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 |
|---|---|---|---|---|---|
| TD Capital Management LLC | 549 | $314.7K | 0.03% | +56+11.4% | Added |
| Harvest Investment Services, LLC | 549 | $314.8K | 0.06% | +549 | New |
| KWB Wealth | 549 | $314.8K | 0.03% | +17+3.2% | Added |
| Element Wealth, LLC | 550 | $315.0K | 0.13% | +2+0.4% | Added |
| Beddow Capital Management Inc | 550 | $315.0K | 0.12% | −50−8.3% | Reduced |
| Horizon Bancorp Inc | 550 | $315.0K | 0.15% | +12+2.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 550 | $315.1K | 0.00% | −150−21.4% | Reduced |
| Scott & Selber, Inc. | 550 | $315.1K | 0.08% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 550 | $315.1K | 0.09% | 00.0% | Unchanged |
| North Forty Two & Co. | 550 | $315.1K | 0.30% | 00.0% | Unchanged |
| Breakthru Advisory Services, LLC | 550 | $315.1K | 0.20% | +10+1.9% | Added |
| One Day In July LLC | 551 | $315.7K | 0.03% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 556 | $315.7K | 0.03% | −219−28.3% | Reduced |
| Claro Advisors LLC | 552 | $316.3K | 0.04% | +34+6.6% | Added |
| Borer Denton & Associates, Inc. | 553 | $316.8K | 0.11% | 00.0% | Unchanged |
| First Bank & Trust | 555 | $317.9K | 0.05% | +41+8.0% | Added |
| IPG Investment Advisors LLC | 556 | $318.5K | 0.06% | −25−4.3% | Reduced |
| McMillan Office, Inc. | 556 | $318.5K | 0.04% | +556 | New |
| DGS Capital Management, LLC | 557 | $319.1K | 0.05% | +557 | New |
| Lynch & Associates | 558 | $319.7K | 0.06% | −150−21.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 558 | $319.7K | 0.06% | −2−0.4% | Reduced |
| Howard Financial Services, Ltd. | 558 | $319.9K | 0.04% | +60+12.0% | Added |
| Mason & Associates Inc | 559 | $320.2K | 0.06% | +18+3.3% | Added |
| E6 Portfolios, LLC | 560 | $320.8K | 0.37% | +560 | New |
| Correct Capital Wealth Management | 560 | $320.8K | 0.06% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 561 | $321.4K | 0.21% | 00.0% | Unchanged |
| Successful Portfolios LLC | 521 | $321.9K | 0.16% | +97+22.9% | Added |
| Altus Wealth Group LLC | 563 | $322.5K | 0.13% | 00.0% | Unchanged |
| Carson Advisory Inc. | 563 | $322.5K | 0.17% | +25+4.6% | Added |
| Alternative Investment Advisors, LLC. | 562 | $322.6K | 0.14% | −2−0.4% | Reduced |
| TigerOak Management, L.L.C. | 564 | $323.1K | 0.10% | −42−6.9% | Reduced |
| Consilio Wealth Advisors, LLC | 564 | $323.1K | 0.09% | +8+1.4% | Added |
| Stephens Consulting, LLC | 564 | $323.1K | 0.10% | +89+18.7% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 500 | $323.4K | 0.08% | 00.0% | Unchanged |
| Asio Capital, LLC | 566 | $324.2K | 0.05% | +41+7.8% | Added |
| Signet Private Wealth LLC | 567 | $325.1K | 0.31% | +567 | New |
| Alpha Omega Wealth Management LLC | 568 | $325.4K | 0.05% | −32−5.3% | Reduced |
| Estate Planners Group, LLC | 568 | $325.5K | 0.14% | +568 | New |
| Cloud Capital Management, LLC | 570 | $326.0K | 0.15% | +24+4.4% | Added |
| Acorn Creek Capital LLC | 569 | $326.1K | 0.12% | +38+7.2% | Added |
| Renasant Bank | 570 | $326.5K | 0.22% | −25−4.2% | Reduced |
| Motive Wealth Advisors | 570 | $326.5K | 0.14% | −1−0.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 572 | $327.5K | 0.05% | −100−14.9% | Reduced |
| Blalock Williams, LLC | 572 | $327.7K | 0.26% | +38+7.1% | Added |
| PharVision Advisers, LLC | 572 | $327.7K | 0.17% | +572 | New |
| TradeWell Securities, LLC. | 572 | $327.7K | 0.13% | +1+0.2% | Added |
| CoreFirst Bank & Trust | 573 | $328.3K | 0.18% | −538−48.4% | Reduced |
| Rowland & Co Investment Counsel | 573 | $328.4K | 0.06% | +142+32.9% | Added |
| Ipsen Advisor Group LLC | 575 | $329.1K | 0.23% | −91−13.7% | Reduced |
| Pacific Center for Financial Services | 690 | $329.1K | 0.08% | 00.0% | Unchanged |
| Orion Investment Co | 575 | $329.4K | 0.10% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 576 | $330.0K | 0.11% | +576 | New |
| Capital Asset Managemnet, LLC | 576 | $330.0K | 0.37% | +576 | New |
| Golden Reserve Retirement LLC | 577 | $330.3K | 0.06% | +577 | New |
| Cerro Pacific Wealth Advisors LLC | 577 | $330.5K | 0.09% | −1−0.2% | Reduced |
| LifeGoal Wealth Advisors | 577 | $330.5K | 0.22% | +577 | New |
| Pinnacle Bancorp, Inc. | 579 | $331.7K | 0.10% | 00.0% | Unchanged |
| Oak Associates, Ltd | 579 | $331.7K | 0.02% | 00.0% | Unchanged |
| Halter Ferguson Financial Inc. | 579 | $331.7K | 0.07% | +78+15.6% | Added |
| Symmetry Partners, LLC | 579 | $331.9K | 0.02% | +59+11.3% | Added |
| Lexington Hill Partners, LLC | 580 | $332.3K | 0.25% | +580 | New |
| OneAscent Investment Solutions LLC | 581 | $332.8K | 0.35% | −275−32.1% | Reduced |
| Objective Capital Management, LLC | 582 | $333.4K | 0.34% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 583 | $333.7K | 0.09% | −25−4.1% | Reduced |
| Aviance Capital Partners, LLC | 583 | $334.0K | 0.04% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 583 | $334.0K | 0.04% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 583 | $334.0K | 0.12% | +583 | New |
| Sage Advisors, LLC | 584 | $334.4K | 0.22% | +584 | New |
| Aspen Capital Management, LLC | 584 | $334.6K | 0.08% | 00.0% | Unchanged |
| DKM Wealth Management, Inc. | 585 | $334.9K | 0.25% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 587 | $336.0K | 0.13% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 587 | $336.3K | 0.08% | +58+11.0% | Added |
| Panoramic Capital Partners, LLC | 588 | $336.8K | 0.21% | +4+0.7% | Added |
| Plan A Wealth LLC | 588 | $336.9K | 0.16% | −46−7.3% | Reduced |
| Value Investment Professionals, LLC | 588 | $337.0K | 0.35% | +588 | New |
| Main Street Group, LTD | 590 | $337.8K | 0.12% | +26+4.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 590 | $338.0K | 0.09% | 00.0% | Unchanged |
| Hilltop Partners LLC | 591 | $338.3K | 0.09% | +17+3.0% | Added |
| Sunburst Financial Group, LLC | 591 | $338.6K | 0.07% | +100+20.4% | Added |
| Activest Wealth Management | 592 | $339.1K | 0.06% | +415+234.5% | Added |
| EdgeRock Capital LLC | 592 | $339.5K | 0.09% | +45+8.2% | Added |
| Diversified Portfolios, Inc. | 593 | $339.7K | 0.03% | +56+10.4% | Added |
| Argus Investors' Counsel, Inc. | 595 | $340.9K | 0.27% | −175−22.7% | Reduced |
| Hall Capital Management Co Inc | 595 | $340.9K | 0.13% | 00.0% | Unchanged |
| Morton Capital Management LLC | 595 | $341.1K | 0.05% | +8+1.4% | Added |
| Morton Community Bank | 519 | $341.2K | 0.07% | −3,833−88.1% | Reduced |
| Unique Wealth, LLC | 596 | $341.4K | 0.05% | +24+4.2% | Added |
| Solidarilty Wealth, LLC | 596 | $341.4K | 0.07% | −48−7.5% | Reduced |
| Ycg, LLC | 596 | $341.4K | 0.03% | +596 | New |
| Tolleson Wealth Management, Inc. | 600 | $343.7K | 0.05% | −112−15.7% | Reduced |
| Blue Rock Wealth Management LLC | 600 | $343.7K | 0.21% | 00.0% | Unchanged |
| Bedminster, LLC | 600 | $343.7K | 0.32% | +600 | New |
| Private Advisory Group LLC | 601 | $344.1K | 0.03% | −26−4.1% | Reduced |
| Orgel Wealth Management, LLC | 601 | $344.3K | 0.01% | +95+18.8% | Added |
| Flatrock Wealth Partners LLC | 602 | $344.9K | 0.17% | +602 | New |
| Y-Intercept (Hong Kong) Ltd | 603 | $345.4K | 0.01% | +603 | New |
| Jmac Enterprises LLC | 604 | $346.0K | 0.07% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 604 | $346.2K | 0.27% | −38−5.9% | Reduced |
| Ariadne Wealth Management, LP | 457 | $347.0K | 0.14% | −19−4.0% | Reduced |
| Unison Asset Management LLC | 606 | $347.2K | 0.16% | 00.0% | Unchanged |