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 |
|---|---|---|---|---|---|
| Cypress Asset Management Inc | 2,632 | $1.26M | 0.29% | −8−0.3% | Reduced |
| Yoffe Investment Management, LLC | 2,637 | $1.26M | 1.64% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 2,639 | $1.26M | 0.14% | 00.0% | Unchanged |
| Somerville Kurt F | 2,640 | $1.26M | 0.21% | −25−0.9% | Reduced |
| Winebrenner Capital Management LLC | 2,640 | $1.26M | 0.91% | 00.0% | Unchanged |
| Myriad Asset Management US LP | 2,647 | $1.26M | 0.69% | +2,647 | New |
| Generali Investments, Management Co LLC | 2,650 | $1.26M | 0.26% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,430 | $1.26M | 0.01% | −345−12.4% | Reduced |
| ORG Wealth Partners, LLC | 2,652 | $1.27M | 0.27% | −127−4.6% | Reduced |
| Klingman & Associates, LLC | 2,660 | $1.27M | 0.06% | +38+1.4% | Added |
| Centaurus Financial, Inc. | 2,670 | $1.27M | 0.06% | −1,035−27.9% | Reduced |
| Toth Financial Advisory Corp | 2,674 | $1.28M | 0.14% | +10.0% | Added |
| Legacy Wealth Asset Management, LLC | 2,685 | $1.28M | 0.31% | −30−1.1% | Reduced |
| Key Financial Inc | 2,668 | $1.28M | 0.24% | −100−3.6% | Reduced |
| Sax Wealth Advisors, LLC | 2,689 | $1.28M | 0.07% | +72+2.8% | Added |
| Arrowroot Family Office, LLC | 2,691 | $1.28M | 0.51% | −168−5.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,693 | $1.29M | 0.15% | −235−8.0% | Reduced |
| Hickory Point Bank & Trust | 2,695 | $1.29M | 0.96% | −5−0.2% | Reduced |
| Waycross Partners, LLC | 2,700 | $1.29M | 0.11% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,700 | $1.29M | 0.18% | +461+20.6% | Added |
| Pathway Financial Advisors LLC | 2,700 | $1.29M | 0.17% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,704 | $1.29M | 0.24% | −46−1.7% | Reduced |
| Milestone Asset Management, LLC | 2,704 | $1.29M | 0.24% | +623+29.9% | Added |
| Prosperitas Financial LLC | 2,708 | $1.29M | 0.54% | +2+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,715 | $1.30M | 0.15% | −31−1.1% | Reduced |
| TownSquare Capital, LLC | 2,720 | $1.30M | 0.20% | −1,190−30.4% | Reduced |
| von Borstel & Associates, Inc. | 2,284 | $1.30M | 0.20% | +2,284 | New |
| Verus Capital Partners, LLC | 2,738 | $1.31M | 0.10% | +54+2.0% | Added |
| Baring Financial LLC | 2,741 | $1.31M | 0.89% | +19+0.7% | Added |
| Trace Wealth Advisors, LLC | 2,750 | $1.31M | 0.98% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,750 | $1.31M | 0.09% | +5+0.2% | Added |
| Clarius Group, LLC | 2,755 | $1.31M | 0.08% | −2,746−49.9% | Reduced |
| Quotient Wealth Partners, LLC | 2,756 | $1.31M | 0.04% | −74−2.6% | Reduced |
| Plancorp, LLC | 2,762 | $1.32M | 0.04% | −26−0.9% | Reduced |
| Kestra Investment Management, LLC | 2,773 | $1.32M | 0.04% | −2,577−48.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 2,777 | $1.33M | 0.19% | +108+4.0% | Added |
| Washington Trust Advisors, Inc. | 2,780 | $1.33M | 0.10% | +84+3.1% | Added |
| Disciplined Equity Management, Inc. | 2,780 | $1.33M | 0.72% | 00.0% | Unchanged |
| Well Done, LLC | 2,783 | $1.33M | 0.23% | −73−2.6% | Reduced |
| BluePath Capital Management, LLC | 2,783 | $1.33M | 0.97% | +242+9.5% | Added |
| Creekside Partners | 2,783 | $1.33M | 0.59% | +2+0.1% | Added |
| Belpointe Asset Management LLC | 2,794 | $1.33M | 0.05% | +378+15.6% | Added |
| Tudor Financial Inc. | 2,796 | $1.33M | 0.71% | −49−1.7% | Reduced |
| Peavine Capital, LLC | 2,800 | $1.34M | 0.28% | 00.0% | Unchanged |
| SPX Equities Gestao de Recursos Ltda | 2,800 | $1.34M | 0.11% | +2,800 | New |
| Capstone Financial Advisors, Inc. | 2,801 | $1.34M | 0.07% | +37+1.3% | Added |
| Tiemann Investment Advisors, LLC | 2,809 | $1.34M | 0.51% | −65−2.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 2,810 | $1.34M | 0.14% | +16+0.6% | Added |
| Gsa Capital Partners LLP | 2,814 | $1.34M | 0.11% | −1,776−38.7% | Reduced |
| Gryphon Financial Partners LLC | 2,816 | $1.34M | 0.15% | +116+4.3% | Added |
| KLCM Advisors, Inc. | 2,816 | $1.34M | 0.13% | +18+0.6% | Added |
| Farmers National Bank | 2,824 | $1.35M | 0.32% | +149+5.6% | Added |
| Ballast, Inc. | 2,825 | $1.35M | 0.33% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,829 | $1.35M | 0.25% | +888+45.7% | Added |
| Aviso Wealth Management | 2,831 | $1.35M | 0.59% | +62+2.2% | Added |
| Garrett Wealth Advisory Group, LLC | 2,832 | $1.35M | 0.26% | +10.0% | Added |
| LGT Group Foundation | 2,816 | $1.35M | 0.02% | −450−13.8% | Reduced |
| GKV Capital Management Co., Inc. | 2,840 | $1.36M | 0.54% | −10−0.4% | Reduced |
| AlphaCore Capital LLC | 2,844 | $1.36M | 0.05% | +248+9.6% | Added |
| Sawgrass Asset Management LLC | 2,846 | $1.36M | 0.17% | −6−0.2% | Reduced |
| Probity Advisors, Inc. | 2,849 | $1.36M | 0.22% | −145−4.8% | Reduced |
| Ancora Advisors, LLC | 2,850 | $1.36M | 0.03% | −9−0.3% | Reduced |
| Bridgewater Advisors Inc. | 2,388 | $1.36M | 0.09% | +49+2.1% | Added |
| First Command Advisory Services, Inc. | 2,853 | $1.36M | 0.01% | −63−2.2% | Reduced |
| Burns J W & Co Inc | 2,855 | $1.36M | 0.15% | 00.0% | Unchanged |
| Bank of Stockton | 2,863 | $1.37M | 0.39% | +375+15.1% | Added |
| Sierra Summit Advisors LLC | 2,863 | $1.37M | 0.21% | +60+2.1% | Added |
| Aire Advisors, LLC | 2,864 | $1.37M | 0.25% | −6,178−68.3% | Reduced |
| Kercheville Advisors, LLC | 2,865 | $1.37M | 0.41% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 2,868 | $1.37M | 0.97% | +4+0.1% | Added |
| Herold Advisors, Inc. | 2,876 | $1.37M | 0.32% | −306−9.6% | Reduced |
| Compass Ion Advisors, LLC | 2,880 | $1.37M | 0.13% | +13+0.5% | Added |
| Mechanics Financial Corp | 2,896 | $1.38M | 0.52% | −5−0.2% | Reduced |
| Diversified Enterprises, LLC | 2,903 | $1.38M | 0.09% | +44+1.5% | Added |
| High Net Worth Advisory Group LLC | 2,902 | $1.39M | 0.33% | −24−0.8% | Reduced |
| PDS Planning, Inc | 2,911 | $1.39M | 0.10% | +47+1.6% | Added |
| US Asset Management LLC | 2,921 | $1.39M | 1.15% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 2,930 | $1.40M | 0.54% | 00.0% | Unchanged |
| First County Bank | 2,930 | $1.40M | 0.71% | +3+0.1% | Added |
| Invesco, LLC | 2,931 | $1.40M | 0.47% | +10.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,934 | $1.40M | 0.56% | −495−14.4% | Reduced |
| Harfst & Associates, Inc. | 2,941 | $1.40M | 0.26% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 2,959 | $1.41M | 0.14% | −10.0% | Reduced |
| Titleist Asset Management, LLC | 2,960 | $1.41M | 0.12% | +235+8.6% | Added |
| Nabity-Jensen Investment Management Inc | 2,967 | $1.42M | 0.98% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,971 | $1.42M | 0.09% | +72+2.5% | Added |
| Hilltop National Bank | 2,973 | $1.42M | 0.35% | −168−5.3% | Reduced |
| Heartwood Wealth Advisors LLC | 2,975 | $1.42M | 0.13% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,986 | $1.42M | 0.04% | +2,986 | New |
| Grandview Asset Management LLC | 2,995 | $1.43M | 0.40% | +630+26.6% | Added |
| Birinyi Associates Inc | 3,000 | $1.43M | 0.37% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.43M | 0.38% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $1.43M | 0.25% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 3,002 | $1.43M | 0.46% | −37−1.2% | Reduced |
| Kennebec Savings Bank | 3,013 | $1.44M | 1.31% | +6+0.2% | Added |
| Bard Financial Services, Inc. | 3,015 | $1.44M | 0.16% | −75−2.4% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 3,024 | $1.44M | 1.55% | −165−5.2% | Reduced |
| Wealth Effects LLC | 3,032 | $1.45M | 0.47% | −31−1.0% | Reduced |
| Ironwood Investment Counsel, LLC | 3,036 | $1.45M | 0.21% | −136−4.3% | Reduced |
| Hancock Whitney Corp | 3,050 | $1.46M | 0.03% | −199−6.1% | Reduced |