $856.6K | 0.08% | −21−1.2% | Reduced |
| Accredited Investors Inc. | 1,797 | $857.1K | 0.05% | +80+4.7% | Added |
| Violich Capital Management, Inc. | 1,800 | $858.9K | 0.10% | 00.0% | Unchanged |
| Inceptionr LLC | 1,801 | $859.3K | 0.21% | +1,801 | New |
| Lakewood Asset Management LLC | 1,805 | $861.4K | 0.52% | +2+0.1% | Added |
| McBroom & Associates, LLC | 1,806 | $861.7K | 0.41% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 1,810 | $863.6K | 0.63% | +95+5.5% | Added |
| Van Hulzen Asset Management, LLC | 1,811 | $864.1K | 0.06% | −53−2.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,815 | $866.0K | 0.42% | 00.0% | Unchanged |
| Moment Partners, LLC | 1,816 | $866.5K | 0.15% | +56+3.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,819 | $868.1K | 0.04% | −10−0.5% | Reduced |
| NWF Advisory Services Inc. | 1,819 | $868.1K | 0.10% | −184−9.2% | Reduced |
| Fagan Associates, Inc. | 1,820 | $868.4K | 0.12% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 1,822 | $869.4K | 0.12% | −68−3.6% | Reduced |
| Coastal Bridge Advisors, LLC | 1,824 | $870.1K | 0.07% | +190+11.6% | Added |
| Texas Capital Bancshares Inc | 1,827 | $871.8K | 0.34% | −968−34.6% | Reduced |
| Symphony Financial, Ltd. Co. | 1,804 | $872.2K | 0.11% | −11,160−86.1% | Reduced |
| Vicus Capital | 1,830 | $873.2K | 0.07% | −6−0.3% | Reduced |
| Landaas & Co | 1,833 | $875.0K | 0.20% | +100+5.8% | Added |
| Fiera Capital Corp | 1,845 | $880.3K | 0.00% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 1,845 | $880.3K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,846 | $880.8K | 0.37% | −13−0.7% | Reduced |
| Westmount Partners, LLC | 1,837 | $883.5K | 0.23% | −1−0.1% | Reduced |
| Capital Insight Partners, LLC | 1,854 | $884.6K | 0.15% | −14−0.7% | Reduced |
| Compass Capital Corp | 1,556 | $884.9K | 0.39% | +52+3.5% | Added |
| Pacifica Partners Inc. | 1,847 | $888.1K | 0.32% | −19−1.0% | Reduced |
| Quest Partners LLC | 1,864 | $889.4K | 0.06% | +955+105.1% | Added |
| Stonebridge Financial Group, LLC | 1,864 | $889.4K | 0.08% | +271+17.0% | Added |
| Garner Asset Management Corp | 1,865 | $890.0K | 0.36% | −9−0.5% | Reduced |
| Baldwin Brothers Inc | 1,867 | $890.8K | 0.06% | 00.0% | Unchanged |
| Legacy Trust | 1,873 | $893.7K | 0.18% | +1,873 | New |
| Carret Asset Management, LLC | 1,877 | $895.5K | 0.09% | −4−0.2% | Reduced |
| Centurion Wealth Management LLC | 1,883 | $898.3K | 0.21% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,885 | $899.4K | 0.08% | −100−5.0% | Reduced |
| Opinicus Capital, Inc. | 1,885 | $899.5K | 0.62% | +222+13.3% | Added |
| Thrive Wealth Management, LLC | 1,890 | $901.9K | 0.14% | −14−0.7% | Reduced |
| Wulff, Hansen & Co. | 1,895 | $904.2K | 0.78% | −250−11.7% | Reduced |
| Options Solutions, LLC | 1,900 | $906.6K | 0.69% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 1,900 | $906.6K | 0.27% | +75+4.1% | Added |
| Excalibur Management Corp | 1,906 | $909.4K | 0.33% | −75−3.8% | Reduced |
| Pines Wealth Management, LLC | 1,906 | $909.4K | 0.31% | +81+4.4% | Added |
| Olistico Wealth, LLC | 1,907 | $909.9K | 0.48% | −328−14.7% | Reduced |
| Waterloo Capital, L.P. | 1,909 | $910.8K | 0.07% | +561+41.6% | Added |
| Horst & Graben Wealth Management LLC | 1,917 | $914.9K | 0.14% | −17−0.9% | Reduced |
| Wealth Alliance | 1,920 | $916.1K | 0.09% | −11−0.6% | Reduced |
| Boston Partners | 1,922 | $917.3K | 0.00% | +1,922 | New |
| KFA Private Wealth Group, LLC | 1,924 | $918.1K | 0.26% | −231−10.7% | Reduced |
| Beaumont Financial Advisors, LLC | 1,925 | $918.3K | 0.06% | −50−2.5% | Reduced |
| Redwood Wealth Management Group, LLC | 1,926 | $919.0K | 0.39% | −743−27.8% | Reduced |
| Siligmueller & Norvid Wealth Advisors LLC | 1,932 | $921.9K | 0.41% | +1,932 | New |
| WSFS Capital Management, LLC | 1,940 | $925.8K | 0.05% | +267+16.0% | Added |
| Sterling Wealth Management, Inc. | 1,943 | $927.1K | 0.28% | −39−2.0% | Reduced |
| Bedel Financial Consulting, Inc. | 1,949 | $930.0K | 0.12% | +26+1.4% | Added |
| Guardian Asset Advisors, LLC | 1,950 | $930.5K | 0.50% | +16+0.8% | Added |
| Sterling Investment Advisors, Ltd. | 1,951 | $930.7K | 0.18% | +1+0.1% | Added |
| Acropolis Investment Management, LLC | 2,402 | $932.6K | 0.05% | +180+8.1% | Added |
| DMG Group, LLC | 1,960 | $935.2K | 0.65% | −5−0.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,961 | $935.5K | 0.06% | +14+0.7% | Added |
| Patten Group, Inc. | 1,962 | $936.1K | 0.18% | −44−2.2% | Reduced |
| Claris Financial LLC | 1,962 | $936.3K | 0.53% | +308+18.6% | Added |
| Cornerstone Advisory, LLC | 1,964 | $937.3K | 0.09% | +226+13.0% | Added |
| Kozak & Associates, Inc. | 1,701 | $939.0K | 0.18% | +103+6.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,969 | $939.6K | 0.03% | +113+6.1% | Added |
| Facet Wealth, Inc. | 1,971 | $940.4K | 0.02% | +447+29.3% | Added |
| Fukoku Mutual Life Insurance Co | 1,973 | $941.4K | 0.06% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 1,976 | $942.8K | 0.56% | +279+16.4% | Added |
| Connective Portfolio Management, LLC | 2,000 | $943.2K | 1.67% | +2,000 | New |
| Ridgecrest Wealth Partners, LLC | 1,981 | $945.2K | 0.43% | 00.0% | Unchanged |