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 |
|---|---|---|---|---|---|
| Inspire Advisors, LLC | 7,938 | $4.55M | 0.42% | +541+7.3% | Added |
| Argent Advisors, Inc. | 7,969 | $4.57M | 1.27% | +109+1.4% | Added |
| St Germain D J Co Inc | 8,038 | $4.60M | 0.18% | −362−4.3% | Reduced |
| Symmetry Investments LP | 8,050 | $4.61M | 0.86% | +3,850+91.7% | Added |
| Wealthspire Advisors, LLC | 8,057 | $4.62M | 0.04% | +2,038+33.9% | Added |
| Sciencast Management LP | 8,079 | $4.63M | 0.64% | +8,079 | New |
| LGT Fund Management Co Ltd. | 8,029 | $4.64M | 0.37% | −749−8.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,116 | $4.65M | 0.32% | +263+3.3% | Added |
| Accurate Wealth Management, LLC | 7,532 | $4.65M | 0.59% | +448+6.3% | Added |
| KLCM Advisors, Inc. | 8,125 | $4.65M | 0.40% | +5,309+188.5% | Added |
| KMG Fiduciary Partners, LLC | 8,199 | $4.70M | 0.33% | −926−10.1% | Reduced |
| Baldwin Investment Management, LLC | 8,199 | $4.70M | 0.53% | −383−4.5% | Reduced |
| SeaCrest Wealth Management, LLC | 7,879 | $4.70M | 0.48% | −435−5.2% | Reduced |
| River Street Advisors LLC | 8,210 | $4.70M | 1.76% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 8,226 | $4.71M | 0.17% | +233+2.9% | Added |
| Hudock, Inc. | 8,252 | $4.73M | 0.70% | −159−1.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,258 | $4.73M | 1.37% | −208−2.5% | Reduced |
| Radnor Capital Management, LLC | 8,262 | $4.73M | 0.70% | −50−0.6% | Reduced |
| Cozad Asset Management Inc | 8,276 | $4.74M | 0.37% | +10.0% | Added |
| Exchange Bank | 8,287 | $4.75M | 3.28% | +49+0.6% | Added |
| ABN AMRO Bank N.V. | 8,289 | $4.75M | 0.04% | +2,184+35.8% | Added |
| Focused Wealth Management, Inc | 8,301 | $4.76M | 0.50% | −40.0% | Reduced |
| Soros Capital Management LLC | 8,360 | $4.79M | 1.26% | +8,360 | New |
| Madison Asset Management, LLC | 8,366 | $4.79M | 0.06% | −10,851−56.5% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 8,374 | $4.80M | 0.34% | −5,157−38.1% | Reduced |
| CWA Asset Management Group, LLC | 8,394 | $4.81M | 0.17% | +63+0.8% | Added |
| V-Square Quantitative Management LLC | 8,442 | $4.84M | 0.50% | +8,442 | New |
| Clear Trail Advisors, LLC | 8,444 | $4.84M | 1.12% | +8,444 | New |
| Clune & Associates, Ltd. | 8,458 | $4.85M | 1.05% | −18−0.2% | Reduced |
| Altrius Capital Management Inc | 8,492 | $4.86M | 1.03% | −2,553−23.1% | Reduced |
| Hel Ved Capital Management Ltd | 8,495 | $4.87M | 1.68% | +8,495 | New |
| Wedmont Private Capital | 8,187 | $4.88M | 0.17% | +103+1.3% | Added |
| Cannon Advisors, Inc. | 7,651 | $4.89M | 3.45% | −924−10.8% | Reduced |
| Palisade Asset Management, LLC | 8,583 | $4.92M | 0.48% | −90−1.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 8,599 | $4.93M | 2.09% | −137−1.6% | Reduced |
| Davidson Capital Management Inc. | 8,602 | $4.93M | 1.07% | −72−0.8% | Reduced |
| Daymark Wealth Partners, LLC | 8,631 | $4.94M | 0.16% | +215+2.6% | Added |
| AlTi Global, Inc. | 8,697 | $4.98M | 0.11% | −1,014−10.4% | Reduced |
| PFG Investments, LLC | 8,700 | $4.98M | 0.23% | +2,031+30.5% | Added |
| NewEdge Wealth, LLC | 8,709 | $4.99M | 0.06% | +2,861+48.9% | Added |
| Penobscot Investment Management Company, Inc. | 8,732 | $5.00M | 0.38% | +23+0.3% | Added |
| Twin Capital Management Inc | 8,743 | $5.01M | 0.62% | −296−3.3% | Reduced |
| NorthRock Partners, LLC | 8,744 | $5.01M | 0.08% | −3,796−30.3% | Reduced |
| United Capital Management of KS, Inc. | 8,751 | $5.01M | 0.70% | −543−5.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,799 | $5.04M | 2.81% | −399−4.3% | Reduced |
| Mill Capital Management, LLC | 8,799 | $5.04M | 0.36% | 00.0% | Unchanged |
| Profund Advisors LLC | 8,821 | $5.05M | 0.15% | −656−6.9% | Reduced |
| National Asset Management, Inc. | 8,843 | $5.07M | 0.24% | −54−0.6% | Reduced |
| Financial Enhancement Group LLC | 7,871 | $5.08M | 0.66% | +146+1.9% | Added |
| Delta Capital Management LLC | 8,870 | $5.08M | 2.85% | −1,000−10.1% | Reduced |
| Ameritas Investment Partners, Inc. | 8,871 | $5.08M | 0.15% | −1,451−14.1% | Reduced |
| RiverFront Investment Group, LLC | 8,915 | $5.11M | 0.08% | +1,552+21.1% | Added |
| Evercore Wealth Management, LLC | 8,956 | $5.13M | 0.08% | −777−8.0% | Reduced |
| First National Bank & Trust Co of Newtown | 8,967 | $5.14M | 0.94% | −130−1.4% | Reduced |
| Savvy Advisors, Inc. | 8,975 | $5.14M | 0.17% | +2,961+49.2% | Added |
| Great Valley Advisor Group, Inc. | 8,989 | $5.15M | 0.10% | −77−0.8% | Reduced |
| Buckley Wealth Management, LLC | 8,995 | $5.15M | 1.37% | −155−1.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,049 | $5.18M | 0.09% | +228+2.6% | Added |
| Iowa State Bank | 9,050 | $5.18M | 0.97% | −173−1.9% | Reduced |
| Coastline Trust Co | 9,077 | $5.20M | 0.49% | +2,547+39.0% | Added |
| Concord Wealth Partners | 9,092 | $5.21M | 0.68% | −88−1.0% | Reduced |
| Cornerstone Wealth Group, LLC | 9,159 | $5.25M | 0.36% | +166+1.8% | Added |
| Brendel Financial Advisors LLC | 9,192 | $5.27M | 2.59% | −122−1.3% | Reduced |
| Alberta Investment Management Corp | 9,200 | $5.27M | 0.03% | −800−8.0% | Reduced |
| Scopus Asset Management, L.P. | 9,244 | $5.30M | 0.15% | −26,025−73.8% | Reduced |
| Cullen Investment Group, Ltd. | 8,612 | $5.32M | 0.69% | −58−0.7% | Reduced |
| Nikko Asset Management Americas, Inc. | 9,306 | $5.33M | 0.06% | −852−8.4% | Reduced |
| Snowden Capital Advisors LLC | 9,306 | $5.33M | 0.14% | −896−8.8% | Reduced |
| Forty-three Eighteen Advisors, LLC | 9,312 | $5.33M | 4.14% | +9,312 | New |
| Nilsine Partners, LLC | 9,333 | $5.35M | 0.46% | +57+0.6% | Added |
| Capital Asset Advisory Services LLC | 8,600 | $5.36M | 0.22% | −1,787−17.2% | Reduced |
| Choate Investment Advisors | 9,360 | $5.36M | 0.11% | −1,636−14.9% | Reduced |
| RFG Advisory, LLC | 9,371 | $5.37M | 0.10% | +1,559+20.0% | Added |
| Schnieders Capital Management, LLC. | 9,378 | $5.37M | 0.84% | −80−0.8% | Reduced |
| Mercuria Capital Strategies, LLC | 9,410 | $5.39M | 3.06% | −5,080−35.1% | Reduced |
| Wellington Shields & Co., LLC | 9,417 | $5.39M | 1.33% | +509+5.7% | Added |
| Jackson Square Capital, LLC | 9,432 | $5.40M | 1.07% | +51+0.5% | Added |
| M&G Plc | 9,444 | $5.41M | 0.03% | −1,516−13.8% | Reduced |
| Hartford Financial Management Inc. | 9,493 | $5.44M | 1.41% | +130+1.4% | Added |
| Liberty One Investment Management, LLC | 9,497 | $5.44M | 0.70% | −8,830−48.2% | Reduced |
| Cumberland Advisors Inc | 9,500 | $5.44M | 2.06% | −50−0.5% | Reduced |
| Advisors Asset Management, Inc. | 9,501 | $5.44M | 0.09% | +2,252+31.1% | Added |
| IHT Wealth Management, LLC | 9,499 | $5.45M | 0.13% | −357−3.6% | Reduced |
| Indiana Trust & Investment Management CO | 9,519 | $5.45M | 1.61% | +1,085+12.9% | Added |
| Mission Wealth Management, LP | 9,551 | $5.47M | 0.11% | −746−7.2% | Reduced |
| 1st Source Bank | 9,599 | $5.50M | 0.29% | −18−0.2% | Reduced |
| RMB Capital Management, LLC | 9,620 | $5.51M | 0.10% | −21−0.2% | Reduced |
| Pinnacle Holdings, LLC | 9,657 | $5.53M | 1.87% | +407+4.4% | Added |
| Thoroughbred Financial Services, LLC | 9,675 | $5.54M | 0.33% | −304−3.0% | Reduced |
| Verdence Capital Advisors LLC | 9,688 | $5.55M | 0.33% | −1,871−16.2% | Reduced |
| First Dallas Securities Inc. | 9,690 | $5.55M | 2.07% | −200−2.0% | Reduced |
| Group One Trading, L.P. | 9,694 | $5.55M | 0.16% | +6,708+224.6% | Added |
| Denali Advisors LLC | 9,694 | $5.55M | 0.62% | +8,075+498.8% | Added |
| LMG Wealth Partners, LLC | 9,703 | $5.56M | 1.04% | −523−5.1% | Reduced |
| Naples Global Advisors, LLC | 9,717 | $5.57M | 0.42% | −185−1.9% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 9,737 | $5.58M | 1.20% | −429−4.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 9,796 | $5.61M | 1.56% | −171−1.7% | Reduced |
| Alerus Financial NA | 9,801 | $5.61M | 0.27% | +8,907+996.3% | Added |
| Gluskin Sheff & Assoc Inc | 9,805 | $5.62M | 0.78% | −390−3.8% | Reduced |
| Mattern Wealth Management LLC | 9,808 | $5.62M | 1.08% | −25−0.3% | Reduced |