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 |
|---|---|---|---|---|---|
| Twin Capital Management Inc | 8,743 | $5.01M | 0.62% | −296−3.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,732 | $5.00M | 0.38% | +23+0.3% | Added |
| NewEdge Wealth, LLC | 8,709 | $4.99M | 0.06% | +2,861+48.9% | Added |
| PFG Investments, LLC | 8,700 | $4.98M | 0.23% | +2,031+30.5% | Added |
| AlTi Global, Inc. | 8,697 | $4.98M | 0.11% | −1,014−10.4% | Reduced |
| Daymark Wealth Partners, LLC | 8,631 | $4.94M | 0.16% | +215+2.6% | Added |
| Davidson Capital Management Inc. | 8,602 | $4.93M | 1.07% | −72−0.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 8,599 | $4.93M | 2.09% | −137−1.6% | Reduced |
| Palisade Asset Management, LLC | 8,583 | $4.92M | 0.48% | −90−1.0% | Reduced |
| Cannon Advisors, Inc. | 7,651 | $4.89M | 3.45% | −924−10.8% | Reduced |
| Wedmont Private Capital | 8,187 | $4.88M | 0.17% | +103+1.3% | Added |
| Hel Ved Capital Management Ltd | 8,495 | $4.87M | 1.68% | +8,495 | New |
| Altrius Capital Management Inc | 8,492 | $4.86M | 1.03% | −2,553−23.1% | Reduced |
| Clune & Associates, Ltd. | 8,458 | $4.85M | 1.05% | −18−0.2% | Reduced |
| Clear Trail Advisors, LLC | 8,444 | $4.84M | 1.12% | +8,444 | New |
| V-Square Quantitative Management LLC | 8,442 | $4.84M | 0.50% | +8,442 | New |
| CWA Asset Management Group, LLC | 8,394 | $4.81M | 0.17% | +63+0.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 8,374 | $4.80M | 0.34% | −5,157−38.1% | Reduced |
| Madison Asset Management, LLC | 8,366 | $4.79M | 0.06% | −10,851−56.5% | Reduced |
| Soros Capital Management LLC | 8,360 | $4.79M | 1.26% | +8,360 | New |
| Focused Wealth Management, Inc | 8,301 | $4.76M | 0.50% | −40.0% | Reduced |
| ABN AMRO Bank N.V. | 8,289 | $4.75M | 0.04% | +2,184+35.8% | Added |
| Exchange Bank | 8,287 | $4.75M | 3.28% | +49+0.6% | Added |
| Cozad Asset Management Inc | 8,276 | $4.74M | 0.37% | +10.0% | Added |
| Radnor Capital Management, LLC | 8,262 | $4.73M | 0.70% | −50−0.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,258 | $4.73M | 1.37% | −208−2.5% | Reduced |
| Hudock, Inc. | 8,252 | $4.73M | 0.70% | −159−1.9% | Reduced |
| Hamilton Capital Partners Inc. | 8,226 | $4.71M | 0.17% | +233+2.9% | Added |
| River Street Advisors LLC | 8,210 | $4.70M | 1.76% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,879 | $4.70M | 0.48% | −435−5.2% | Reduced |
| Baldwin Investment Management, LLC | 8,199 | $4.70M | 0.53% | −383−4.5% | Reduced |
| KMG Fiduciary Partners, LLC | 8,199 | $4.70M | 0.33% | −926−10.1% | Reduced |
| KLCM Advisors, Inc. | 8,125 | $4.65M | 0.40% | +5,309+188.5% | Added |
| Accurate Wealth Management, LLC | 7,532 | $4.65M | 0.59% | +448+6.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,116 | $4.65M | 0.32% | +263+3.3% | Added |
| LGT Fund Management Co Ltd. | 8,029 | $4.64M | 0.37% | −749−8.5% | Reduced |
| Sciencast Management LP | 8,079 | $4.63M | 0.64% | +8,079 | New |
| Wealthspire Advisors, LLC | 8,057 | $4.62M | 0.04% | +2,038+33.9% | Added |
| Symmetry Investments LP | 8,050 | $4.61M | 0.86% | +3,850+91.7% | Added |
| St Germain D J Co Inc | 8,038 | $4.60M | 0.18% | −362−4.3% | Reduced |
| Argent Advisors, Inc. | 7,969 | $4.57M | 1.27% | +109+1.4% | Added |
| Inspire Advisors, LLC | 7,938 | $4.55M | 0.42% | +541+7.3% | Added |
| Hanson & Doremus Investment Management | 7,930 | $4.54M | 0.55% | −106−1.3% | Reduced |
| MidWestOne Financial Group, Inc. | 7,927 | $4.54M | 0.50% | −80−1.0% | Reduced |
| Forum Financial Management, LP | 7,914 | $4.53M | 0.06% | +362+4.8% | Added |
| Gould Capital, LLC | 7,891 | $4.52M | 2.79% | −465−5.6% | Reduced |
| Cornerstone Planning, LLC | 7,860 | $4.52M | 1.05% | +7,860 | New |
| Fairfield Financial Advisors, LTD | 7,885 | $4.52M | 1.47% | +415+5.6% | Added |
| Foundations Investment Advisors, LLC | 7,870 | $4.51M | 0.06% | +275+3.6% | Added |
| Boltwood Capital Management | 7,846 | $4.49M | 1.17% | −115−1.4% | Reduced |
| Adirondack Trust Co | 7,829 | $4.48M | 1.48% | −68−0.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,810 | $4.47M | 0.22% | −88−1.1% | Reduced |
| Petredis Investment Advisors LLC | 7,800 | $4.47M | 0.35% | −88−1.1% | Reduced |
| Gifford Fong Associates | 7,800 | $4.47M | 0.89% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,787 | $4.46M | 0.10% | +3,056+64.6% | Added |
| Great Lakes Retirement, Inc. | 7,787 | $4.46M | 0.46% | +391+5.3% | Added |
| Monetary Management Group Inc | 7,787 | $4.46M | 1.03% | −50−0.6% | Reduced |
| Chicago Capital, LLC | 7,773 | $4.45M | 0.11% | +499+6.9% | Added |
| Syon Capital LLC | 7,763 | $4.45M | 0.22% | +873+12.7% | Added |
| Ignite Planners, LLC | 6,759 | $4.44M | 0.68% | +165+2.5% | Added |
| Harbor Capital Advisors, Inc. | 7,747 | $4.44M | 0.34% | −12−0.2% | Reduced |
| Ballentine Partners, LLC | 7,742 | $4.44M | 0.06% | +91+1.2% | Added |
| Financial Synergies Wealth Advisors, Inc. | 7,727 | $4.43M | 0.43% | +4,917+175.0% | Added |
| BCM Advisors, LLC | 7,034 | $4.41M | 0.84% | +10.0% | Added |
| Jaffetilchin Investment Partners, LLC | 7,691 | $4.41M | 0.26% | −74−1.0% | Reduced |
| Naviter Wealth, LLC | 7,679 | $4.40M | 0.57% | −772−9.1% | Reduced |
| Banque Transatlantique SA | 7,674 | $4.40M | 0.11% | −536−6.5% | Reduced |
| Guardian Wealth Management, Inc. | 7,669 | $4.39M | 2.58% | +5,362+232.4% | Added |
| Tradewinds, LLC. | 7,668 | $4.39M | 1.05% | −74−1.0% | Reduced |
| River Wealth Advisors LLC | 7,662 | $4.39M | 0.49% | +1,430+22.9% | Added |
| EFG International AG | 7,593 | $4.35M | 0.08% | +7,593 | New |
| Field & Main Bank | 7,588 | $4.35M | 1.25% | −180−2.3% | Reduced |
| Old Mission Investment Co LLC | 7,573 | $4.34M | 1.04% | −114−1.5% | Reduced |
| Gables Capital Management Inc. | 7,565 | $4.33M | 1.83% | −15−0.2% | Reduced |
| Fruth Investment Management | 7,563 | $4.33M | 1.17% | −175−2.3% | Reduced |
| Seizert Capital Partners, LLC | 7,547 | $4.32M | 0.18% | −4,131−35.4% | Reduced |
| Investors Asset Management of Georgia Inc | 7,532 | $4.31M | 1.78% | −34−0.4% | Reduced |
| Oarsman Capital, Inc. | 7,526 | $4.31M | 0.56% | −73−1.0% | Reduced |
| Concord Asset Management, LLC | 7,514 | $4.30M | 0.75% | −156−2.0% | Reduced |
| Valley Brook Capital Group | 7,511 | $4.30M | 2.85% | −85−1.1% | Reduced |
| Loudon Investment Management, LLC | 7,456 | $4.27M | 2.23% | −410−5.2% | Reduced |
| Ascent Group, LLC | 7,438 | $4.26M | 0.15% | +1,302+21.2% | Added |
| TCW Group Inc | 7,401 | $4.24M | 0.03% | +7,401 | New |
| Old Port Advisors | 7,381 | $4.23M | 1.04% | −82−1.1% | Reduced |
| Tyche Wealth Partners LLC | 7,380 | $4.23M | 0.67% | −23−0.3% | Reduced |
| Legacy Bridge, LLC | 7,365 | $4.22M | 1.71% | +163+2.3% | Added |
| Global Trust Asset Management, LLC | 7,345 | $4.21M | 1.66% | +2,692+57.9% | Added |
| Gladstone Institutional Advisory LLC | 7,311 | $4.19M | 0.16% | −305−4.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,273 | $4.17M | 0.22% | +67+0.9% | Added |
| Hilltop Holdings Inc. | 7,266 | $4.16M | 0.25% | +948+15.0% | Added |
| Surience Private Wealth LLC | 7,251 | $4.15M | 4.70% | +7,251 | New |
| Applied Capital LLC | 7,240 | $4.15M | 2.84% | −4,623−39.0% | Reduced |
| Westpac Banking Corp | 7,228 | $4.14M | 0.26% | −2,185−23.2% | Reduced |
| DT Investment Partners, LLC | 7,218 | $4.13M | 0.34% | −637−8.1% | Reduced |
| Capital International Sarl | 7,213 | $4.13M | 0.07% | +3,275+83.2% | Added |
| South Dakota Investment Council | 7,154 | $4.10M | 0.08% | −630−8.1% | Reduced |
| Clark Capital Management Group, Inc. | 7,146 | $4.09M | 0.03% | +676+10.4% | Added |
| Deane Retirement Strategies, Inc. | 7,123 | $4.08M | 1.69% | −7,146−50.1% | Reduced |
| Cambridge Advisors Inc. | 7,108 | $4.07M | 0.78% | −83−1.2% | Reduced |
| Marathon Wealth Advisors LLC | 7,102 | $4.07M | 1.62% | +7,102 | New |