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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 3,115 | $1.78M | 0.22% | +2,194+238.2% | Added |
| Facet Wealth, Inc. | 2,770 | $1.78M | 0.03% | +799+40.5% | Added |
| Oak Thistle LLC | 3,109 | $1.78M | 0.25% | +3,109 | New |
| Invesco, LLC | 3,104 | $1.78M | 0.60% | +173+5.9% | Added |
| Infrastructure Capital Advisors, LLC | 3,099 | $1.78M | 0.20% | +1,822+142.7% | Added |
| Berger Financial Group, Inc | 3,098 | $1.77M | 0.10% | −37−1.2% | Reduced |
| Milestone Asset Management, LLC | 3,090 | $1.77M | 0.33% | +386+14.3% | Added |
| Barometer Capital Management Inc. | 69,500 | $1.77M | 0.58% | +57,100+460.5% | Added |
| Heck Capital Advisors, LLC | 3,079 | $1.76M | 0.13% | +4+0.1% | Added |
| Golden State Wealth Management, LLC | 3,075 | $1.76M | 0.19% | −58−1.9% | Reduced |
| First Interstate Bank | 3,060 | $1.75M | 0.09% | 00.0% | Unchanged |
| Total Investment Management Inc | 3,059 | $1.75M | 0.22% | −331−9.8% | Reduced |
| Buck Wealth Strategies, LLC | 3,051 | $1.75M | 0.22% | +697+29.6% | Added |
| SG Trading Solutions, LLC | 3,049 | $1.75M | 0.41% | +3,049 | New |
| Bath Savings Trust Co | 3,045 | $1.74M | 0.17% | −295−8.8% | Reduced |
| Chesapeake Wealth Management | 3,043 | $1.74M | 0.52% | −90−2.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 3,042 | $1.74M | 0.24% | +3,042 | New |
| Wealth Effects LLC | 3,033 | $1.74M | 0.54% | +10.0% | Added |
| Adell Harriman & Carpenter Inc | 3,031 | $1.74M | 0.10% | +767+33.9% | Added |
| Auxier Asset Management | 3,030 | $1.74M | 0.24% | −200−6.2% | Reduced |
| Federated Hermes, Inc. | 3,029 | $1.74M | 0.00% | −637−17.4% | Reduced |
| Purus Wealth Management, LLC | 3,018 | $1.73M | 0.54% | +16+0.5% | Added |
| Wealth Management Partners, LLC | 3,011 | $1.73M | 0.49% | −180−5.6% | Reduced |
| Trustmark National Bank Trust Department | 3,009 | $1.72M | 0.11% | +38+1.3% | Added |
| Centaurus Financial, Inc. | 3,008 | $1.72M | 0.08% | +338+12.7% | Added |
| Kennebec Savings Bank | 3,002 | $1.72M | 1.49% | −11−0.4% | Reduced |
| Birinyi Associates Inc | 3,000 | $1.72M | 0.43% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.72M | 0.44% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $1.72M | 0.29% | 00.0% | Unchanged |
| RH Tailwind Management, LLC | 3,000 | $1.72M | 1.73% | +3,000 | New |
| Barnes Dennig Private Wealth Management LLC | 3,000 | $1.72M | 1.73% | −24−0.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 2,997 | $1.72M | 0.23% | +220+7.9% | Added |
| Synergy Financial Management, LLC | 2,993 | $1.71M | 0.18% | −6,498−68.5% | Reduced |
| Souders Financial Advisors | 2,990 | $1.71M | 0.20% | −780−20.7% | Reduced |
| Ironwood Investment Counsel, LLC | 2,986 | $1.71M | 0.24% | −50−1.6% | Reduced |
| Telos Capital Management, Inc. | 2,980 | $1.71M | 0.16% | −270−8.3% | Reduced |
| Hancock Whitney Corp | 2,978 | $1.71M | 0.03% | −72−2.4% | Reduced |
| Aprio Wealth Management, LLC | 2,755 | $1.70M | 0.10% | +715+35.0% | Added |
| Heartwood Wealth Advisors LLC | 2,975 | $1.70M | 0.16% | 00.0% | Unchanged |
| First County Bank | 2,974 | $1.70M | 0.91% | +44+1.5% | Added |
| Douglas Lane & Associates, LLC | 2,971 | $1.70M | 0.02% | −304−9.3% | Reduced |
| Benin Management CORP | 2,965 | $1.70M | 0.38% | −200−6.3% | Reduced |
| Hartford Funds Management Co LLC | 2,962 | $1.70M | 0.14% | +2,962 | New |
| Monograph Wealth Advisors, LLC | 2,959 | $1.70M | 0.17% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,959 | $1.69M | 0.23% | +2,959 | New |
| Global Trust Wealth Management LLC | 2,958 | $1.69M | 1.26% | +2,958 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,955 | $1.69M | 0.64% | +21+0.7% | Added |
| Quantum Financial Advisors, LLC | 2,953 | $1.69M | 0.19% | +1,403+90.5% | Added |
| Probity Advisors, Inc. | 2,951 | $1.69M | 0.27% | +102+3.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,951 | $1.69M | 0.00% | −942−24.2% | Reduced |
| PDS Planning, Inc | 2,941 | $1.68M | 0.11% | +30+1.0% | Added |
| Pathway Financial Advisors LLC | 2,700 | $1.68M | 0.21% | 00.0% | Unchanged |
| Elevated Private Wealth, LLC | 2,932 | $1.68M | 1.75% | +2,932 | New |
| Sierra Summit Advisors LLC | 2,927 | $1.68M | 0.26% | +64+2.2% | Added |
| Vermillion Wealth Management, Inc. | 2,927 | $1.68M | 0.69% | +388+15.3% | Added |
| Harfst & Associates, Inc. | 2,905 | $1.66M | 0.30% | −36−1.2% | Reduced |
| Zions Bancorporation, National Association | 2,902 | $1.66M | 0.08% | +720+33.0% | Added |
| Affinity Investment Advisors, LLC | 2,896 | $1.66M | 1.10% | −387−11.8% | Reduced |
| Mechanics Financial Corp | 2,896 | $1.66M | 0.61% | 00.0% | Unchanged |
| US Asset Management LLC | 2,895 | $1.66M | 1.35% | −26−0.9% | Reduced |
| Burns J W & Co Inc | 2,886 | $1.65M | 0.18% | +31+1.1% | Added |
| Grandview Asset Management LLC | 2,881 | $1.65M | 0.45% | −114−3.8% | Reduced |
| Verus Capital Partners, LLC | 2,881 | $1.65M | 0.11% | +143+5.2% | Added |
| Virtu Financial LLC | 2,881 | $1.65M | 0.06% | +2,881 | New |
| Hilltop National Bank | 2,880 | $1.65M | 0.40% | −93−3.1% | Reduced |
| Compass Ion Advisors, LLC | 2,871 | $1.64M | 0.16% | −9−0.3% | Reduced |
| Chancellor Financial Group WB LP | 2,871 | $1.64M | 1.13% | +3+0.1% | Added |
| Aire Advisors, LLC | 2,868 | $1.64M | 0.30% | +4+0.1% | Added |
| Lighthouse Financial Services Inc | 2,866 | $1.64M | 0.38% | +2,866 | New |
| Greenberg Financial Group | 2,865 | $1.64M | 0.68% | +2,865 | New |
| Sawgrass Asset Management LLC | 2,846 | $1.63M | 0.20% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 2,840 | $1.63M | 0.61% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 2,837 | $1.63M | 0.09% | +36+1.3% | Added |
| Ballast, Inc. | 2,833 | $1.62M | 0.38% | +8+0.3% | Added |
| High Net Worth Advisory Group LLC | 2,828 | $1.62M | 0.37% | −74−2.5% | Reduced |
| Sentinus, LLC | 2,828 | $1.62M | 0.16% | +235+9.1% | Added |
| ISAM Funds (UK) Ltd | 2,826 | $1.62M | 0.58% | +2,826 | New |
| Ark Wealth Advisors LLC | 2,822 | $1.62M | 1.74% | +2,822 | New |
| Quotient Wealth Partners, LLC | 2,817 | $1.61M | 0.04% | +61+2.2% | Added |
| Herold Advisors, Inc. | 2,815 | $1.61M | 0.36% | −61−2.1% | Reduced |
| Coastal Investment Advisors, Inc. | 2,814 | $1.61M | 0.53% | −240−7.9% | Reduced |
| Stableford Capital II LLC | 2,813 | $1.61M | 0.58% | +699+33.1% | Added |
| Garrett Wealth Advisory Group, LLC | 2,813 | $1.61M | 0.30% | −19−0.7% | Reduced |
| Vista Private Wealth Partners. LLC | 4,150 | $1.61M | 0.54% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,807 | $1.61M | 0.32% | +579+26.0% | Added |
| Baring Financial LLC | 2,803 | $1.61M | 0.98% | +62+2.3% | Added |
| Peavine Capital, LLC | 2,800 | $1.60M | 0.34% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2,798 | $1.60M | 0.49% | +52+1.9% | Added |
| TownSquare Capital, LLC | 2,790 | $1.60M | 0.36% | +70+2.6% | Added |
| Teucrium Investment Advisors, LLC | 2,790 | $1.60M | 1.75% | +2,790 | New |
| Creekside Partners | 2,785 | $1.60M | 0.67% | +2+0.1% | Added |
| Farmers National Bank | 2,777 | $1.59M | 0.36% | −47−1.7% | Reduced |
| Plancorp, LLC | 2,777 | $1.59M | 0.05% | +15+0.5% | Added |
| Allen Wealth Management, LLC | 2,771 | $1.59M | 0.96% | −400−12.6% | Reduced |
| Armis Advisers, LLC | 2,327 | $1.58M | 0.18% | −943−28.8% | Reduced |
| Patriot Investment Management Inc. | 2,757 | $1.58M | 0.10% | +7+0.3% | Added |
| Cornercap Investment Counsel Inc | 2,756 | $1.58M | 0.78% | −1,119−28.9% | Reduced |
| Clarius Group, LLC | 2,755 | $1.58M | 0.09% | 00.0% | Unchanged |
| Tudor Financial Inc. | 2,752 | $1.58M | 0.81% | −44−1.6% | Reduced |
| Legacy Financial Advisors, Inc. | 2,750 | $1.58M | 0.22% | +50+1.9% | Added |