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 |
|---|---|---|---|---|---|
| Kerusso Capital Management LLC | 5,819 | $3.33M | 1.54% | +1,374+30.9% | Added |
| Gen-Wealth Partners Inc | 5,818 | $3.33M | 1.07% | −906−13.5% | Reduced |
| Brady Family Wealth, LLC | 5,813 | $3.33M | 1.03% | −118−2.0% | Reduced |
| Investment House LLC | 5,808 | $3.33M | 0.16% | 00.0% | Unchanged |
| Weiss Asset Management LP | 5,794 | $3.32M | 0.05% | +5,794 | New |
| Advisory Alpha, LLC | 5,786 | $3.32M | 0.09% | +315+5.8% | Added |
| Beaton Management Co. Inc. | 5,783 | $3.31M | 1.46% | +180+3.2% | Added |
| Bragg Financial Advisors, Inc | 5,776 | $3.31M | 0.11% | −224−3.7% | Reduced |
| G&S Capital LLC | 5,769 | $3.30M | 1.17% | −262−4.3% | Reduced |
| HHM Wealth Advisors, LLC | 5,754 | $3.30M | 0.39% | −5−0.1% | Reduced |
| Am Investment Strategies LLC | 5,741 | $3.29M | 0.68% | +47+0.8% | Added |
| Stamos Capital Partners, L.P. | 5,739 | $3.29M | 0.53% | +1,571+37.7% | Added |
| Sterling Capital Management LLC | 5,728 | $3.28M | 0.05% | +1,916+50.3% | Added |
| Nations Financial Group Inc, | 5,716 | $3.27M | 0.17% | +359+6.7% | Added |
| Woodard & Co Asset Management Group Inc | 5,700 | $3.27M | 0.52% | +152+2.7% | Added |
| Stratos Wealth Advisors, LLC | 5,694 | $3.26M | 0.16% | −102−1.8% | Reduced |
| First National Bank Sioux Falls | 5,653 | $3.24M | 0.97% | 00.0% | Unchanged |
| Security National Bank | 5,648 | $3.24M | 0.46% | +920+19.5% | Added |
| Wealth Group, Ltd. | 5,633 | $3.23M | 3.15% | +5,633 | New |
| Victrix Investment Advisors | 5,629 | $3.22M | 1.25% | −311−5.2% | Reduced |
| Permanent Capital Management, LP | 5,586 | $3.20M | 0.62% | +217+4.0% | Added |
| Ocean Capital Management, LLC | 5,582 | $3.20M | 0.64% | −95−1.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,569 | $3.19M | 0.04% | +20.0% | Added |
| Trueblood Wealth Management, LLC | 5,567 | $3.19M | 1.24% | −189−3.3% | Reduced |
| CMT Capital Markets Trading GmbH | 5,562 | $3.19M | 2.11% | −1,595−22.3% | Reduced |
| Monticello Wealth Management, LLC | 5,517 | $3.16M | 0.20% | +10.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 5,515 | $3.16M | 1.38% | −65−1.2% | Reduced |
| Charles Schwab Trust Co | 5,515 | $3.16M | 0.21% | −591−9.7% | Reduced |
| Financial Plan, Inc. | 5,511 | $3.16M | 0.36% | +5,511 | New |
| Platinum Investment Management Ltd | 5,500 | $3.15M | 0.73% | +5,500 | New |
| Ellenbecker Investment Group | 5,492 | $3.15M | 0.44% | +4,689+583.9% | Added |
| Silverlake Wealth Management LLC | 5,480 | $3.14M | 0.71% | +143+2.7% | Added |
| Alaethes Wealth LLC | 5,475 | $3.14M | 0.88% | −42−0.8% | Reduced |
| Capital Investment Advisory Services, LLC | 5,473 | $3.14M | 0.22% | −72−1.3% | Reduced |
| Smithfield Trust Co | 5,463 | $3.13M | 0.14% | +1,011+22.7% | Added |
| First Horizon Corp | 5,456 | $3.13M | 0.14% | +215+4.1% | Added |
| TKG Advisors, LLC | 5,449 | $3.12M | 1.26% | −123−2.2% | Reduced |
| Simon Quick Advisors, LLC | 5,434 | $3.11M | 0.14% | +4,773+722.1% | Added |
| LOM Asset Management Ltd | 5,423 | $3.11M | 0.90% | −29−0.5% | Reduced |
| Redmond Asset Management, LLC | 5,411 | $3.10M | 0.79% | −25−0.5% | Reduced |
| Frank, Rimerman Advisors LLC | 5,391 | $3.09M | 0.20% | +661+14.0% | Added |
| Qtron Investments LLC | 5,366 | $3.07M | 0.40% | −559−9.4% | Reduced |
| Castellan Group, LLC | 5,364 | $3.07M | 0.39% | +5,364 | New |
| Ti-Trust, Inc | 5,356 | $3.07M | 1.89% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 5,347 | $3.06M | 0.37% | −13−0.2% | Reduced |
| Watershed Private Wealth LLC | 5,346 | $3.06M | 0.92% | −410−7.1% | Reduced |
| Rollins Financial Advisors, LLC | 5,345 | $3.06M | 0.45% | +19+0.4% | Added |
| High Falls Advisors, Inc | 5,344 | $3.06M | 0.62% | +20.0% | Added |
| Modern Wealth Management, LLC | 5,335 | $3.06M | 0.06% | −4,973−48.2% | Reduced |
| Westwood Holdings Group Inc. | 5,329 | $3.05M | 0.02% | +415+8.4% | Added |
| SCS Capital Management LLC | 5,314 | $3.04M | 0.03% | −27−0.5% | Reduced |
| Perkins Coie Trust Co | 5,302 | $3.04M | 0.57% | +125+2.4% | Added |
| Eads & Heald Wealth Management | 5,300 | $3.04M | 1.47% | −456−7.9% | Reduced |
| Nwam LLC | 4,952 | $3.03M | 0.17% | +43+0.9% | Added |
| Essex Savings Bank | 5,234 | $3.00M | 0.65% | −450−7.9% | Reduced |
| Lawood & Co | 5,233 | $3.00M | 2.84% | +5,233 | New |
| Resources Management Corp | 5,230 | $3.00M | 0.39% | −100−1.9% | Reduced |
| Brevan Howard Capital Management LP | 5,199 | $2.99M | 0.06% | −2,058−28.4% | Reduced |
| Polymer Capital Management (HK) LTD | 5,223 | $2.99M | 0.47% | +5,223 | New |
| Cascade Investment Advisors, Inc. | 5,216 | $2.99M | 1.76% | −360−6.5% | Reduced |
| Mirabella Financial Services LLP | 5,202 | $2.98M | 0.29% | −9,772−65.3% | Reduced |
| Core Wealth Advisors, Inc. | 5,191 | $2.97M | 0.77% | −28−0.5% | Reduced |
| Trust Point Inc. | 5,182 | $2.97M | 0.23% | −236−4.4% | Reduced |
| True North Advisors, LLC | 5,180 | $2.97M | 0.38% | −4−0.1% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 5,139 | $2.97M | 0.28% | −560−9.8% | Reduced |
| Connecticut Wealth Management, LLC | 5,161 | $2.96M | 0.13% | +73+1.4% | Added |
| Isthmus Partners, LLC | 5,152 | $2.95M | 0.33% | +5,152 | New |
| Camden Capital, LLC | 5,147 | $2.95M | 0.19% | +56+1.1% | Added |
| Eldridge Investment Advisors, Inc. | 5,144 | $2.95M | 0.65% | −91−1.7% | Reduced |
| Convergence Investment Partners, LLC | 5,138 | $2.94M | 0.59% | −220−4.1% | Reduced |
| Garde Capital, Inc. | 5,134 | $2.94M | 0.17% | +12+0.2% | Added |
| Cornerstone Wealth Management, LLC | 5,133 | $2.94M | 0.15% | +699+15.8% | Added |
| Beacon Investment Advisors LLC | 5,131 | $2.94M | 1.18% | +8+0.2% | Added |
| Journey Advisory Group, LLC | 5,123 | $2.93M | 0.25% | +422+9.0% | Added |
| Papp L Roy & Associates | 5,118 | $2.93M | 0.32% | +136+2.7% | Added |
| TD Private Client Wealth LLC | 5,107 | $2.93M | 0.06% | +2,650+107.9% | Added |
| Applied Finance Capital Management, LLC | 5,081 | $2.91M | 0.21% | +783+18.2% | Added |
| XML Financial, LLC | 5,077 | $2.91M | 0.24% | +26+0.5% | Added |
| HCR Wealth Advisors | 5,045 | $2.89M | 0.29% | +67+1.3% | Added |
| Checchi Capital Advisers, LLC | 5,042 | $2.89M | 0.20% | −254−4.8% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,041 | $2.89M | 0.26% | −201−3.8% | Reduced |
| Next Century Growth Investors LLC | 5,026 | $2.88M | 0.20% | −6−0.1% | Reduced |
| Woodmont Investment Counsel LLC | 5,015 | $2.87M | 0.18% | +60+1.2% | Added |
| Norway Savings Bank | 5,007 | $2.87M | 1.33% | +404+8.8% | Added |
| First Citizens Bank & Trust Co | 5,001 | $2.86M | 0.06% | +1,699+51.5% | Added |
| Polymer Capital Management (US) LLC | 5,000 | $2.86M | 0.37% | +500+11.1% | Added |
| Exencial Wealth Advisors, LLC | 4,997 | $2.86M | 0.09% | +66+1.3% | Added |
| Wolff Financial Management LLC | 4,968 | $2.85M | 0.64% | −34−0.7% | Reduced |
| Garrett Investment Advisors LLC | 4,966 | $2.84M | 0.23% | −461−8.5% | Reduced |
| Krilogy Financial LLC | 4,466 | $2.84M | 0.10% | +922+26.0% | Added |
| WBH Advisory Inc | 4,953 | $2.84M | 0.21% | −28−0.6% | Reduced |
| Journey Strategic Wealth LLC | 4,944 | $2.83M | 0.07% | −107−2.1% | Reduced |
| Grimes & Company, Inc. | 4,940 | $2.83M | 0.07% | +1,457+41.8% | Added |
| Atlas Brown,Inc. | 4,939 | $2.83M | 0.84% | −48−1.0% | Reduced |
| PCM Encore, LLC | 4,935 | $2.83M | 0.60% | +4,935 | New |
| Benedict Financial Advisors Inc | 4,931 | $2.83M | 0.60% | −86−1.7% | Reduced |
| CoreCap Advisors, LLC | 4,928 | $2.82M | 0.10% | +280+6.0% | Added |
| Catalyst Financial Partners LLC | 4,894 | $2.80M | 0.31% | +203+4.3% | Added |
| Orleans Capital Management Corp | 4,888 | $2.80M | 1.74% | −997−16.9% | Reduced |
| CFM Wealth Partners LLC | 4,888 | $2.80M | 0.40% | +43+0.9% | Added |