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Livermore
ZHEN

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, Q4 2025

Institutional positions in Caterpillar Inc as of Dec 31, 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
3,542
+459 vs. Q3 2025
Shares held
330.0M
−2.62M (−0.8%) vs. Q3 2025
Total value
$188.7B
+$30.0B (+18.9%) vs. Q3 2025
New holders
552
1,229 more added
Sold out
93
1,308 more reduced

67 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 3,542 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 heldQ4 2025: $188.7B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q3 2025.

Institutions holding CAT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
POM Investment Strategies, LLC0$1560.00%0New
PFS Partners, LLC2$1.15K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC2$1.15K0.02%+1+100.0%Added
Palladiem, LLC2$1.15K0.00%+2New
NorthAvenue LLC2$1.15K0.00%+2New
Luken Investment Analytics, LLC3$1.72K0.00%+3New
PEAK6 LLC3$1.78K0.00%+3New
Three Bearings Fiduciary Advisors, Inc.3$1.98K0.00%+3New
LGT Financial Advisors LLC4$2.29K0.01%00.0%Unchanged
Osbon Capital Management LLC4$2.29K0.00%+4New
WealthCollab, LLC4$2.29K0.00%00.0%Unchanged
Redwood Park Advisors LLC4$2.29K0.00%00.0%Unchanged
Arcadia Investment Management Corp4$2.29K0.00%+4New
Decker Retirement Planning Inc.5$2.86K0.00%+5New
Seneschal Advisors, LLC5$2.87K0.00%00.0%Unchanged
Quattro Advisors LLC5$2.89K0.00%+5New
Richard W. Paul & Associates, LLC6$3.44K0.00%00.0%Unchanged
Cypress Capital Management LLC (WY)6$3.44K0.00%+6New
Whipplewood Advisors, LLC6$3.44K0.00%+6New
Islay Capital Management, LLC7$4.01K0.00%+2+40.0%Added
DAGCO, Inc.8$4.58K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC8$4.58K0.00%+8New
Gilpin Wealth Management, LLC8$4.58K0.00%+8New
Benson Wealth Management INC8$4.58K0.01%+8New
Cornerstone National Bank & Trust Co9$5.16K0.00%00.0%Unchanged
Investors Research Corp10$5.73K0.00%+10New
Gordian Capital Singapore Pte Ltd10$5.73K0.01%+10New
S&T Bank11$6.30K0.00%−2−15.4%Reduced
Transce3nd, LLC10$6.39K0.05%00.0%Unchanged
Westfuller Advisors, LLC12$6.87K0.00%+7+140.0%Added
Battery Global Advisors, LLC12$6.87K0.00%+9+300.0%Added
West Financial Advisors, LLC13$7.45K0.00%−90−87.4%Reduced
Holos Integrated Wealth LLC13$7.78K0.00%00.0%Unchanged
Horizon Financial Services, LLC14$8.02K0.00%+3+27.3%Added
MJT & Associates Financial Advisory Group, Inc.14$8.02K0.01%00.0%Unchanged
Investors Portfolio Services LLC15$8.37K0.01%+15New
Merited Wealth, LLC16$9.17K0.01%+16New
JDM Financial Group LLC17$9.74K0.00%−14−45.2%Reduced
PayPay Securities Corp17$9.74K0.29%00.0%Unchanged
Red Tortoise LLC17$9.74K0.00%00.0%Unchanged
HFM Investment Advisors, LLC18$10.3K0.00%+7+63.6%Added
Evolution Wealth Management Inc.19$10.9K0.01%00.0%Unchanged
Evelyn Partners Asset Management Ltd19$10.9K0.00%00.0%Unchanged
Winnow Wealth LLC19$10.9K0.01%+2+11.8%Added
Estabrook Capital Management20$11.5K0.00%−60−75.0%Reduced
Game Plan Financial Advisors, LLC20$11.5K0.00%00.0%Unchanged
Vision Financial Markets LLC21$11.6K0.01%00.0%Unchanged
Elevated Capital Advisors, LLC22$12.6K0.00%+22New
Icon Advisers Inc25$14.3K0.00%00.0%Unchanged
Camelot Portfolios, LLC25$14.3K0.01%+25New
Abound Financial, LLC25$14.3K0.01%+25New
Cedar Mountain Advisors, LLC28$15.8K0.00%+1+3.7%Added
Principia Wealth Advisory, LLC28$16.0K0.01%+3+12.0%Added
NCP Inc.28$16.0K0.01%+28New
Blume Capital Management, Inc.30$17.2K0.00%00.0%Unchanged
Peterson Wealth Services32$18.3K0.00%−16,110−99.8%Reduced
Bare Financial Services, Inc32$18.3K0.01%00.0%Unchanged
Breakwater Investment Management32$18.3K0.01%00.0%Unchanged
Your Advocates Ltd., LLP35$20.1K0.01%00.0%Unchanged
Bay Harbor Wealth Management, LLC35$20.1K0.01%+10+40.0%Added
DecisionPoint Financial, LLC35$20.1K0.00%+15+75.0%Added
Align Financial, LLC20,623$20.6K0.01%+20,623New
Consultiva Wealth Management, Corp.37$21.2K0.06%00.0%Unchanged
Accent Capital Management, LLC37$21.2K0.01%00.0%Unchanged
Fortis Group Advisors, LLC37$21.2K0.00%00.0%Unchanged
Stone House Investment Management, LLC37$21.2K0.00%+1+2.8%Added
Atlas Capital Advisors LLC37$21.2K0.00%+37New
Copia Wealth Management38$21.7K0.02%00.0%Unchanged
Penserra Capital Management LLC39$22.0K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC40$22.9K0.01%−33−45.2%Reduced
Harel Insurance Investments & Financial Services Ltd.41$23.0K0.00%−505−92.5%Reduced
Greenline Wealth Management LLC41$23.3K0.02%+41New
DiNuzzo Private Wealth, Inc.41$23.5K0.00%00.0%Unchanged
Aspect Partners, LLC42$24.1K0.01%+4+10.5%Added
Chapman Financial Group, LLC42$24.1K0.02%00.0%Unchanged
Davis Capital Management43$24.6K0.02%00.0%Unchanged
Torren Management, LLC47$27.1K0.01%+47New
TFC Financial Management48$27.6K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC48$27.7K0.02%+33+220.0%Added
Financial Avengers, Inc.50$28.8K0.01%00.0%Unchanged
Front Row Advisors LLC51$29.2K0.01%00.0%Unchanged
Highline Wealth Partners LLC53$30.5K0.01%+2+3.9%Added
Insight Financial Services53$30.7K0.02%+53New
Cornerstone Financial Management LLC55$31.5K0.03%+55New
Rialto Wealth Management, LLC56$32.1K0.01%+18+47.4%Added
Inlight Wealth Management, LLC58$33.2K0.01%00.0%Unchanged
Marquette Asset Management, LLC58$33.2K0.00%00.0%Unchanged
Raffa Wealth Management, LLC59$33.8K0.01%+7+13.5%Added
Noble Wealth Management PBC60$34.4K0.02%+35+140.0%Added
Kings Path Partners LLC61$34.9K0.01%−176−74.3%Reduced
Monetary Solutions, Ltd61$35.1K0.03%+61New
Key Capital Management, INC62$35.5K0.04%+62New
Evelyn Partners Investment Management Services Ltd63$36.1K0.00%00.0%Unchanged
Anfield Capital Management, LLC65$37.2K0.01%00.0%Unchanged
Manitou Investment Management Ltd.65$37.2K0.01%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC65$37.2K0.01%+5+8.3%Added
1620 Investment Advisors, Inc.71$40.7K0.03%−19−21.1%Reduced
SWAN Capital LLC73$41.8K0.02%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC73$41.8K0.02%+9+14.1%Added
Atomic Invest LLC73$41.9K0.02%+73New