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 |
|---|---|---|---|---|---|
| Bill Few Associates, Inc. | 2,109 | $1.21M | 0.30% | −191−8.3% | Reduced |
| Thrive Wealth Management, LLC | 2,104 | $1.21M | 0.18% | +214+11.3% | Added |
| Sovereign Financial Group, Inc. | 2,100 | $1.20M | 0.21% | +51+2.5% | Added |
| Mechanics Bank Trust Department | 2,100 | $1.20M | 0.16% | −30−1.4% | Reduced |
| First American Bank | 2,097 | $1.20M | 0.07% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,094 | $1.20M | 0.19% | −59−2.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,090 | $1.20M | 0.19% | +23+1.1% | Added |
| Cascades Capital Asset Management, LLC | 2,088 | $1.20M | 0.50% | −51−2.4% | Reduced |
| Austin Private Wealth, LLC | 2,081 | $1.19M | 0.09% | −104−4.8% | Reduced |
| Perpetual Ltd | 2,077 | $1.19M | 0.02% | +420+25.3% | Added |
| NVWM, LLC | 2,076 | $1.19M | 0.26% | +10.0% | Added |
| WSFS Capital Management, LLC | 2,075 | $1.19M | 0.06% | +135+7.0% | Added |
| Winthrop Advisory Group LLC | 2,078 | $1.19M | 0.10% | +30+1.5% | Added |
| LifePlan Financial, LLC | 2,068 | $1.18M | 0.91% | −103−4.7% | Reduced |
| AF Advisors, Inc. | 2,063 | $1.18M | 0.45% | +2+0.1% | Added |
| Sage Investment Counsel LLC | 2,061 | $1.18M | 1.30% | +10.0% | Added |
| Miramontes Capital, LLC | 2,059 | $1.18M | 0.40% | +2,059 | New |
| Dudley Capital Management, LLC | 2,056 | $1.18M | 0.52% | +10.0% | Added |
| Pines Wealth Management, LLC | 2,055 | $1.18M | 0.38% | +149+7.8% | Added |
| Asset Advisory Group, Inc. | 2,054 | $1.18M | 0.59% | +2,054 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,052 | $1.18M | 0.18% | −25−1.2% | Reduced |
| Legacy Capital Group California, Inc. | 2,048 | $1.17M | 0.28% | −464−18.5% | Reduced |
| First Commonwealth Financial Corp | 2,042 | $1.17M | 0.19% | −27−1.3% | Reduced |
| Regal Investment Advisors LLC | 2,042 | $1.17M | 0.07% | +610+42.6% | Added |
| Beacon Financial Advisory LLC | 2,041 | $1.17M | 0.27% | +8+0.4% | Added |
| Armstrong Advisory Group, Inc | 2,040 | $1.17M | 0.08% | −277−12.0% | Reduced |
| Jacksonville Wealth Management, LLC | 2,038 | $1.17M | 0.83% | +23+1.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,037 | $1.17M | 0.05% | −31−1.5% | Reduced |
| Doliver Advisors, LP | 2,035 | $1.17M | 0.29% | −117−5.4% | Reduced |
| SmartHarvest Portfolios, LLC | 2,031 | $1.16M | 0.40% | +2,031 | New |
| NCM Capital Management, LLC | 2,030 | $1.16M | 0.43% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 2,026 | $1.16M | 0.13% | +1,573+347.2% | Added |
| Walter & Keenan Financial Consulting Co | 2,025 | $1.16M | 0.31% | +26+1.3% | Added |
| Adelphi Trust Co | 2,022 | $1.16M | 0.95% | +2,022 | New |
| Titan Investment Solutions Ltd | 2,015 | $1.15M | 0.14% | +2,015 | New |
| Marion Wealth Management | 1,842 | $1.15M | 0.26% | −337−15.5% | Reduced |
| 626 Financial, LLC | 2,014 | $1.15M | 0.50% | −11−0.5% | Reduced |
| Cahaba Wealth Management, Inc. | 2,012 | $1.15M | 0.08% | −16−0.8% | Reduced |
| Claris Financial LLC | 2,009 | $1.15M | 0.61% | +47+2.4% | Added |
| Arcataur Capital Management LLC | 2,005 | $1.15M | 0.33% | −5−0.2% | Reduced |
| Addison Advisors LLC | 2,001 | $1.15M | 0.26% | −472−19.1% | Reduced |
| Quest Partners LLC | 2,001 | $1.15M | 0.06% | +137+7.3% | Added |
| Zinnia Wealth Advisory, LLC | 2,001 | $1.15M | 1.24% | +2,001 | New |
| First Financial Bankshares Inc | 2,000 | $1.15M | 0.02% | −399−16.6% | Reduced |
| Saybrook Capital | 2,000 | $1.15M | 0.29% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 1,996 | $1.14M | 0.30% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,990 | $1.14M | 0.34% | −62−3.0% | Reduced |
| Base Wealth Management LLC | 1,990 | $1.14M | 0.61% | +1+0.1% | Added |
| Meriwether Wealth & Planning, LLC | 1,988 | $1.14M | 0.64% | +267+15.5% | Added |
| Waterloo Capital, L.P. | 1,986 | $1.14M | 0.08% | +77+4.0% | Added |
| GM Advisory Group, Inc. | 1,975 | $1.13M | 0.04% | +321+19.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,974 | $1.13M | 0.13% | +238+13.7% | Added |
| Wrapmanager Inc | 1,969 | $1.13M | 0.38% | −463−19.0% | Reduced |
| Fairvoy Private Wealth, LLC | 1,967 | $1.13M | 0.25% | −86−4.2% | Reduced |
| Patten Group, Inc. | 1,964 | $1.12M | 0.21% | +2+0.1% | Added |
| Bedel Financial Consulting, Inc. | 1,958 | $1.12M | 0.12% | +9+0.5% | Added |
| 3Chopt Investment Partners, LLC | 1,955 | $1.12M | 0.25% | −27−1.4% | Reduced |
| West Michigan Advisors, LLC | 1,955 | $1.12M | 0.26% | −246−11.2% | Reduced |
| Breakwater Capital Group | 1,954 | $1.12M | 0.16% | −32−1.6% | Reduced |
| Zullo Investment Group, Inc. | 1,951 | $1.12M | 0.41% | −147−7.0% | Reduced |
| Redwood Wealth Management Group, LLC | 1,950 | $1.12M | 0.47% | +24+1.2% | Added |
| Summit Financial Strategies, Inc. | 1,949 | $1.12M | 0.09% | +104+5.6% | Added |
| Parr McKnight Wealth Management Group, LLC | 1,948 | $1.12M | 0.15% | −47−2.4% | Reduced |
| Retireful, LLC | 1,931 | $1.11M | 1.40% | +1,931 | New |
| Tarbox Family Office, Inc. | 1,946 | $1.11M | 0.18% | −129−6.2% | Reduced |
| Arvest Bank Trust Division | 1,946 | $1.11M | 0.06% | +255+15.1% | Added |
| Maridea Wealth Management LLC | 1,945 | $1.11M | 0.17% | +1,506+343.1% | Added |
| Sterling Wealth Management, Inc. | 1,943 | $1.11M | 0.32% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,800 | $1.11M | 0.21% | +99+5.8% | Added |
| Fulton Breakefield Broenniman LLC | 1,936 | $1.11M | 0.07% | −25−1.3% | Reduced |
| Financial Engines Advisors L.L.C. | 1,935 | $1.11M | 0.00% | −240−11.0% | Reduced |
| DMG Group, LLC | 1,934 | $1.11M | 0.74% | −26−1.3% | Reduced |
| Beaumont Financial Advisors, LLC | 1,934 | $1.11M | 0.07% | +9+0.5% | Added |
| KFA Private Wealth Group, LLC | 1,923 | $1.10M | 0.27% | −1−0.1% | Reduced |
| Horst & Graben Wealth Management LLC | 1,921 | $1.10M | 0.17% | +4+0.2% | Added |
| Revisor Wealth Management LLC | 1,741 | $1.10M | 0.29% | +29+1.7% | Added |
| Bell Bank | 1,920 | $1.10M | 0.05% | −495−20.5% | Reduced |
| Perennial Investment Advisors, LLC | 1,914 | $1.10M | 0.09% | +195+11.3% | Added |
| Allen Investment Management LLC | 1,913 | $1.10M | 0.01% | +1,913 | New |
| Boston Partners | 1,912 | $1.10M | 0.00% | −10−0.5% | Reduced |
| Pacifica Partners Inc. | 1,826 | $1.09M | 0.49% | −21−1.1% | Reduced |
| Olistico Wealth, LLC | 1,907 | $1.09M | 0.53% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 1,905 | $1.09M | 0.51% | −240−11.2% | Reduced |
| Opinicus Capital, Inc. | 1,904 | $1.09M | 0.76% | +19+1.0% | Added |
| Stonebridge Financial Group, LLC | 1,902 | $1.09M | 0.09% | +38+2.0% | Added |
| Guardian Asset Advisors, LLC | 1,902 | $1.09M | 0.57% | −48−2.5% | Reduced |
| Options Solutions, LLC | 1,900 | $1.09M | 0.77% | 00.0% | Unchanged |
| Severin Investments, LLC | 1,898 | $1.09M | 0.96% | +770+68.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,896 | $1.09M | 0.04% | −73−3.7% | Reduced |
| Wulff, Hansen & Co. | 1,895 | $1.09M | 0.91% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 1,650 | $1.08M | 0.13% | +74+4.7% | Added |
| Pitcairn Wealth Advisors LLC | 1,890 | $1.08M | 0.10% | +1,890 | New |
| Appleton Partners Inc | 1,888 | $1.08M | 0.07% | +236+14.3% | Added |
| Centurion Wealth Management LLC | 1,883 | $1.08M | 0.24% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,881 | $1.08M | 0.11% | +759+67.6% | Added |
| Carret Asset Management, LLC | 1,877 | $1.08M | 0.10% | 00.0% | Unchanged |
| Providence First Trust Co | 1,872 | $1.07M | 0.37% | +1,303+229.0% | Added |
| Excalibur Management Corp | 1,871 | $1.07M | 0.39% | −35−1.8% | Reduced |
| Landaas & Co | 1,871 | $1.07M | 0.24% | +38+2.1% | Added |
| Reliant Investment Partners, LLC | 1,863 | $1.07M | 0.84% | +227+13.9% | Added |