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 |
|---|---|---|---|---|---|
| BankPlus Wealth Management LLC | 1,404 | $804.4K | 0.44% | −5−0.4% | Reduced |
| HORAN Wealth, LLC | 1,405 | $804.9K | 0.12% | +382+37.3% | Added |
| Income Insurance Ltd | 1,409 | $807.2K | 0.52% | +1,409 | New |
| London & Capital Asset Management Ltd | 1,413 | $809.3K | 0.01% | +1,413 | New |
| Atlantic Trust, LLC | 1,414 | $810.0K | 0.13% | −81−5.4% | Reduced |
| Victory Financial Group, LLC | 1,415 | $810.4K | 0.10% | +44+3.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,415 | $810.6K | 0.25% | +73+5.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,418 | $812.3K | 0.05% | −122−7.9% | Reduced |
| Clark Asset Management, LLC | 1,418 | $812.3K | 0.08% | +20+1.4% | Added |
| Onefund, LLC | 1,423 | $815.2K | 0.49% | +69+5.1% | Added |
| Grant Street Asset Management, Inc. | 1,423 | $815.2K | 0.16% | +29+2.1% | Added |
| Uniting Wealth Partners, LLC | 1,424 | $815.8K | 0.25% | −74−4.9% | Reduced |
| Blankinship & Foster, LLC | 1,426 | $816.9K | 0.18% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,427 | $817.5K | 0.35% | −849−37.3% | Reduced |
| Empirical Asset Management, LLC | 2,664 | $817.7K | 0.23% | −6−0.2% | Reduced |
| Quarry LP | 1,428 | $818.1K | 0.13% | +616+75.9% | Added |
| Hudson Valley Investment Advisors Inc | 1,429 | $818.6K | 0.09% | −1,200−45.6% | Reduced |
| Davidson Investment Advisors | 1,429 | $818.6K | 0.03% | +130+10.0% | Added |
| Baron Wealth Management LLC | 1,430 | $819.3K | 0.25% | +84+6.2% | Added |
| Charter Oak Capital Management, LLC | 1,433 | $821.2K | 0.06% | +63+4.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,436 | $822.5K | 0.41% | +1+0.1% | Added |
| QTR Family Wealth, LLC | 1,108 | $822.6K | 0.36% | +111+11.1% | Added |
| WestHill Financial Advisors, Inc. | 1,436 | $822.6K | 0.16% | +204+16.6% | Added |
| Sandler Capital Management | 1,438 | $823.8K | 0.37% | −4,397−75.4% | Reduced |
| Colonial River Wealth Management, LLC | 1,441 | $825.7K | 0.29% | +836+138.2% | Added |
| Gsa Capital Partners LLP | 1,441 | $826.0K | 0.07% | −1,373−48.8% | Reduced |
| Angeles Wealth Management, LLC | 1,443 | $826.7K | 0.05% | +409+39.6% | Added |
| Wendell David Associates Inc | 1,443 | $827.0K | 0.08% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 1,444 | $827.3K | 0.83% | +219+17.9% | Added |
| Carrera Capital Advisors | 1,444 | $827.4K | 0.14% | +62+4.5% | Added |
| Fca Corp | 1,445 | $827.8K | 0.23% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,447 | $829.2K | 0.18% | +3+0.2% | Added |
| Acorns Advisers, LLC | 1,452 | $832.0K | 0.01% | +118+8.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,452 | $832.1K | 0.16% | +703+93.9% | Added |
| Legacy Financial Group LLC | 1,206 | $834.2K | 0.10% | +51+4.4% | Added |
| Mirador Capital Partners LP | 1,456 | $834.4K | 0.11% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 1,457 | $834.7K | 0.24% | +3+0.2% | Added |
| Aigen Investment Management, LP | 1,459 | $835.8K | 0.19% | +1,459 | New |
| Hara Capital LLC | 1,465 | $839.3K | 0.47% | 00.0% | Unchanged |
| Athena Investment Management | 1,466 | $839.8K | 0.43% | −23−1.5% | Reduced |
| Range Financial Group LLC | 1,466 | $839.8K | 0.29% | +12+0.8% | Added |
| Precision Wealth Strategies, LLC | 1,469 | $841.6K | 0.27% | −51−3.4% | Reduced |
| TBH Global Asset Management, LLC | 1,470 | $842.2K | 0.15% | +254+20.9% | Added |
| West Paces Advisors Inc. | 1,471 | $842.7K | 0.16% | +54+3.8% | Added |
| OneAscent Wealth Management LLC | 1,475 | $845.0K | 0.28% | −314−17.6% | Reduced |
| Cromwell Holdings LLC | 1,476 | $845.6K | 0.46% | 00.0% | Unchanged |
| Bravera Wealth | 1,476 | $845.6K | 0.42% | +1,476 | New |
| Planning Alternatives Ltd | 1,477 | $846.2K | 0.11% | +50+3.5% | Added |
| Keystone Wealth Services, LLC | 1,481 | $848.3K | 0.18% | +5+0.3% | Added |
| Trust Co | 1,482 | $849.0K | 0.08% | +1,082+270.5% | Added |
| 49 Wealth Management, LLC | 1,483 | $849.6K | 0.07% | +388+35.4% | Added |
| Sonoma Allocations LLC | 1,250 | $850.1K | 0.28% | +220+21.4% | Added |
| Abel Hall, LLC | 1,484 | $850.2K | 0.20% | +849+133.7% | Added |
| Paul Damon & Associates, Inc. | 1,487 | $851.8K | 0.38% | +335+29.1% | Added |
| Fortress Private Ledger, LLC | 1,488 | $852.3K | 0.28% | +295+24.7% | Added |
| Waters Parkerson & Co., LLC | 1,488 | $852.4K | 0.04% | +295+24.7% | Added |
| Trustco Bank Corp N Y | 1,488 | $852.4K | 0.77% | +200+15.5% | Added |
| Orser Capital Management, LLC | 1,489 | $853.0K | 0.51% | +45+3.1% | Added |
| Meadow Creek Wealth Advisors LLC | 1,494 | $855.9K | 0.55% | −9−0.6% | Reduced |
| Chickasaw Capital Management LLC | 1,500 | $859.0K | 0.04% | 00.0% | Unchanged |
| Rbo & Co LLC | 1,500 | $859.3K | 0.14% | 00.0% | Unchanged |
| Leo Wealth, LLC | 1,504 | $861.4K | 0.06% | +1,504 | New |
| Union Savings Bank | 1,511 | $865.6K | 0.37% | +1,511 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,526 | $874.2K | 0.15% | −71−4.4% | Reduced |
| Accel Wealth Management | 1,526 | $874.3K | 0.24% | +193+14.5% | Added |
| Juno Financial Group LLC | 1,532 | $877.5K | 0.35% | +1,532 | New |
| Linscomb & Williams, Inc. | 1,533 | $878.2K | 0.04% | −31−2.0% | Reduced |
| Diversify Wealth Management, LLC | 1,384 | $880.7K | 0.04% | +34+2.5% | Added |
| DRW Securities, LLC | 1,538 | $881.1K | 0.07% | −1,809−54.0% | Reduced |
| Strategic Equity Management | 1,539 | $881.6K | 0.30% | +3+0.2% | Added |
| SAM Advisors, LLC | 1,540 | $882.2K | 0.28% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,541 | $883.0K | 0.05% | 00.0% | Unchanged |
| Sunpointe, LLC | 1,543 | $883.9K | 0.29% | +5+0.3% | Added |
| Ameriflex Group, Inc. | 1,544 | $884.5K | 0.46% | −818−34.6% | Reduced |
| Investment Advisory Services Inc | 1,548 | $886.9K | 0.28% | −41−2.6% | Reduced |
| Trinity Financial Advisors LLC | 1,550 | $887.9K | 0.25% | −150−8.8% | Reduced |
| Jeppson Wealth Management, LLC | 1,551 | $888.5K | 0.28% | −66−4.1% | Reduced |
| Capstone Wealth Management Group, LLC | 1,553 | $889.6K | 0.37% | +1,553 | New |
| Gould Asset Management LLC | 1,555 | $890.8K | 0.16% | −70−4.3% | Reduced |
| Morris Retirement Advisors, LLC | 1,556 | $891.4K | 0.37% | +173+12.5% | Added |
| Woodstock Corp | 1,557 | $892.0K | 0.08% | −60−3.7% | Reduced |
| KG&L Capital Management,LLC | 1,621 | $893.0K | 0.23% | −11−0.7% | Reduced |
| Summit Wealth Group LLC | 1,561 | $894.3K | 0.12% | +496+46.6% | Added |
| SeaBridge Investment Advisors LLC | 1,565 | $896.5K | 0.15% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 1,566 | $897.1K | 0.10% | +209+15.4% | Added |
| St. Louis Trust Co | 1,573 | $900.9K | 0.10% | +905+135.5% | Added |
| Transcendent Capital Group LLC | 1,573 | $901.1K | 0.41% | −31−1.9% | Reduced |
| Tripletail Wealth Management, LLC | 1,574 | $901.7K | 1.14% | −18−1.1% | Reduced |
| Harbour Trust & Investment Management Co | 1,574 | $901.7K | 0.09% | −45−2.8% | Reduced |
| Valley National Advisers Inc | 1,578 | $903.0K | 0.13% | −5−0.3% | Reduced |
| PSI Advisors, LLC | 1,578 | $904.0K | 0.23% | −120−7.1% | Reduced |
| Cooper/Haims Advisors, LLC | 1,579 | $904.4K | 0.41% | −22−1.4% | Reduced |
| Tulsa Wealth Advisors, INC | 1,580 | $905.2K | 0.30% | +1,580 | New |
| GSB Wealth Management, LLC | 1,580 | $905.3K | 0.20% | −530−25.1% | Reduced |
| SFMG, LLC | 1,580 | $905.4K | 0.06% | +52+3.4% | Added |
| Cauble & Harre Wealth Management, Inc. | 1,582 | $906.3K | 0.76% | +1,582 | New |
| Alpine Bank Wealth Management | 1,586 | $908.6K | 0.13% | +270+20.5% | Added |
| McGowan Group Asset Management, Inc. | 1,593 | $912.8K | 0.11% | +1+0.1% | Added |
| Hilton Head Capital Partners, LLC | 1,595 | $913.7K | 0.53% | +1,595 | New |
| Regent Peak Wealth Advisors LLC | 1,597 | $914.9K | 0.18% | +39+2.5% | Added |