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 |
|---|---|---|---|---|---|
| Paragon Capital Management LLC | 2,616 | $1.50M | 0.76% | +16+0.6% | Added |
| Intellectus Partners, LLC | 2,617 | $1.50M | 0.29% | −2,879−52.4% | Reduced |
| Key Financial Inc | 2,618 | $1.50M | 0.27% | −50−1.9% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,619 | $1.50M | 0.42% | −1,232−32.0% | Reduced |
| Cypress Asset Management Inc | 2,622 | $1.50M | 0.33% | −10−0.4% | Reduced |
| Klingenstein Fields & Co LP | 2,626 | $1.50M | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,633 | $1.51M | 0.37% | +60+2.3% | Added |
| Capital Analysts, LLC | 2,634 | $1.51M | 0.04% | +3+0.1% | Added |
| Yoffe Investment Management, LLC | 2,637 | $1.51M | 1.93% | 00.0% | Unchanged |
| Well Done, LLC | 2,638 | $1.51M | 0.23% | −145−5.2% | Reduced |
| Somerville Kurt F | 2,640 | $1.51M | 0.26% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 2,641 | $1.51M | 0.61% | +24+0.9% | Added |
| Richard Bernstein Advisors LLC | 2,643 | $1.51M | 0.04% | −2,840−51.8% | Reduced |
| First Command Advisory Services, Inc. | 2,649 | $1.52M | 0.01% | −204−7.2% | Reduced |
| Agf Management Ltd | 2,651 | $1.52M | 0.01% | −707−21.1% | Reduced |
| Nabity-Jensen Investment Management Inc | 2,655 | $1.52M | 1.03% | −312−10.5% | Reduced |
| Ullmann Financial Group, Inc. | 2,639 | $1.52M | 0.16% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,661 | $1.52M | 0.12% | −119−4.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,663 | $1.53M | 0.16% | −52−1.9% | Reduced |
| Palumbo Wealth Management LLC | 2,668 | $1.53M | 0.38% | +3+0.1% | Added |
| Northern Financial Advisors Inc | 2,671 | $1.53M | 1.75% | −2,498−48.3% | Reduced |
| Bank of Stockton | 2,680 | $1.54M | 0.44% | −183−6.4% | Reduced |
| Winebrenner Capital Management LLC | 2,681 | $1.54M | 1.02% | +41+1.6% | Added |
| Toth Financial Advisory Corp | 2,682 | $1.54M | 0.17% | +8+0.3% | Added |
| Signal Advisors Wealth, LLC | 2,687 | $1.54M | 0.12% | +323+13.7% | Added |
| Worth Asset Management, LLC | 2,690 | $1.54M | 0.65% | +2,690 | New |
| Prestige Wealth Management Group LLC | 2,693 | $1.54M | 0.29% | +126+4.9% | Added |
| Hickory Point Bank & Trust | 2,695 | $1.54M | 1.12% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 2,700 | $1.55M | 0.11% | +516+23.6% | Added |
| Bridgewater Advisors Inc. | 2,398 | $1.55M | 0.10% | +10+0.4% | Added |
| Covenant Asset Management, LLC | 2,703 | $1.55M | 0.30% | −10.0% | Reduced |
| Prosperity Bancshares Inc | 2,703 | $1.55M | 1.40% | +2,703 | New |
| Kestra Investment Management, LLC | 2,704 | $1.55M | 0.04% | −69−2.5% | Reduced |
| Stillwater Wealth Management Group | 2,713 | $1.55M | 1.05% | +1,893+230.9% | Added |
| Tiemann Investment Advisors, LLC | 2,714 | $1.55M | 0.60% | −95−3.4% | Reduced |
| Klingman & Associates, LLC | 2,714 | $1.55M | 0.07% | +54+2.0% | Added |
| 180 Wealth Advisors, LLC | 2,716 | $1.56M | 0.18% | +424+18.5% | Added |
| Hills Bank & Trust Co | 2,723 | $1.56M | 0.09% | +212+8.4% | Added |
| Aviso Wealth Management | 2,729 | $1.56M | 0.66% | −102−3.6% | Reduced |
| Disciplined Equity Management, Inc. | 2,730 | $1.56M | 0.81% | −50−1.8% | Reduced |
| Keynote Financial Services LLC | 2,744 | $1.57M | 0.88% | −394−12.6% | Reduced |
| Trace Wealth Advisors, LLC | 2,750 | $1.58M | 1.14% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,750 | $1.58M | 0.22% | +50+1.9% | Added |
| Tudor Financial Inc. | 2,752 | $1.58M | 0.81% | −44−1.6% | Reduced |
| Clarius Group, LLC | 2,755 | $1.58M | 0.09% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 2,756 | $1.58M | 0.78% | −1,119−28.9% | Reduced |
| Patriot Investment Management Inc. | 2,757 | $1.58M | 0.10% | +7+0.3% | Added |
| Armis Advisers, LLC | 2,327 | $1.58M | 0.18% | −943−28.8% | Reduced |
| Allen Wealth Management, LLC | 2,771 | $1.59M | 0.96% | −400−12.6% | Reduced |
| Plancorp, LLC | 2,777 | $1.59M | 0.05% | +15+0.5% | Added |
| Farmers National Bank | 2,777 | $1.59M | 0.36% | −47−1.7% | Reduced |
| Creekside Partners | 2,785 | $1.60M | 0.67% | +2+0.1% | Added |
| Teucrium Investment Advisors, LLC | 2,790 | $1.60M | 1.75% | +2,790 | New |
| TownSquare Capital, LLC | 2,790 | $1.60M | 0.36% | +70+2.6% | Added |
| Claris Advisors, LLC | 2,798 | $1.60M | 0.49% | +52+1.9% | Added |
| Peavine Capital, LLC | 2,800 | $1.60M | 0.34% | 00.0% | Unchanged |
| Baring Financial LLC | 2,803 | $1.61M | 0.98% | +62+2.3% | Added |
| Cranbrook Wealth Management, LLC | 2,807 | $1.61M | 0.32% | +579+26.0% | Added |
| Vista Private Wealth Partners. LLC | 4,150 | $1.61M | 0.54% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 2,813 | $1.61M | 0.30% | −19−0.7% | Reduced |
| Stableford Capital II LLC | 2,813 | $1.61M | 0.58% | +699+33.1% | Added |
| Coastal Investment Advisors, Inc. | 2,814 | $1.61M | 0.53% | −240−7.9% | Reduced |
| Herold Advisors, Inc. | 2,815 | $1.61M | 0.36% | −61−2.1% | Reduced |
| Quotient Wealth Partners, LLC | 2,817 | $1.61M | 0.04% | +61+2.2% | Added |
| Ark Wealth Advisors LLC | 2,822 | $1.62M | 1.74% | +2,822 | New |
| ISAM Funds (UK) Ltd | 2,826 | $1.62M | 0.58% | +2,826 | New |
| Sentinus, LLC | 2,828 | $1.62M | 0.16% | +235+9.1% | Added |
| High Net Worth Advisory Group LLC | 2,828 | $1.62M | 0.37% | −74−2.5% | Reduced |
| Ballast, Inc. | 2,833 | $1.62M | 0.38% | +8+0.3% | Added |
| Capstone Financial Advisors, Inc. | 2,837 | $1.63M | 0.09% | +36+1.3% | Added |
| GKV Capital Management Co., Inc. | 2,840 | $1.63M | 0.61% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 2,846 | $1.63M | 0.20% | 00.0% | Unchanged |
| Greenberg Financial Group | 2,865 | $1.64M | 0.68% | +2,865 | New |
| Lighthouse Financial Services Inc | 2,866 | $1.64M | 0.38% | +2,866 | New |
| Aire Advisors, LLC | 2,868 | $1.64M | 0.30% | +4+0.1% | Added |
| Chancellor Financial Group WB LP | 2,871 | $1.64M | 1.13% | +3+0.1% | Added |
| Compass Ion Advisors, LLC | 2,871 | $1.64M | 0.16% | −9−0.3% | Reduced |
| Hilltop National Bank | 2,880 | $1.65M | 0.40% | −93−3.1% | Reduced |
| Virtu Financial LLC | 2,881 | $1.65M | 0.06% | +2,881 | New |
| Verus Capital Partners, LLC | 2,881 | $1.65M | 0.11% | +143+5.2% | Added |
| Grandview Asset Management LLC | 2,881 | $1.65M | 0.45% | −114−3.8% | Reduced |
| Burns J W & Co Inc | 2,886 | $1.65M | 0.18% | +31+1.1% | Added |
| US Asset Management LLC | 2,895 | $1.66M | 1.35% | −26−0.9% | Reduced |
| Affinity Investment Advisors, LLC | 2,896 | $1.66M | 1.10% | −387−11.8% | Reduced |
| Mechanics Financial Corp | 2,896 | $1.66M | 0.61% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2,902 | $1.66M | 0.08% | +720+33.0% | Added |
| Harfst & Associates, Inc. | 2,905 | $1.66M | 0.30% | −36−1.2% | Reduced |
| Vermillion Wealth Management, Inc. | 2,927 | $1.68M | 0.69% | +388+15.3% | Added |
| Sierra Summit Advisors LLC | 2,927 | $1.68M | 0.26% | +64+2.2% | Added |
| Elevated Private Wealth, LLC | 2,932 | $1.68M | 1.75% | +2,932 | New |
| Pathway Financial Advisors LLC | 2,700 | $1.68M | 0.21% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,941 | $1.68M | 0.11% | +30+1.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,951 | $1.69M | 0.00% | −942−24.2% | Reduced |
| Probity Advisors, Inc. | 2,951 | $1.69M | 0.27% | +102+3.6% | Added |
| Quantum Financial Advisors, LLC | 2,953 | $1.69M | 0.19% | +1,403+90.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,955 | $1.69M | 0.64% | +21+0.7% | Added |
| Global Trust Wealth Management LLC | 2,958 | $1.69M | 1.26% | +2,958 | New |
| Cypress Wealth Services, LLC | 2,959 | $1.69M | 0.23% | +2,959 | New |
| Monograph Wealth Advisors, LLC | 2,959 | $1.70M | 0.17% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 2,962 | $1.70M | 0.14% | +2,962 | New |