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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
Tactive Advisors, LLC456$217.4K0.06%+456New
Schaeffer Financial LLC456$217.4K0.20%+456New
Walker Asset Management, LLC456$217.5K0.12%+456New
Brown Financial Advisory456$217.5K0.11%+456New
Ruggaard & Associates LLC456$217.7K0.08%+456New
Altiora Financial Group, LLC457$218.1K0.04%+457New
Awm Capital, LLC458$218.8K0.02%+458New
Davis-Rea Ltd.460$219.5K0.05%+460New
Kassira Wealth Management LLC460$219.5K0.21%+460New
GFG Capital, LLC463$220.9K0.08%−6−1.3%Reduced
Fermata Advisors, LLC464$221.5K0.06%−89−16.1%Reduced
Coordinated Financial Services, Inc.465$222.0K0.14%+465New
Barry Investment Advisors, LLC466$222.3K0.05%+466New
Seeds Investor LLC466$222.5K0.05%+466New
ETF Store, Inc.466$222.6K0.24%+466New
Goldstein Advisors, LLC468$223.3K0.03%+468New
Mainsail Asset Management, LLC468$223.3K0.10%+468New
Wealth Advisors of Iowa, LLC468$223.3K0.08%+468New
Palisades Hudson Asset Management, L.P.471$224.0K0.08%+471New
Planning Directions Inc470$224.1K0.12%+470New
ProVise Management Group, LLC470$224.3K0.02%+470New
Burt Wealth Advisors471$224.6K0.06%+471New
North Capital, Inc.471$224.7K0.17%+8+1.7%Added
MOKAN Wealth Management Inc.471$224.9K0.11%+471New
Schoolcraft Capital LLC473$225.7K0.05%+473New
Strategic Financial Partners, Ltd.473$226.1K0.10%+473New
First Long Island Investors, LLC474$226.2K0.02%+474New
Invested Advisors627$226.4K0.33%+627New
Archvest Wealth Advisors, Inc.475$226.6K0.20%+475New
State of Wyoming475$226.6K0.03%−481−50.3%Reduced
Sutton Place Investors LLC475$226.6K0.13%+475New
Brady Martz Wealth Solutions, LLC475$226.6K0.04%+475New
Stephens Consulting, LLC475$226.6K0.08%−16−3.3%Reduced
Holistic Planning, LLC477$227.6K0.06%+477New
Seneca Financial Advisors LLC479$228.7K0.07%+479New
Shayne & Co., LLC480$229.2K0.07%+480New
Mosaic Family Wealth Partners, LLC488$230.0K0.03%+488New
Wrenne Financial Planning LLC484$231.3K0.10%+484New
Rydar Equities, Inc.482$231.6K0.19%+482New
Prasad Wealth Partners, LLC486$231.8K0.06%+486New
Measured Wealth Private Client Group, LLC487$232.4K0.06%−365−42.8%Reduced
Gerber, LLC487$232.4K0.15%+487New
Argonautica Private Wealth Management, Inc488$232.8K0.07%+488New
Maridea Wealth Management LLC439$233.1K0.04%+439New
Middleton & Co Inc490$233.8K0.03%+490New
Sunburst Financial Group, LLC491$234.3K0.05%+491New
Chris Bulman Inc492$234.9K0.12%+492New
Brandywine Oak Private Wealth LLC493$235.2K0.02%+493New
FMB Wealth Management493$235.3K0.10%+493New
TD Capital Management LLC493$235.3K0.02%−23−4.5%Reduced
Marotta Asset Management491$236.1K0.04%+491New
Alliance Wealth Advisors, LLC496$236.6K0.12%+496New
Vance Wealth, Inc.497$237.1K0.07%+497New
Howard Financial Services, Ltd.498$237.8K0.03%+498New
Orin Green Financial, LLC499$238.1K0.10%+499New
Tilia Fiduciary Partners, Inc.499$238.3K0.14%−174−25.9%Reduced
Jackson, Grant Investment Advisers, Inc.500$238.6K0.08%+500New
Franklin, Parlapiano, Turner & Welch, LLC500$238.6K0.06%+500New
Baugh & Associates, LLC500$238.6K0.12%+500New
Kendall Capital Management500$238.6K0.05%+500New
Hudson Value Partners, LLC500$238.6K0.07%+500New
Passive Capital Management, LLC.500$238.6K0.08%+500New
Significant Wealth Partners LLC500$238.6K0.12%+500New
Landmark Wealth Management, Inc.500$238.6K0.09%+500New
DORVAL Corp500$238.6K0.08%+500New
Benningfield Financial Advisors, LLC500$238.6K0.19%+500New
Halter Ferguson Financial Inc.501$239.1K0.06%−80−13.8%Reduced
Nelson Capital Management, LLC501$239.1K0.03%+501New
Whalen Wealth Management Inc.503$240.0K0.14%−255−33.6%Reduced
KWMG, LLC503$240.0K0.02%+503New
BOK Financial Private Wealth, Inc.504$240.5K0.02%+27+5.7%Added
Peak Retirement Planning, Inc.505$240.7K0.07%+505New
IMG Wealth Management, Inc.506$241.4K0.16%00.0%Unchanged
Orgel Wealth Management, LLC506$241.4K0.01%+506New
Financial Security Advisor, Inc.507$241.7K0.05%+507New
Idaho Trust Bank507$241.9K0.08%+507New
Affiance Financial, LLC508$242.4K0.04%+508New
Security National Bank of So Dak510$243.3K0.12%+510New
Great Waters Wealth Management510$243.4K0.03%+510New
Strategic Advocates LLC511$243.8K0.06%+511New
Owen LaRue, LLC512$244.2K0.10%+512New
Hollow Brook Wealth Management LLC512$244.3K0.06%+512New
Renaissance Investment Group LLC513$244.8K0.05%−50−8.9%Reduced
First Bank & Trust514$245.3K0.04%−8−1.5%Reduced
Sage Rhino Capital LLC515$245.7K0.05%−3−0.6%Reduced
Darden Wealth Group Inc515$245.8K0.13%−20−3.7%Reduced
Kayne Anderson Rudnick Investment Management LLC515$245.8K0.00%+3+0.6%Added
Oxinas Partners Wealth Management LLC517$246.7K0.13%+517New
Custos Family Office, LLC517$246.7K0.14%+517New
Inspirion Wealth Advisors, LLC631$246.8K0.03%−273−30.2%Reduced
Financial Insights, Inc.517$246.9K0.08%+1+0.2%Added
Vestor Capital, LLC517$247.0K0.02%−54,281−99.1%Reduced
Claro Advisors LLC518$247.0K0.04%−20−3.7%Reduced
CogentBlue Wealth Advisors, LLC518$247.2K0.17%+518New
BridgePort Financial Solutions, LLC519$247.7K0.07%+519New
Shakespeare Wealth Management, Inc.520$247.9K0.06%+520New
JTC Employer Solutions Trusteee Ltd520$248.0K0.02%00.0%Unchanged
Symmetry Partners, LLC520$248.3K0.03%+520New
Johnson Bixby & Associates, LLC521$248.6K0.03%00.0%Unchanged
Gallacher Capital Management LLC521$248.7K0.10%−13−2.4%Reduced