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 |
|---|---|---|---|---|---|
| Norden Group LLC | 3,951 | $2.26M | 0.22% | −279−6.6% | Reduced |
| Everett Harris & Co | 3,972 | $2.28M | 0.03% | −70−1.7% | Reduced |
| Flagship Harbor Advisors, LLC | 3,975 | $2.28M | 0.11% | −475−10.7% | Reduced |
| Allen Capital Group, LLC | 3,977 | $2.28M | 0.21% | −93−2.3% | Reduced |
| Delta Investment Management, LLC | 3,980 | $2.28M | 0.40% | +10.0% | Added |
| Burford Brothers, Inc. | 3,992 | $2.29M | 0.94% | +59+1.5% | Added |
| Viking Fund Management LLC | 4,000 | $2.29M | 0.27% | 00.0% | Unchanged |
| Tower Bridge Advisors | 4,000 | $2.29M | 0.23% | 00.0% | Unchanged |
| Blue Sparrow, LLC | 4,000 | $2.29M | 0.04% | +4,000 | New |
| IVC Wealth Advisors LLC | 4,006 | $2.29M | 1.00% | +14+0.4% | Added |
| Evoke Wealth, LLC | 4,012 | $2.30M | 0.04% | +222+5.9% | Added |
| Sittner & Nelson, LLC | 3,169 | $2.30M | 0.81% | −41−1.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,019 | $2.30M | 0.04% | +172+4.5% | Added |
| Fox Hill Wealth Management | 4,032 | $2.31M | 1.07% | +503+14.3% | Added |
| Birch Hill Investment Advisors LLC | 4,044 | $2.32M | 0.10% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 3,293 | $2.32M | 1.66% | −3−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 4,069 | $2.33M | 0.07% | −5,891−59.1% | Reduced |
| Boothbay Fund Management, LLC | 4,103 | $2.35M | 0.06% | −19,321−82.5% | Reduced |
| Keel Point, LLC | 4,106 | $2.35M | 0.14% | +515+14.3% | Added |
| Ingalls & Snyder LLC | 4,109 | $2.35M | 0.09% | −1,431−25.8% | Reduced |
| Westhampton Capital, LLC | 4,110 | $2.35M | 1.11% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,110 | $2.35M | 0.15% | −37−0.9% | Reduced |
| Financial Management Network Inc | 3,937 | $2.36M | 0.37% | +5+0.1% | Added |
| BCS Wealth Management | 4,112 | $2.36M | 0.24% | +2,032+97.7% | Added |
| Gibson Capital, LLC | 4,117 | $2.36M | 0.43% | −10.0% | Reduced |
| First Heartland Consultants, Inc. | 4,119 | $2.36M | 0.18% | +645+18.6% | Added |
| Washington Trust Co | 4,123 | $2.36M | 0.08% | −8−0.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,127 | $2.36M | 0.40% | −305−6.9% | Reduced |
| Donaldson Capital Management, LLC | 4,136 | $2.37M | 0.08% | 00.0% | Unchanged |
| BBR Partners, LLC | 4,136 | $2.37M | 0.13% | −40−1.0% | Reduced |
| Univest Financial Corp | 4,137 | $2.37M | 0.13% | −146−3.4% | Reduced |
| Richwood Investment Advisors, LLC | 3,274 | $2.38M | 1.71% | +90+2.8% | Added |
| Investment Research & Advisory Group, Inc. | 4,142 | $2.38M | 0.79% | +322+8.4% | Added |
| Dark Forest Capital Management LP | 4,171 | $2.39M | 0.11% | +4,171 | New |
| Aureus Asset Management, LLC | 4,178 | $2.39M | 0.15% | 00.0% | Unchanged |
| RNC Capital Management LLC | 4,182 | $2.40M | 0.11% | −48−1.1% | Reduced |
| Bahl & Gaynor Inc | 4,186 | $2.40M | 0.01% | −4−0.1% | Reduced |
| Acorn Wealth Advisors, LLC | 4,199 | $2.41M | 0.72% | −14−0.3% | Reduced |
| Wealthspan Partners, LLC | 4,203 | $2.41M | 0.88% | −18−0.4% | Reduced |
| Woodward Diversified Capital, LLC | 4,205 | $2.41M | 1.10% | +156+3.9% | Added |
| Citizens & Northern Corp | 4,214 | $2.41M | 0.60% | +3,084+272.9% | Added |
| Promethium Advisors,llc | 4,236 | $2.43M | 1.31% | −15−0.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,240 | $2.43M | 0.15% | +117+2.8% | Added |
| Donoghue Forlines LLC | 4,245 | $2.43M | 0.75% | +4,245 | New |
| Hardy Reed LLC | 4,248 | $2.43M | 0.17% | +46+1.1% | Added |
| Flaharty Asset Management, LLC | 4,250 | $2.43M | 0.30% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 4,217 | $2.43M | 1.20% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 3,708 | $2.44M | 0.93% | +1,018+37.8% | Added |
| Prosperity Consulting Group, LLC | 4,255 | $2.44M | 0.11% | +455+12.0% | Added |
| Cypress Capital Group | 4,256 | $2.44M | 0.27% | +21+0.5% | Added |
| Fire Capital Management LLC | 4,264 | $2.44M | 1.22% | −155−3.5% | Reduced |
| Valmark Advisers, Inc. | 4,275 | $2.45M | 0.03% | +87+2.1% | Added |
| Charter Research & Investment Group, Inc. | 4,280 | $2.45M | 1.64% | −170−3.8% | Reduced |
| Insigneo Advisory Services, LLC | 4,290 | $2.46M | 0.18% | +153+3.7% | Added |
| NBC Securities, Inc. | 4,295 | $2.46M | 0.18% | +51+1.2% | Added |
| Oddo BHF Asset Management SAS | 4,297 | $2.46M | 0.09% | −1,481−25.6% | Reduced |
| Sit Investment Associates Inc | 4,300 | $2.46M | 0.05% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 4,312 | $2.47M | 1.57% | +4,312 | New |
| Joel Isaacson & Co., LLC | 4,315 | $2.47M | 0.08% | +239+5.9% | Added |
| Mainstay Capital Management LLC | 4,316 | $2.47M | 0.19% | +154+3.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 4,319 | $2.47M | 0.33% | +219+5.3% | Added |
| Evelyn Partners Investment Management LLP | 4,322 | $2.48M | 0.07% | −249−5.4% | Reduced |
| IFG Advisory, LLC | 4,323 | $2.48M | 0.11% | −1,154−21.1% | Reduced |
| Solstein Capital, LLC | 4,324 | $2.48M | 0.99% | 00.0% | Unchanged |
| Ticino Wealth | 4,343 | $2.49M | 0.92% | +4,343 | New |
| Avidian Wealth Solutions, LLC | 4,353 | $2.49M | 0.09% | +142+3.4% | Added |
| BayBridge Capital Group, LLC | 4,364 | $2.50M | 1.55% | −26−0.6% | Reduced |
| Nicolet Bankshares Inc | 4,370 | $2.50M | 0.40% | +50+1.2% | Added |
| Advisors Management Group Inc | 4,371 | $2.50M | 0.46% | −1,009−18.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $2.50M | 0.08% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 4,373 | $2.51M | 0.88% | −129−2.9% | Reduced |
| Farmers Trust Co | 4,375 | $2.51M | 0.41% | +134+3.2% | Added |
| RKL Wealth Management LLC | 4,375 | $2.51M | 0.21% | −9−0.2% | Reduced |
| Csenge Advisory Group | 4,379 | $2.51M | 0.11% | −98−2.2% | Reduced |
| Goldstone Financial Group, LLC | 4,380 | $2.51M | 0.28% | −107−2.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,383 | $2.51M | 0.61% | +45+1.0% | Added |
| Burke & Herbert Bank & Trust Co | 4,396 | $2.52M | 0.70% | −380−8.0% | Reduced |
| Hager Investment Management Services, LLC | 4,402 | $2.52M | 1.38% | −762−14.8% | Reduced |
| Vision Retirement, LLC | 4,403 | $2.52M | 0.68% | +4,403 | New |
| Precedent Wealth Partners, LLC | 4,412 | $2.53M | 0.53% | −58−1.3% | Reduced |
| Rodgers Brothers Inc. | 4,416 | $2.53M | 0.30% | −760−14.7% | Reduced |
| Garrison Point Advisors, LLC | 4,418 | $2.53M | 1.12% | −260−5.6% | Reduced |
| Inman Jager Wealth Management, LLC | 4,422 | $2.53M | 1.55% | −33−0.7% | Reduced |
| Fort Point Capital Partners LLC | 3,914 | $2.53M | 0.31% | +39+1.0% | Added |
| Rehmann Capital Advisory Group | 4,426 | $2.54M | 0.13% | +778+21.3% | Added |
| RS Crum Inc. | 4,430 | $2.54M | 0.51% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,435 | $2.54M | 0.12% | +343+8.4% | Added |
| SOL Capital Management CO | 4,443 | $2.54M | 0.23% | −5−0.1% | Reduced |
| Old West Investment Management, LLC | 4,458 | $2.55M | 0.46% | 00.0% | Unchanged |
| Carlson Financial, Inc. | 4,463 | $2.56M | 1.48% | +4,463 | New |
| Amussen Hunsaker Associates LLC | 4,474 | $2.56M | 0.26% | −14−0.3% | Reduced |
| Widmann Financial Services, Inc. | 4,474 | $2.56M | 1.57% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 4,487 | $2.57M | 0.07% | −1,680−27.2% | Reduced |
| Cigna Investments Inc | 4,493 | $2.57M | 0.37% | +19+0.4% | Added |
| LSV Asset Management | 4,500 | $2.58M | 0.01% | −77,000−94.5% | Reduced |
| EverSource Wealth Advisors, LLC | 4,507 | $2.58M | 0.10% | +1,094+32.1% | Added |
| Institute for Wealth Management, LLC. | 4,509 | $2.58M | 0.27% | −54−1.2% | Reduced |
| Golden State Equity Partners | 4,523 | $2.59M | 0.42% | −250−5.2% | Reduced |
| SS&H Financial Advisors, Inc. | 4,525 | $2.59M | 0.76% | +1,000+28.4% | Added |
| Highview Capital Management LLC | 4,540 | $2.60M | 0.92% | +15+0.3% | Added |