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 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| Trace Wealth Advisors, LLC | 2,750 | $1.58M | 1.14% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 2,744 | $1.57M | 0.88% | −394−12.6% | Reduced |
| Disciplined Equity Management, Inc. | 2,730 | $1.56M | 0.81% | −50−1.8% | Reduced |
| Aviso Wealth Management | 2,729 | $1.56M | 0.66% | −102−3.6% | Reduced |
| Hills Bank & Trust Co | 2,723 | $1.56M | 0.09% | +212+8.4% | Added |
| 180 Wealth Advisors, LLC | 2,716 | $1.56M | 0.18% | +424+18.5% | Added |
| Klingman & Associates, LLC | 2,714 | $1.55M | 0.07% | +54+2.0% | Added |
| Tiemann Investment Advisors, LLC | 2,714 | $1.55M | 0.60% | −95−3.4% | Reduced |
| Stillwater Wealth Management Group | 2,713 | $1.55M | 1.05% | +1,893+230.9% | Added |
| Kestra Investment Management, LLC | 2,704 | $1.55M | 0.04% | −69−2.5% | Reduced |
| Covenant Asset Management, LLC | 2,703 | $1.55M | 0.30% | −10.0% | Reduced |
| Prosperity Bancshares Inc | 2,703 | $1.55M | 1.40% | +2,703 | New |
| Bridgewater Advisors Inc. | 2,398 | $1.55M | 0.10% | +10+0.4% | Added |
| CFS Investment Advisory Services, LLC | 2,700 | $1.55M | 0.11% | +516+23.6% | Added |
| Hickory Point Bank & Trust | 2,695 | $1.54M | 1.12% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,693 | $1.54M | 0.29% | +126+4.9% | Added |
| Worth Asset Management, LLC | 2,690 | $1.54M | 0.65% | +2,690 | New |
| Signal Advisors Wealth, LLC | 2,687 | $1.54M | 0.12% | +323+13.7% | Added |
| Toth Financial Advisory Corp | 2,682 | $1.54M | 0.17% | +8+0.3% | Added |
| Winebrenner Capital Management LLC | 2,681 | $1.54M | 1.02% | +41+1.6% | Added |
| Bank of Stockton | 2,680 | $1.54M | 0.44% | −183−6.4% | Reduced |
| Northern Financial Advisors Inc | 2,671 | $1.53M | 1.75% | −2,498−48.3% | Reduced |
| Palumbo Wealth Management LLC | 2,668 | $1.53M | 0.38% | +3+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,663 | $1.53M | 0.16% | −52−1.9% | Reduced |
| Washington Trust Advisors, Inc. | 2,661 | $1.52M | 0.12% | −119−4.3% | Reduced |
| Ullmann Financial Group, Inc. | 2,639 | $1.52M | 0.16% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 2,655 | $1.52M | 1.03% | −312−10.5% | Reduced |
| Agf Management Ltd | 2,651 | $1.52M | 0.01% | −707−21.1% | Reduced |
| First Command Advisory Services, Inc. | 2,649 | $1.52M | 0.01% | −204−7.2% | Reduced |
| Richard Bernstein Advisors LLC | 2,643 | $1.51M | 0.04% | −2,840−51.8% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,641 | $1.51M | 0.61% | +24+0.9% | Added |
| Somerville Kurt F | 2,640 | $1.51M | 0.26% | 00.0% | Unchanged |
| Well Done, LLC | 2,638 | $1.51M | 0.23% | −145−5.2% | Reduced |
| Yoffe Investment Management, LLC | 2,637 | $1.51M | 1.93% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,634 | $1.51M | 0.04% | +3+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,633 | $1.51M | 0.37% | +60+2.3% | Added |
| Klingenstein Fields & Co LP | 2,626 | $1.50M | 0.06% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 2,622 | $1.50M | 0.33% | −10−0.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,619 | $1.50M | 0.42% | −1,232−32.0% | Reduced |
| Key Financial Inc | 2,618 | $1.50M | 0.27% | −50−1.9% | Reduced |
| Intellectus Partners, LLC | 2,617 | $1.50M | 0.29% | −2,879−52.4% | Reduced |
| Paragon Capital Management LLC | 2,616 | $1.50M | 0.76% | +16+0.6% | Added |
| Saxon Interests, Inc. | 2,608 | $1.49M | 0.53% | −117−4.3% | Reduced |
| Brucke Financial, Inc. | 2,608 | $1.49M | 0.82% | −202−7.2% | Reduced |
| Arrowroot Family Office, LLC | 2,608 | $1.49M | 0.54% | −83−3.1% | Reduced |
| Indivisible Partners | 2,605 | $1.49M | 0.16% | +2,605 | New |
| Addison Capital Co | 2,581 | $1.48M | 0.37% | +10.0% | Added |
| Cambient Family Office, LLC | 2,580 | $1.48M | 0.21% | +2,580 | New |
| Legacy Wealth Asset Management, LLC | 2,578 | $1.48M | 0.36% | −107−4.0% | Reduced |
| Resonant Capital Advisors, LLC | 2,576 | $1.48M | 0.08% | +15+0.6% | Added |
| Tidemark, LLC | 2,576 | $1.48M | 0.42% | −510−16.5% | Reduced |
| Tradition Wealth Management, LLC | 2,574 | $1.47M | 0.11% | +31+1.2% | Added |
| Global Financial Private Client, LLC | 2,572 | $1.47M | 0.52% | +10+0.4% | Added |
| Atwood & Palmer Inc | 2,565 | $1.47M | 0.08% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,561 | $1.47M | 0.17% | +10+0.4% | Added |
| Secured Retirement Advisors, LLC | 2,555 | $1.46M | 0.82% | −1,243−32.7% | Reduced |
| Cove Private Wealth, LLC | 2,553 | $1.46M | 0.44% | +194+8.2% | Added |
| Marks Group Wealth Management, Inc | 2,552 | $1.46M | 0.14% | +264+11.5% | Added |
| Tower Trust & Investment Co | 2,548 | $1.46M | 0.92% | +360+16.5% | Added |
| Gleason Group, Inc. | 2,548 | $1.46M | 0.14% | −14−0.5% | Reduced |
| Elyxium Wealth, LLC | 2,542 | $1.46M | 0.40% | +35+1.4% | Added |
| Acropolis Investment Management, LLC | 2,540 | $1.46M | 0.07% | +138+5.7% | Added |
| Aspiriant, LLC | 2,537 | $1.45M | 0.04% | +61+2.5% | Added |
| O'Brien Wealth Partners LLC | 2,535 | $1.45M | 0.19% | 00.0% | Unchanged |
| Keystone Financial Group | 2,535 | $1.45M | 0.11% | +88+3.6% | Added |
| Whalen Wealth Management Inc. | 2,531 | $1.45M | 0.78% | +2,028+403.2% | Added |
| Generali Investments, Management Co LLC | 2,529 | $1.45M | 0.29% | −121−4.6% | Reduced |
| Edgestream Partners, L.P. | 2,527 | $1.45M | 0.04% | −5,919−70.1% | Reduced |
| Shoker Investment Counsel, Inc. | 2,526 | $1.45M | 0.42% | +4+0.2% | Added |
| Heritage Wealth Advisors | 2,523 | $1.45M | 0.06% | −45−1.8% | Reduced |
| Prosperity Financial Group, Inc. | 2,514 | $1.44M | 0.52% | +294+13.2% | Added |
| Rogco, LP | 2,511 | $1.44M | 0.48% | −26−1.0% | Reduced |
| Wealth Watch Advisors, INC | 2,509 | $1.44M | 0.53% | +2+0.1% | Added |
| YANKCOM Partnership | 2,507 | $1.44M | 0.61% | +187+8.1% | Added |
| TrustBank | 2,506 | $1.44M | 0.60% | +2,506 | New |
| Sippican Capital Advisors | 2,500 | $1.43M | 0.92% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,500 | $1.43M | 1.04% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 2,497 | $1.43M | 0.79% | −34−1.3% | Reduced |
| Northstar Group, Inc. | 2,486 | $1.42M | 0.19% | 00.0% | Unchanged |
| Intrust Bank NA | 2,483 | $1.42M | 0.12% | +7+0.3% | Added |
| White Lighthouse Investment Management Inc. | 2,471 | $1.42M | 0.20% | 00.0% | Unchanged |
| Summit Global Investments | 2,470 | $1.42M | 0.08% | +2,027+457.6% | Added |
| Tanglewood Legacy Advisors, LLC | 2,470 | $1.41M | 0.53% | −2,055−45.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,465 | $1.41M | 0.07% | −10.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,465 | $1.41M | 0.17% | −228−8.5% | Reduced |
| One Capital Management, LLC | 2,459 | $1.41M | 0.04% | +138+5.9% | Added |
| Sun Financial Inc | 2,455 | $1.41M | 0.78% | +2,455 | New |
| Prosperitas Financial LLC | 2,454 | $1.41M | 0.55% | −254−9.4% | Reduced |
| Fiduciary Group LLC | 2,450 | $1.40M | 0.12% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,444 | $1.40M | 0.31% | +100+4.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,190 | $1.40M | 0.01% | −240−9.9% | Reduced |
| Arbor Wealth Advisors LLC | 2,437 | $1.40M | 0.99% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 2,436 | $1.40M | 0.52% | −14−0.6% | Reduced |
| Trillium Asset Management, LLC | 2,434 | $1.39M | 0.04% | 00.0% | Unchanged |
| Leisure Capital Management | 2,433 | $1.39M | 0.46% | +959+65.1% | Added |
| Blackhawk Capital Partners LLC. | 2,429 | $1.39M | 0.52% | −774−24.2% | Reduced |
| BankChampaign, National Association | 2,427 | $1.39M | 1.38% | +2,427 | New |
| Greenwich Wealth Management LLC | 2,427 | $1.39M | 0.06% | −29−1.2% | Reduced |
| Strategic Investment Advisors | 2,425 | $1.39M | 0.12% | +630+35.1% | Added |
| Shepherd Street Advisors LLC | 2,422 | $1.39M | 1.33% | +2,422 | New |