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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
Cherrydale Wealth Management, LLC523$249.3K0.08%00.0%Unchanged
Custom Index Systems, LLC524$250.0K0.07%+524New
Seed Wealth Management, Inc.525$250.5K0.17%−915−63.5%Reduced
Asio Capital, LLC525$250.5K0.04%+525New
Willis Johnson & Associates, Inc.525$250.7K0.02%+525New
Parvin Asset Management, LLC526$251.0K0.22%+26+5.2%Added
MN Wealth Advisors, LLC526$251.2K0.13%+526New
Integral Investment Advisors, Inc.529$252.4K0.07%+529New
Contravisory Investment Management, Inc.530$252.9K0.05%+30+6.0%Added
Strengthening Families & Communities, LLC530$253.3K0.06%+530New
Acorn Creek Capital LLC531$253.5K0.10%+531New
PKS Advisory Services, LLC532$253.7K0.06%−19−3.4%Reduced
Peachtree Investment Partners, LLC532$253.8K0.09%+532New
Vista Capital Partners, Inc.532$253.8K0.03%+532New
Capula Management Ltd534$254.8K0.00%+534New
Kera Capital Partners, Inc.534$254.8K0.04%+534New
Blalock Williams, LLC534$254.8K0.22%+534New
Next Capital Management LLC535$255.3K0.09%+535New
Advantage Trust Co537$256.2K0.12%−400−42.7%Reduced
Diversified Portfolios, Inc.537$256.2K0.02%00.0%Unchanged
Fielder Capital Group LLC538$256.5K0.06%+5+0.9%Added
Carson Advisory Inc.538$256.7K0.14%+5+0.9%Added
Horizon Bancorp Inc538$257.0K0.12%+253+88.8%Added
American Trust540$257.7K0.02%−280−34.1%Reduced
Breakthru Advisory Services, LLC540$257.7K0.17%+540New
Mason & Associates Inc541$258.1K0.05%+541New
Berkeley Capital Partners, LLC541$258.1K0.06%+541New
Fortress Financial Group, LLC541$258.2K0.20%+2+0.4%Added
Edgemoor Investment Advisors, Inc.543$259.1K0.02%+543New
Axis Wealth Partners, LLC545$259.9K0.15%+11+2.1%Added
Harel Insurance Investments & Financial Services Ltd.546$260.0K0.00%−434−44.3%Reduced
Cloud Capital Management, LLC546$260.0K0.14%+546New
EdgeRock Capital LLC547$260.9K0.07%+547New
Element Wealth, LLC548$261.2K0.11%+1+0.2%Added
Prospera Capital Management, LLC549$262.2K0.13%00.0%Unchanged
Floyd Financial Group LLC520$262.2K0.19%00.0%Unchanged
Scott & Selber, Inc.550$262.4K0.07%00.0%Unchanged
Wakefield Asset Management LLLP550$262.4K0.07%00.0%Unchanged
North Forty Two & Co.550$262.4K0.26%00.0%Unchanged
Founders Grove Wealth Partners, LLC550$262.4K0.06%+550New
Foronjy Financial LLC550$262.5K0.12%−210−27.6%Reduced
One Day In July LLC551$262.9K0.02%+551New
Borer Denton & Associates, Inc.553$263.9K0.09%00.0%Unchanged
Ariadne Wealth Management, LP476$264.3K0.12%+476New
Prentice Wealth Management LLC554$264.3K0.07%−433−43.9%Reduced
Consilio Wealth Advisors, LLC556$265.3K0.09%+556New
Shufro Rose & Co LLC805$265.5K0.02%00.0%Unchanged
LongView Wealth Management559$266.5K0.07%−43−7.1%Reduced
Wellspring Financial Advisors, LLC559$266.5K0.02%−11−1.9%Reduced
Princeton Global Asset Management LLC559$266.7K0.04%00.0%Unchanged
Client 1st Advisory Group, LLC559$266.7K0.09%00.0%Unchanged
Caliber Wealth Management, LLC560$267.2K0.03%−231−29.2%Reduced
Correct Capital Wealth Management560$267.2K0.05%00.0%Unchanged
Independent Solutions Wealth Management, LLC560$267.2K0.05%+560New
Cascade Investment Group, Inc.561$267.7K0.18%00.0%Unchanged
Waverton Investment Management Ltd562$268.0K0.00%00.0%Unchanged
Altus Wealth Group LLC563$268.5K0.11%+1+0.2%Added
Strategic Financial Services, Inc,563$268.6K0.01%+41+7.9%Added
Wolverine Trading, LLC570$268.8K0.01%−30,441−98.2%Reduced
Lake Street Financial LLC563$268.9K0.03%+563New
Main Street Group, LTD564$268.9K0.08%−4−0.7%Reduced
Alternative Investment Advisors, LLC.564$269.4K0.12%+35+6.6%Added
Weaver Consulting Group566$270.1K0.07%+2+0.4%Added
Providence First Trust Co569$271.5K0.09%+569New
Motive Wealth Advisors571$272.5K0.12%−6−1.0%Reduced
Unique Wealth, LLC572$272.9K0.04%+12+2.1%Added
Forza Wealth Management, LLC573$273.4K0.10%00.0%Unchanged
Hilltop Partners LLC574$274.1K0.08%−6−1.0%Reduced
TradeWell Securities, LLC.571$274.3K0.12%+3+0.5%Added
Orion Investment Co575$274.4K0.09%00.0%Unchanged
Gamco Investors, Inc. Et Al576$274.8K0.00%−107−15.7%Reduced
Cerro Pacific Wealth Advisors LLC578$275.8K0.08%−146−20.2%Reduced
Oak Associates, Ltd579$276.0K0.02%00.0%Unchanged
Pinnacle Bancorp, Inc.579$276.3K0.08%00.0%Unchanged
FNY Investment Advisers, LLC582$277.0K0.09%+261+81.3%Added
IPG Investment Advisors LLC581$277.2K0.05%+581New
Ninepoint Partners LP581$277.2K0.04%+581New
Objective Capital Management, LLC582$277.7K0.29%−9−1.5%Reduced
Hemington Wealth Management583$278.0K0.04%+34+6.2%Added
Greatmark Investment Partners, Inc.583$278.2K0.03%00.0%Unchanged
Aviance Capital Partners, LLC583$278.2K0.03%+35+6.4%Added
Panoramic Capital Partners, LLC584$278.7K0.18%+8+1.4%Added
Aspen Capital Management, LLC584$278.7K0.07%00.0%Unchanged
Coppell Advisory Solutions LLC591$278.7K0.03%+13+2.2%Added
DKM Wealth Management, Inc.585$279.0K0.22%00.0%Unchanged
Fortis Capital Advisors, LLC585$279.3K0.04%+585New
Colorado Capital Management, Inc.587$280.0K0.11%−1−0.2%Reduced
Ashton Thomas Securities, LLC587$280.1K0.04%+587New
Morton Capital Management LLC587$280.3K0.05%00.0%Unchanged
Green Harvest Asset Management LLC587$280.3K0.00%−145−19.8%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA590$281.5K0.07%+50+9.3%Added
XY Planning Network, Inc.726$281.8K0.10%00.0%Unchanged
FORA Capital, LLC593$282.9K0.05%+593New
Prostatis Group LLC593$283.1K0.07%−259−30.4%Reduced
Renasant Bank595$283.9K0.18%−7−1.2%Reduced
Hall Capital Management Co Inc595$283.9K0.11%00.0%Unchanged
Cushing Capital Partners, LLC598$285.4K0.22%+2+0.3%Added
Beddow Capital Management Inc600$286.0K0.11%00.0%Unchanged
Deroy & Devereaux Private Investment Counsel Inc600$286.0K0.01%00.0%Unchanged
Alpha Omega Wealth Management LLC600$286.3K0.05%−10−1.6%Reduced