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 |
|---|---|---|---|---|---|
| Churchill Financial Advisors, LLC | 3,413 | $1.96M | 0.60% | +3,413 | New |
| Spreng Capital Management, Inc. | 3,415 | $1.96M | 0.77% | −80−2.3% | Reduced |
| Braeburn Wealth Management LLC | 3,425 | $1.96M | 1.00% | +3,425 | New |
| Investment Partners, Ltd. | 3,428 | $1.96M | 0.69% | −211−5.8% | Reduced |
| Phoenix Holdings Ltd. | 7,176 | $1.97M | 0.02% | −872−10.8% | Reduced |
| Titleist Asset Management, LLC | 3,447 | $1.97M | 0.16% | +487+16.5% | Added |
| Delta Financial Advisors LLC | 3,448 | $1.98M | 0.51% | +1,142+49.5% | Added |
| King Wealth | 3,455 | $1.98M | 0.24% | −31−0.9% | Reduced |
| Kathmere Capital Management, LLC | 3,456 | $1.98M | 0.13% | +213+6.6% | Added |
| Sequent Asset Management, LLC | 3,465 | $1.99M | 0.88% | −18−0.5% | Reduced |
| CRA Financial Services, LLC | 3,483 | $2.00M | 0.26% | +10+0.3% | Added |
| Thomasville National Bank | 3,497 | $2.00M | 0.12% | −194−5.3% | Reduced |
| Boston Research & Management Inc | 3,502 | $2.01M | 0.46% | −40−1.1% | Reduced |
| HBW Advisory Services LLC | 3,508 | $2.01M | 0.22% | +1,500+74.7% | Added |
| Diversified Management Inc | 3,510 | $2.01M | 0.47% | +3,510 | New |
| SBI Securities Co., Ltd. | 3,512 | $2.01M | 0.05% | +115+3.4% | Added |
| Oakworth Capital, Inc. | 3,514 | $2.01M | 0.11% | −103−2.8% | Reduced |
| Sax Wealth Advisors, LLC | 3,520 | $2.02M | 0.09% | +831+30.9% | Added |
| Live Oak Private Wealth LLC | 3,525 | $2.02M | 0.28% | 00.0% | Unchanged |
| Canopy Partners, LLC | 3,534 | $2.02M | 0.66% | +7+0.2% | Added |
| Sage Mountain Advisors LLC | 3,546 | $2.03M | 0.11% | +92+2.7% | Added |
| TCG Advisory Services, LLC | 3,562 | $2.04M | 0.06% | +3,562 | New |
| Fairview Capital Investment Management, LLC | 3,563 | $2.04M | 0.10% | −72−2.0% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3,566 | $2.04M | 1.56% | +3,566 | New |
| Waldron Private Wealth LLC | 3,567 | $2.04M | 0.08% | −41−1.1% | Reduced |
| Disciplined Investors, L.L.C. | 3,570 | $2.04M | 1.34% | +1,888+112.2% | Added |
| Ostrum Asset Management | 3,572 | $2.05M | 0.10% | −1,182−24.9% | Reduced |
| Vanguard Capital Wealth Advisors | 3,581 | $2.05M | 1.64% | +3+0.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,595 | $2.06M | 0.20% | −59−1.6% | Reduced |
| Fort Sheridan Advisors LLC | 3,596 | $2.06M | 0.26% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 3,600 | $2.06M | 0.37% | +246+7.3% | Added |
| Sunbelt Securities, Inc. | 3,602 | $2.06M | 0.14% | −77−2.1% | Reduced |
| Gilbert & Cook, Inc. | 3,604 | $2.06M | 0.26% | −14−0.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,608 | $2.07M | 0.06% | +300+9.1% | Added |
| First Foundation Advisors | 3,608 | $2.07M | 0.08% | +113+3.2% | Added |
| Security Financial Services, INC. | 3,609 | $2.07M | 0.32% | +16+0.4% | Added |
| World Equity Group, Inc. | 3,619 | $2.07M | 0.58% | −175−4.6% | Reduced |
| Missouri Trust & Investment Co | 3,619 | $2.07M | 0.61% | −30−0.8% | Reduced |
| InTrack Investment Management Inc | 3,620 | $2.07M | 1.16% | −875−19.5% | Reduced |
| L2 Asset Management, LLC | 3,624 | $2.08M | 0.28% | +415+12.9% | Added |
| Qsemble Capital Management, LP | 3,626 | $2.08M | 0.17% | +3,626 | New |
| Magnus Financial Group LLC | 3,634 | $2.08M | 0.16% | +243+7.2% | Added |
| RFP Financial Group LLC | 3,644 | $2.09M | 1.00% | +1,311+56.2% | Added |
| Diversified Enterprises, LLC | 3,646 | $2.09M | 0.12% | +743+25.6% | Added |
| ZEGA Investments, LLC | 3,659 | $2.10M | 0.41% | −525−12.5% | Reduced |
| SNS Financial Group, LLC | 3,661 | $2.10M | 0.18% | −143−3.8% | Reduced |
| First Citizens Financial Corp | 3,669 | $2.10M | 1.04% | −10.0% | Reduced |
| Ancora Advisors, LLC | 3,673 | $2.10M | 0.04% | +823+28.9% | Added |
| Hohimer Wealth Management, LLC | 3,680 | $2.11M | 0.28% | +15+0.4% | Added |
| Philadelphia Trust Co | 3,680 | $2.11M | 0.15% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,686 | $2.11M | 0.15% | −6−0.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,692 | $2.12M | 1.32% | −97−2.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,705 | $2.12M | 1.38% | −75−2.0% | Reduced |
| Capital Advisors Inc | 3,711 | $2.13M | 0.03% | +467+14.4% | Added |
| Patten & Patten Inc | 3,712 | $2.13M | 0.12% | −13−0.3% | Reduced |
| Strategic Blueprint, LLC | 3,733 | $2.14M | 0.13% | −93−2.4% | Reduced |
| MCF Advisors LLC | 3,738 | $2.14M | 0.12% | +2,435+186.9% | Added |
| Hazlett, Burt & Watson, Inc. | 3,739 | $2.14M | 0.68% | −120−3.1% | Reduced |
| Sava Infond d.o.o. | 3,750 | $2.15M | 0.29% | −690−15.5% | Reduced |
| Lantz Financial LLC | 3,756 | $2.15M | 0.45% | −18−0.5% | Reduced |
| Counterweight Ventures, LLC | 3,758 | $2.15M | 1.21% | −66−1.7% | Reduced |
| Alexis Investment Partners, LLC | 3,738 | $2.16M | 0.80% | +112+3.1% | Added |
| Quad-Cities Investment Group, LLC | 3,763 | $2.16M | 0.89% | +26+0.7% | Added |
| Montis Financial, LLC | 3,767 | $2.16M | 0.43% | +99+2.7% | Added |
| Rockland Trust Co | 3,768 | $2.16M | 0.08% | +3+0.1% | Added |
| Chicago Partners Investment Group LLC | 3,445 | $2.16M | 0.05% | +394+12.9% | Added |
| CORDA Investment Management, LLC. | 3,774 | $2.16M | 0.16% | +157+4.3% | Added |
| Copley Financial Group, Inc. | 3,777 | $2.16M | 1.34% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3,779 | $2.16M | 0.05% | −65,220−94.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,780 | $2.17M | 0.45% | +9+0.2% | Added |
| Wilkins Investment Counsel Inc | 3,783 | $2.17M | 0.32% | −68−1.8% | Reduced |
| Cim Investment Mangement Inc | 3,783 | $2.17M | 0.57% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 3,801 | $2.18M | 2.05% | +72+1.9% | Added |
| Apella Capital, LLC | 3,803 | $2.18M | 0.04% | +250+7.0% | Added |
| Simplicity Wealth,LLC | 3,815 | $2.19M | 0.13% | −774−16.9% | Reduced |
| Amarillo National Bank | 3,831 | $2.19M | 0.39% | −503−11.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,839 | $2.20M | 0.11% | +2,087+119.1% | Added |
| South State Corp. | 3,847 | $2.20M | 0.10% | +31+0.8% | Added |
| Oak Harvest Investment Services | 3,858 | $2.21M | 0.24% | −90−2.3% | Reduced |
| ZWJ Investment Counsel Inc | 3,859 | $2.21M | 0.08% | −32−0.8% | Reduced |
| Marble Wealth, LLC | 3,863 | $2.21M | 0.31% | +3,863 | New |
| Aspen Investment Management Inc | 3,867 | $2.21M | 0.67% | +937+32.0% | Added |
| Harvest Fund Management Co., Ltd | 3,869 | $2.22M | 0.08% | +3,867+193,350.0% | Added |
| Portside Wealth Group, LLC | 3,880 | $2.22M | 0.30% | +45+1.2% | Added |
| Howard Capital Management Inc. | 3,890 | $2.23M | 0.03% | +18+0.5% | Added |
| Rice Partnership, LLC | 3,890 | $2.23M | 0.30% | +122+3.2% | Added |
| Texas Yale Capital Corp. | 3,896 | $2.23M | 0.07% | +50+1.3% | Added |
| Rooted Wealth Advisors, Inc. | 3,226 | $2.23M | 0.63% | −120−3.6% | Reduced |
| Byrne Asset Management LLC | 3,898 | $2.23M | 1.24% | +66+1.7% | Added |
| Paradigm Asset Management Co LLC | 3,900 | $2.23M | 0.52% | −200−4.9% | Reduced |
| Fulton Bank, N.A. | 3,901 | $2.23M | 0.08% | +723+22.8% | Added |
| Silvant Capital Management LLC | 3,905 | $2.24M | 0.08% | +2,829+262.9% | Added |
| Bank & Trust Co | 3,906 | $2.24M | 1.58% | −18−0.5% | Reduced |
| Van Strum & Towne Inc. | 3,910 | $2.24M | 0.63% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,912 | $2.24M | 0.10% | −3−0.1% | Reduced |
| LRI Investments, LLC | 3,913 | $2.24M | 0.18% | −54−1.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 3,918 | $2.24M | 0.86% | −240−5.8% | Reduced |
| Motiv8 Investments LLC | 3,926 | $2.25M | 1.23% | −464−10.6% | Reduced |
| City State Bank | 3,943 | $2.26M | 0.62% | −475−10.8% | Reduced |
| Trinity Legacy Partners, LLC | 3,948 | $2.26M | 0.52% | −27−0.7% | Reduced |