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 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| Means Investment Co., Inc. | 2,275 | $1.09M | 0.09% | +4+0.2% | Added |
| Verity Asset Management, Inc. | 2,276 | $1.09M | 0.35% | +981+75.8% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,280 | $1.09M | 0.27% | −65−2.8% | Reduced |
| GHP Investment Advisors, Inc. | 2,286 | $1.09M | 0.05% | −10.0% | Reduced |
| Marks Group Wealth Management, Inc | 2,288 | $1.09M | 0.10% | +173+8.2% | Added |
| KPP Advisory Services LLC | 2,288 | $1.09M | 0.16% | +30+1.3% | Added |
| Wayfinding Financial, LLC | 2,290 | $1.09M | 0.47% | −2−0.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,291 | $1.09M | 0.03% | −461−16.8% | Reduced |
| 180 Wealth Advisors, LLC | 2,292 | $1.09M | 0.13% | −15−0.7% | Reduced |
| North Star Asset Management Inc | 2,298 | $1.10M | 0.04% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,301 | $1.10M | 0.15% | 00.0% | Unchanged |
| Puzo Michael J | 2,300 | $1.10M | 0.30% | −90−3.8% | Reduced |
| Bill Few Associates, Inc. | 2,300 | $1.10M | 0.28% | −13−0.6% | Reduced |
| Delta Financial Advisors LLC | 2,306 | $1.10M | 0.31% | +1,693+276.2% | Added |
| Guardian Wealth Management, Inc. | 2,307 | $1.10M | 0.65% | −4−0.2% | Reduced |
| Platform Technology Partners | 2,309 | $1.10M | 0.26% | +8+0.3% | Added |
| Fiduciary Family Office, LLC | 2,312 | $1.10M | 0.31% | −487−17.4% | Reduced |
| Armstrong Advisory Group, Inc | 2,317 | $1.11M | 0.08% | −67−2.8% | Reduced |
| SJS Investment Consulting Inc. | 2,319 | $1.11M | 0.15% | +980+73.2% | Added |
| YANKCOM Partnership | 2,320 | $1.11M | 0.50% | +59+2.6% | Added |
| One Capital Management, LLC | 2,321 | $1.11M | 0.04% | +75+3.3% | Added |
| E&G Advisors, LP | 2,344 | $1.12M | 0.26% | +2+0.1% | Added |
| Buck Wealth Strategies, LLC | 2,354 | $1.12M | 0.15% | +990+72.6% | Added |
| Cove Private Wealth, LLC | 2,359 | $1.13M | 0.36% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 2,361 | $1.13M | 0.77% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,362 | $1.13M | 0.42% | +756+47.1% | Added |
| Signal Advisors Wealth, LLC | 2,364 | $1.13M | 0.10% | +1,020+75.9% | Added |
| West Family Investments, Inc. | 2,365 | $1.13M | 0.25% | +203+9.4% | Added |
| Pine Haven Investment Counsel, Inc | 2,367 | $1.13M | 0.82% | −50−2.1% | Reduced |
| TRUE Private Wealth Advisors | 2,369 | $1.13M | 0.12% | −309−11.5% | Reduced |
| Hudson Bay Capital Management LP | 2,388 | $1.14M | 0.01% | −1,262−34.6% | Reduced |
| Cahill Financial Advisors Inc | 2,390 | $1.14M | 0.13% | −278−10.4% | Reduced |
| Alta Advisers Ltd | 2,391 | $1.14M | 0.35% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 2,184 | $1.14M | 0.08% | +74+3.5% | Added |
| Saxon Interests, Inc. | 2,725 | $1.14M | 0.45% | −27−1.0% | Reduced |
| Meridian Wealth Advisors, LLC | 2,398 | $1.14M | 0.16% | +1,335+125.6% | Added |
| First Financial Bankshares Inc | 2,399 | $1.14M | 0.02% | +308+14.7% | Added |
| Catalyst Funds Management Pty Ltd | 2,400 | $1.15M | 0.17% | −200−7.7% | Reduced |
| Accredited Wealth Management, LLC | 329 | $1.15M | 0.90% | −2,093−86.4% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,408 | $1.15M | 0.00% | −250−9.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,411 | $1.15M | 0.46% | +73+3.1% | Added |
| Bell Bank | 2,415 | $1.15M | 0.05% | −77−3.1% | Reduced |
| REDW Wealth LLC | 2,418 | $1.15M | 0.44% | 00.0% | Unchanged |
| KKM Financial LLC | 2,422 | $1.16M | 0.36% | −150−5.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,201 | $1.16M | 0.39% | −71−3.1% | Reduced |
| Wrapmanager Inc | 2,432 | $1.16M | 0.36% | −568−18.9% | Reduced |
| Trillium Asset Management, LLC | 2,434 | $1.16M | 0.03% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 2,335 | $1.16M | 0.51% | −126−5.1% | Reduced |
| Arbor Wealth Advisors LLC | 2,437 | $1.16M | 0.87% | 00.0% | Unchanged |
| Keystone Financial Group | 2,447 | $1.17M | 0.09% | +1,601+189.2% | Added |
| Fiduciary Group LLC | 2,450 | $1.17M | 0.10% | +177+7.8% | Added |
| Sompo Asset Management Co., Ltd. | 2,450 | $1.17M | 0.20% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 2,450 | $1.17M | 0.46% | +581+31.1% | Added |
| Greenwich Wealth Management LLC | 2,456 | $1.17M | 0.06% | −90−3.5% | Reduced |
| Lincoln Capital LLC | 2,355 | $1.17M | 0.22% | +21+0.9% | Added |
| TD Private Client Wealth LLC | 2,457 | $1.17M | 0.03% | −6−0.2% | Reduced |
| Seelaus Asset Management LLC | 2,458 | $1.17M | 0.93% | +5+0.2% | Added |
| Cidel Asset Management Inc | 2,462 | $1.17M | 0.07% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,466 | $1.18M | 0.09% | +26+1.1% | Added |
| Reynders McVeigh Capital Management, LLC | 2,466 | $1.18M | 0.06% | −70−2.8% | Reduced |
| White Lighthouse Investment Management Inc. | 2,471 | $1.18M | 0.18% | −70−2.8% | Reduced |
| Addison Advisors LLC | 2,473 | $1.18M | 0.27% | +82+3.4% | Added |
| Aspiriant, LLC | 2,476 | $1.18M | 0.04% | −35−1.4% | Reduced |
| Intrust Bank NA | 2,476 | $1.18M | 0.10% | +417+20.3% | Added |
| MSH Capital Advisors LLC | 2,484 | $1.19M | 0.32% | +5+0.2% | Added |
| Northstar Group, Inc. | 2,486 | $1.19M | 0.17% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,495 | $1.19M | 0.14% | −60−2.3% | Reduced |
| BSW Wealth Partners | 2,500 | $1.19M | 0.15% | +86+3.6% | Added |
| Sippican Capital Advisors | 2,500 | $1.19M | 0.79% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,500 | $1.19M | 0.95% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 2,507 | $1.20M | 0.42% | +25+1.0% | Added |
| Wealth Watch Advisors, INC | 2,507 | $1.20M | 0.49% | −1,330−34.7% | Reduced |
| Hills Bank & Trust Co | 2,511 | $1.20M | 0.07% | +1,044+71.2% | Added |
| Legacy Capital Group California, Inc. | 2,512 | $1.20M | 0.31% | +13+0.5% | Added |
| Shoker Investment Counsel, Inc. | 2,522 | $1.20M | 0.36% | +459+22.2% | Added |
| Washburn Capital Management, Inc. | 2,531 | $1.21M | 0.67% | −161−6.0% | Reduced |
| O'Brien Wealth Partners LLC | 2,535 | $1.21M | 0.16% | +2,535 | New |
| Rogco, LP | 2,537 | $1.21M | 0.43% | −114−4.3% | Reduced |
| Vermillion Wealth Management, Inc. | 2,539 | $1.21M | 0.33% | −7−0.3% | Reduced |
| Tradition Wealth Management, LLC | 2,543 | $1.21M | 0.09% | −181−6.6% | Reduced |
| CVA Family Office, LLC | 2,551 | $1.22M | 0.16% | +13+0.5% | Added |
| Cortland Associates Inc | 2,554 | $1.22M | 0.14% | +2+0.1% | Added |
| Resonant Capital Advisors, LLC | 2,561 | $1.22M | 0.07% | +86+3.5% | Added |
| Gleason Group, Inc. | 2,562 | $1.22M | 0.12% | −98−3.7% | Reduced |
| Global Financial Private Client, LLC | 2,562 | $1.22M | 0.44% | +1,809+240.2% | Added |
| Atwood & Palmer Inc | 2,565 | $1.22M | 0.07% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,567 | $1.22M | 0.24% | +11+0.4% | Added |
| Capital Planning Advisors, LLC | 2,568 | $1.23M | 0.17% | −100−3.7% | Reduced |
| Heritage Wealth Advisors | 2,568 | $1.23M | 0.05% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,573 | $1.23M | 0.32% | −45−1.7% | Reduced |
| Addison Capital Co | 2,580 | $1.23M | 0.36% | −74−2.8% | Reduced |
| Palumbo Wealth Management LLC | 2,665 | $1.23M | 0.39% | +48+1.8% | Added |
| Ci Investments Inc. | 2,584 | $1.23M | 0.00% | +212+8.9% | Added |
| Sentinus, LLC | 2,593 | $1.24M | 0.27% | +53+2.1% | Added |
| Paragon Capital Management LLC | 2,600 | $1.24M | 0.60% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,607 | $1.24M | 0.13% | +884+51.3% | Added |
| Eagle Bluffs Wealth Management LLC | 2,617 | $1.25M | 0.54% | −35−1.3% | Reduced |
| Klingenstein Fields & Co LP | 2,626 | $1.25M | 0.05% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 2,629 | $1.25M | 0.13% | −5−0.2% | Reduced |
| Capital Analysts, LLC | 2,631 | $1.25M | 0.04% | +1,072+68.8% | Added |