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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; 4,069 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
1,308 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.

Institutional holdersQ4 2025: 3,542 institutions
Q1 2021: 2,015 institutionsQ2 2021: 2,028 institutionsQ3 2021: 1,943 institutionsQ4 2021: 2,161 institutionsQ1 2022: 2,176 institutionsQ2 2022: 2,077 institutionsQ3 2022: 1,992 institutionsQ4 2022: 2,287 institutionsQ1 2023: 2,284 institutionsQ2 2023: 2,329 institutionsQ3 2023: 2,409 institutionsQ4 2023: 2,583 institutionsQ1 2024: 2,714 institutionsQ2 2024: 2,713 institutionsQ3 2024: 2,838 institutionsQ4 2024: 3,010 institutionsQ1 2025: 2,903 institutionsQ2 2025: 3,023 institutionsQ3 2025: 3,150 institutionsQ4 2025: 3,542 institutionsQ1 2026: 3,772 institutionsQ2 2026: 4,069 institutions
Value heldQ4 2025: $188.7B
Q1 2021: $88.0BQ2 2021: $82.0BQ3 2021: $71.1BQ4 2021: $74.9BQ1 2022: $82.0BQ2 2022: $65.6BQ3 2022: $59.2BQ4 2022: $87.1BQ1 2023: $82.6BQ2 2023: $88.0BQ3 2023: $97.3BQ4 2023: $104.6BQ1 2024: $127.6BQ2 2024: $114.5BQ3 2024: $133.6BQ4 2024: $123.4BQ1 2025: $109.0BQ2 2025: $128.0BQ3 2025: $159.0BQ4 2025: $188.7BQ1 2026: $232.0BQ2 2026: $351.1B
Institutions holding CAT and their total value by quarter
QuarterHoldersValue
Q2 20264,069$351.1B
Q1 20263,772$232.0B
Q4 20253,542$188.7B
Q3 20253,150$159.0B
Q2 20253,023$128.0B
Q1 20252,903$109.0B
Q4 20243,010$123.4B
Q3 20242,838$133.6B
Q2 20242,713$114.5B
Q1 20242,714$127.6B
Q4 20232,583$104.6B
Q3 20232,409$97.3B
Q2 20232,329$88.0B
Q1 20232,284$82.6B
Q4 20222,287$87.1B
Q3 20221,992$59.2B
Q2 20222,077$65.6B
Q1 20222,176$82.0B
Q4 20212,161$74.9B
Q3 20211,943$71.1B
Q2 20212,028$82.0B
Q1 20212,015$88.0B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q3 2025.

Institutions holding CAT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Atlantic Private Wealth, LLC219$125.5K0.08%+3+1.4%Added
Motco220$126.0K0.01%00.0%Unchanged
Sumitomo Mitsui Financial Group, Inc.220$127.3K0.00%−1−0.5%Reduced
BFSG, LLC223$127.8K0.01%−22−9.0%Reduced
Horrell Capital Management, Inc.226$129.5K0.06%00.0%Unchanged
Creative Capital Management Investments LLC228$130.6K0.04%00.0%Unchanged
Swiss Re Ltd228$130.6K0.01%+228New
Kerr Financial Planning Corp193$131.1K0.18%00.0%Unchanged
Capital Advisors, Ltd. LLC230$132.0K0.02%+31+15.6%Added
Wolff Wiese Magana LLC232$132.9K0.07%−37−13.8%Reduced
XY Capital Ltd237$135.8K0.14%+237New
1015 Capital Partners, LLC237$135.8K0.13%+237New
Darwin Advisors, LLC247$141.7K0.04%00.0%Unchanged
Horizons Wealth Management249$142.6K0.09%00.0%Unchanged
St. Johns Investment Management Company, LLC250$143.2K0.06%00.0%Unchanged
Maseco LLP250$143.3K0.01%+250New
MTM Investment Management, LLC251$143.8K0.05%00.0%Unchanged
JNBA Financial Advisors251$143.8K0.01%+12+5.0%Added
Winch Advisory Services, LLC252$144.4K0.03%−15−5.6%Reduced
Fairscale Capital, LLC253$144.9K0.10%00.0%Unchanged
Sunrise Financial Services, LLC254$145.5K0.11%+254New
Kayne Anderson Rudnick Investment Management LLC257$147.8K0.00%−258−50.1%Reduced
Entelevest, LLC259$148.4K0.15%+259New
Intesa Sanpaolo Wealth Management264$151.2K0.03%+264New
Tower View Investment Management & Research LLC265$151.8K0.08%00.0%Unchanged
Miller Capital Partners, Inc.265$151.8K0.08%+265New
Wellington-Altus USA Inc.266$152.4K0.11%+266New
Barrett & Company, Inc.268$153.7K0.05%00.0%Unchanged
New Millennium Group LLC269$154.2K0.07%−25−8.5%Reduced
Clean Yield Group270$154.7K0.04%−8−2.9%Reduced
State of Wyoming275$157.5K0.02%−200−42.1%Reduced
Vinland Capital Management Gestora de Recursos LTDA.275$157.5K2.28%−114−29.3%Reduced
WPG Advisers, LLC278$159.3K0.12%+2+0.7%Added
Centennial Bank283$162.1K0.06%00.0%Unchanged
Delos Wealth Advisors, LLC287$164.4K0.11%+30+11.7%Added
Hallmark Capital Management Inc290$166.1K0.01%−12,092−97.7%Reduced
Morton Brown Family Wealth, LLC290$166.1K0.05%00.0%Unchanged
Triumph Capital Management291$166.9K0.04%+291New
TSFG, LLC292$167.0K0.02%+38+15.0%Added
TCTC Holdings, LLC292$167.3K0.00%00.0%Unchanged
Dunhill Financial, LLC295$168.8K0.04%+10+3.5%Added
Richardson Financial Services Inc.301$172.5K0.11%+140+87.0%Added
Winthrop Capital Management, LLC304$174.0K0.04%00.0%Unchanged
Graney & King, LLC308$176.3K0.10%+1+0.3%Added
Clark Wealth Partners312$178.8K0.11%00.0%Unchanged
Cornerstone Planning Group LLC285$183.5K0.03%−25−8.1%Reduced
Garton & Associates Financial Advisors LLC326$186.8K0.10%+326New
Financial Freedom, LLC335$192.0K0.10%−75−18.3%Reduced
Bear Mountain Capital, Inc.298$192.9K0.06%−48−13.9%Reduced
Hurley Capital, LLC337$192.9K0.11%+1+0.3%Added
Ameliora Wealth Management Ltd.342$195.9K0.06%00.0%Unchanged
HighMark Wealth Management LLC345$197.7K0.08%−9−2.5%Reduced
Clarkston Capital Partners, LLC350$200.5K0.00%+350New
Aufman Associates Inc350$200.5K0.10%+350New
Christensen, King & Associates Investment Services, Inc.350$200.5K0.09%+350New
Millennium Capital Advisors, LLC350$200.5K0.12%+350New
Z3 Capital Partners, LLC350$200.5K0.05%+350New
Bull Street Advisors, LLC350$201.0K0.09%+350New
Applied Capital LLC351$201.1K0.08%+351New
Dupree Financial Group, LLC351$201.1K0.07%+351New
SLT Holdings LLC351$201.1K0.13%+351New
Glass Jacobson Investment Advisors llc351$201.1K0.07%00.0%Unchanged
Global Wealth Strategies & Associates351$201.1K0.05%+20+6.0%Added
Inlet Private Wealth, LLC352$201.4K0.05%+352New
Founders Capital Management, LLC352$201.7K0.03%+352New
Legacy Wealth Advisors, LLC353$202.2K0.13%+353New
Mill Creek Capital Advisors, LLC354$202.8K0.00%+354New
TPG Advisors LLC354$202.8K0.13%+354New
Denver Wealth Management, Inc.354$202.8K0.07%+354New
Heritage Investment Group, Inc.356$203.9K0.03%+356New
Altar Rock LLC356$203.9K0.24%+356New
Park Capital Management, LLC356$204.0K0.15%+356New
Sandro Wealth Management LLC356$204.0K0.17%+356New
Lake Street Financial LLC357$204.2K0.02%−206−36.6%Reduced
Sierra Ocean, LLC357$204.3K0.17%+357New
Gambit Capital Management, LLC357$204.5K0.15%+357New
First National Bank of Hutchinson357$204.5K0.12%+357New
Fiducient Advisors LLC357$204.5K0.03%+357New
Vista Investment Management357$204.5K0.07%+357New
Higgins & Schmidt Wealth Strategies LLC357$204.5K0.10%+357New
Tranquility Partners, LLC357$204.5K0.07%+357New
Cetera Trust Company, N.A359$205.7K0.11%00.0%Unchanged
Wick Capital Partners, LLC359$205.7K0.04%+359New
Madden Securities Corp360$206.2K0.06%+360New
Boomfish Wealth Group, LLC362$207.4K0.11%−239−39.8%Reduced
Turning Point Benefit Group, Inc.362$207.4K0.11%+30+9.0%Added
Tortuga Wealth Management, Inc362$207.4K0.22%+362New
Instrumental Wealth, LLC276$207.8K0.12%+276New
Sylvest Advisors, LLC364$208.4K0.11%−335−47.9%Reduced
Mma Asset Management LLC364$208.5K0.07%−76−17.3%Reduced
Center for Financial Planning, Inc.364$208.5K0.02%+14+4.0%Added
Wealth Advisory Solutions, LLC364$208.5K0.05%+364New
Lane Brothers & Co Inc365$209.1K0.15%+365New
Outlook Wealth Advisors, LLC365$209.1K0.05%+365New
Carter Financial Group, INC.366$209.6K0.12%+366New
Topsail Wealth Management, LLC366$209.7K0.03%+366New
Asset Allocation Strategies LLC367$210.2K0.04%+367New
Exeter Financial, LLC369$211.1K0.09%+369New
Wealthquest Corp369$211.4K0.02%+369New
Allred Capital Management, LLC369$211.4K0.08%+369New