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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 2,001 | $1.15M | 0.06% | +137+7.3% | Added |
| Addison Advisors LLC | 2,001 | $1.15M | 0.26% | −472−19.1% | Reduced |
| Arcataur Capital Management LLC | 2,005 | $1.15M | 0.33% | −5−0.2% | Reduced |
| Claris Financial LLC | 2,009 | $1.15M | 0.61% | +47+2.4% | Added |
| Cahaba Wealth Management, Inc. | 2,012 | $1.15M | 0.08% | −16−0.8% | Reduced |
| 626 Financial, LLC | 2,014 | $1.15M | 0.50% | −11−0.5% | Reduced |
| Marion Wealth Management | 1,842 | $1.15M | 0.26% | −337−15.5% | Reduced |
| Titan Investment Solutions Ltd | 2,015 | $1.15M | 0.14% | +2,015 | New |
| Adelphi Trust Co | 2,022 | $1.16M | 0.95% | +2,022 | New |
| Walter & Keenan Financial Consulting Co | 2,025 | $1.16M | 0.31% | +26+1.3% | Added |
| Advyzon Investment Management, LLC | 2,026 | $1.16M | 0.13% | +1,573+347.2% | Added |
| NCM Capital Management, LLC | 2,030 | $1.16M | 0.43% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 2,031 | $1.16M | 0.40% | +2,031 | New |
| Doliver Advisors, LP | 2,035 | $1.17M | 0.29% | −117−5.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,037 | $1.17M | 0.05% | −31−1.5% | Reduced |
| Jacksonville Wealth Management, LLC | 2,038 | $1.17M | 0.83% | +23+1.1% | Added |
| Armstrong Advisory Group, Inc | 2,040 | $1.17M | 0.08% | −277−12.0% | Reduced |
| Beacon Financial Advisory LLC | 2,041 | $1.17M | 0.27% | +8+0.4% | Added |
| Regal Investment Advisors LLC | 2,042 | $1.17M | 0.07% | +610+42.6% | Added |
| First Commonwealth Financial Corp | 2,042 | $1.17M | 0.19% | −27−1.3% | Reduced |
| Legacy Capital Group California, Inc. | 2,048 | $1.17M | 0.28% | −464−18.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,052 | $1.18M | 0.18% | −25−1.2% | Reduced |
| Asset Advisory Group, Inc. | 2,054 | $1.18M | 0.59% | +2,054 | New |
| Pines Wealth Management, LLC | 2,055 | $1.18M | 0.38% | +149+7.8% | Added |
| Dudley Capital Management, LLC | 2,056 | $1.18M | 0.52% | +10.0% | Added |
| Miramontes Capital, LLC | 2,059 | $1.18M | 0.40% | +2,059 | New |
| Sage Investment Counsel LLC | 2,061 | $1.18M | 1.30% | +10.0% | Added |
| AF Advisors, Inc. | 2,063 | $1.18M | 0.45% | +2+0.1% | Added |
| LifePlan Financial, LLC | 2,068 | $1.18M | 0.91% | −103−4.7% | Reduced |
| Winthrop Advisory Group LLC | 2,078 | $1.19M | 0.10% | +30+1.5% | Added |
| WSFS Capital Management, LLC | 2,075 | $1.19M | 0.06% | +135+7.0% | Added |
| NVWM, LLC | 2,076 | $1.19M | 0.26% | +10.0% | Added |
| Perpetual Ltd | 2,077 | $1.19M | 0.02% | +420+25.3% | Added |
| Austin Private Wealth, LLC | 2,081 | $1.19M | 0.09% | −104−4.8% | Reduced |
| Cascades Capital Asset Management, LLC | 2,088 | $1.20M | 0.50% | −51−2.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,090 | $1.20M | 0.19% | +23+1.1% | Added |
| Mountain Pacific Investment Advisers Inc | 2,094 | $1.20M | 0.19% | −59−2.7% | Reduced |
| First American Bank | 2,097 | $1.20M | 0.07% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 2,100 | $1.20M | 0.16% | −30−1.4% | Reduced |
| Sovereign Financial Group, Inc. | 2,100 | $1.20M | 0.21% | +51+2.5% | Added |
| Thrive Wealth Management, LLC | 2,104 | $1.21M | 0.18% | +214+11.3% | Added |
| Bill Few Associates, Inc. | 2,109 | $1.21M | 0.30% | −191−8.3% | Reduced |
| Martin Capital Advisors, LLP | 2,111 | $1.21M | 0.71% | 00.0% | Unchanged |
| W Advisors, LLC | 2,112 | $1.21M | 0.61% | +5+0.2% | Added |
| McAdam, LLC | 2,123 | $1.22M | 0.06% | +52+2.5% | Added |
| Harbor Investment Advisory, LLC | 2,128 | $1.22M | 0.09% | +48+2.3% | Added |
| Frec Markets, Inc. | 2,130 | $1.22M | 0.36% | +2,130 | New |
| Spirepoint Private Client, LLC | 2,141 | $1.23M | 0.12% | +42+2.0% | Added |
| Schonfeld Strategic Advisors LLC | 2,150 | $1.23M | 0.01% | −56,260−96.3% | Reduced |
| Means Investment Co., Inc. | 2,153 | $1.23M | 0.10% | −122−5.4% | Reduced |
| Aberdeen Wealth Management LLC | 2,153 | $1.23M | 0.57% | −30−1.4% | Reduced |
| Windsor Capital Management, LLC | 2,155 | $1.23M | 0.34% | +10.0% | Added |
| Retirement Planning Co of New England, Inc. | 2,156 | $1.23M | 0.50% | −255−10.6% | Reduced |
| Peoples Financial Services Corp. | 2,157 | $1.24M | 0.58% | −100−4.4% | Reduced |
| Baker Ellis Asset Management LLC | 2,157 | $1.24M | 0.15% | +549+34.1% | Added |
| Fiduciary Alliance LLC | 2,161 | $1.24M | 0.08% | +66+3.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,162 | $1.24M | 0.04% | +1,221+129.8% | Added |
| Patton Albertson Miller Group, LLC | 2,162 | $1.24M | 0.15% | −20−0.9% | Reduced |
| Icon Wealth Advisors, LLC | 2,159 | $1.24M | 0.08% | +463+27.3% | Added |
| LVM Capital Management Ltd | 2,166 | $1.24M | 0.12% | −30−1.4% | Reduced |
| Capital Performance Advisors LLP | 2,173 | $1.24M | 0.09% | +1,469+208.7% | Added |
| Soltis Investment Advisors LLC | 2,173 | $1.25M | 0.08% | +3+0.1% | Added |
| Cercano Management LLC | 2,180 | $1.25M | 0.05% | 00.0% | Unchanged |
| TFR Capital, LLC. | 2,185 | $1.25M | 0.41% | +34+1.6% | Added |
| South Plains Financial, Inc. | 2,186 | $1.25M | 0.74% | −71−3.1% | Reduced |
| Latitude Advisors, LLC | 2,188 | $1.25M | 0.55% | −34−1.5% | Reduced |
| Cortland Associates Inc | 2,189 | $1.25M | 0.16% | −365−14.3% | Reduced |
| Wayfinding Financial, LLC | 2,195 | $1.26M | 0.53% | −95−4.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,200 | $1.26M | 0.42% | −10.0% | Reduced |
| Kieckhefer Group LLC | 2,200 | $1.26M | 0.60% | +2,200 | New |
| Compass Capital Corp | 1,701 | $1.26M | 0.49% | +145+9.3% | Added |
| Horizon Wealth Management, LLC | 2,208 | $1.26M | 0.20% | +2+0.1% | Added |
| ROI Financial Advisors, LLC | 2,209 | $1.27M | 0.73% | +233+11.8% | Added |
| RM Financial Services, LLC | 2,213 | $1.27M | 1.13% | +2,213 | New |
| Analyst IMS Investment Management Services Ltd. | 2,214 | $1.27M | 0.04% | −77−3.4% | Reduced |
| Financial Consulate, Inc | 2,213 | $1.27M | 0.17% | +22+1.0% | Added |
| Cfo Capital Management LLC | 2,215 | $1.27M | 0.95% | +2,215 | New |
| Fiduciary Family Office, LLC | 2,217 | $1.27M | 0.37% | −95−4.1% | Reduced |
| WoodTrust Financial Corp | 2,219 | $1.27M | 0.15% | +1,597+256.8% | Added |
| Cassaday & Co Wealth Management LLC | 2,219 | $1.27M | 0.03% | +94+4.4% | Added |
| LGT Group Foundation | 2,204 | $1.27M | 0.01% | −612−21.7% | Reduced |
| Wimmer Associates 1, LLC | 2,222 | $1.27M | 0.59% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 2,226 | $1.28M | 0.13% | −143−6.0% | Reduced |
| West Family Investments, Inc. | 2,227 | $1.28M | 0.30% | −138−5.8% | Reduced |
| Legacy Private Trust Co. | 2,231 | $1.28M | 0.08% | −15−0.7% | Reduced |
| SHP Wealth Management | 2,235 | $1.28M | 0.10% | +2,235 | New |
| Bluedoor Private Wealth, LLC | 2,234 | $1.28M | 0.59% | +2,234 | New |
| Clarus Wealth Advisors | 2,013 | $1.28M | 0.53% | −322−13.8% | Reduced |
| August Group Capital Ltd | 2,238 | $1.28M | 1.42% | +2,238 | New |
| WFA of San Diego, LLC | 2,246 | $1.29M | 0.94% | −115−4.9% | Reduced |
| Hunter Associates Investment Management LLC | 2,246 | $1.29M | 0.17% | −55−2.4% | Reduced |
| Platform Technology Partners | 2,249 | $1.29M | 0.27% | −60−2.6% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,250 | $1.29M | 0.52% | +2,250 | New |
| TMB Capital Partners, LLC | 2,258 | $1.29M | 0.44% | +2,258 | New |
| Bank of Jackson Hole Trust | 2,260 | $1.29M | 0.61% | +42+1.9% | Added |
| KPP Advisory Services LLC | 2,262 | $1.30M | 0.19% | −26−1.1% | Reduced |
| Intellus Advisors LLC | 2,265 | $1.30M | 0.17% | +1,016+81.3% | Added |
| Beverly Hills Private Wealth, LLC | 2,266 | $1.30M | 0.22% | −8−0.4% | Reduced |
| Primoris Wealth Advisors, LLC | 2,266 | $1.30M | 0.78% | +2,266 | New |
| Goepper Burkhardt LLC | 2,267 | $1.30M | 0.42% | 00.0% | Unchanged |