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
- 1,308 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.
| 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 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $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 |
|---|---|---|---|---|---|
| GSG Advisors LLC | 415 | $237.7K | 0.06% | +415 | New |
| Ulland Investment Advisors, LLC | 415 | $238.0K | 0.19% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 415 | $238.0K | 0.17% | −11−2.6% | Reduced |
| Emerald Advisors, LLC | 416 | $238.4K | 0.03% | +416 | New |
| Northwest Wealth Management, LLC | 416 | $238.5K | 0.04% | +416 | New |
| Mars Jewett Financial Group, Inc. | 308 | $239.0K | 0.07% | +308 | New |
| Avion Wealth | 419 | $239.0K | 0.05% | +1+0.2% | Added |
| JMN Financial LLC | 418 | $239.5K | 0.24% | +418 | New |
| Pennington Partners & Co., LLC | 419 | $240.0K | 0.10% | +419 | New |
| TABR Capital Management, LLC | 419 | $240.0K | 0.16% | +419 | New |
| J. L. Bainbridge & Co., Inc. | 419 | $240.1K | 0.02% | 00.0% | Unchanged |
| Gordian Advisors LLC | 419 | $240.2K | 0.16% | +419 | New |
| CapWealth Advisors, LLC | 420 | $240.6K | 0.02% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 420 | $240.8K | 0.04% | +420 | New |
| Avenue 1 Advisors, LLC | 421 | $241.2K | 0.07% | −26−5.8% | Reduced |
| ForthRight Wealth Management, LLC | 421 | $241.2K | 0.07% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 332 | $242.0K | 0.17% | 00.0% | Unchanged |
| Magnolia Private Wealth, LLC | 423 | $242.3K | 0.17% | +2+0.5% | Added |
| EJMK Ventures LLC | 423 | $242.3K | 0.15% | +423 | New |
| tru Independence LLC | 423 | $242.5K | 0.06% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 425 | $243.5K | 0.03% | −43−9.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 425 | $243.5K | 0.18% | −298−41.2% | Reduced |
| Rubicon Advisors, GP | 425 | $243.6K | 0.23% | +425 | New |
| MinichMacGregor Wealth Management, LLC | 425 | $243.9K | 0.04% | −368−46.4% | Reduced |
| Echo45 Advisors LLC | 426 | $244.0K | 0.14% | −9−2.1% | Reduced |
| McIlrath & Eck, LLC | 427 | $244.5K | 0.02% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 427 | $244.6K | 0.05% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 427 | $244.6K | 0.06% | +427 | New |
| GW&K Investment Management, LLC | 427 | $245.0K | 0.00% | +11+2.6% | Added |
| Cornerstone Enterprises, LLC | 430 | $246.3K | 0.12% | +5+1.2% | Added |
| Matters Capital LLC | 431 | $246.9K | 0.20% | +431 | New |
| TL Private Wealth | 400 | $247.0K | 0.10% | 00.0% | Unchanged |
| GGM Financials LLC | 432 | $247.3K | 0.12% | +1+0.2% | Added |
| Nvest Financial, LLC | 433 | $248.1K | 0.10% | +433 | New |
| Reston Wealth Management LLC | 433 | $248.2K | 0.08% | +433 | New |
| Winton Group Ltd | 434 | $248.6K | 0.01% | −26,179−98.4% | Reduced |
| Berkshire Money Management, Inc. | 434 | $248.6K | 0.02% | +434 | New |
| Tenzing Financial LLC | 434 | $248.6K | 0.20% | +434 | New |
| Moody Aldrich Partners LLC | 435 | $249.2K | 0.05% | 00.0% | Unchanged |
| DDFG, Inc | 435 | $249.2K | 0.05% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 436 | $249.5K | 0.08% | +1+0.2% | Added |
| Newport Capital Group, LLC | 436 | $249.6K | 0.15% | +436 | New |
| Vilga Financial Planning LLC | 436 | $249.8K | 0.24% | +436 | New |
| Peck Wealth Management, LLC | 437 | $250.3K | 0.24% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 438 | $250.9K | 0.04% | +2+0.5% | Added |
| Measured Wealth Private Client Group, LLC | 439 | $251.6K | 0.07% | −48−9.9% | Reduced |
| Arlington Trust Co LLC | 440 | $252.1K | 0.03% | −316−41.8% | Reduced |
| Vance Wealth, Inc. | 440 | $252.1K | 0.07% | −57−11.5% | Reduced |
| Kirr Marbach & Co LLC | 440 | $252.1K | 0.05% | 00.0% | Unchanged |
| Connecticut Capital Management Group, LLC | 440 | $252.1K | 0.24% | +440 | New |
| Storen Legacy Partners, LLC | 441 | $252.8K | 0.08% | +441 | New |
| Fractal Investments LLC | 442 | $253.2K | 0.04% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 442 | $253.2K | 0.07% | +8+1.8% | Added |
| Wisconsin Wealth Advisors, LLC | 443 | $253.8K | 0.25% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 443 | $253.8K | 0.02% | −100−18.4% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 444 | $254.4K | 0.11% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 445 | $254.9K | 0.15% | 00.0% | Unchanged |
| GFG Capital, LLC | 445 | $255.1K | 0.09% | −18−3.9% | Reduced |
| Piscataqua Savings Bank | 446 | $255.5K | 0.18% | 00.0% | Unchanged |
| Cushing Capital Partners, LLC | 446 | $255.7K | 0.19% | −152−25.4% | Reduced |
| Oberweis Asset Management Inc | 448 | $256.4K | 0.01% | +22+5.2% | Added |
| Verity & Verity, LLC | 448 | $256.6K | 0.02% | +10+2.3% | Added |
| Discipline Wealth Solutions, LLC | 449 | $257.2K | 0.05% | +449 | New |
| Michael Brady & Co., LLC | 450 | $257.8K | 0.26% | +450 | New |
| Rayburn West Financial Services LLC | 450 | $257.8K | 0.16% | +450 | New |
| Coordinated Financial Services, Inc. | 450 | $257.9K | 0.15% | −15−3.2% | Reduced |
| American Trust | 453 | $259.5K | 0.02% | −87−16.1% | Reduced |
| Magnetar Financial LLC | 453 | $259.5K | 0.00% | +453 | New |
| Ruggaard & Associates LLC | 453 | $259.7K | 0.10% | −3−0.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 454 | $260.0K | 0.07% | +5+1.1% | Added |
| OakTrust Wealth Advisors, LLC | 454 | $260.1K | 0.24% | +454 | New |
| Semus Wealth Partners LLC | 455 | $260.7K | 0.14% | +1+0.2% | Added |
| Tilia Fiduciary Partners, Inc. | 455 | $260.9K | 0.14% | −44−8.8% | Reduced |
| Brown Financial Advisory | 456 | $261.2K | 0.13% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 456 | $261.4K | 0.14% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 456 | $261.4K | 0.08% | +26+6.0% | Added |
| Schaeffer Financial LLC | 457 | $261.7K | 0.23% | +1+0.2% | Added |
| Mosaic Financial Group, LLC | 457 | $262.0K | 0.18% | +2+0.4% | Added |
| Coston, McIsaac & Partners | 458 | $262.0K | 0.06% | +111+32.0% | Added |
| Awm Capital, LLC | 457 | $262.2K | 0.02% | −1−0.2% | Reduced |
| Acorn Financial Advisory Services Inc | 459 | $262.9K | 0.04% | +8+1.8% | Added |
| Davis-Rea Ltd. | 460 | $263.5K | 0.07% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 461 | $264.1K | 0.06% | +16+3.6% | Added |
| Kassira Wealth Management LLC | 462 | $264.7K | 0.25% | +2+0.4% | Added |
| Foguth Wealth Management, LLC. | 445 | $266.0K | 0.04% | +445 | New |
| LifeWealth Investments, LLC | 465 | $266.4K | 0.08% | −675−59.2% | Reduced |
| Fermata Advisors, LLC | 467 | $267.6K | 0.06% | +3+0.6% | Added |
| ETF Store, Inc. | 467 | $267.7K | 0.27% | +1+0.2% | Added |
| North Capital, Inc. | 470 | $269.2K | 0.23% | −1−0.2% | Reduced |
| ProVise Management Group, LLC | 470 | $269.2K | 0.02% | 00.0% | Unchanged |
| Decision Investments, Inc | 470 | $269.2K | 0.29% | +470 | New |
| Planning Directions Inc | 471 | $269.7K | 0.14% | +1+0.2% | Added |
| Argonautica Private Wealth Management, Inc | 471 | $269.8K | 0.08% | −17−3.5% | Reduced |
| Foronjy Financial LLC | 471 | $269.9K | 0.11% | −79−14.4% | Reduced |
| Palisades Hudson Asset Management, L.P. | 471 | $270.0K | 0.10% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 473 | $271.0K | 0.05% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 473 | $271.0K | 0.04% | +26+5.8% | Added |
| Strategic Financial Partners, Ltd. | 473 | $271.4K | 0.12% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 474 | $271.5K | 0.06% | −1,294−73.2% | Reduced |
| First Long Island Investors, LLC | 474 | $271.5K | 0.02% | 00.0% | Unchanged |