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 |
|---|---|---|---|---|---|
| Godfrey Financial Associates, Inc. | 474 | $271.5K | 0.24% | +474 | New |
| KC Investment Advisors, LLC | 476 | $272.7K | 0.07% | +476 | New |
| Marex Group plc | 476 | $272.7K | 0.00% | +476 | New |
| Private Client Services, LLC | 477 | $273.0K | 0.09% | +477 | New |
| BOK Financial Private Wealth, Inc. | 477 | $273.3K | 0.02% | −27−5.4% | Reduced |
| Ruggiero Investments, Inc. | 479 | $274.4K | 0.25% | +479 | New |
| Mainsail Asset Management, LLC | 480 | $275.0K | 0.12% | +12+2.6% | Added |
| Seneca Financial Advisors LLC | 480 | $275.0K | 0.08% | +1+0.2% | Added |
| Gamco Investors, Inc. Et Al | 481 | $275.6K | 0.00% | −95−16.5% | Reduced |
| Shayne & Co., LLC | 482 | $275.9K | 0.08% | +2+0.4% | Added |
| Bond & Devick Financial Network, Inc. | 483 | $276.8K | 0.08% | +55+12.9% | Added |
| Wrenne Financial Planning LLC | 484 | $277.7K | 0.11% | 00.0% | Unchanged |
| V. M. Manning & Co., Inc. | 485 | $278.0K | 0.28% | +485 | New |
| Mosaic Family Wealth Partners, LLC | 487 | $278.8K | 0.03% | −1−0.2% | Reduced |
| Prasad Wealth Partners, LLC | 487 | $278.9K | 0.07% | +1+0.2% | Added |
| Renaissance Investment Group LLC | 488 | $279.6K | 0.06% | −25−4.9% | Reduced |
| Sutton Place Investors LLC | 489 | $280.1K | 0.15% | +14+2.9% | Added |
| ONE Advisory Partners, LLC | 491 | $281.2K | 0.08% | +491 | New |
| Marotta Asset Management | 491 | $281.3K | 0.05% | 00.0% | Unchanged |
| Ducere Wealth Management LLC | 492 | $281.6K | 0.11% | +492 | New |
| Steinberganna Wealth Management | 493 | $282.4K | 0.13% | +493 | New |
| Brandywine Oak Private Wealth LLC | 493 | $282.4K | 0.02% | 00.0% | Unchanged |
| Gladius Capital Management LP | 493 | $282.4K | 0.35% | +493 | New |
| FMB Wealth Management | 493 | $282.5K | 0.11% | 00.0% | Unchanged |
| Eddie Patel Inc | 493 | $282.7K | 0.21% | +493 | New |
| Abound Wealth Management | 493 | $282.7K | 0.07% | +48+10.8% | Added |
| MOKAN Wealth Management Inc. | 494 | $282.8K | 0.13% | +23+4.9% | Added |
| Brio Consultants, LLC | 495 | $283.6K | 0.04% | +495 | New |
| Alliance Wealth Advisors, LLC | 496 | $284.0K | 0.14% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 499 | $285.9K | 0.11% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 500 | $286.2K | 0.18% | +25+5.3% | Added |
| Parvin Asset Management, LLC | 500 | $286.4K | 0.23% | −26−4.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 500 | $286.4K | 0.09% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 500 | $286.4K | 0.14% | 00.0% | Unchanged |
| Landmark Wealth Management, Inc. | 500 | $286.4K | 0.11% | 00.0% | Unchanged |
| DORVAL Corp | 500 | $286.4K | 0.09% | 00.0% | Unchanged |
| Maimon Wealth Management Ltd. | 500 | $286.4K | 0.27% | +500 | New |
| Adirondack Capital Advisors, LLC | 500 | $286.4K | 0.19% | +500 | New |
| Owen LaRue, LLC | 501 | $287.1K | 0.11% | −11−2.1% | Reduced |
| Fortis Capital Advisors, LLC | 502 | $287.8K | 0.04% | −83−14.2% | Reduced |
| KWMG, LLC | 503 | $288.2K | 0.02% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 503 | $288.2K | 0.07% | −2−0.4% | Reduced |
| Warren Street Wealth Advisors, LLC | 503 | $288.3K | 0.08% | −134−21.0% | Reduced |
| Lincoln Capital Corp | 504 | $288.7K | 0.10% | +504 | New |
| Weaver Consulting Group | 505 | $289.3K | 0.07% | −61−10.8% | Reduced |
| Cape Investment Advisory, Inc. | 505 | $289.3K | 0.09% | +368+268.6% | Added |
| Idaho Trust Bank | 507 | $290.4K | 0.10% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 507 | $290.5K | 0.04% | +507 | New |
| CBIZ Investment Advisory Services, LLC | 507 | $290.7K | 0.01% | +400+373.8% | Added |
| Financial Security Advisor, Inc. | 508 | $290.9K | 0.06% | +1+0.2% | Added |
| Affiance Financial, LLC | 508 | $291.0K | 0.05% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 508 | $291.0K | 0.09% | +8+1.6% | Added |
| Hudson Value Partners, LLC | 505 | $291.6K | 0.09% | +5+1.0% | Added |
| Security National Bank of So Dak | 510 | $292.2K | 0.14% | 00.0% | Unchanged |
| Great Waters Wealth Management | 510 | $292.2K | 0.03% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 510 | $292.3K | 0.14% | −5−1.0% | Reduced |
| Ponta Wealth Partners, LLC | 511 | $292.7K | 0.27% | +511 | New |
| Hollow Brook Wealth Management LLC | 512 | $293.3K | 0.08% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 514 | $294.5K | 0.22% | +501+3,853.8% | Added |
| Oxinas Partners Wealth Management LLC | 514 | $294.5K | 0.14% | −3−0.6% | Reduced |
| Schwallier Wealth Management LLC | 449 | $295.4K | 0.19% | −1−0.2% | Reduced |
| Vestor Capital, LLC | 34,792 | $296.0K | 0.02% | +34,275+6,629.6% | Added |
| Clayton Financial Group LLC | 517 | $296.2K | 0.15% | +277+115.4% | Added |
| Safeguard Investment Advisory Group, LLC | 517 | $296.3K | 0.08% | −94−15.4% | Reduced |
| PKS Advisory Services, LLC | 517 | $296.4K | 0.07% | −15−2.8% | Reduced |
| CogentBlue Wealth Advisors, LLC | 518 | $296.7K | 0.20% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 519 | $297.4K | 0.08% | 00.0% | Unchanged |
| Custos Family Office, LLC | 519 | $297.6K | 0.20% | +2+0.4% | Added |
| Patron Partners Advisors, LLC | 520 | $297.9K | 0.13% | −141−21.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 520 | $297.9K | 0.07% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 520 | $298.0K | 0.02% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 521 | $298.5K | 0.04% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 521 | $298.6K | 0.12% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 523 | $299.3K | 0.09% | 00.0% | Unchanged |
| Shrier Wealth Management, LLC | 523 | $299.4K | 0.12% | +523 | New |
| Falcon Wealth Planning | 523 | $299.6K | 0.03% | +523 | New |
| Fortress Financial Group, LLC | 524 | $300.0K | 0.22% | −17−3.1% | Reduced |
| Chris Bulman Inc | 524 | $300.5K | 0.13% | +32+6.5% | Added |
| Sage Rhino Capital LLC | 526 | $301.4K | 0.06% | +11+2.1% | Added |
| Fortis Capital Management LLC | 527 | $301.9K | 0.04% | +81+18.2% | Added |
| Tradewinds Capital Management, LLC | 527 | $302.2K | 0.06% | +150+39.8% | Added |
| MN Wealth Advisors, LLC | 527 | $302.2K | 0.15% | +1+0.2% | Added |
| Entrust Financial LLC | 528 | $302.5K | 0.22% | +528 | New |
| Financial Insights, Inc. | 528 | $302.7K | 0.10% | +11+2.1% | Added |
| Duncan Williams Asset Management, LLC | 438 | $303.0K | 0.08% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 418 | $303.6K | 0.12% | +418 | New |
| IMG Wealth Management, Inc. | 530 | $303.6K | 0.19% | +24+4.7% | Added |
| Targeted Financial Services LLC | 530 | $303.6K | 0.26% | +530 | New |
| Innova Wealth Partners | 534 | $305.9K | 0.15% | +534 | New |
| Next Capital Management LLC | 535 | $306.5K | 0.10% | 00.0% | Unchanged |
| Axis Wealth Partners, LLC | 536 | $306.8K | 0.17% | −9−1.7% | Reduced |
| Inceptionr LLC | 536 | $307.1K | 0.09% | −1,265−70.2% | Reduced |
| Kendall Capital Management | 536 | $307.1K | 0.06% | +36+7.2% | Added |
| Nelson Capital Management, LLC | 538 | $308.2K | 0.04% | +37+7.4% | Added |
| Omnitrust Wealth Management, Inc | 539 | $308.8K | 0.39% | +539 | New |
| Willis Johnson & Associates, Inc. | 543 | $311.0K | 0.02% | +18+3.4% | Added |
| Joseph P. Lucia & Associates, LLC | 543 | $311.3K | 0.11% | +90+19.9% | Added |
| Genesis Private Wealth, LLC | 545 | $312.2K | 0.10% | +545 | New |
| Cherry Tree Wealth Management, LLC | 545 | $312.2K | 0.07% | +100+22.5% | Added |
| Coppell Advisory Solutions LLC | 541 | $312.5K | 0.03% | −50−8.5% | Reduced |