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.
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
- 3,543
- +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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,070 | $351.1B |
| Q1 2026 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JSF Financial, LLC | 790 | $452.4K | 0.09% | −82−9.4% | Reduced |
| Wedge Capital Management L L P | 790 | $452.6K | 0.01% | −59−6.9% | Reduced |
| Meritage Portfolio Management | 792 | $453.7K | 0.03% | 00.0% | Unchanged |
| South Shore Capital Advisors | 794 | $454.9K | 0.33% | +794 | New |
| Aspen Grove Capital, LLC | 795 | $455.4K | 0.08% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 800 | $458.0K | 0.31% | +50+6.7% | Added |
| Sand Hill Global Advisors, LLC | 800 | $458.3K | 0.02% | +56+7.5% | Added |
| Aspetuck Financial Management LLC | 800 | $458.3K | 0.31% | +150+23.1% | Added |
| DecisionMap Wealth Management, LLC | 803 | $459.8K | 0.28% | −7−0.9% | Reduced |
| Cannon Wealth Management Services, LLC | 803 | $460.0K | 0.32% | −1−0.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 806 | $461.7K | 0.07% | −75−8.5% | Reduced |
| Florida Financial Advisors, LLC | 813 | $462.8K | 0.13% | +134+19.7% | Added |
| Crane Advisory, LLC | 736 | $463.5K | 0.07% | −90−10.9% | Reduced |
| Investment Research Partners LLC | 810 | $463.7K | 0.20% | +94+13.1% | Added |
| Richmond Investment Services, LLC | 810 | $464.3K | 0.08% | +36+4.7% | Added |
| Vigilare Wealth Management | 811 | $464.6K | 0.16% | 00.0% | Unchanged |
| Cyr Financial Inc. | 812 | $465.2K | 0.29% | +1+0.1% | Added |
| One Charles Private Wealth Services, LLC | 812 | $465.4K | 0.12% | +5+0.6% | Added |
| Freedom Financial Partners LLC | 814 | $466.2K | 0.17% | +1+0.1% | Added |
| Martingale Asset Management L P | 815 | $466.9K | 0.01% | −439−35.0% | Reduced |
| Maple Capital Management, Inc. | 816 | $467.6K | 0.03% | +51+6.7% | Added |
| MBA Advisors LLC | 817 | $467.9K | 0.19% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 818 | $468.4K | 0.08% | +18+2.3% | Added |
| TCFG Wealth Management, LLC | 818 | $468.8K | 0.18% | −193−19.1% | Reduced |
| one8zero8, LLC | 819 | $468.9K | 0.10% | +200+32.3% | Added |
| Grandfield & Dodd, LLC | 820 | $469.8K | 0.03% | +133+19.4% | Added |
| Alpine Woods Capital Investors, LLC | 821 | $470.3K | 0.11% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 821 | $470.3K | 0.16% | +170+26.1% | Added |
| Signature Resources Capital Management, LLC | 822 | $470.9K | 0.24% | −87−9.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 756 | $471.1K | 0.04% | +163+27.5% | Added |
| Jacobsen Capital Management | 823 | $471.5K | 0.15% | −14−1.7% | Reduced |
| Luts & Greenleigh Group, Inc | 825 | $472.7K | 0.40% | +104+14.4% | Added |
| AssuredPartners Investment Advisors, LLC | 831 | $476.3K | 0.07% | +8+1.0% | Added |
| Axim Planning & Wealth | 832 | $476.6K | 0.51% | 00.0% | Unchanged |
| RHL Group, LLC | 835 | $478.3K | 0.38% | +835 | New |
| Genesis Financial Group, LLC | 835 | $478.3K | 0.28% | +835 | New |
| Alongside, LLC | 836 | $478.6K | 0.16% | +836 | New |
| RWM Asset Management, LLC | 754 | $479.5K | 0.06% | 00.0% | Unchanged |
| Walser Wealth Management Company, A Ltd Liability Co | 839 | $480.6K | 0.25% | +839 | New |
| WealthBridge Capital Management, LLC | 839 | $480.9K | 0.11% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 840 | $481.2K | 0.26% | −250−22.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 841 | $481.8K | 0.17% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 841 | $481.8K | 0.08% | −209−19.9% | Reduced |
| Rebalance, LLC | 841 | $481.8K | 0.03% | +60+7.7% | Added |
| Syverson Strege & Co | 841 | $482.0K | 0.11% | +45+5.7% | Added |
| TrueWealth Advisors, LLC | 843 | $482.9K | 0.13% | +31+3.8% | Added |
| New World Advisors LLC | 843 | $482.9K | 0.08% | +91+12.1% | Added |
| M1 Capital Management LLC | 844 | $483.5K | 0.20% | 00.0% | Unchanged |
| Holistic Planning, LLC | 844 | $483.5K | 0.10% | +367+76.9% | Added |
| Burling Wealth Partners, LLC | 845 | $484.1K | 0.08% | −25−2.9% | Reduced |
| AlphaGrep UK Ltd | 846 | $484.6K | 0.16% | +846 | New |
| M.E. Allison & Co., Inc. | 846 | $484.7K | 0.33% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 848 | $485.8K | 0.04% | +848 | New |
| Eclectic Associates Inc | 849 | $486.3K | 0.08% | −3−0.4% | Reduced |
| Financial Council Asset Management Inc | 850 | $486.9K | 0.19% | −13−1.5% | Reduced |
| Milestones Private Investment Advisors LLC | 850 | $486.9K | 0.33% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 850 | $487.0K | 0.19% | −67−7.3% | Reduced |
| Tortoise Investment Management, LLC | 851 | $487.5K | 0.04% | +4+0.5% | Added |
| Partners Wealth Management, LLC | 852 | $488.1K | 0.51% | −25−2.9% | Reduced |
| DF Dent & Co Inc | 852 | $488.1K | 0.01% | +92+12.1% | Added |
| BlackDiamond Wealth Management Inc. | 658 | $488.5K | 0.24% | +4+0.6% | Added |
| Werba Rubin Papier Wealth Management | 853 | $488.5K | 0.13% | +200+30.6% | Added |
| Spectrum Planning & Advisory Services Inc. | 853 | $488.6K | 0.25% | −3−0.4% | Reduced |
| Strategies Wealth Advisors, LLC | 854 | $489.2K | 0.05% | −788−48.0% | Reduced |
| Drucker Wealth 3.0, LLC | 855 | $489.8K | 0.09% | +185+27.6% | Added |
| Personal Cfo Solutions, LLC | 856 | $490.6K | 0.08% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 857 | $490.7K | 0.07% | +31+3.8% | Added |
| a16z Perennial Management, L.P. | 858 | $491.5K | 0.04% | +36+4.4% | Added |
| Fortitude Advisory Group L.L.C. | 860 | $492.8K | 0.21% | −16−1.8% | Reduced |
| Mayfair Advisory Group, LLC | 825 | $494.0K | 0.19% | 00.0% | Unchanged |
| STAR Financial Bank | 863 | $494.4K | 0.25% | −559−39.3% | Reduced |
| Townsend & Associates, Inc | 765 | $494.9K | 0.04% | +65+9.3% | Added |
| Holland Advisory Services, Inc. | 864 | $495.2K | 0.67% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 865 | $495.5K | 0.23% | +865 | New |
| Adams Wealth Management | 866 | $496.1K | 0.11% | −10−1.1% | Reduced |
| Omnia Family Wealth, LLC | 866 | $496.1K | 0.15% | +8+0.9% | Added |
| Embree Financial Group | 866 | $496.2K | 0.06% | +69+8.7% | Added |
| Cullen Capital Management LLC | 869 | $497.8K | 0.01% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 869 | $497.8K | 0.40% | +42+5.1% | Added |
| Walkner Condon Financial Advisors LLC | 869 | $498.0K | 0.07% | +38+4.6% | Added |
| Eagle Capital Management, LLC | 870 | $498.0K | 0.18% | 00.0% | Unchanged |
| S Harris Financial Group, LLC | 870 | $498.3K | 0.48% | +870 | New |
| Medallion Wealth Advisors, LLC | 872 | $499.1K | 0.17% | +7+0.8% | Added |
| PCG Asset Management, LLC | 870 | $499.3K | 0.40% | −15−1.7% | Reduced |
| BIP Wealth, LLC | 872 | $499.6K | 0.02% | −3−0.3% | Reduced |
| denkapparat Operations GmbH | 874 | $500.7K | 0.27% | +874 | New |
| Costello Asset Management, INC | 880 | $504.1K | 0.17% | −10−1.1% | Reduced |
| Old North State Trust, LLC | 882 | $505.0K | 0.30% | −89−9.2% | Reduced |
| BXM Wealth LLC | 40,985 | $506.5K | 0.39% | +40,131+4,699.2% | Added |
| Waterford Advisors, LLC | 885 | $507.0K | 0.20% | −26−2.9% | Reduced |
| Requisite Capital Management, LLC | 886 | $507.5K | 0.10% | +886 | New |
| Pekin Hardy Strauss, Inc. | 888 | $508.4K | 0.05% | −1−0.1% | Reduced |
| Myriad Asset Management US LP | 890 | $509.9K | 0.85% | −1,757−66.4% | Reduced |
| SGL Investment Advisors, Inc. | 752 | $510.1K | 0.20% | +752 | New |
| Prota Financial, LLC | 891 | $510.4K | 0.37% | +891 | New |
| Roble, Belko & Company, Inc | 891 | $511.0K | 0.07% | +754+550.4% | Added |
| Arcus Capital Partners, LLC | 892 | $511.1K | 0.18% | −92−9.3% | Reduced |
| Southern Financial Group, LLC | 893 | $511.4K | 0.15% | +893 | New |
| Old Second National Bank of Aurora | 893 | $511.6K | 0.10% | 00.0% | Unchanged |
| Ewa, LLC | 894 | $512.1K | 0.13% | +83+10.2% | Added |