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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,070 | $351.1B |
| Q1 2026 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $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 |
|---|---|---|---|---|---|
| Certified Advisory Corp | 690 | $395.5K | 0.04% | +1+0.1% | Added |
| Capitol Family Office, Inc. | 692 | $396.4K | 0.47% | −9−1.3% | Reduced |
| Fiscal Wisdom Wealth Management, LLC | 693 | $397.0K | 0.37% | −10−1.4% | Reduced |
| Jessup Wealth Management, Inc | 694 | $397.5K | 0.13% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 696 | $398.7K | 0.06% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 696 | $398.9K | 0.26% | +12+1.8% | Added |
| Adkins Seale Capital Management LLC | 698 | $399.9K | 0.40% | +698 | New |
| 10Elms LLP | 699 | $400.4K | 0.37% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 700 | $401.0K | 0.17% | −700−50.0% | Reduced |
| Core Wealth Partners LLC | 700 | $401.0K | 0.18% | 00.0% | Unchanged |
| truNorth Financial Services, Inc. | 700 | $401.1K | 0.44% | +700 | New |
| Alphadyne Asset Management LP | 702 | $402.2K | 0.04% | +702 | New |
| Mayport, LLC | 704 | $403.3K | 0.08% | +7+1.0% | Added |
| SilverOak Wealth Management LLC | 704 | $403.3K | 0.06% | 00.0% | Unchanged |
| Orion Capital Management LLC | 705 | $403.9K | 0.14% | 00.0% | Unchanged |
| Ballast Advisors LLC | 705 | $403.9K | 0.11% | +28+4.1% | Added |
| Clear Street Group Inc. | 705 | $403.9K | 0.00% | +705 | New |
| QP Wealth Management, LLC | 706 | $404.4K | 0.36% | +706 | New |
| Financial Planning Hawaii, Inc. | 706 | $404.4K | 0.23% | +706 | New |
| Penobscot Wealth Management | 706 | $404.5K | 0.13% | +1+0.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 706 | $404.6K | 0.03% | +2+0.3% | Added |
| Proficio Capital Partners LLC | 708 | $405.5K | 0.03% | −66−8.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 708 | $405.8K | 0.02% | +11+1.6% | Added |
| Berkeley Capital Partners, LLC | 710 | $406.7K | 0.10% | +169+31.2% | Added |
| 4WEALTH Advisors, Inc. | 710 | $406.8K | 0.35% | −2−0.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 711 | $407.3K | 0.04% | +20+2.9% | Added |
| Sharpepoint LLC | 712 | $407.8K | 0.24% | +712 | New |
| Strategic Financial Services, Inc, | 563 | $408.9K | 0.02% | 00.0% | Unchanged |
| Geneva Partners, LLC | 716 | $410.3K | 0.15% | +9+1.3% | Added |
| Capstone Wealth Management Group LLC | 717 | $410.6K | 0.25% | +11+1.6% | Added |
| Safe Harbor Fiduciary, LLC | 717 | $410.7K | 0.36% | +717 | New |
| Traub Capital Management LLC | 717 | $410.9K | 0.40% | −10−1.4% | Reduced |
| MKT Advisors LLC | 668 | $411.4K | 0.14% | +1+0.1% | Added |
| Accuvest Global Advisors | 719 | $412.0K | 0.30% | +719 | New |
| Clarus Group, Inc. | 719 | $412.1K | 0.15% | +1+0.1% | Added |
| Causey Wealth LLC | 720 | $412.5K | 0.19% | +9+1.3% | Added |
| Elm Partners Management LLC | 723 | $414.2K | 0.02% | +30+4.3% | Added |
| Principal Street Partners, LLC | 727 | $416.5K | 0.07% | −191−20.8% | Reduced |
| Miller Financial Services LLC | 729 | $417.5K | 0.49% | −445−37.9% | Reduced |
| Websterrogers Financial Advisors, LLC | 730 | $418.2K | 0.12% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 731 | $418.8K | 0.03% | −93−11.3% | Reduced |
| JGP Wealth Management, LLC | 731 | $419.0K | 0.04% | +125+20.6% | Added |
| Coco Enterprises, LLC | 732 | $419.3K | 0.21% | 00.0% | Unchanged |
| Seeds Investor LLC | 735 | $421.1K | 0.08% | +269+57.7% | Added |
| Cascade Financial Partners, LLC | 737 | $422.2K | 0.04% | −24−3.2% | Reduced |
| SMART Wealth LLC | 739 | $423.5K | 0.13% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 740 | $423.9K | 0.09% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 743 | $425.6K | 0.12% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 745 | $426.8K | 0.33% | −175−19.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 745 | $426.8K | 0.06% | −25−3.2% | Reduced |
| Shufro Rose & Co LLC | 745 | $426.8K | 0.03% | −60−7.5% | Reduced |
| Oxford Financial Group Ltd | 745 | $426.8K | 0.02% | +38+5.4% | Added |
| Hourglass Capital, LLC | 747 | $427.9K | 0.09% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 747 | $427.9K | 0.10% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 620 | $428.4K | 0.29% | +620 | New |
| Fiduciary Wealth Partners, LLC | 749 | $429.3K | 0.18% | −9−1.2% | Reduced |
| Riverbend Wealth Management, LLC | 750 | $429.6K | 0.27% | +11+1.5% | Added |
| Elk River Wealth Management, LLC | 750 | $429.7K | 0.07% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 750 | $429.7K | 0.06% | 00.0% | Unchanged |
| Pingora Partners LLC | 750 | $429.7K | 0.26% | 00.0% | Unchanged |
| Encompass More Asset Management | 750 | $429.7K | 0.08% | +310+70.5% | Added |
| Financial Advisory Corp | 751 | $430.0K | 0.11% | −5−0.7% | Reduced |
| General Partner, Inc. | 752 | $430.8K | 0.24% | 00.0% | Unchanged |
| Invst, LLC | 753 | $431.4K | 0.05% | +14+1.9% | Added |
| Griffith & Werner, Inc. | 753 | $431.4K | 0.22% | +3+0.4% | Added |
| Kondo Wealth Advisors, Inc. | 754 | $431.9K | 0.17% | +2+0.3% | Added |
| Blue Capital, Inc. | 754 | $431.9K | 0.31% | +93+14.1% | Added |
| Drum Hill Capital, LLC | 755 | $432.5K | 0.45% | 00.0% | Unchanged |
| Vega Investment Solutions | 755 | $432.5K | 0.07% | +755 | New |
| Yeomans Consulting Group, Inc. | 757 | $433.7K | 0.13% | +757 | New |
| O'Rourke & Company, Inc | 760 | $435.3K | 0.17% | −146−16.1% | Reduced |
| BOCHK Asset Management Ltd | 760 | $435.4K | 0.12% | −3,240−81.0% | Reduced |
| MBE Wealth Management, LLC | 760 | $435.6K | 0.18% | −4−0.5% | Reduced |
| MGB Wealth Management, LLC | 761 | $435.8K | 0.12% | +761 | New |
| Wiregrass Investment Management LLC | 761 | $436.0K | 0.36% | +761 | New |
| Intrepid Capital Management Inc | 763 | $437.1K | 0.17% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 763 | $437.5K | 0.21% | −52−6.4% | Reduced |
| Aldebaran Financial Inc. | 758 | $437.7K | 0.41% | −135−15.1% | Reduced |
| Roberts Glore & Co Inc | 764 | $437.7K | 0.12% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 765 | $438.2K | 0.15% | −40−5.0% | Reduced |
| Atala Financial Inc | 765 | $438.2K | 0.28% | 00.0% | Unchanged |
| Westco Advisory Services Inc | 765 | $438.2K | 0.27% | +765 | New |
| Maia Wealth LLC | 578 | $438.5K | 0.07% | +26+4.7% | Added |
| Parisi Gray Wealth Management | 767 | $439.3K | 0.10% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 767 | $439.4K | 0.02% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 771 | $441.7K | 0.20% | 00.0% | Unchanged |
| Buffalo Business & Estate Services Ltd | 772 | $442.4K | 0.06% | +772 | New |
| MPS Loria Financial Planners, LLC | 773 | $442.8K | 0.11% | +2+0.3% | Added |
| Vision Capital Management, Inc. | 773 | $442.8K | 0.05% | 00.0% | Unchanged |
| J. Derek Lewis & Associates Inc. | 773 | $442.9K | 0.10% | +773 | New |
| Conscious Wealth Investments, LLC | 656 | $445.0K | 0.27% | +9+1.4% | Added |
| Trilogy Capital Inc. | 778 | $445.6K | 0.02% | +2+0.3% | Added |
| Texas Bank & Trust Co | 779 | $446.3K | 0.16% | +19+2.5% | Added |
| Intergy Private Wealth, LLC | 779 | $446.3K | 0.13% | +779 | New |
| Community Trust & Investment Co | 780 | $446.8K | 0.02% | 00.0% | Unchanged |
| Taylor Securities Services, Inc. | 782 | $448.0K | 0.20% | +782 | New |
| Seamount Financial Group Inc | 783 | $448.5K | 0.20% | −13−1.6% | Reduced |
| Pettee Investors, Inc. | 783 | $448.6K | 0.25% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 783 | $448.6K | 0.71% | +783 | New |
| Disciplined Investments, LLC | 787 | $450.8K | 0.17% | +1+0.1% | Added |