Skip to main content
Livermore
Livermore
ZHEN

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; 4,069 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
1,308 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.

Institutional holdersQ4 2025: 3,542 institutions
Q1 2021: 2,015 institutionsQ2 2021: 2,028 institutionsQ3 2021: 1,943 institutionsQ4 2021: 2,161 institutionsQ1 2022: 2,176 institutionsQ2 2022: 2,077 institutionsQ3 2022: 1,992 institutionsQ4 2022: 2,287 institutionsQ1 2023: 2,284 institutionsQ2 2023: 2,329 institutionsQ3 2023: 2,409 institutionsQ4 2023: 2,583 institutionsQ1 2024: 2,714 institutionsQ2 2024: 2,713 institutionsQ3 2024: 2,838 institutionsQ4 2024: 3,010 institutionsQ1 2025: 2,903 institutionsQ2 2025: 3,023 institutionsQ3 2025: 3,150 institutionsQ4 2025: 3,542 institutionsQ1 2026: 3,772 institutionsQ2 2026: 4,069 institutions
Value heldQ4 2025: $188.7B
Q1 2021: $88.0BQ2 2021: $82.0BQ3 2021: $71.1BQ4 2021: $74.9BQ1 2022: $82.0BQ2 2022: $65.6BQ3 2022: $59.2BQ4 2022: $87.1BQ1 2023: $82.6BQ2 2023: $88.0BQ3 2023: $97.3BQ4 2023: $104.6BQ1 2024: $127.6BQ2 2024: $114.5BQ3 2024: $133.6BQ4 2024: $123.4BQ1 2025: $109.0BQ2 2025: $128.0BQ3 2025: $159.0BQ4 2025: $188.7BQ1 2026: $232.0BQ2 2026: $351.1B
Institutions holding CAT and their total value by quarter
QuarterHoldersValue
Q2 20264,069$351.1B
Q1 20263,772$232.0B
Q4 20253,542$188.7B
Q3 20253,150$159.0B
Q2 20253,023$128.0B
Q1 20252,903$109.0B
Q4 20243,010$123.4B
Q3 20242,838$133.6B
Q2 20242,713$114.5B
Q1 20242,714$127.6B
Q4 20232,583$104.6B
Q3 20232,409$97.3B
Q2 20232,329$88.0B
Q1 20232,284$82.6B
Q4 20222,287$87.1B
Q3 20221,992$59.2B
Q2 20222,077$65.6B
Q1 20222,176$82.0B
Q4 20212,161$74.9B
Q3 20211,943$71.1B
Q2 20212,028$82.0B
Q1 20212,015$88.0B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q3 2025.

Institutions holding CAT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Sellwood Investment Partners LLC74$42.4K0.02%00.0%Unchanged
Tucker Asset Management LLC74$42.4K0.01%+74New
Halbert Hargrove Global Advisors, LLC74$42.6K0.00%−48−39.3%Reduced
Thompson Investment Management, Inc.75$43.0K0.01%00.0%Unchanged
Legacy Wealth Managment, LLC75$43.0K0.02%+16+27.1%Added
Ankerstar Wealth, LLC75$43.2K0.04%+75New
Financial Network Wealth Advisors LLC76$43.5K0.05%−16−17.4%Reduced
Stephenson National Bank & Trust76$43.5K0.01%+40+111.1%Added
LMR Partners LLP78$44.7K0.00%+78New
Strive Financial Group ,LLC78$44.7K0.02%+78New
Dorato Capital Management72$46.0K0.03%+72New
IFC & Insurance Marketing, Inc.81$46.0K0.05%+81New
Mascoma Wealth Management LLC81$46.4K0.01%+6+8.0%Added
RiverPark Advisors, LLC82$47.0K0.01%−1−1.2%Reduced
Walsh & Associates, LLC87$49.8K0.05%+87New
Harbor Asset Planning, Inc.88$50.2K0.04%00.0%Unchanged
DB Fitzpatrick & Co, Inc88$50.4K0.04%00.0%Unchanged
Brooklands Fund Management Ltd151$50.6K0.03%+151New
Mizuho Securities Co. Ltd.90$51.6K0.69%+90New
Osterweis Capital Management Inc91$52.1K0.00%+91New
Caitlin John, LLC93$53.3K0.03%−765−89.2%Reduced
Dogwood Wealth Management LLC93$53.3K0.02%+38+69.1%Added
Compass Financial Services Inc95$54.3K0.02%00.0%Unchanged
Nalls Sherbakoff Group, LLC96$55.1K0.04%00.0%Unchanged
Retirement Wealth Solutions LLC97$55.3K0.03%00.0%Unchanged
Kilter Group LLC97$55.6K0.02%+18+22.8%Added
Corsicana & Co.99$56.7K0.03%00.0%Unchanged
Financial Management Professionals, Inc.100$57.3K0.01%−72−41.9%Reduced
Albion Financial Group100$57.3K0.00%00.0%Unchanged
Kimelman & Baird, LLC100$57.3K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC100$57.3K0.02%00.0%Unchanged
Rakuten Securities, Inc.100$57.3K0.02%+28+38.9%Added
Beacon Financial Strategies CORP100$57.3K0.03%+100New
Advocate Investing Services LLC100$57.3K0.05%+100New
Howard Hughes Medical Institute101$57.9K0.03%00.0%Unchanged
Birchwood Financial Partners, Inc.105$60.2K0.06%+105New
Burkett Financial Services, LLC105$60.2K0.02%+30+40.0%Added
Bellevue Asset Management, LLC106$60.9K0.03%00.0%Unchanged
Curat Global, LLC110$63.0K0.07%00.0%Unchanged
Innovative Advisory Group, LLC110$63.0K0.04%00.0%Unchanged
Daytona Street Capital LLC110$63.0K0.05%+110New
Valued Wealth Advisors LLC112$63.9K0.03%+27+31.8%Added
MPWM Advisory Solutions, LLC113$64.8K0.04%+14+14.1%Added
Loomis Sayles & Co L P115$65.9K0.00%−3,388−96.7%Reduced
Ares Financial Consulting, LLC115$65.9K0.06%+115New
Joseph Group Capital Management119$68.2K0.02%+51+75.0%Added
Park Place Capital Corp120$68.7K0.01%−4−3.2%Reduced
United Financial Planning Group LLC122$70.1K0.04%+122New
Robinswood Financial LLC124$71.2K0.02%00.0%Unchanged
Midwest Capital Advisors, LLC125$71.9K0.03%−28−18.3%Reduced
Kingdom Financial Group LLC.126$72.4K0.02%+126New
Redmont Wealth Advisors LLC129$73.9K0.11%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.108$74.6K0.03%−236−68.6%Reduced
ZRC Wealth Management, LLC130$74.7K0.03%00.0%Unchanged
Syntax Research, Inc.135$77.3K0.05%00.0%Unchanged
American Capital Advisory, LLC135$77.5K0.03%−677−83.4%Reduced
Moisand Fitzgerald Tamayo, LLC136$77.9K0.01%00.0%Unchanged
Commonwealth Retirement Investments LLC142$81.2K0.03%+142New
Whi Trust Co LLC142$81.3K0.06%+142New
University of Texas/Texas Am Investment Managment Co145$83.1K0.01%00.0%Unchanged
Bullseye Investment Management, LLC145$83.1K0.04%+145New
Private Wealth Management Group, LLC149$85.4K0.02%00.0%Unchanged
Quest 10 Wealth Builders, Inc.149$85.4K0.08%−9−5.7%Reduced
Catherine Avery Investment Management LLC152$87.1K0.05%−131−46.3%Reduced
Mark Sheptoff Financial Planning, LLC152$87.1K0.04%00.0%Unchanged
Essential Partners LLC153$87.7K0.03%+39+34.2%Added
Banque de Luxembourg S.A.158$90.5K0.04%00.0%Unchanged
Sachetta, LLC159$91.1K0.05%−70−30.6%Reduced
DV Trading LLC160$91.7K0.01%+160New
Lodestone Wealth Management LLC162$92.6K0.04%+162New
Morgan Dempsey Capital Management LLC165$94.5K0.05%00.0%Unchanged
Bruce G. Allen Investments, LLC166$95.1K0.06%−32−16.2%Reduced
CGC Financial Services, LLC166$95.1K0.03%00.0%Unchanged
Millstone Evans Group, LLC166$95.1K0.06%+32+23.9%Added
RMG Wealth Management LLC149$95.7K0.01%+13+9.6%Added
Advantage Trust Co167$95.7K0.04%−370−68.9%Reduced
Tacita Capital Inc169$96.8K0.06%+10+6.3%Added
IMA Wealth, Inc.172$98.5K0.01%+24+16.2%Added
Founders Capital Management180$103.1K0.05%00.0%Unchanged
Kemnay Advisory Services Inc.186$106.6K0.02%+186New
CDKV Holdings LLC187$106.9K0.09%+187New
Proathlete Wealth Management LLC188$107.8K0.03%00.0%Unchanged
New England Capital Financial Advisors LLC189$108.5K0.04%00.0%Unchanged
Silicon Valley Capital Partners192$110.0K0.01%+1+0.5%Added
Nvest Wealth Strategies, Inc.192$110.2K0.08%+192New
Sfam, LLC195$111.7K0.10%+195New
High Note Wealth, LLC199$114.0K0.02%+35+21.3%Added
Chelsea Counsel Co200$114.6K0.05%00.0%Unchanged
Evelyn Partners Investment Management (Europe) Ltd200$114.6K0.04%00.0%Unchanged
Broadwater Capital Management LLC200$114.6K0.09%00.0%Unchanged
Murphy & Mullick Capital Management Corp200$114.6K0.08%+11+5.8%Added
Paladin Partners, LLC207$118.6K0.09%+207New
Marshall & Sterling Wealth Advisors Inc.210$120.2K0.08%−8−3.7%Reduced
RAM Investment Partners, LLC211$120.9K0.02%+211New
GoalVest Advisory LLC212$121.4K0.02%+79+59.4%Added
Centerpoint Advisors, LLC215$123.0K0.04%00.0%Unchanged
Godsey & Gibb Associates216$123.8K0.01%−2−0.9%Reduced
Covestor Ltd216$124.0K0.06%−1−0.5%Reduced
Canton Hathaway, LLC217$124.3K0.02%00.0%Unchanged
Hughes Financial Services, LLC219$125.5K0.02%−4−1.8%Reduced