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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 2,272 | $1.30M | 0.04% | +269+13.4% | Added |
| Perfromance Wealth Partners, LLC | 2,273 | $1.30M | 0.04% | −1,322−36.8% | Reduced |
| GHP Investment Advisors, Inc. | 2,276 | $1.30M | 0.05% | −10−0.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,280 | $1.31M | 0.30% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 2,280 | $1.31M | 0.18% | +12+0.5% | Added |
| Cahill Financial Advisors Inc | 2,281 | $1.31M | 0.14% | −109−4.6% | Reduced |
| Retirement Planning Group | 2,283 | $1.31M | 0.04% | +66+3.0% | Added |
| Laurel Oak Wealth Management, LLC | 2,284 | $1.31M | 0.22% | +2,284 | New |
| Sweeney & Michel, LLC | 1,691 | $1.31M | 0.39% | +53+3.2% | Added |
| LFG Wealth Partners, LLC | 2,293 | $1.31M | 0.84% | +2,293 | New |
| KKM Financial LLC | 2,297 | $1.32M | 0.23% | −125−5.2% | Reduced |
| Puzo Michael J | 2,300 | $1.32M | 0.36% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,305 | $1.32M | 0.31% | −347−13.1% | Reduced |
| Calton & Associates, Inc. | 2,309 | $1.32M | 0.19% | +115+5.2% | Added |
| Pine Haven Investment Counsel, Inc | 2,324 | $1.33M | 0.95% | −43−1.8% | Reduced |
| Chesley Taft & Associates LLC | 2,326 | $1.33M | 0.05% | +1,249+116.0% | Added |
| Constitution Capital LLC | 2,330 | $1.33M | 0.63% | +100+4.5% | Added |
| United Asset Strategies, Inc. | 2,334 | $1.34M | 0.10% | −132−5.4% | Reduced |
| CDM Financial Counseling Services, Inc. | 2,335 | $1.34M | 1.25% | +2,335 | New |
| REDW Wealth LLC | 2,337 | $1.34M | 0.51% | −81−3.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,341 | $1.34M | 0.06% | +2,341 | New |
| Cidel Asset Management Inc | 2,341 | $1.34M | 0.09% | −121−4.9% | Reduced |
| Interchange Capital Partners, LLC | 2,345 | $1.34M | 0.25% | +754+47.4% | Added |
| Waycross Partners, LLC | 2,350 | $1.35M | 0.11% | −350−13.0% | Reduced |
| Lincoln Capital LLC | 2,355 | $1.35M | 0.24% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,365 | $1.35M | 0.24% | +2,365 | New |
| Fortem Financial Group, LLC | 2,368 | $1.36M | 0.36% | +603+34.2% | Added |
| Quadrant Private Wealth Management, LLC | 2,371 | $1.36M | 0.22% | +195+9.0% | Added |
| Capital Planning Advisors, LLC | 2,372 | $1.36M | 0.18% | −196−7.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,797 | $1.36M | 0.31% | +254+16.5% | Added |
| SJS Investment Consulting Inc. | 2,374 | $1.36M | 0.17% | +55+2.4% | Added |
| Sompo Asset Management Co., Ltd. | 2,380 | $1.36M | 0.23% | −70−2.9% | Reduced |
| Seelaus Asset Management LLC | 2,383 | $1.37M | 1.08% | −75−3.1% | Reduced |
| Independence Bank of Kentucky | 2,383 | $1.37M | 0.17% | +164+7.4% | Added |
| AAFMAA Wealth Management & Trust LLC | 2,395 | $1.37M | 0.54% | −1,370−36.4% | Reduced |
| North Star Asset Management Inc | 2,398 | $1.37M | 0.06% | +100+4.4% | Added |
| Caption Management, LLC | 2,400 | $1.37M | 0.06% | +2,400 | New |
| 71 West Capital Partners | 2,400 | $1.37M | 0.06% | +2,400 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,408 | $1.38M | 0.00% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 2,409 | $1.38M | 0.11% | +1,850+330.9% | Added |
| BSW Wealth Partners | 2,413 | $1.38M | 0.17% | −87−3.5% | Reduced |
| Alteri Wealth LLC | 2,413 | $1.38M | 0.45% | +862+55.6% | Added |
| Shepherd Street Advisors LLC | 2,422 | $1.39M | 1.33% | +2,422 | New |
| Strategic Investment Advisors | 2,425 | $1.39M | 0.12% | +630+35.1% | Added |
| Greenwich Wealth Management LLC | 2,427 | $1.39M | 0.06% | −29−1.2% | Reduced |
| BankChampaign, National Association | 2,427 | $1.39M | 1.38% | +2,427 | New |
| Blackhawk Capital Partners LLC. | 2,429 | $1.39M | 0.52% | −774−24.2% | Reduced |
| Leisure Capital Management | 2,433 | $1.39M | 0.46% | +959+65.1% | Added |
| Trillium Asset Management, LLC | 2,434 | $1.39M | 0.04% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 2,436 | $1.40M | 0.52% | −14−0.6% | Reduced |
| Arbor Wealth Advisors LLC | 2,437 | $1.40M | 0.99% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,190 | $1.40M | 0.01% | −240−9.9% | Reduced |
| E&G Advisors, LP | 2,444 | $1.40M | 0.31% | +100+4.3% | Added |
| Fiduciary Group LLC | 2,450 | $1.40M | 0.12% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 2,454 | $1.41M | 0.55% | −254−9.4% | Reduced |
| Sun Financial Inc | 2,455 | $1.41M | 0.78% | +2,455 | New |
| One Capital Management, LLC | 2,459 | $1.41M | 0.04% | +138+5.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,465 | $1.41M | 0.17% | −228−8.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,465 | $1.41M | 0.07% | −10.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,470 | $1.41M | 0.53% | −2,055−45.4% | Reduced |
| Summit Global Investments | 2,470 | $1.42M | 0.08% | +2,027+457.6% | Added |
| White Lighthouse Investment Management Inc. | 2,471 | $1.42M | 0.20% | 00.0% | Unchanged |
| Intrust Bank NA | 2,483 | $1.42M | 0.12% | +7+0.3% | Added |
| Northstar Group, Inc. | 2,486 | $1.42M | 0.19% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 2,497 | $1.43M | 0.79% | −34−1.3% | Reduced |
| Sippican Capital Advisors | 2,500 | $1.43M | 0.92% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,500 | $1.43M | 1.04% | 00.0% | Unchanged |
| TrustBank | 2,506 | $1.44M | 0.60% | +2,506 | New |
| YANKCOM Partnership | 2,507 | $1.44M | 0.61% | +187+8.1% | Added |
| Wealth Watch Advisors, INC | 2,509 | $1.44M | 0.53% | +2+0.1% | Added |
| Rogco, LP | 2,511 | $1.44M | 0.48% | −26−1.0% | Reduced |
| Prosperity Financial Group, Inc. | 2,514 | $1.44M | 0.52% | +294+13.2% | Added |
| Heritage Wealth Advisors | 2,523 | $1.45M | 0.06% | −45−1.8% | Reduced |
| Shoker Investment Counsel, Inc. | 2,526 | $1.45M | 0.42% | +4+0.2% | Added |
| Edgestream Partners, L.P. | 2,527 | $1.45M | 0.04% | −5,919−70.1% | Reduced |
| Generali Investments, Management Co LLC | 2,529 | $1.45M | 0.29% | −121−4.6% | Reduced |
| Whalen Wealth Management Inc. | 2,531 | $1.45M | 0.78% | +2,028+403.2% | Added |
| Keystone Financial Group | 2,535 | $1.45M | 0.11% | +88+3.6% | Added |
| O'Brien Wealth Partners LLC | 2,535 | $1.45M | 0.19% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,537 | $1.45M | 0.04% | +61+2.5% | Added |
| Acropolis Investment Management, LLC | 2,540 | $1.46M | 0.07% | +138+5.7% | Added |
| Elyxium Wealth, LLC | 2,542 | $1.46M | 0.40% | +35+1.4% | Added |
| Gleason Group, Inc. | 2,548 | $1.46M | 0.14% | −14−0.5% | Reduced |
| Tower Trust & Investment Co | 2,548 | $1.46M | 0.92% | +360+16.5% | Added |
| Marks Group Wealth Management, Inc | 2,552 | $1.46M | 0.14% | +264+11.5% | Added |
| Cove Private Wealth, LLC | 2,553 | $1.46M | 0.44% | +194+8.2% | Added |
| Secured Retirement Advisors, LLC | 2,555 | $1.46M | 0.82% | −1,243−32.7% | Reduced |
| CVA Family Office, LLC | 2,561 | $1.47M | 0.17% | +10+0.4% | Added |
| Atwood & Palmer Inc | 2,565 | $1.47M | 0.08% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,572 | $1.47M | 0.52% | +10+0.4% | Added |
| Tradition Wealth Management, LLC | 2,574 | $1.47M | 0.11% | +31+1.2% | Added |
| Tidemark, LLC | 2,576 | $1.48M | 0.42% | −510−16.5% | Reduced |
| Resonant Capital Advisors, LLC | 2,576 | $1.48M | 0.08% | +15+0.6% | Added |
| Legacy Wealth Asset Management, LLC | 2,578 | $1.48M | 0.36% | −107−4.0% | Reduced |
| Cambient Family Office, LLC | 2,580 | $1.48M | 0.21% | +2,580 | New |
| Addison Capital Co | 2,581 | $1.48M | 0.37% | +10.0% | Added |
| Indivisible Partners | 2,605 | $1.49M | 0.16% | +2,605 | New |
| Arrowroot Family Office, LLC | 2,608 | $1.49M | 0.54% | −83−3.1% | Reduced |
| Brucke Financial, Inc. | 2,608 | $1.49M | 0.82% | −202−7.2% | Reduced |
| Saxon Interests, Inc. | 2,608 | $1.49M | 0.53% | −117−4.3% | Reduced |