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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; 4,070 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
3,543
+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: 3,543 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: 3,151 institutionsQ4 2025: 3,543 institutionsQ1 2026: 3,773 institutionsQ2 2026: 4,070 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 20264,070$351.1B
Q1 20263,773$232.0B
Q4 20253,543$188.7B
Q3 20253,151$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
Unison Asset Management LLC606$347.2K0.16%00.0%Unchanged
North Dallas Bank & Trust Co608$348.3K0.23%+608New
Twin Peaks Wealth Advisors, LLC470$348.7K0.10%+470New
Pinpoint Asset Management (Singapore) Pte. Ltd.609$348.9K0.07%+609New
Hibernia Wealth Partners, LLC610$349.1K0.11%+610New
Leibman Financial Services, Inc.610$349.5K0.25%+610New
Capital Counsel LLC611$350.0K0.01%00.0%Unchanged
Uhlmann Price Securities, LLC612$350.6K0.21%00.0%Unchanged
Brightwater Advisory LLC612$350.6K0.24%+2+0.3%Added
Dakota Community Bank & Trust NA613$351.2K1.20%00.0%Unchanged
Roehl & Yi Investment Advisors, LLC613$351.3K0.14%−3−0.5%Reduced
LongView Wealth Management559$351.9K0.08%00.0%Unchanged
Dutch Asset Corp614$352.0K0.27%+614New
Invested Advisors615$352.3K0.36%−12−1.9%Reduced
Strategic Advocates LLC611$352.8K0.09%+100+19.6%Added
Kerntke Otto McGlone Wealth Management Group617$353.7K0.25%−68−9.9%Reduced
Bourne Lent Asset Management Inc618$354.0K0.12%00.0%Unchanged
City National Bank of Florida619$354.6K0.23%−465−42.9%Reduced
Deroy & Devereaux Private Investment Counsel Inc619$355.0K0.02%+19+3.2%Added
Valtinson Bruner Financial Planning LLC620$355.2K0.10%−15−2.4%Reduced
National Philanthropic Trust621$355.8K0.00%+621New
Forza Wealth Management, LLC622$356.3K0.13%+49+8.6%Added
TCP Asset Management, LLC623$356.9K0.06%+3+0.5%Added
Granite Harbor Advisors, Inc.623$356.9K0.15%+3+0.5%Added
Bank of New Hampshire623$356.9K0.08%+290+87.1%Added
HF Advisory Group, LLC625$358.2K0.12%−93−13.0%Reduced
Paces Ferry Wealth Advisors, LLC626$358.4K0.15%−16−2.5%Reduced
CFO4Life Group, LLC626$358.6K0.05%+15+2.5%Added
Doheny Asset Management627$359.0K0.22%00.0%Unchanged
Advisortrust Partners, LLC628$359.8K0.16%+628New
Prentice Wealth Management LLC629$360.3K0.08%+75+13.5%Added
Stonebridge Financial Group, LLC629$360.4K0.31%+629New
Next Level Wealth Planning, LLC630$360.9K0.19%00.0%Unchanged
Carbahal Olsen Financial Services Group, LLC630$360.9K0.28%+2+0.3%Added
Meritas Wealth Management, LLC632$362.1K0.17%00.0%Unchanged
WealthPoint Financial, LLC633$362.8K0.32%+633New
Lifelong Wealth Advisors, Inc.634$363.4K0.10%+30+5.0%Added
Princeton Global Asset Management LLC637$364.9K0.06%+78+14.0%Added
Peddock Capital Advisors, LLC637$365.0K0.08%00.0%Unchanged
Keeler Thomas Management LLC639$365.9K0.17%−472−42.5%Reduced
Optima Capital LLC639$366.1K0.16%−17−2.6%Reduced
Hutchens & Kramer Investment Management Group, LLC640$366.6K0.13%−244−27.6%Reduced
Grantvest Financial Group LLC640$366.6K0.23%−50−7.2%Reduced
Warner Group LLC640$366.6K0.23%00.0%Unchanged
Founders Grove Wealth Partners, LLC640$366.6K0.08%+90+16.4%Added
Rothschild Capital Partners, LLC642$367.8K0.09%+642New
Gallagher Fiduciary Advisors, LLC643$368.4K0.01%−33−4.9%Reduced
Stronghold Wealth Management L.L.C.644$368.9K0.55%+644New
Wealthcare Capital Partners, LLC645$369.2K0.17%+2+0.3%Added
Red Wave Investments LLC645$369.5K0.11%00.0%Unchanged
Impact Partnership Wealth, LLC646$370.2K0.05%+19+3.0%Added
Rede Wealth, LLC646$370.2K0.13%+646New
Financial Perspectives, Inc648$371.2K0.10%−500−43.6%Reduced
Phoenix Wealth Advisors648$371.2K0.14%+5+0.8%Added
Ashton Thomas Securities, LLC649$371.8K0.07%+62+10.6%Added
McDonald Partners LLC650$372.4K0.12%−17−2.5%Reduced
Bennett Associates Wealth Management652$373.5K0.26%+652New
jvl associates llc653$374.1K0.12%+16+2.5%Added
RFG Holdings, Inc.654$374.7K0.09%+6+0.9%Added
DV Equities, LLC654$374.7K0.07%+654New
OMC Financial Services LTD655$375.2K0.14%00.0%Unchanged
Yarger Wealth Strategies, LLC656$375.8K0.16%+7+1.1%Added
Human Investing LLC656$376.0K0.05%−19−2.8%Reduced
KDT Advisors, LLC657$376.4K0.53%+15+2.3%Added
Eagle Wealth Advisors LLC657$376.4K0.32%+657New
Northwest Financial Advisors660$378.1K0.78%−180−21.4%Reduced
Claret Asset Management Corp661$379.0K0.04%−4−0.6%Reduced
Tannin Capital LLC664$380.4K0.34%+664New
Beacon Capital Management, LLC664$380.6K0.06%−34−4.9%Reduced
Cheviot Value Management, LLC593$381.5K0.04%−10−1.7%Reduced
Client 1st Advisory Group, LLC666$381.5K0.12%+107+19.1%Added
Strategic Investment Solutions, Inc.667$382.2K0.09%+499+297.0%Added
Rhodes Investment Advisors Inc669$383.3K0.31%+669New
Green Harvest Asset Management LLC669$383.6K0.01%+82+14.0%Added
Leverty Financial Group, LLC670$383.6K0.09%+40+6.3%Added
Barnes Pettey Financial Advisors, LLC670$383.8K0.19%−19−2.8%Reduced
Range Advisory, LLC672$384.8K0.10%+672New
First Business Financial Services, Inc.672$385.0K0.04%−13,995−95.4%Reduced
Beaird Harris Wealth Management, LLC673$385.5K0.03%−137−16.9%Reduced
Baxter Bros Inc675$386.7K0.04%+5+0.7%Added
Donalies Financial Planning, LLC675$386.7K0.33%+675New
GEM Asset Management, LLC649$387.2K0.17%−29−4.3%Reduced
Stonehaven Wealth & Tax Solutions, LLC678$388.4K0.35%+35+5.4%Added
Argentarii, LLC679$389.0K0.13%+2+0.3%Added
Prudent Man Advisors, LLC0$389.2K0.14%0Unchanged
BW Gestao de Investimentos Ltda.680$389.6K0.01%+680New
Clay Northam Wealth Management, LLC681$390.1K0.22%00.0%Unchanged
Revolve Wealth Partners, LLC681$390.4K0.05%+16+2.4%Added
Crusonia Wealth Advisors LLC682$390.7K0.09%+682New
Pioneer Trust Bank N A683$391.3K0.09%00.0%Unchanged
CAP Partners, LLC684$391.7K0.22%−157−18.7%Reduced
Private Management Group Inc684$391.7K0.01%−70−9.3%Reduced
Granite FO LLC685$392.4K0.21%00.0%Unchanged
Waddell & Associates, LLC686$393.0K0.03%+686New
Red Reef Advisors LLC686$393.0K0.40%+686New
First PREMIER Bank687$393.0K0.09%−3−0.4%Reduced
Gemmer Asset Management LLC687$393.6K0.03%−5−0.7%Reduced
Balentine LLC688$394.1K0.01%+2+0.3%Added
Houlihan Financial Resource Group, Ltd.629$394.5K0.15%+629New
Floyd Financial Group LLC520$394.7K0.27%00.0%Unchanged