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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
Riversedge Advisors, LLC369$211.4K0.03%+369New
Shulman DeMeo Asset Management LLC369$211.6K0.05%−62−14.4%Reduced
Navalign, LLC370$212.0K0.05%+370New
Broyhill Asset Management370$212.0K0.19%+370New
BCO Wealth Management LLC370$212.0K0.13%+370New
Strong Retirement Solutions LLC370$212.0K0.14%+370New
Mascagni Wealth Management, Inc.370$212.1K0.16%+370New
Quaker Wealth Management, LLC371$212.5K0.07%+17+4.8%Added
Sterling Financial Planning, Inc.371$212.5K0.06%+371New
Strata Wealth Advisors, LLC372$213.1K0.06%+372New
Powers Advisory Group, LLC372$213.3K0.08%+372New
VSM Wealth Advisory, LLC373$213.4K0.06%−30−7.4%Reduced
WP Advisors, LLC373$213.5K0.05%+373New
Harold Davidson & Associates Inc.373$213.7K0.09%+373New
Harrell Investment Partners, LLC373$213.7K0.05%+373New
Silver Lake Advisory, LLC373$213.9K0.08%+373New
Meridian Wealth Partners, LLC374$214.0K0.03%+374New
Moseley Investment Management Inc374$214.3K0.07%+374New
Madrona Financial Services, LLC375$214.6K0.05%+375New
Glass Wealth Management Co LLC375$214.8K0.09%+375New
Avalon Trust Co375$214.8K0.01%−4−1.1%Reduced
KRS Capital Management, LLC375$215.0K0.12%+375New
Pursuit Wealth Strategies, LLC375$215.1K0.30%+375New
GK Wealth Management LLC375$215.1K0.16%−68−15.3%Reduced
PW Nova Financial Services LLC361$216.0K0.08%+361New
Oxler Private Wealth LLC378$216.5K0.06%+378New
Swisher Financial Concepts, Inc.378$216.5K0.12%+378New
Hopwood Financial Services, Inc.380$217.4K0.15%−44−10.4%Reduced
LVZ Advisors, Inc.380$217.7K0.02%+380New
LCM Capital Management Inc380$217.7K0.11%+380New
Connable Office Inc381$218.3K0.02%+381New
JM2 Capital Inc.381$218.3K0.18%+381New
Headinvest, LLC383$219.4K0.04%+383New
Ames National Corp383$219.4K0.13%+383New
Ruedi Wealth Management, Inc.384$220.1K0.06%+384New
Fortitude Family Office, LLC385$220.6K0.05%−216−35.9%Reduced
Fonville Wealth Management LLC385$220.6K0.05%+385New
Compton Financial Group, LLC386$220.9K0.05%+386New
Betterment LLC386$221.0K0.00%+386New
Whitaker-Myers Wealth Managers, LTD.388$222.2K0.05%+388New
Piedmont Capital Management, LLC388$222.3K0.15%+388New
Arkfeld Wealth Strategies, L.L.C.374$223.1K0.08%+374New
Bolthouse Investments, LLC391$223.8K0.20%+391New
Fidelity D & D Bancorp Inc391$224.0K0.10%−52−11.7%Reduced
Northstar Asset Management Inc391$224.0K0.06%+391New
AIMZ Investment Advisors, LLC392$224.3K0.06%+392New
Saxony Capital Management, LLC392$224.4K0.14%+392New
Tandem Investment Advisors, Inc.392$224.6K0.01%−44−10.1%Reduced
Meridian Investment Counsel Inc.392$224.6K0.05%+392New
NDWM LLC392$224.6K0.15%+392New
Hoey Investments, Inc393$225.1K0.03%00.0%Unchanged
Buska Wealth Management, LLC394$225.5K0.08%+394New
Wealthedge Investment Advisors, LLC393$225.5K0.08%+393New
Triton Wealth Management, PLLC324$226.1K0.09%+324New
Tactive Advisors, LLC396$226.8K0.07%−60−13.2%Reduced
M3 Advisory Group, LLC396$226.8K0.14%+396New
Diametric Capital, LP396$226.9K0.06%+396New
Mosley Wealth Management452$227.4K0.10%+452New
Autumn Glory Partners, LLC397$227.4K0.08%+397New
Rydar Equities, Inc.400$229.1K0.18%−82−17.0%Reduced
Barnes Wealth Management Group, Inc400$229.1K0.12%+400New
FSA Advisors, Inc.400$229.1K0.16%−871−68.5%Reduced
Benningfield Financial Advisors, LLC400$229.1K0.18%−100−20.0%Reduced
Altiora Financial Group, LLC400$229.1K0.04%−57−12.5%Reduced
North Ridge Wealth Advisors, Inc.400$229.1K0.13%00.0%Unchanged
Birchbrook, Inc.400$229.1K0.11%00.0%Unchanged
Sage Financial Group Inc400$229.1K0.02%+400New
Parthenon LLC400$229.1K0.02%+400New
Norris Perne & French LLP400$229.1K0.02%+400New
Proffitt & Goodson Inc400$229.1K0.03%+400New
Guild Investment Management, Inc.400$229.1K0.17%+400New
Banque Pictet & Cie SA400$229.1K0.00%+400New
Sage Private Wealth Group, LLC400$229.1K0.12%+400New
Agp Franklin, LLC400$229.1K0.11%+400New
Innovative Wealth Building LLC400$229.1K0.17%+400New
NWM Advisors, LLC401$229.7K0.20%+401New
Brown Wealth Management, LLC402$230.3K0.06%−21−5.0%Reduced
IAG Wealth Partners, LLC403$230.9K0.03%−50−11.0%Reduced
Pavion Blue Capital, LLC403$230.9K0.10%+403New
Oakwell Private Wealth Management, LLC403$230.9K0.04%+403New
TSG Advice Partners, LLC403$231.0K0.04%+403New
Schwarz Dygos Wheeler Investment Advisors LLC406$232.6K0.05%+406New
Northern Capital Management, Inc.406$232.7K0.12%+406New
Bravias Capital Group, LLC406$232.7K0.14%+406New
Rodgers & Associates, LTD406$232.7K0.02%+406New
Lathrop Investment Management Corp407$233.0K0.04%+407New
Guardian Capital, LLC408$233.8K0.21%+408New
Peoples Bank409$234.3K0.15%+409New
Intelligence Driven Advisers, LLC409$234.4K0.03%+409New
Bell Investment Advisors, Inc410$234.9K0.04%+44+12.0%Added
StoryOne LLC0$234.9K0.14%0New
Spectrum Asset Management, Inc. (NB/CA)410$235.1K0.08%+410New
Duncker Streett & Co Inc411$235.3K0.04%+1+0.2%Added
WBI Investments412$236.0K0.06%+412New
My Personal CFO, LLC412$236.0K0.10%+412New
Sagace Wealth Management LLC413$236.6K0.16%−38−8.4%Reduced
Tanager Wealth Management LLP413$236.6K0.02%+413New
Cambridge Financial Group, LLC653$237.0K0.08%00.0%Unchanged
MOR Wealth Management, LLC414$237.2K0.11%+414New
Shelton Wealth Management, LLC414$237.4K0.10%+414New