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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,069 | $351.1B |
| Q1 2026 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $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 |
|---|---|---|---|---|---|
| Stone Run Capital, LLC | 600 | $286.3K | 0.11% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 600 | $286.3K | 0.18% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 601 | $286.8K | 0.15% | +63+11.7% | Added |
| Fortitude Family Office, LLC | 601 | $286.8K | 0.08% | +433+257.7% | Added |
| Jmac Enterprises LLC | 604 | $288.2K | 0.06% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 604 | $288.2K | 0.09% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 605 | $288.8K | 0.11% | −109−15.3% | Reduced |
| Unison Asset Management LLC | 606 | $289.2K | 0.14% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 606 | $289.2K | 0.09% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 607 | $289.9K | 0.17% | +607 | New |
| Ifrah Financial Services, Inc. | 608 | $290.1K | 0.08% | −8−1.3% | Reduced |
| Summit Wealth Group LLC | 1,065 | $290.7K | 0.04% | −375−26.0% | Reduced |
| Brightwater Advisory LLC | 610 | $291.5K | 0.20% | +1+0.2% | Added |
| Capital Counsel LLC | 611 | $291.5K | 0.01% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 611 | $291.5K | 0.04% | +25+4.3% | Added |
| Safeguard Investment Advisory Group, LLC | 611 | $291.9K | 0.07% | −25−3.9% | Reduced |
| Uhlmann Price Securities, LLC | 612 | $292.0K | 0.18% | −118−16.2% | Reduced |
| Dakota Community Bank & Trust NA | 613 | $292.5K | 1.15% | +31+5.3% | Added |
| Roehl & Yi Investment Advisors, LLC | 616 | $294.0K | 0.13% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 618 | $294.9K | 0.10% | 00.0% | Unchanged |
| one8zero8, LLC | 619 | $295.1K | 0.06% | +19+3.2% | Added |
| Granite Harbor Advisors, Inc. | 620 | $295.8K | 0.12% | +27+4.6% | Added |
| TCP Asset Management, LLC | 620 | $295.8K | 0.05% | +45+7.8% | Added |
| Integrity Wealth Solutions LLC | 621 | $296.2K | 0.13% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 621 | $296.2K | 0.13% | +621 | New |
| WoodTrust Financial Corp | 622 | $297.0K | 0.04% | +5+0.8% | Added |
| JGP Wealth Management, LLC | 606 | $297.5K | 0.03% | +1+0.2% | Added |
| Jackson Thornton Asset Management, LLC | 593 | $297.8K | 0.03% | +593 | New |
| Altshuler Shaham Ltd | 625 | $298.2K | 0.00% | −931,990−99.9% | Reduced |
| Doheny Asset Management | 627 | $299.0K | 0.19% | 00.0% | Unchanged |
| Private Advisory Group LLC | 627 | $299.0K | 0.03% | +627 | New |
| Impact Partnership Wealth, LLC | 627 | $299.3K | 0.04% | +111+21.5% | Added |
| Carbahal Olsen Financial Services Group, LLC | 628 | $299.6K | 0.24% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 629 | $300.3K | 0.03% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 630 | $300.4K | 0.08% | +630 | New |
| Next Level Wealth Planning, LLC | 630 | $300.6K | 0.17% | +30+5.0% | Added |
| Meritas Wealth Management, LLC | 632 | $301.6K | 0.15% | −35−5.2% | Reduced |
| Plan A Wealth LLC | 634 | $302.5K | 0.15% | +35+5.8% | Added |
| Valtinson Bruner Financial Planning LLC | 635 | $302.9K | 0.09% | 00.0% | Unchanged |
| Abel Hall, LLC | 635 | $303.0K | 0.12% | −1,006−61.3% | Reduced |
| Peddock Capital Advisors, LLC | 637 | $303.9K | 0.07% | 00.0% | Unchanged |
| jvl associates llc | 637 | $303.9K | 0.10% | −2−0.3% | Reduced |
| Warren Street Wealth Advisors, LLC | 637 | $304.0K | 0.09% | +58+10.0% | Added |
| Clark & Stuart, Inc | 639 | $304.9K | 0.22% | 00.0% | Unchanged |
| Warner Group LLC | 640 | $305.4K | 0.21% | +640 | New |
| Paces Ferry Wealth Advisors, LLC | 642 | $306.2K | 0.13% | −16−2.4% | Reduced |
| Talisman Wealth Advisors LLC | 642 | $306.2K | 0.25% | 00.0% | Unchanged |
| KDT Advisors, LLC | 642 | $306.3K | 0.45% | +2+0.3% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 643 | $306.8K | 0.28% | −4−0.6% | Reduced |
| Phoenix Wealth Advisors | 643 | $306.8K | 0.12% | +643 | New |
| Wealthcare Capital Partners, LLC | 643 | $307.0K | 0.14% | +51+8.6% | Added |
| Solidarilty Wealth, LLC | 644 | $307.3K | 0.07% | +70+12.2% | Added |
| Red Wave Investments LLC | 645 | $307.8K | 0.09% | +1+0.2% | Added |
| RFG Holdings, Inc. | 648 | $309.2K | 0.08% | +13+2.0% | Added |
| Brass Tax Wealth Management, Inc | 649 | $309.8K | 0.05% | +2+0.3% | Added |
| Yarger Wealth Strategies, LLC | 649 | $309.9K | 0.14% | +21+3.3% | Added |
| Aspetuck Financial Management LLC | 650 | $310.1K | 0.21% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 651 | $310.6K | 0.10% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 653 | $311.4K | 0.05% | +22+3.5% | Added |
| Cambridge Financial Group, LLC | 653 | $311.8K | 0.10% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 654 | $312.2K | 0.17% | +28+4.5% | Added |
| OMC Financial Services LTD | 655 | $312.5K | 0.12% | 00.0% | Unchanged |
| Optima Capital LLC | 656 | $313.0K | 0.15% | +5+0.8% | Added |
| Mizuho Markets Americas LLC | 657 | $313.5K | 0.01% | −150−18.6% | Reduced |
| Maia Wealth LLC | 552 | $315.1K | 0.05% | −47−7.8% | Reduced |
| Blue Capital, Inc. | 661 | $315.4K | 0.23% | −20−2.9% | Reduced |
| Patron Partners Advisors, LLC | 661 | $315.4K | 0.14% | +5+0.8% | Added |
| Simon Quick Advisors, LLC | 661 | $315.6K | 0.01% | +661 | New |
| Cheviot Value Management, LLC | 603 | $316.3K | 0.03% | 00.0% | Unchanged |
| Claret Asset Management Corp | 665 | $317.0K | 0.04% | −8−1.2% | Reduced |
| Revolve Wealth Partners, LLC | 665 | $317.5K | 0.04% | +40+6.4% | Added |
| Ipsen Advisor Group LLC | 666 | $317.8K | 0.23% | −53−7.4% | Reduced |
| Lokken Investment Group LLC | 667 | $318.1K | 0.11% | +667 | New |
| McDonald Partners LLC | 667 | $318.3K | 0.09% | −31−4.4% | Reduced |
| St. Louis Trust Co | 668 | $318.7K | 0.04% | 00.0% | Unchanged |
| Baxter Bros Inc | 670 | $319.7K | 0.04% | −1−0.1% | Reduced |
| Drucker Wealth 3.0, LLC | 670 | $319.7K | 0.06% | +109+19.4% | Added |
| Newbridge Financial Services Group, Inc. | 672 | $320.5K | 0.05% | −3,954−85.5% | Reduced |
| MKT Advisors LLC | 667 | $320.8K | 0.12% | −23−3.3% | Reduced |
| Human Investing LLC | 675 | $322.1K | 0.05% | +24+3.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 676 | $322.7K | 0.01% | −116−14.6% | Reduced |
| Ballast Advisors LLC | 677 | $323.0K | 0.09% | −24−3.4% | Reduced |
| Argentarii, LLC | 677 | $323.0K | 0.14% | +1+0.1% | Added |
| Prudent Man Advisors, LLC | 0 | $324.1K | 0.12% | 0 | Unchanged |
| Florida Financial Advisors, LLC | 679 | $324.6K | 0.10% | −138−16.9% | Reduced |
| Clay Northam Wealth Management, LLC | 681 | $324.9K | 0.19% | −14−2.0% | Reduced |
| Pioneer Trust Bank N A | 683 | $325.9K | 0.08% | 00.0% | Unchanged |
| AXS Investments LLC | 684 | $326.4K | 0.10% | −370−35.1% | Reduced |
| LeConte Wealth Management, LLC | 684 | $326.5K | 0.22% | +104+17.9% | Added |
| Kerntke Otto McGlone Wealth Management Group | 685 | $326.7K | 0.25% | −2−0.3% | Reduced |
| Granite FO LLC | 685 | $326.8K | 0.18% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 685 | $326.8K | 0.02% | +685 | New |
| Balentine LLC | 686 | $327.3K | 0.01% | −13−1.9% | Reduced |
| Grandfield & Dodd, LLC | 687 | $327.8K | 0.02% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 689 | $328.8K | 0.18% | +39+6.0% | Added |
| Certified Advisory Corp | 689 | $328.9K | 0.03% | +1+0.1% | Added |
| Pacific Center for Financial Services | 690 | $329.1K | 0.08% | +2+0.3% | Added |
| Grantvest Financial Group LLC | 690 | $329.2K | 0.23% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 691 | $329.7K | 0.03% | −6−0.9% | Reduced |
| GEM Asset Management, LLC | 678 | $330.0K | 0.16% | −180−21.0% | Reduced |