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
- 1,307 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 |
|---|---|---|---|---|---|
| Promethium Advisors,llc | 4,236 | $2.43M | 1.31% | −15−0.4% | Reduced |
| Citizens & Northern Corp | 4,214 | $2.41M | 0.60% | +3,084+272.9% | Added |
| Woodward Diversified Capital, LLC | 4,205 | $2.41M | 1.10% | +156+3.9% | Added |
| Wealthspan Partners, LLC | 4,203 | $2.41M | 0.88% | −18−0.4% | Reduced |
| Acorn Wealth Advisors, LLC | 4,199 | $2.41M | 0.72% | −14−0.3% | Reduced |
| Bahl & Gaynor Inc | 4,186 | $2.40M | 0.01% | −4−0.1% | Reduced |
| RNC Capital Management LLC | 4,182 | $2.40M | 0.11% | −48−1.1% | Reduced |
| Aureus Asset Management, LLC | 4,178 | $2.39M | 0.15% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,171 | $2.39M | 0.11% | +4,171 | New |
| Investment Research & Advisory Group, Inc. | 4,142 | $2.38M | 0.79% | +322+8.4% | Added |
| Richwood Investment Advisors, LLC | 3,274 | $2.38M | 1.71% | +90+2.8% | Added |
| Univest Financial Corp | 4,137 | $2.37M | 0.13% | −146−3.4% | Reduced |
| BBR Partners, LLC | 4,136 | $2.37M | 0.13% | −40−1.0% | Reduced |
| Donaldson Capital Management, LLC | 4,136 | $2.37M | 0.08% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,127 | $2.36M | 0.40% | −305−6.9% | Reduced |
| Washington Trust Co | 4,123 | $2.36M | 0.08% | −8−0.2% | Reduced |
| First Heartland Consultants, Inc. | 4,119 | $2.36M | 0.18% | +645+18.6% | Added |
| Gibson Capital, LLC | 4,117 | $2.36M | 0.43% | −10.0% | Reduced |
| BCS Wealth Management | 4,112 | $2.36M | 0.24% | +2,032+97.7% | Added |
| Financial Management Network Inc | 3,937 | $2.36M | 0.37% | +5+0.1% | Added |
| Guardian Wealth Advisors, LLC | 4,110 | $2.35M | 0.15% | −37−0.9% | Reduced |
| Westhampton Capital, LLC | 4,110 | $2.35M | 1.11% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,109 | $2.35M | 0.09% | −1,431−25.8% | Reduced |
| Keel Point, LLC | 4,106 | $2.35M | 0.14% | +515+14.3% | Added |
| Boothbay Fund Management, LLC | 4,103 | $2.35M | 0.06% | −19,321−82.5% | Reduced |
| SRS Capital Advisors, Inc. | 4,069 | $2.33M | 0.07% | −5,891−59.1% | Reduced |
| Orca Wealth Management, LLC | 3,293 | $2.32M | 1.66% | −3−0.1% | Reduced |
| Birch Hill Investment Advisors LLC | 4,044 | $2.32M | 0.10% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 4,032 | $2.31M | 1.07% | +503+14.3% | Added |
| Carnegie Capital Asset Management, LLC | 4,019 | $2.30M | 0.04% | +172+4.5% | Added |
| Sittner & Nelson, LLC | 3,169 | $2.30M | 0.81% | −41−1.3% | Reduced |
| Evoke Wealth, LLC | 4,012 | $2.30M | 0.04% | +222+5.9% | Added |
| IVC Wealth Advisors LLC | 4,006 | $2.29M | 1.00% | +14+0.4% | Added |
| Viking Fund Management LLC | 4,000 | $2.29M | 0.27% | 00.0% | Unchanged |
| Tower Bridge Advisors | 4,000 | $2.29M | 0.23% | 00.0% | Unchanged |
| Blue Sparrow, LLC | 4,000 | $2.29M | 0.04% | +4,000 | New |
| Burford Brothers, Inc. | 3,992 | $2.29M | 0.94% | +59+1.5% | Added |
| Delta Investment Management, LLC | 3,980 | $2.28M | 0.40% | +10.0% | Added |
| Allen Capital Group, LLC | 3,977 | $2.28M | 0.21% | −93−2.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,975 | $2.28M | 0.11% | −475−10.7% | Reduced |
| Everett Harris & Co | 3,972 | $2.28M | 0.03% | −70−1.7% | Reduced |
| Norden Group LLC | 3,951 | $2.26M | 0.22% | −279−6.6% | Reduced |
| Trinity Legacy Partners, LLC | 3,948 | $2.26M | 0.52% | −27−0.7% | Reduced |
| City State Bank | 3,943 | $2.26M | 0.62% | −475−10.8% | Reduced |
| Motiv8 Investments LLC | 3,926 | $2.25M | 1.23% | −464−10.6% | Reduced |
| Richards, Merrill & Peterson, Inc. | 3,918 | $2.24M | 0.86% | −240−5.8% | Reduced |
| LRI Investments, LLC | 3,913 | $2.24M | 0.18% | −54−1.4% | Reduced |
| Berkshire Asset Management LLC | 3,912 | $2.24M | 0.10% | −3−0.1% | Reduced |
| Van Strum & Towne Inc. | 3,910 | $2.24M | 0.63% | 00.0% | Unchanged |
| Bank & Trust Co | 3,906 | $2.24M | 1.58% | −18−0.5% | Reduced |
| Silvant Capital Management LLC | 3,905 | $2.24M | 0.08% | +2,829+262.9% | Added |
| Fulton Bank, N.A. | 3,901 | $2.23M | 0.08% | +723+22.8% | Added |
| Paradigm Asset Management Co LLC | 3,900 | $2.23M | 0.52% | −200−4.9% | Reduced |
| Byrne Asset Management LLC | 3,898 | $2.23M | 1.24% | +66+1.7% | Added |
| Rooted Wealth Advisors, Inc. | 3,226 | $2.23M | 0.63% | −120−3.6% | Reduced |
| Texas Yale Capital Corp. | 3,896 | $2.23M | 0.07% | +50+1.3% | Added |
| Howard Capital Management Inc. | 3,890 | $2.23M | 0.03% | +18+0.5% | Added |
| Rice Partnership, LLC | 3,890 | $2.23M | 0.30% | +122+3.2% | Added |
| Portside Wealth Group, LLC | 3,880 | $2.22M | 0.30% | +45+1.2% | Added |
| Harvest Fund Management Co., Ltd | 3,869 | $2.22M | 0.08% | +3,867+193,350.0% | Added |
| Aspen Investment Management Inc | 3,867 | $2.21M | 0.67% | +937+32.0% | Added |
| Marble Wealth, LLC | 3,863 | $2.21M | 0.31% | +3,863 | New |
| ZWJ Investment Counsel Inc | 3,859 | $2.21M | 0.08% | −32−0.8% | Reduced |
| Oak Harvest Investment Services | 3,858 | $2.21M | 0.24% | −90−2.3% | Reduced |
| South State Corp. | 3,847 | $2.20M | 0.10% | +31+0.8% | Added |
| Mount Yale Investment Advisors, LLC | 3,839 | $2.20M | 0.11% | +2,087+119.1% | Added |
| Amarillo National Bank | 3,831 | $2.19M | 0.39% | −503−11.6% | Reduced |
| Simplicity Wealth,LLC | 3,815 | $2.19M | 0.13% | −774−16.9% | Reduced |
| Apella Capital, LLC | 3,803 | $2.18M | 0.04% | +250+7.0% | Added |
| Portus Wealth Advisors, LLC | 3,801 | $2.18M | 2.05% | +72+1.9% | Added |
| Wilkins Investment Counsel Inc | 3,783 | $2.17M | 0.32% | −68−1.8% | Reduced |
| Cim Investment Mangement Inc | 3,783 | $2.17M | 0.57% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 3,780 | $2.17M | 0.45% | +9+0.2% | Added |
| Kovitz Investment Group Partners, LLC | 3,779 | $2.16M | 0.05% | −65,220−94.5% | Reduced |
| Copley Financial Group, Inc. | 3,777 | $2.16M | 1.34% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 3,774 | $2.16M | 0.16% | +157+4.3% | Added |
| Chicago Partners Investment Group LLC | 3,445 | $2.16M | 0.05% | +394+12.9% | Added |
| Rockland Trust Co | 3,768 | $2.16M | 0.08% | +3+0.1% | Added |
| Montis Financial, LLC | 3,767 | $2.16M | 0.43% | +99+2.7% | Added |
| Quad-Cities Investment Group, LLC | 3,763 | $2.16M | 0.89% | +26+0.7% | Added |
| Alexis Investment Partners, LLC | 3,738 | $2.16M | 0.80% | +112+3.1% | Added |
| Counterweight Ventures, LLC | 3,758 | $2.15M | 1.21% | −66−1.7% | Reduced |
| Lantz Financial LLC | 3,756 | $2.15M | 0.45% | −18−0.5% | Reduced |
| Sava Infond d.o.o. | 3,750 | $2.15M | 0.29% | −690−15.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,739 | $2.14M | 0.68% | −120−3.1% | Reduced |
| MCF Advisors LLC | 3,738 | $2.14M | 0.12% | +2,435+186.9% | Added |
| Strategic Blueprint, LLC | 3,733 | $2.14M | 0.13% | −93−2.4% | Reduced |
| Patten & Patten Inc | 3,712 | $2.13M | 0.12% | −13−0.3% | Reduced |
| Capital Advisors Inc | 3,711 | $2.13M | 0.03% | +467+14.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,705 | $2.12M | 1.38% | −75−2.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,692 | $2.12M | 1.32% | −97−2.6% | Reduced |
| Blue Chip Partners, Inc. | 3,686 | $2.11M | 0.15% | −6−0.2% | Reduced |
| Philadelphia Trust Co | 3,680 | $2.11M | 0.15% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 3,680 | $2.11M | 0.28% | +15+0.4% | Added |
| Ancora Advisors, LLC | 3,673 | $2.10M | 0.04% | +823+28.9% | Added |
| First Citizens Financial Corp | 3,669 | $2.10M | 1.04% | −10.0% | Reduced |
| SNS Financial Group, LLC | 3,661 | $2.10M | 0.18% | −143−3.8% | Reduced |
| ZEGA Investments, LLC | 3,659 | $2.10M | 0.41% | −525−12.5% | Reduced |
| Diversified Enterprises, LLC | 3,646 | $2.09M | 0.12% | +743+25.6% | Added |
| RFP Financial Group LLC | 3,644 | $2.09M | 1.00% | +1,311+56.2% | Added |