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 |
|---|---|---|---|---|---|
| Daner Wealth Management, LLC | 1,370 | $1.02M | 0.62% | +31+2.3% | Added |
| Grove Bank & Trust | 1,776 | $1.02M | 0.11% | +25+1.4% | Added |
| NWF Advisory Services Inc. | 1,777 | $1.02M | 0.11% | −42−2.3% | Reduced |
| Lakeridge Wealth Management LLC | 1,783 | $1.02M | 0.46% | +22+1.2% | Added |
| West Branch Capital LLC | 1,785 | $1.02M | 0.26% | +1,364+324.0% | Added |
| KRM Wealth Management L.L.C. | 1,787 | $1.02M | 0.56% | +1,787 | New |
| Accredited Investors Inc. | 1,788 | $1.02M | 0.05% | −9−0.5% | Reduced |
| Lakeside Advisors, INC. | 1,788 | $1.02M | 0.65% | +1+0.1% | Added |
| Xxi Wealth, LLC | 1,790 | $1.03M | 0.62% | +1,790 | New |
| Alta Advisers Ltd | 1,791 | $1.03M | 0.37% | −600−25.1% | Reduced |
| Transcend Wealth Collective, LLC | 1,791 | $1.03M | 0.08% | −1,411−44.1% | Reduced |
| Northside Capital Management, LLC | 1,795 | $1.03M | 0.09% | −90−4.8% | Reduced |
| Violich Capital Management, Inc. | 1,800 | $1.03M | 0.12% | 00.0% | Unchanged |
| Moment Partners, LLC | 1,806 | $1.03M | 0.21% | −10−0.6% | Reduced |
| McBroom & Associates, LLC | 1,806 | $1.03M | 0.50% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,806 | $1.03M | 0.10% | −158−8.0% | Reduced |
| J.Safra Asset Management Corp | 1,806 | $1.03M | 0.05% | +1,806 | New |
| Fukoku Mutual Life Insurance Co | 1,811 | $1.04M | 0.07% | −162−8.2% | Reduced |
| Opal Capital LLC | 1,400 | $1.04M | 0.26% | +1,400 | New |
| Stokes Family Office, LLC | 1,815 | $1.04M | 0.10% | +156+9.4% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,816 | $1.04M | 0.01% | +1,816 | New |
| Evergreen Wealth Solutions, LLC | 1,817 | $1.04M | 0.15% | +1,817 | New |
| Larry Mathis Financial Planning, LLC | 1,818 | $1.04M | 0.92% | +1,818 | New |
| Coastal Bridge Advisors, LLC | 1,819 | $1.04M | 0.08% | −5−0.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,819 | $1.04M | 0.05% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 1,824 | $1.04M | 0.31% | −76−4.0% | Reduced |
| Operose Advisors LLC | 1,824 | $1.05M | 0.24% | +31+1.7% | Added |
| Montz Harcus Wealth Management LLC | 1,831 | $1.05M | 0.43% | −270−12.9% | Reduced |
| Two Sigma Securities, LLC | 1,836 | $1.05M | 0.14% | +1,836 | New |
| Cardiff Park Advisors, LLC | 1,837 | $1.05M | 0.09% | −2,597−58.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,840 | $1.05M | 0.45% | −6−0.3% | Reduced |
| Westmount Partners, LLC | 1,840 | $1.05M | 0.26% | +3+0.2% | Added |
| Morse Asset Management, Inc | 1,843 | $1.06M | 0.21% | +59+3.3% | Added |
| Fiera Capital Corp | 1,845 | $1.06M | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,847 | $1.06M | 0.41% | −18−1.0% | Reduced |
| Hamel Associates, Inc. | 1,841 | $1.06M | 0.32% | −281−13.2% | Reduced |
| Baldwin Brothers Inc | 1,847 | $1.06M | 0.07% | −20−1.1% | Reduced |
| Smithbridge Asset Management Inc | 1,847 | $1.06M | 0.09% | +1,847 | New |
| Davis Investment Partners, LLC | 1,770 | $1.06M | 0.37% | +52+3.0% | Added |
| RMR Wealth Builders | 1,849 | $1.06M | 0.08% | +476+34.7% | Added |
| Sterling Investment Advisors, Ltd. | 1,851 | $1.06M | 0.20% | −100−5.1% | Reduced |
| Bensler, LLC | 1,861 | $1.07M | 0.11% | +128+7.4% | Added |
| Reliant Investment Partners, LLC | 1,863 | $1.07M | 0.84% | +227+13.9% | Added |
| Landaas & Co | 1,871 | $1.07M | 0.24% | +38+2.1% | Added |
| Excalibur Management Corp | 1,871 | $1.07M | 0.39% | −35−1.8% | Reduced |
| Providence First Trust Co | 1,872 | $1.07M | 0.37% | +1,303+229.0% | Added |
| Carret Asset Management, LLC | 1,877 | $1.08M | 0.10% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,881 | $1.08M | 0.11% | +759+67.6% | Added |
| Centurion Wealth Management LLC | 1,883 | $1.08M | 0.24% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,888 | $1.08M | 0.07% | +236+14.3% | Added |
| Pitcairn Wealth Advisors LLC | 1,890 | $1.08M | 0.10% | +1,890 | New |
| Financial Partners Group, Inc | 1,650 | $1.08M | 0.13% | +74+4.7% | Added |
| Wulff, Hansen & Co. | 1,895 | $1.09M | 0.91% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,896 | $1.09M | 0.04% | −73−3.7% | Reduced |
| Severin Investments, LLC | 1,898 | $1.09M | 0.96% | +770+68.3% | Added |
| Options Solutions, LLC | 1,900 | $1.09M | 0.77% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 1,902 | $1.09M | 0.57% | −48−2.5% | Reduced |
| Stonebridge Financial Group, LLC | 1,902 | $1.09M | 0.09% | +38+2.0% | Added |
| Opinicus Capital, Inc. | 1,904 | $1.09M | 0.76% | +19+1.0% | Added |
| Purkiss Capital Advisors LLC | 1,905 | $1.09M | 0.51% | −240−11.2% | Reduced |
| Olistico Wealth, LLC | 1,907 | $1.09M | 0.53% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,826 | $1.09M | 0.49% | −21−1.1% | Reduced |
| Boston Partners | 1,912 | $1.10M | 0.00% | −10−0.5% | Reduced |
| Allen Investment Management LLC | 1,913 | $1.10M | 0.01% | +1,913 | New |
| Perennial Investment Advisors, LLC | 1,914 | $1.10M | 0.09% | +195+11.3% | Added |
| Bell Bank | 1,920 | $1.10M | 0.05% | −495−20.5% | Reduced |
| Revisor Wealth Management LLC | 1,741 | $1.10M | 0.29% | +29+1.7% | Added |
| Horst & Graben Wealth Management LLC | 1,921 | $1.10M | 0.17% | +4+0.2% | Added |
| KFA Private Wealth Group, LLC | 1,923 | $1.10M | 0.27% | −1−0.1% | Reduced |
| Beaumont Financial Advisors, LLC | 1,934 | $1.11M | 0.07% | +9+0.5% | Added |
| DMG Group, LLC | 1,934 | $1.11M | 0.74% | −26−1.3% | Reduced |
| Financial Engines Advisors L.L.C. | 1,935 | $1.11M | 0.00% | −240−11.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,936 | $1.11M | 0.07% | −25−1.3% | Reduced |
| Kozak & Associates, Inc. | 1,800 | $1.11M | 0.21% | +99+5.8% | Added |
| Sterling Wealth Management, Inc. | 1,943 | $1.11M | 0.32% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 1,945 | $1.11M | 0.17% | +1,506+343.1% | Added |
| Tarbox Family Office, Inc. | 1,946 | $1.11M | 0.18% | −129−6.2% | Reduced |
| Arvest Bank Trust Division | 1,946 | $1.11M | 0.06% | +255+15.1% | Added |
| Retireful, LLC | 1,931 | $1.11M | 1.40% | +1,931 | New |
| Parr McKnight Wealth Management Group, LLC | 1,948 | $1.12M | 0.15% | −47−2.4% | Reduced |
| Summit Financial Strategies, Inc. | 1,949 | $1.12M | 0.09% | +104+5.6% | Added |
| Redwood Wealth Management Group, LLC | 1,950 | $1.12M | 0.47% | +24+1.2% | Added |
| Zullo Investment Group, Inc. | 1,951 | $1.12M | 0.41% | −147−7.0% | Reduced |
| Breakwater Capital Group | 1,954 | $1.12M | 0.16% | −32−1.6% | Reduced |
| West Michigan Advisors, LLC | 1,955 | $1.12M | 0.26% | −246−11.2% | Reduced |
| 3Chopt Investment Partners, LLC | 1,955 | $1.12M | 0.25% | −27−1.4% | Reduced |
| Bedel Financial Consulting, Inc. | 1,958 | $1.12M | 0.12% | +9+0.5% | Added |
| Patten Group, Inc. | 1,964 | $1.12M | 0.21% | +2+0.1% | Added |
| Fairvoy Private Wealth, LLC | 1,967 | $1.13M | 0.25% | −86−4.2% | Reduced |
| Wrapmanager Inc | 1,969 | $1.13M | 0.38% | −463−19.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,974 | $1.13M | 0.13% | +238+13.7% | Added |
| GM Advisory Group, Inc. | 1,975 | $1.13M | 0.04% | +321+19.4% | Added |
| Waterloo Capital, L.P. | 1,986 | $1.14M | 0.08% | +77+4.0% | Added |
| Meriwether Wealth & Planning, LLC | 1,988 | $1.14M | 0.64% | +267+15.5% | Added |
| Base Wealth Management LLC | 1,990 | $1.14M | 0.61% | +1+0.1% | Added |
| Veracity Capital LLC | 1,990 | $1.14M | 0.34% | −62−3.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,996 | $1.14M | 0.30% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,000 | $1.15M | 0.02% | −399−16.6% | Reduced |
| Saybrook Capital | 2,000 | $1.15M | 0.29% | 00.0% | Unchanged |
| Zinnia Wealth Advisory, LLC | 2,001 | $1.15M | 1.24% | +2,001 | New |