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
- 3,542
- +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
- 1,307 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 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| Brady Martz Wealth Solutions, LLC | 1,119 | $641.0K | 0.11% | +644+135.6% | Added |
| Tennessee Valley Asset Management Partners | 1,119 | $641.1K | 0.08% | −63−5.3% | Reduced |
| Gradient Capital Advisors, LLC | 1,120 | $641.5K | 0.17% | −5−0.4% | Reduced |
| Spring Capital Management, LLC | 1,120 | $641.6K | 0.32% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 1,123 | $643.3K | 0.05% | −306−21.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,124 | $643.7K | 0.30% | −60−5.1% | Reduced |
| LJI Wealth Management, LLC | 1,125 | $644.6K | 0.10% | +76+7.2% | Added |
| Kornitzer Capital Management Inc | 1,126 | $645.1K | 0.01% | −16−1.4% | Reduced |
| Coastwise Capital Group, LLC | 1,126 | $645.1K | 0.32% | −42−3.6% | Reduced |
| Adamsbrown Wealth Consultants LLC | 1,127 | $645.5K | 0.18% | +6+0.5% | Added |
| Voleon Capital Management LP | 1,129 | $646.8K | 0.01% | −8,726−88.5% | Reduced |
| Boston Trust Walden Corp | 1,130 | $647.3K | 0.00% | −59−5.0% | Reduced |
| Annex Advisory Services, LLC | 1,132 | $648.5K | 0.01% | +11+1.0% | Added |
| Crews Bank & Trust | 1,134 | $649.6K | 0.09% | −50−4.2% | Reduced |
| Fiduciary Financial Group, LLC | 1,134 | $649.6K | 0.09% | +20+1.8% | Added |
| Christine Messmer PC | 1,134 | $649.8K | 0.42% | +1,134 | New |
| Morey & Quinn Wealth Partners, LLC | 1,135 | $650.2K | 0.47% | −6−0.5% | Reduced |
| WealthShield Partners, LLC | 1,135 | $650.2K | 0.07% | +13+1.2% | Added |
| 111 Capital | 1,135 | $650.2K | 0.14% | +1,135 | New |
| B.O.S.S. Retirement Advisors, LLC | 1,137 | $651.5K | 0.21% | +36+3.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,138 | $651.8K | 0.16% | −974−46.1% | Reduced |
| Longview Financial Advisors LLC | 1,138 | $651.9K | 0.36% | −52−4.4% | Reduced |
| Birchcreek Wealth Management, LLC | 1,139 | $652.5K | 0.32% | −50−4.2% | Reduced |
| NorthStar Asset Management LLC | 1,142 | $654.2K | 0.29% | −9−0.8% | Reduced |
| Triad Wealth Partners, LLC | 1,145 | $655.8K | 0.06% | +372+48.1% | Added |
| Baker Boyer National Bank | 1,145 | $655.9K | 0.20% | +53+4.9% | Added |
| Rockline Wealth Management, LLC | 1,149 | $658.2K | 0.13% | +100+9.5% | Added |
| Alan B. Lancz & Associates, Inc. | 1,150 | $658.8K | 0.58% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 1,151 | $659.3K | 0.39% | +5+0.4% | Added |
| NTV Asset Management LLC | 1,152 | $659.7K | 0.07% | +1+0.1% | Added |
| Chico Wealth RIA | 1,153 | $660.5K | 0.43% | +26+2.3% | Added |
| Keebeck Wealth Management, LLC | 1,159 | $664.0K | 0.08% | +195+20.2% | Added |
| Farringdon Capital, Ltd. | 1,160 | $664.5K | 0.16% | +1,160 | New |
| Enterprise Financial Services Corp | 1,161 | $665.1K | 0.34% | −2−0.2% | Reduced |
| United Community Bank | 1,161 | $665.1K | 0.25% | +5+0.4% | Added |
| Buckhead Capital Management LLC | 1,164 | $666.8K | 0.24% | −76−6.1% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,167 | $668.5K | 0.42% | −26−2.2% | Reduced |
| Davidson Trust Co | 1,168 | $669.1K | 0.28% | −94−7.4% | Reduced |
| Aua Capital Management, LLC | 1,170 | $670.3K | 0.34% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 1,171 | $670.5K | 0.31% | +1+0.1% | Added |
| Lakewood Asset Management LLC | 1,173 | $672.2K | 0.39% | −632−35.0% | Reduced |
| Five Oceans Advisors | 1,175 | $673.1K | 0.24% | +2+0.2% | Added |
| Okabena Investment Services Inc | 1,175 | $673.1K | 0.13% | +75+6.8% | Added |
| Destination Wealth Management | 1,177 | $674.5K | 0.02% | −77−6.1% | Reduced |
| GeoWealth Management, LLC | 1,179 | $675.9K | 0.02% | +60+5.4% | Added |
| Monte Financial Group, LLC | 1,181 | $676.6K | 0.25% | −27−2.2% | Reduced |
| Oxford Asset Management LLP | 1,181 | $676.6K | 0.24% | +1,181 | New |
| TrustWell Financial Advisors, LLC | 1,181 | $676.6K | 0.65% | +1,181 | New |
| Verus Financial Partners, Inc. | 1,064 | $676.9K | 0.06% | +150+16.4% | Added |
| Keb Asset Management, LLC | 1,183 | $677.8K | 0.14% | +4+0.3% | Added |
| Wall Street Access Asset Management, LLC | 1,184 | $678.5K | 0.16% | +959+426.2% | Added |
| Integrity Wealth Solutions LLC | 1,185 | $678.7K | 0.27% | +564+90.8% | Added |
| Trust Co of Kansas | 1,185 | $679.0K | 0.31% | 00.0% | Unchanged |
| JT Stratford LLC | 1,186 | $679.4K | 0.09% | −27−2.2% | Reduced |
| American Money Management, LLC | 1,187 | $680.0K | 0.11% | −33−2.7% | Reduced |
| Three Seasons Wealth, LLC | 1,190 | $681.7K | 0.06% | +1,190 | New |
| Archford Capital Strategies, LLC | 1,191 | $682.3K | 0.08% | +9+0.8% | Added |
| Archer Investment Corp | 1,192 | $682.7K | 0.15% | −113−8.7% | Reduced |
| BlueStem Wealth Partners, LLC | 1,192 | $682.9K | 0.08% | +15+1.3% | Added |
| Schulhoff & Co Inc | 1,193 | $683.4K | 0.29% | −28−2.3% | Reduced |
| Brogan Financial, Inc. | 1,194 | $684.2K | 0.30% | +3+0.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 1,195 | $684.6K | 0.21% | −202−14.5% | Reduced |
| Sentry Investment Management LLC | 1,195 | $685.0K | 0.45% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,199 | $686.9K | 0.13% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 1,200 | $687.4K | 0.04% | 00.0% | Unchanged |
| Henson-Edgewater Management, LLC | 1,200 | $687.4K | 0.41% | +1,200 | New |
| Channel Wealth LLC | 1,203 | $689.2K | 0.17% | −238−16.5% | Reduced |
| Kaizen Financial Strategies | 1,205 | $690.2K | 0.30% | +3+0.2% | Added |
| Philip James Wealth Mangement, LLC | 1,205 | $690.5K | 0.08% | −2−0.2% | Reduced |
| CJM Wealth Advisers, Ltd. | 1,207 | $691.2K | 0.21% | +4+0.3% | Added |
| Rare Wolf Capital LLC | 1,207 | $691.5K | 0.43% | +1,207 | New |
| Guardian Partners Inc. | 1,000 | $691.8K | 0.06% | +1,000 | New |
| Pathfinder Wealth Consulting, Inc. | 1,208 | $692.0K | 0.44% | +1,208 | New |
| Westshore Wealth, LLC | 1,210 | $693.2K | 0.23% | −78−6.1% | Reduced |
| Northwest Bancshares, Inc. | 1,210 | $693.2K | 0.13% | −50−4.0% | Reduced |
| Braun-Bostich & Associates Inc. | 1,210 | $693.2K | 0.43% | −44−3.5% | Reduced |
| Fox Run Management, L.L.C. | 1,212 | $694.3K | 0.11% | +1,212 | New |
| Graves-Light Private Wealth Management, Inc. | 1,212 | $694.3K | 0.07% | −21−1.7% | Reduced |
| Vestia Personal Wealth Advisors | 1,076 | $694.6K | 0.35% | −79−6.8% | Reduced |
| Koss-Olinger Consulting, LLC | 1,214 | $695.0K | 0.05% | −199−14.1% | Reduced |
| Mindset Wealth Management, LLC | 1,214 | $695.4K | 0.18% | −100−7.6% | Reduced |
| Cambria Investment Management, L.P. | 1,214 | $695.5K | 0.04% | +529+77.2% | Added |
| Vines Capital Management, LLC | 1,214 | $695.5K | 0.68% | +1,214 | New |
| Centric Wealth Management | 1,010 | $697.6K | 0.15% | +23+2.3% | Added |
| Smith Shellnut Wilson LLC | 1,218 | $697.8K | 0.27% | −16−1.3% | Reduced |
| Private Capital Management, LLC | 1,220 | $698.9K | 0.07% | +1,220 | New |
| China Universal Asset Management Co., Ltd. | 1,221 | $699.5K | 0.05% | +21+1.8% | Added |
| Curbstone Financial Management Corp | 1,222 | $700.0K | 0.13% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,222 | $700.3K | 0.22% | +28+2.3% | Added |
| Northstar Financial Companies, Inc. | 1,223 | $700.5K | 0.56% | +25+2.1% | Added |
| North Berkeley Wealth Management, LLC | 1,228 | $703.5K | 0.41% | +200+19.5% | Added |
| Gilman Hill Asset Management, LLC | 1,230 | $704.6K | 0.11% | +20+1.7% | Added |
| Wealth Intelligence, LLC | 1,232 | $705.8K | 0.35% | +1,232 | New |
| Joule Financial, LLC | 1,234 | $706.9K | 0.21% | +4+0.3% | Added |
| Asset Planning,Inc | 1,235 | $707.5K | 0.50% | +2+0.2% | Added |
| Monarch Capital Management Inc | 1,237 | $708.6K | 0.17% | 00.0% | Unchanged |
| Parkway Wealth Management Group, LLC | 1,239 | $710.0K | 0.10% | +1,239 | New |
| LVW Advisors, LLC | 1,240 | $710.4K | 0.07% | −404−24.6% | Reduced |
| Greenline Partners, LLC | 1,242 | $711.5K | 0.08% | 00.0% | Unchanged |
| Future Fund LLC | 1,244 | $712.6K | 0.25% | −852−40.6% | Reduced |