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 |
|---|---|---|---|---|---|
| Benin Management CORP | 2,965 | $1.70M | 0.38% | −200−6.3% | Reduced |
| Douglas Lane & Associates, LLC | 2,971 | $1.70M | 0.02% | −304−9.3% | Reduced |
| First County Bank | 2,974 | $1.70M | 0.91% | +44+1.5% | Added |
| Heartwood Wealth Advisors LLC | 2,975 | $1.70M | 0.16% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,755 | $1.70M | 0.10% | +715+35.0% | Added |
| Hancock Whitney Corp | 2,978 | $1.71M | 0.03% | −72−2.4% | Reduced |
| Telos Capital Management, Inc. | 2,980 | $1.71M | 0.16% | −270−8.3% | Reduced |
| Ironwood Investment Counsel, LLC | 2,986 | $1.71M | 0.24% | −50−1.6% | Reduced |
| Souders Financial Advisors | 2,990 | $1.71M | 0.20% | −780−20.7% | Reduced |
| Synergy Financial Management, LLC | 2,993 | $1.71M | 0.18% | −6,498−68.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 2,997 | $1.72M | 0.23% | +220+7.9% | Added |
| Barnes Dennig Private Wealth Management LLC | 3,000 | $1.72M | 1.73% | −24−0.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.72M | 0.44% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $1.72M | 0.29% | 00.0% | Unchanged |
| RH Tailwind Management, LLC | 3,000 | $1.72M | 1.73% | +3,000 | New |
| Birinyi Associates Inc | 3,000 | $1.72M | 0.43% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3,002 | $1.72M | 1.49% | −11−0.4% | Reduced |
| Centaurus Financial, Inc. | 3,008 | $1.72M | 0.08% | +338+12.7% | Added |
| Trustmark National Bank Trust Department | 3,009 | $1.72M | 0.11% | +38+1.3% | Added |
| Wealth Management Partners, LLC | 3,011 | $1.73M | 0.49% | −180−5.6% | Reduced |
| Purus Wealth Management, LLC | 3,018 | $1.73M | 0.54% | +16+0.5% | Added |
| Federated Hermes, Inc. | 3,029 | $1.74M | 0.00% | −637−17.4% | Reduced |
| Auxier Asset Management | 3,030 | $1.74M | 0.24% | −200−6.2% | Reduced |
| Adell Harriman & Carpenter Inc | 3,031 | $1.74M | 0.10% | +767+33.9% | Added |
| Wealth Effects LLC | 3,033 | $1.74M | 0.54% | +10.0% | Added |
| Keating Financial Advisory Services, Inc. | 3,042 | $1.74M | 0.24% | +3,042 | New |
| Chesapeake Wealth Management | 3,043 | $1.74M | 0.52% | −90−2.9% | Reduced |
| Bath Savings Trust Co | 3,045 | $1.74M | 0.17% | −295−8.8% | Reduced |
| SG Trading Solutions, LLC | 3,049 | $1.75M | 0.41% | +3,049 | New |
| Buck Wealth Strategies, LLC | 3,051 | $1.75M | 0.22% | +697+29.6% | Added |
| Total Investment Management Inc | 3,059 | $1.75M | 0.22% | −331−9.8% | Reduced |
| First Interstate Bank | 3,060 | $1.75M | 0.09% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,075 | $1.76M | 0.19% | −58−1.9% | Reduced |
| Heck Capital Advisors, LLC | 3,079 | $1.76M | 0.13% | +4+0.1% | Added |
| Barometer Capital Management Inc. | 69,500 | $1.77M | 0.58% | +57,100+460.5% | Added |
| Milestone Asset Management, LLC | 3,090 | $1.77M | 0.33% | +386+14.3% | Added |
| Berger Financial Group, Inc | 3,098 | $1.77M | 0.10% | −37−1.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 3,099 | $1.78M | 0.20% | +1,822+142.7% | Added |
| Invesco, LLC | 3,104 | $1.78M | 0.60% | +173+5.9% | Added |
| Oak Thistle LLC | 3,109 | $1.78M | 0.25% | +3,109 | New |
| Facet Wealth, Inc. | 2,770 | $1.78M | 0.03% | +799+40.5% | Added |
| Central Pacific Bank - Trust Division | 3,115 | $1.78M | 0.22% | +2,194+238.2% | Added |
| OneAscent Financial Services LLC | 3,119 | $1.79M | 0.16% | −10,412−76.9% | Reduced |
| Founders Financial Alliance, LLC | 3,127 | $1.79M | 0.34% | −50−1.6% | Reduced |
| Inscription Capital, LLC | 3,131 | $1.79M | 0.18% | +1,078+52.5% | Added |
| LBMC Investment Advisors, LLC | 3,159 | $1.81M | 0.11% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,161 | $1.81M | 0.03% | −474−13.0% | Reduced |
| Brookwood Investment Group LLC | 3,164 | $1.81M | 0.22% | −41−1.3% | Reduced |
| NewSquare Capital LLC | 3,165 | $1.81M | 0.16% | −167−5.0% | Reduced |
| Provenance Wealth Advisors, LLC | 3,171 | $1.82M | 0.20% | −25−0.8% | Reduced |
| Altshuler Shaham Ltd | 3,172 | $1.82M | 0.03% | +2,547+407.5% | Added |
| Catalytic Wealth RIA, LLC | 3,174 | $1.82M | 0.07% | −2,732−46.3% | Reduced |
| Stiles Financial Services Inc | 3,175 | $1.82M | 0.56% | −204−6.0% | Reduced |
| Menard Financial Group LLC | 3,178 | $1.82M | 1.25% | +26+0.8% | Added |
| Corundum Group, Inc. | 3,178 | $1.82M | 0.61% | −134−4.0% | Reduced |
| Continuum Advisory, LLC | 3,178 | $1.82M | 0.18% | +571+21.9% | Added |
| Avestar Capital, LLC | 3,179 | $1.82M | 0.13% | +45+1.4% | Added |
| Ethos Financial Group, LLC | 3,180 | $1.82M | 0.13% | −434−12.0% | Reduced |
| Visionary Wealth Advisors | 3,185 | $1.82M | 0.08% | −2−0.1% | Reduced |
| Portfolio Design Labs, LLC | 3,185 | $1.82M | 0.30% | +22+0.7% | Added |
| Roxbury Financial LLC | 3,204 | $1.84M | 1.65% | −6−0.2% | Reduced |
| Root Financial Partners, LLC | 3,209 | $1.84M | 0.09% | −373−10.4% | Reduced |
| Sovran Advisors, LLC | 2,845 | $1.84M | 0.16% | +77+2.8% | Added |
| New Republic Capital, LLC | 3,216 | $1.84M | 0.49% | +1,671+108.2% | Added |
| Childress Capital Advisors, LLC | 3,216 | $1.84M | 0.30% | +387+13.7% | Added |
| Paradigm Financial Partners, LLC | 3,220 | $1.84M | 0.19% | +140+4.5% | Added |
| Midland Wealth Advisors LLC | 3,222 | $1.85M | 0.10% | −450−12.3% | Reduced |
| Evermay Wealth Management LLC | 3,227 | $1.85M | 0.21% | +732+29.3% | Added |
| Alexander Labrunerie & Co., Inc. | 3,236 | $1.85M | 0.67% | −4−0.1% | Reduced |
| Traphagen Investment Advisors LLC | 3,237 | $1.85M | 0.15% | −10−0.3% | Reduced |
| Mendel Money Management | 3,244 | $1.86M | 0.78% | −55−1.7% | Reduced |
| MBL Wealth, LLC | 3,245 | $1.86M | 0.15% | +10+0.3% | Added |
| Abacus Planning Group, Inc. | 3,247 | $1.86M | 0.25% | +33+1.0% | Added |
| Beech Hill Advisors, Inc. | 3,250 | $1.86M | 0.89% | 00.0% | Unchanged |
| Cherokee Insurance Co | 3,250 | $1.86M | 0.75% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 2,875 | $1.86M | 0.49% | +10+0.3% | Added |
| Providence Financial Advisors, LLC | 3,272 | $1.87M | 1.87% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,296 | $1.89M | 0.20% | +480+17.0% | Added |
| Boston Private Wealth LLC | 3,312 | $1.90M | 0.11% | −6−0.2% | Reduced |
| PFC Capital Group, Inc. | 3,317 | $1.90M | 0.78% | +16+0.5% | Added |
| AA Financial Advisors, LLC | 3,324 | $1.90M | 0.35% | +46+1.4% | Added |
| CMG Global Holdings, LLC | 2,755 | $1.91M | 0.85% | −19−0.7% | Reduced |
| Dana Investment Advisors, Inc. | 3,328 | $1.91M | 0.06% | −793−19.2% | Reduced |
| Premier Path Wealth Partners, LLC | 3,332 | $1.91M | 0.25% | +217+7.0% | Added |
| Bullock Wealth Management Group | 3,337 | $1.91M | 0.94% | −36−1.1% | Reduced |
| Capital Markets Trading UK LLP | 3,338 | $1.91M | 2.31% | −764−18.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,345 | $1.92M | 0.16% | −406−10.8% | Reduced |
| Platt Wealth Management LLC | 3,347 | $1.92M | 1.90% | +3,347 | New |
| Marble Harbor Investment Counsel, LLC | 3,347 | $1.92M | 0.20% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,350 | $1.92M | 0.18% | −2,080−38.3% | Reduced |
| MSH Capital Advisors LLC | 3,357 | $1.92M | 0.41% | +873+35.1% | Added |
| Montecito Bank & Trust | 3,362 | $1.93M | 0.31% | +17+0.5% | Added |
| Belpointe Asset Management LLC | 3,369 | $1.93M | 0.07% | +575+20.6% | Added |
| Pinnacle Wealth Management, LLC | 3,375 | $1.93M | 1.30% | +3,375 | New |
| Sound Income Strategies, LLC | 2,991 | $1.94M | 0.09% | +849+39.6% | Added |
| Venturi Wealth Management, LLC | 3,398 | $1.95M | 0.09% | +72+2.2% | Added |
| Genus Capital Management Inc. | 3,400 | $1.95M | 0.23% | +3,400 | New |
| Uncommon Cents Investing LLC | 3,406 | $1.95M | 0.47% | −30−0.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 3,408 | $1.95M | 0.11% | −28−0.8% | Reduced |
| Lantern Wealth Advisors, LLC | 3,408 | $1.95M | 1.04% | +69+2.1% | Added |