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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; 4,070 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.

Q4 2025 vs. Q3 2025

How the institutions holding Caterpillar Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of CAT: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders3,151673,543+459
Shares333.3M666.2K330.0M−2.62M (−0.8%)
Value$159.0B$318.0M$188.7B+$30.0B (+18.9%)

67 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (552)

Institutions that held Caterpillar Inc at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 552 by value.

Institutions new to CAT in Q4 2025
InstitutionSharesValue% of portfolio
Capital International Investors2,138,909$1.23B0.19%
Alphinity Investment Management Pty Ltd440,246$252.2M2.55%
Eurizon Capital SGR S.p.A.310,130$177.9M0.55%
Freestone Grove Partners LP158,274$90.7M0.66%
Atalanta Sosnoff Capital, LLC130,450$74.7M1.46%
HRT Financial LP83,563$47.9M0.15%
Electron Capital Partners, LLC74,761$42.8M1.99%
Sherman Porfolios, LLC74,161$42.5M2.90%
Pinebridge Investments LLC68,396$39.2M0.29%
CIBC World Markets Corp65,318$37.4M0.19%
Bridgewater Associates, LP62,157$35.6M0.13%
Lord, Abbett & Co. LLC62,065$35.6M0.11%
Pinnacle Financial Partners, Inc.55,250$31.7M0.24%
Glenmede Trust Co NA44,878$25.7M0.12%
Artisan Partners Limited Partnership36,479$20.9M0.03%
Kepler Cheuvreux (Suisse) SA36,206$20.7M1.17%
Nomura Asset Management International Inc.30,315$17.4M0.03%
Parallax Volatility Advisers, L.P.29,177$16.7M0.52%
Temasek Holdings (Private) Ltd27,360$15.7M0.05%
MidFirst Bank27,191$15.6M1.24%
Worldquant Millennium Advisors LLC26,681$15.3M0.06%
Mirae Asset Securities (USA) Inc.25,164$14.4M0.57%
Tudor Investment Corp Et Al24,000$13.7M0.08%
NLB Skladi, upravljanje premozenja, d.o.o.23,223$13.3M0.61%
Energy Income Partners, LLC23,071$13.2M0.24%
EP Wealth Advisors, LLC22,257$12.8M0.07%
Laird Norton Trust Company, LLC20,976$12.0M0.25%
Bridgelight Financial Advisors, Inc.16,516$9.46M8.06%
Aquatic Capital Management LLC16,291$9.33M0.27%
North Dakota State Investment Board15,875$9.09M0.34%
SageGuard Financial Group, LLC15,350$8.79M1.40%
First National Bank of Omaha15,179$8.76M0.26%
OpenArc Corporate Advisory, LLC13,585$7.78M0.13%
WCG Wealth Advisors LLC13,380$7.67M0.21%
Zimmer Partners, LP13,200$7.56M0.20%
L & S Advisors Inc12,653$7.25M0.67%
Meiji Yasuda America Inc12,447$7.13M1.64%
Jones Kertz & Associates, Inc.11,699$6.70M3.44%
Evolve Private Wealth, LLC11,415$6.54M0.39%
Titan Wealth (CI) Ltd11,149$6.39M2.46%
Osmosis Investment Management UK Ltd10,982$6.29M0.16%
Perryman Financial Advisory Inc10,612$6.08M0.89%
Asset One Wealth Management LLC8,325$5.75M0.79%
Graham Capital Management, L.P.10,000$5.73M0.20%
Twinbeech Capital LP9,925$5.69M0.40%
Forty-three Eighteen Advisors, LLC9,312$5.33M4.14%
Hel Ved Capital Management Ltd8,495$4.87M1.68%
Clear Trail Advisors, LLC8,444$4.84M1.12%
V-Square Quantitative Management LLC8,442$4.84M0.50%
Soros Capital Management LLC8,360$4.79M1.26%
Sciencast Management LP8,079$4.63M0.64%
Cornerstone Planning, LLC7,860$4.52M1.05%
EFG International AG7,593$4.35M0.08%
TCW Group Inc7,401$4.24M0.03%
Surience Private Wealth LLC7,251$4.15M4.70%
Marathon Wealth Advisors LLC7,102$4.07M1.62%
Wilkerson Advisory Group LLC7,089$4.06M1.43%
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.6,785$3.89M0.34%
Capital Group Private Client Services, Inc.6,512$3.73M0.06%
Tenere Capital LLC6,451$3.70M2.86%
Alliance Private Wealth, LLC5,182$3.64M1.27%
XTX Topco Ltd6,260$3.59M0.09%
Pinkerton Retirement Specialists, LLC6,098$3.49M0.36%
Keudell/Morrison Wealth Management5,983$3.43M0.72%
Fideuram Asset Management (Ireland) dac9,976$3.42M0.27%
Myriad Asset Management Advisors LLC5,942$3.40M1.05%
Weiss Asset Management LP5,794$3.32M0.05%
Wealth Group, Ltd.5,633$3.23M3.15%
Financial Plan, Inc.5,511$3.16M0.36%
Platinum Investment Management Ltd5,500$3.15M0.73%
Castellan Group, LLC5,364$3.07M0.39%
Lawood & Co5,233$3.00M2.84%
Polymer Capital Management (HK) LTD5,223$2.99M0.47%
Isthmus Partners, LLC5,152$2.95M0.33%
PCM Encore, LLC4,935$2.83M0.60%
Quantbot Technologies LP4,844$2.77M0.09%
O'Domhnaill Enterprises, Inc.4,677$2.68M2.51%
DB&C Advisors, LLC4,657$2.67M3.35%
McLaughlin Asset Management, Inc.4,591$2.63M2.35%
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies4,573$2.62M2.46%
Carlson Financial, Inc.4,463$2.56M1.48%
Vision Retirement, LLC4,403$2.52M0.68%
Ticino Wealth4,343$2.49M0.92%
McGuire Capital Advisors Inc4,312$2.47M1.57%
Donoghue Forlines LLC4,245$2.43M0.75%
Dark Forest Capital Management LP4,171$2.39M0.11%
Blue Sparrow, LLC4,000$2.29M0.04%
Marble Wealth, LLC3,863$2.21M0.31%
Qsemble Capital Management, LP3,626$2.08M0.17%
VUB Generali dochodkova spravcovska spolocnost, a.s.3,566$2.04M1.56%
TCG Advisory Services, LLC3,562$2.04M0.06%
Diversified Management Inc3,510$2.01M0.47%
Braeburn Wealth Management LLC3,425$1.96M1.00%
Churchill Financial Advisors, LLC3,413$1.96M0.60%
Genus Capital Management Inc.3,400$1.95M0.23%
Pinnacle Wealth Management, LLC3,375$1.93M1.30%
Platt Wealth Management LLC3,347$1.92M1.90%
Oak Thistle LLC3,109$1.78M0.25%
SG Trading Solutions, LLC3,049$1.75M0.41%
Keating Financial Advisory Services, Inc.3,042$1.74M0.24%

Sold out (93)

Institutions that held Caterpillar Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of CAT in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Diamond Hill Capital Management Inc458,542$218.8M
Quadrature Capital Ltd144,789$69.1M
Forsta Ap-Fonden137,200$65.5M
Achmea Investment Management B.V.127,258$60.7M
Cartenna Capital, LP125,000$59.6M
Interval Partners, LP96,851$46.2M
J. Goldman & Co LP85,665$40.9M
Ossiam47,059$22.5M
Empowered Funds, LLC39,687$18.9M
SummitTX Capital, L.P.31,956$15.2M
Davidson Kempner Capital Management LP30,000$14.3M
HITE Hedge Asset Management LLC18,322$8.74M
Brighton Jones LLC8,475$4.04M
Morningstar Investment Management LLC8,306$3.96M
Murphy, Middleton, Hinkle & Parker, Inc.7,310$3.49M
Arete Wealth Advisors, LLC7,189$3.43M
Capital & Planning, LLC7,037$3.36M
Stevens Capital Management LP6,529$3.12M
Pinnbrook Capital Management LP5,758$2.75M
SIR Capital Management, L.P.5,600$2.67M
Bell Asset Management Ltd5,115$2.44M
Pitcairn Co4,475$2.14M
Nearwater Capital Markets, Ltd4,000$1.91M
Sender Co & Partners, Inc.3,419$1.63M
SPX Equities Gestao de Recursos Ltda2,800$1.34M
BluePath Capital Management, LLC2,783$1.33M
von Borstel & Associates, Inc.2,284$1.30M
Sienna Gestion2,464$1.07M
Canandaigua National Trust Co of Florida2,204$1.05M
Quantitative Investment Management, LLC2,161$1.03M
Atom Investors LP2,146$1.02M
Volterra Technologies LP2,029$968.1K
Summit Wealth Partners, LLC1,982$945.7K
Capital Insight Partners, LLC1,854$884.6K
Sanders Morris Harris LLC1,775$846.9K
Retirement Guys Formula LLC1,740$830.0K
NJ State Employees Deferred Compensation Plan1,710$815.9K
Andra AP-fonden1,600$763.4K
Militia Capital Partners, LP1,600$763.4K
Mustard Seed Financial, LLC1,592$759.7K
Vertex Planning Partners, LLC1,587$757.2K
QVR LLC1,400$668.0K
National Wealth Management Group, LLC1,321$630.1K
ICICI Prudential Asset Management Co Ltd1,300$620.3K
Neo Ivy Capital Management1,266$604.1K
Silver Grove Financial Group, Inc.1,194$569.8K
Centiva Capital, LP1,180$563.0K
Itau Unibanco Holding S.A.1,141$544.4K
Crowley Wealth Management, Inc.1,057$504.4K
Touchstone Capital, Inc.1,038$495.1K
Credit Industriel Et Commercial1,025$489.1K
WMG Financial Advisors, LLC1,000$477.1K
Laffer Tengler Investments981$468.1K
Almanack Investment Partners, LLC.947$451.9K
Strategic Financial Concepts, LLC926$441.8K
Aster Capital Management (DIFC) Ltd918$438.0K
Wallace Advisory Group, LLC1,079$418.9K
Capstone Investment Advisors, LLC703$335.4K
Clark & Stuart, Inc639$304.9K
PFG Private Wealth Management, LLC621$296.2K
FNY Investment Advisers, LLC582$277.0K
Waverton Investment Management Ltd562$268.0K
Prospera Capital Management, LLC549$262.2K
Strengthening Families & Communities, LLC530$253.3K
Seed Wealth Management, Inc.525$250.5K
Custom Index Systems, LLC524$250.0K
Significant Wealth Partners LLC500$238.6K
Middleton & Co Inc490$233.8K
Gerber, LLC487$232.4K
Barry Investment Advisors, LLC466$222.3K
FreeGulliver LLC453$216.0K
Western Pacific Wealth Management, LP450$214.7K
Mach-1 Financial Group, Inc.447$213.3K
Corepath Wealth Partners LLC425$210.5K
Catalyst Capital Advisors LLC434$207.1K
Humankind Investments LLC434$207.1K
Clear Street Markets LLC429$204.7K
Helium Advisors LLC420$200.6K
Brooks, Moore & Associates, Inc.420$200.4K
Grey Fox Wealth Advisors, LLC312$148.9K
Future Financial Wealth Managment LLC268$127.9K
Optiver Holding B.V.243$115.9K
Pathway Financial Advisers, LLC234$111.2K
Financial Life Planners230$110.0K
TruNorth Capital Management, LLC189$90.2K
Strive Asset Management, LLC138$65.8K
Evergreen Private Wealth LLC104$49.6K
Northwest Capital Management Inc101$48.4K
Family Legacy Financial Solutions, LLC82$39.2K
Corundum Trust Company, INC47$22.4K
Perritt Capital Management Inc26$12.4K
Prudent Man Investment Management, Inc.33$12.0K
Sofos Investments, Inc.2$954

Not filed for Q4 2025 yet (67)

Institutions that held Caterpillar Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CAT in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Aware Super Pty Ltd as trustee of Aware Super136,095$64.9M
AXA Investment Managers S.A.126,175$60.2M
CIBC Bancorp USA Inc.64,699$30.9M
Synovus Financial Corp45,606$21.8M
Glenmede Investment Management, LP42,179$20.1M
Pinebridge Investments, L.P.28,921$13.8M
Creekmur Asset Management LLC27,509$13.1M
Sonora Investment Management Group, LLC22,938$10.9M
Stonegate Investment Group, LLC22,510$10.7M
Bridge Creek Capital Management LLC17,159$8.19M
Country Club Bank15,774$7.44M
Wetherby Asset Management Inc11,569$5.52M
Pinnacle Financial Partners Inc10,184$4.86M
Wells Trecaso Financial Group, LLC9,548$4.56M
D. Scott Neal, Inc.7,549$3.60M
Court Place Advisors, LLC6,599$3.15M
West Oak Capital, LLC4,704$2.24M
IMS Capital Management4,375$2.09M
Cobblestone Capital Advisors LLC4,062$1.94M
Optimum Investment Advisors4,021$1.92M
1858 Wealth Management, LLC3,497$1.67M
Shell Asset Management Co3,405$1.63M
LexAurum Advisors, LLC3,286$1.57M
Bard Financial Services, Inc.3,015$1.44M
Accredited Wealth Management, LLC329$1.15M
Oak Hill Wealth Advisors, LLC2,219$1.06M
Obsidian Personal Planning Solutions LLC1,705$984.2K
Siligmueller & Norvid Wealth Advisors LLC1,932$921.9K
Texas Capital Bancshares Inc1,827$871.8K
Clare Market Investments LLC1,773$846.0K
Gries Financial LLC1,710$815.9K
L.M. Kohn & Company1,665$794.5K
Vishria Bird Financial Group, LLC1,609$767.7K
Lion Street Advisors, LLC3,558$725.8K
PBMares Wealth Management LLC1,482$707.3K
Watts Gwilliam & Co., LLC1,429$682.1K
First National Corp1,388$667.6K
Masso Torrence Wealth Management Inc.1,375$656.1K
Full Sail Capital, LLC1,106$527.7K
Financial Advisors, LLC1,090$520.1K
SPC Financial, Inc.982$468.7K
Apexium Financial, LP979$467.2K
RW Investment Management LLC977$466.1K
WNY Asset Management, LLC920$439.0K
Moloney Securities Asset Management, LLC906$432.1K
Chiron Capital Management, LLC876$418.0K
Jarislowsky, Fraser Ltd705$336.4K
First Affirmative Financial Network700$333.9K
Aletheian Wealth Advisors LLC699$333.5K
Lokken Investment Group LLC667$318.1K
Brass Tax Wealth Management, Inc649$309.8K
Bristlecone Advisors, LLC629$300.3K
Stone Run Capital, LLC600$286.3K
Hemington Wealth Management583$278.0K
Wolverine Trading, LLC570$268.8K
Burt Wealth Advisors471$224.6K
AllSquare Wealth Management LLC448$213.8K
Defined Financial Planning LLC420$210.9K
Eisler Capital Management Ltd.501$210.4K
Binnacle Investments Inc416$198.5K
FSA Wealth Management LLC250$119.4K
Abich Financial Wealth Management LLC184$87.8K
Guerra Advisors Inc142$67.8K
Pineridge Advisors LLC117$55.8K
Lowe Wealth Advisors, LLC76$36.3K
Sagard Holdings Management Inc.61$29.1K
Kathleen S. Wright Associates Inc.54$25.8K