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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; 4,069 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.

Institutional holdersQ3 2025: 3,150 institutions
Q1 2021: 2,015 institutionsQ2 2021: 2,028 institutionsQ3 2021: 1,943 institutionsQ4 2021: 2,161 institutionsQ1 2022: 2,176 institutionsQ2 2022: 2,077 institutionsQ3 2022: 1,992 institutionsQ4 2022: 2,287 institutionsQ1 2023: 2,284 institutionsQ2 2023: 2,329 institutionsQ3 2023: 2,409 institutionsQ4 2023: 2,583 institutionsQ1 2024: 2,714 institutionsQ2 2024: 2,713 institutionsQ3 2024: 2,838 institutionsQ4 2024: 3,010 institutionsQ1 2025: 2,903 institutionsQ2 2025: 3,023 institutionsQ3 2025: 3,150 institutionsQ4 2025: 3,542 institutionsQ1 2026: 3,772 institutionsQ2 2026: 4,069 institutions
Value heldQ3 2025: $159.0B
Q1 2021: $88.0BQ2 2021: $82.0BQ3 2021: $71.1BQ4 2021: $74.9BQ1 2022: $82.0BQ2 2022: $65.6BQ3 2022: $59.2BQ4 2022: $87.1BQ1 2023: $82.6BQ2 2023: $88.0BQ3 2023: $97.3BQ4 2023: $104.6BQ1 2024: $127.6BQ2 2024: $114.5BQ3 2024: $133.6BQ4 2024: $123.4BQ1 2025: $109.0BQ2 2025: $128.0BQ3 2025: $159.0BQ4 2025: $188.7BQ1 2026: $232.0BQ2 2026: $351.1B
Institutions holding CAT and their total value by quarter
QuarterHoldersValue
Q2 20264,069$351.1B
Q1 20263,772$232.0B
Q4 20253,542$188.7B
Q3 20253,150$159.0B
Q2 20253,023$128.0B
Q1 20252,903$109.0B
Q4 20243,010$123.4B
Q3 20242,838$133.6B
Q2 20242,713$114.5B
Q1 20242,714$127.6B
Q4 20232,583$104.6B
Q3 20232,409$97.3B
Q2 20232,329$88.0B
Q1 20232,284$82.6B
Q4 20222,287$87.1B
Q3 20221,992$59.2B
Q2 20222,077$65.6B
Q1 20222,176$82.0B
Q4 20212,161$74.9B
Q3 20211,943$71.1B
Q2 20212,028$82.0B
Q1 20212,015$88.0B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q2 2025.

Institutions holding CAT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Turning Point Benefit Group, Inc.332$159.6K0.10%+332New
Hurley Capital, LLC336$160.3K0.09%+78+30.2%Added
Ameliora Wealth Management Ltd.342$163.2K0.05%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.344$164.1K0.10%+344New
Coston, McIsaac & Partners347$166.0K0.04%+43+14.1%Added
Center for Financial Planning, Inc.350$167.0K0.02%00.0%Unchanged
Glass Jacobson Investment Advisors llc351$167.5K0.06%00.0%Unchanged
HighMark Wealth Management LLC354$168.7K0.07%+1+0.3%Added
Quaker Wealth Management, LLC354$168.9K0.05%00.0%Unchanged
Cetera Trust Company, N.A359$171.3K0.10%−1,839−83.7%Reduced
Bell Investment Advisors, Inc366$174.6K0.03%−2−0.5%Reduced
Clark Wealth Partners312$178.8K0.11%+19+6.5%Added
Tradewinds Capital Management, LLC377$180.1K0.04%+8+2.2%Added
Avalon Trust Co379$180.8K0.01%−42−10.0%Reduced
Cornerstone Planning Group LLC310$181.0K0.03%+85+37.8%Added
Bear Mountain Capital, Inc.346$181.5K0.06%+1+0.3%Added
USA Financial Portformulas Corp387$184.7K0.03%−73−15.9%Reduced
Vinland Capital Management Gestora de Recursos LTDA.389$185.6K2.39%+389New
Hoey Investments, Inc393$187.5K0.03%00.0%Unchanged
Trust Co400$190.9K0.02%−271−40.4%Reduced
North Ridge Wealth Advisors, Inc.400$190.9K0.11%00.0%Unchanged
Birchbrook, Inc.400$190.9K0.10%00.0%Unchanged
VSM Wealth Advisory, LLC403$192.5K0.06%−699−63.4%Reduced
Duncker Streett & Co Inc410$195.5K0.03%+26+6.8%Added
Financial Freedom, LLC410$195.7K0.10%00.0%Unchanged
Ulland Investment Advisors, LLC415$198.0K0.15%00.0%Unchanged
GW&K Investment Management, LLC416$198.0K0.00%+16+4.0%Added
Binnacle Investments Inc416$198.5K0.12%+5+1.2%Added
Avion Wealth418$199.0K0.04%+104+33.1%Added
J. L. Bainbridge & Co., Inc.419$200.0K0.02%+419New
CapWealth Advisors, LLC420$200.4K0.01%+420New
Brooks, Moore & Associates, Inc.420$200.4K0.11%+420New
Helium Advisors LLC420$200.6K0.17%−356−45.9%Reduced
ForthRight Wealth Management, LLC421$200.9K0.06%+421New
Magnolia Private Wealth, LLC421$200.9K0.15%+421New
West Branch Capital LLC421$200.9K0.05%00.0%Unchanged
Brown Wealth Management, LLC423$201.8K0.06%+423New
TL Private Wealth400$201.9K0.08%+400New
tru Independence LLC423$202.0K0.05%+423New
Successful Portfolios LLC424$202.3K0.12%+424New
Hopwood Financial Services, Inc.424$202.4K0.14%00.0%Unchanged
Cornerstone Enterprises, LLC425$202.8K0.10%+425New
Oberweis Asset Management Inc426$203.2K0.01%+426New
Blodgett Wealth Advisors, LLC426$203.5K0.15%−200−31.9%Reduced
McIlrath & Eck, LLC427$203.6K0.02%−371−46.5%Reduced
Richard P Slaughter Associates Inc427$203.7K0.04%+427New
Bond & Devick Financial Network, Inc.428$204.2K0.06%+428New
American Investment Services, Inc.428$204.2K0.05%+428New
Clear Street Markets LLC429$204.7K0.07%+429New
Hoxton Planning & Management, LLC430$205.2K0.07%+430New
Rowland & Co Investment Counsel431$205.8K0.04%00.0%Unchanged
Shulman DeMeo Asset Management LLC431$205.9K0.05%+431New
GGM Financials LLC431$205.9K0.10%+431New
KWB Wealth532$206.6K0.02%−88−14.2%Reduced
Catalyst Capital Advisors LLC434$207.1K0.00%−473−52.1%Reduced
Humankind Investments LLC434$207.1K0.05%+434New
Brand Asset Management Group, Inc.434$207.1K0.06%+434New
Moody Aldrich Partners LLC435$207.6K0.04%+435New
DDFG, Inc435$207.6K0.05%+435New
Echo45 Advisors LLC435$207.6K0.12%+435New
Pine Harbor Wealth Management, LLC435$207.7K0.07%+435New
Tandem Investment Advisors, Inc.436$208.0K0.01%+436New
Peck Wealth Management, LLC437$208.5K0.20%+437New
Verity & Verity, LLC438$208.9K0.02%−217−33.1%Reduced
Duncan Williams Asset Management, LLC438$209.0K0.06%+438New
Summit Financial Wealth Advisors, LLC436$209.6K0.03%+436New
Encompass More Asset Management440$209.7K0.04%+440New
Kirr Marbach & Co LLC440$209.9K0.04%+440New
Mma Asset Management LLC440$209.9K0.07%+440New
Eisler Capital Management Ltd.501$210.4K0.00%−4,798−90.5%Reduced
Corepath Wealth Partners LLC425$210.5K0.15%+425New
Defined Financial Planning LLC420$210.9K0.17%+420New
Fractal Investments LLC442$210.9K0.03%−1,058−70.5%Reduced
GK Wealth Management LLC443$210.9K0.16%−178−28.7%Reduced
Fidelity D & D Bancorp Inc443$211.4K0.12%+443New
Jupiter Asset Management Ltd443$211.4K0.00%+443New
Wisconsin Wealth Advisors, LLC443$211.4K0.20%+443New
Blue Sky Capital Consultants Group, Inc.444$211.9K0.09%+444New
Summit Global Investments443$212.0K0.01%+443New
Abound Wealth Management445$212.2K0.05%+45+11.3%Added
Summit Wealth Group, LLC445$212.3K0.05%−367−45.2%Reduced
Cherry Tree Wealth Management, LLC445$212.3K0.05%00.0%Unchanged
LeClair Wealth Partners LLC445$212.3K0.13%+445New
Piscataqua Savings Bank446$212.8K0.17%−140−23.9%Reduced
Fortis Capital Management LLC446$212.9K0.03%+446New
Avenue 1 Advisors, LLC447$213.3K0.07%+447New
Mach-1 Financial Group, Inc.447$213.3K0.03%+447New
Integrity Advisory Solutions, LLC447$213.3K0.03%+447New
AllSquare Wealth Management LLC448$213.8K0.11%00.0%Unchanged
Benchmark Financial Wealth Advisors, LLC449$214.0K0.06%+449New
Western Pacific Wealth Management, LP450$214.7K0.21%00.0%Unchanged
Schwallier Wealth Management LLC450$214.8K0.13%+450New
Acorn Financial Advisory Services Inc451$215.0K0.03%+451New
Sagace Wealth Management LLC451$215.2K0.15%+451New
FreeGulliver LLC453$216.0K0.10%+453New
IAG Wealth Partners, LLC453$216.1K0.03%−9−1.9%Reduced
Advyzon Investment Management, LLC453$216.2K0.04%+453New
Joseph P. Lucia & Associates, LLC453$216.3K0.08%+453New
Semus Wealth Partners LLC454$216.7K0.12%+454New
Mosaic Financial Group, LLC455$217.0K0.15%+455New