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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 1,191 | $712.7K | 0.11% | −1,019−46.1% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1,246 | $713.8K | 0.09% | +1,246 | New |
| Warwick Investment Management, Inc. | 1,247 | $714.4K | 0.11% | +12+1.0% | Added |
| LFA - Lugano Financial Advisors SA | 1,250 | $714.4K | 0.37% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 1,249 | $715.3K | 0.19% | −7−0.6% | Reduced |
| Townsend Asset Management Corp | 1,250 | $716.1K | 0.25% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,250 | $716.1K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,250 | $716.1K | 0.19% | +51+4.3% | Added |
| Convergence Financial, LLC | 1,255 | $718.7K | 0.10% | +16+1.3% | Added |
| First Nebraska Trust Co | 1,256 | $719.5K | 0.07% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 1,261 | $722.0K | 0.47% | +216+20.7% | Added |
| TFB Advisors LLC | 1,261 | $722.4K | 0.20% | −91−6.7% | Reduced |
| Bridgewealth Advisory Group, LLC | 1,262 | $722.7K | 0.16% | +3+0.2% | Added |
| Oliver Luxxe Assets LLC | 1,263 | $723.5K | 0.11% | −223−15.0% | Reduced |
| Basepoint Wealth LLC | 1,264 | $724.3K | 0.44% | −108−7.9% | Reduced |
| Old Point Trust & Financial Services N A | 1,267 | $725.8K | 0.23% | −50−3.8% | Reduced |
| Marin Bay Wealth Advisors, LLC | 1,267 | $726.2K | 0.42% | +1,267 | New |
| Meiji Yasuda Life Insurance Co | 1,269 | $727.0K | 0.02% | +1,269 | New |
| Fund Advisors of America Inc | 1,270 | $727.4K | 0.67% | +1,270 | New |
| Alpha Family Trust | 1,270 | $727.5K | 0.33% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,271 | $728.2K | 0.26% | −17−1.3% | Reduced |
| Clarion Wealth Managment Partners, LLC | 1,272 | $728.7K | 0.67% | −50−3.8% | Reduced |
| Bay Capital Advisors, LLC | 1,274 | $729.8K | 0.45% | +146+12.9% | Added |
| Hollencrest Capital Management | 1,278 | $731.8K | 0.03% | −102−7.4% | Reduced |
| Elser Financial Planning, Inc | 1,279 | $732.7K | 0.54% | −51−3.8% | Reduced |
| Sandy Cove Advisors, LLC | 1,279 | $732.7K | 0.22% | +15+1.2% | Added |
| J2 Capital Management Inc | 1,281 | $733.8K | 0.54% | −705−35.5% | Reduced |
| Bangor Savings Bank | 1,281 | $733.8K | 0.06% | −1−0.1% | Reduced |
| Arista Wealth Management, LLC | 1,283 | $735.0K | 0.09% | +472+58.2% | Added |
| Tempo Wealth, LLC | 1,291 | $739.6K | 0.13% | +1,291 | New |
| Finivi Inc. | 1,292 | $740.0K | 0.43% | −29−2.2% | Reduced |
| S.A. Mason LLC | 1,295 | $741.6K | 0.29% | +1+0.1% | Added |
| ICW Investment Advisors LLC | 1,296 | $742.2K | 0.27% | +36+2.9% | Added |
| Merrion Investment Management Co, LLC | 1,300 | $744.7K | 0.40% | +100+8.3% | Added |
| Alchemi Wealth, LLC | 1,302 | $746.4K | 0.41% | +1,302 | New |
| Oakmont Investment Advisors, Inc. | 1,303 | $746.8K | 0.55% | +1,303 | New |
| MJP Associates Inc | 1,305 | $747.4K | 0.09% | +196+17.7% | Added |
| Moss Adams Wealth Advisors LLC | 1,308 | $749.4K | 0.05% | +279+27.1% | Added |
| Hardin Capital Partners, LLC | 1,310 | $750.5K | 0.35% | +8+0.6% | Added |
| Insight Advisors, LLC | 1,310 | $750.6K | 0.11% | −139−9.6% | Reduced |
| Petix & Botte Co | 1,312 | $751.6K | 0.17% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,220 | $753.6K | 0.18% | −398−24.6% | Reduced |
| Silver Coast Investments LLC | 1,317 | $754.5K | 0.26% | −77−5.5% | Reduced |
| Enclave Advisors LLC | 1,318 | $755.0K | 0.11% | +608+85.6% | Added |
| Wellington Grp LLC | 1,321 | $756.8K | 0.25% | +1,321 | New |
| Petros Family Wealth, LLC | 1,321 | $756.8K | 0.50% | −160−10.8% | Reduced |
| Planning Center, Inc. | 1,323 | $757.9K | 0.08% | −44−3.2% | Reduced |
| Register Financial Advisors LLC | 1,324 | $758.2K | 0.30% | +282+27.1% | Added |
| Wealth Management Associates, Inc. | 1,324 | $758.5K | 0.26% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,325 | $759.2K | 0.24% | −2,067−60.9% | Reduced |
| David J Yvars Group | 1,327 | $760.0K | 0.41% | +49+3.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,327 | $760.0K | 0.01% | +43+3.3% | Added |
| USA Financial Portformulas Corp | 1,328 | $760.8K | 0.14% | +941+243.2% | Added |
| Sunflower Bank, N.A. | 1,329 | $761.3K | 0.19% | +30+2.3% | Added |
| Congress Park Capital LLC | 1,330 | $761.9K | 0.23% | −190−12.5% | Reduced |
| McMill Wealth Management | 1,331 | $762.5K | 0.21% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,331 | $762.5K | 0.33% | +1,331 | New |
| Lazari Capital Management, Inc. | 1,335 | $764.5K | 0.26% | −8−0.6% | Reduced |
| 44 Wealth Management LLC | 1,337 | $765.9K | 0.26% | −29−2.1% | Reduced |
| Orrstown Financial Services Inc | 1,340 | $767.6K | 0.13% | −21−1.5% | Reduced |
| MFA Wealth Services | 1,341 | $768.0K | 0.52% | −207−13.4% | Reduced |
| CacheTech Inc. | 1,341 | $768.2K | 0.14% | +21+1.6% | Added |
| Quadcap Wealth Management, LLC | 1,342 | $769.0K | 0.09% | +206+18.1% | Added |
| Traveka Wealth, LLC | 1,344 | $770.1K | 0.31% | −35−2.5% | Reduced |
| Meadowbrook Wealth Management, LLC | 1,345 | $770.5K | 0.88% | +175+15.0% | Added |
| Vantus Wealth LLC | 1,346 | $771.1K | 0.57% | +1,346 | New |
| Wescott Financial Advisory Group, LLC | 1,348 | $772.3K | 0.07% | +478+54.9% | Added |
| Center For Asset Management LLC | 1,349 | $772.7K | 0.40% | −150−10.0% | Reduced |
| Thomas Story & Son LLC | 1,350 | $773.4K | 0.29% | 00.0% | Unchanged |
| Cane Capital Partners, LLC | 1,353 | $775.2K | 0.33% | +1,353 | New |
| Mengis Capital Management, Inc. | 1,356 | $776.9K | 0.14% | −30−2.2% | Reduced |
| Grant Private Wealth Management Inc | 1,357 | $777.4K | 0.47% | −48−3.4% | Reduced |
| First Pacific Financial | 1,358 | $777.7K | 0.10% | +4+0.3% | Added |
| Wagner Wealth Management, Corp | 1,361 | $779.7K | 0.77% | +1,361 | New |
| 55 North Private Wealth, LLC | 1,366 | $782.6K | 0.21% | +1,366 | New |
| Smart Portfolios, LLC | 1,367 | $783.1K | 0.78% | −80−5.5% | Reduced |
| Coyle Financial Counsel LLC | 1,369 | $784.3K | 0.17% | +13+1.0% | Added |
| Meridian Financial Partners LLC | 1,215 | $784.5K | 0.31% | +11+0.9% | Added |
| Tumwater Wealth Management, LLC | 1,369 | $784.5K | 0.32% | 00.0% | Unchanged |
| Peoples Bank | 1,373 | $786.6K | 0.79% | −220−13.8% | Reduced |
| Caliber Wealth Management, LLC | 1,374 | $787.1K | 0.08% | +814+145.4% | Added |
| Capital Advisors Wealth Management, LLC | 1,378 | $789.3K | 0.11% | +1+0.1% | Added |
| VeraBank, N.A. | 1,378 | $789.4K | 0.14% | +42+3.1% | Added |
| Excelsior Advisor Network LLC | 1,381 | $791.1K | 0.38% | +1,381 | New |
| Next Level Private LLC | 1,382 | $791.7K | 0.21% | −8−0.6% | Reduced |
| Hanlon Investment Management, Inc. | 1,382 | $791.7K | 0.44% | +111+8.7% | Added |
| JB Capital LLC | 1,384 | $792.8K | 0.03% | −4−0.3% | Reduced |
| Magnolia Capital Advisors LLC | 1,385 | $793.3K | 0.17% | +318+29.8% | Added |
| Gillespie Robinson & Grimm Inc | 1,385 | $793.4K | 0.06% | 00.0% | Unchanged |
| WJ Financial Advisors LLC | 1,387 | $794.6K | 0.71% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,388 | $795.4K | 0.10% | −54−3.7% | Reduced |
| Forbes J M & Co LLP | 1,390 | $796.3K | 0.06% | +113+8.8% | Added |
| Eurizon SLJ Capital Ltd | 1,390 | $796.3K | 0.32% | +1,390 | New |
| Balboa Wealth Partners | 1,391 | $796.7K | 0.13% | +336+31.8% | Added |
| apricus wealth, LLC | 1,394 | $798.6K | 0.41% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,400 | $802.0K | 0.19% | −1,000−41.7% | Reduced |
| McCollum Christoferson Group LLC | 1,400 | $802.0K | 0.23% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,400 | $802.0K | 0.25% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 1,389 | $803.7K | 0.02% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 1,404 | $804.3K | 0.35% | −4−0.3% | Reduced |