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 |
|---|---|---|---|---|---|
| Bensler, LLC | 1,861 | $1.07M | 0.11% | +128+7.4% | Added |
| Sterling Investment Advisors, Ltd. | 1,851 | $1.06M | 0.20% | −100−5.1% | Reduced |
| RMR Wealth Builders | 1,849 | $1.06M | 0.08% | +476+34.7% | Added |
| Davis Investment Partners, LLC | 1,770 | $1.06M | 0.37% | +52+3.0% | Added |
| Smithbridge Asset Management Inc | 1,847 | $1.06M | 0.09% | +1,847 | New |
| Baldwin Brothers Inc | 1,847 | $1.06M | 0.07% | −20−1.1% | Reduced |
| Hamel Associates, Inc. | 1,841 | $1.06M | 0.32% | −281−13.2% | Reduced |
| Garner Asset Management Corp | 1,847 | $1.06M | 0.41% | −18−1.0% | Reduced |
| Fiera Capital Corp | 1,845 | $1.06M | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,843 | $1.06M | 0.21% | +59+3.3% | Added |
| Westmount Partners, LLC | 1,840 | $1.05M | 0.26% | +3+0.2% | Added |
| Deseret Mutual Benefit Administrators | 1,840 | $1.05M | 0.45% | −6−0.3% | Reduced |
| Cardiff Park Advisors, LLC | 1,837 | $1.05M | 0.09% | −2,597−58.6% | Reduced |
| Two Sigma Securities, LLC | 1,836 | $1.05M | 0.14% | +1,836 | New |
| Montz Harcus Wealth Management LLC | 1,831 | $1.05M | 0.43% | −270−12.9% | Reduced |
| Operose Advisors LLC | 1,824 | $1.05M | 0.24% | +31+1.7% | Added |
| Impact Capital Partners LLC | 1,824 | $1.04M | 0.31% | −76−4.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,819 | $1.04M | 0.05% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,819 | $1.04M | 0.08% | −5−0.3% | Reduced |
| Larry Mathis Financial Planning, LLC | 1,818 | $1.04M | 0.92% | +1,818 | New |
| Evergreen Wealth Solutions, LLC | 1,817 | $1.04M | 0.15% | +1,817 | New |
| Tortoise Capital Advisors, L.L.C. | 1,816 | $1.04M | 0.01% | +1,816 | New |
| Stokes Family Office, LLC | 1,815 | $1.04M | 0.10% | +156+9.4% | Added |
| Opal Capital LLC | 1,400 | $1.04M | 0.26% | +1,400 | New |
| Fukoku Mutual Life Insurance Co | 1,811 | $1.04M | 0.07% | −162−8.2% | Reduced |
| J.Safra Asset Management Corp | 1,806 | $1.03M | 0.05% | +1,806 | New |
| Cornerstone Advisory, LLC | 1,806 | $1.03M | 0.10% | −158−8.0% | Reduced |
| Moment Partners, LLC | 1,806 | $1.03M | 0.21% | −10−0.6% | Reduced |
| McBroom & Associates, LLC | 1,806 | $1.03M | 0.50% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 1,800 | $1.03M | 0.12% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,795 | $1.03M | 0.09% | −90−4.8% | Reduced |
| Transcend Wealth Collective, LLC | 1,791 | $1.03M | 0.08% | −1,411−44.1% | Reduced |
| Alta Advisers Ltd | 1,791 | $1.03M | 0.37% | −600−25.1% | Reduced |
| Xxi Wealth, LLC | 1,790 | $1.03M | 0.62% | +1,790 | New |
| Lakeside Advisors, INC. | 1,788 | $1.02M | 0.65% | +1+0.1% | Added |
| Accredited Investors Inc. | 1,788 | $1.02M | 0.05% | −9−0.5% | Reduced |
| KRM Wealth Management L.L.C. | 1,787 | $1.02M | 0.56% | +1,787 | New |
| West Branch Capital LLC | 1,785 | $1.02M | 0.26% | +1,364+324.0% | Added |
| Lakeridge Wealth Management LLC | 1,783 | $1.02M | 0.46% | +22+1.2% | Added |
| NWF Advisory Services Inc. | 1,777 | $1.02M | 0.11% | −42−2.3% | Reduced |
| Grove Bank & Trust | 1,776 | $1.02M | 0.11% | +25+1.4% | Added |
| Daner Wealth Management, LLC | 1,370 | $1.02M | 0.62% | +31+2.3% | Added |
| Versant Capital Management, Inc | 1,774 | $1.02M | 0.13% | +425+31.5% | Added |
| Trust Co of Virginia | 1,771 | $1.01M | 0.08% | +256+16.9% | Added |
| Opal Wealth Advisors, LLC | 1,760 | $1.01M | 0.26% | +5+0.3% | Added |
| Meeder Asset Management Inc | 1,757 | $1.01M | 0.05% | +1,697+2,828.3% | Added |
| Taylor Financial Group, Inc. | 1,753 | $1.00M | 0.59% | −26−1.5% | Reduced |
| Gradient Investments LLC | 1,751 | $1.00M | 0.02% | +304+21.0% | Added |
| Paulson Wealth Management Inc. | 1,751 | $1.00M | 0.23% | −32−1.8% | Reduced |
| Everpar Advisors LLC | 1,749 | $1.00M | 0.37% | +221+14.5% | Added |
| Pettyjohn, Wood & White, Inc | 1,746 | $1.00M | 0.16% | +593+51.4% | Added |
| LifeSteps Financial, Inc. | 1,746 | $1.00M | 0.64% | +10+0.6% | Added |
| Warther Private Wealth, LLC | 1,742 | $998.1K | 0.24% | +685+64.8% | Added |
| Signature Estate & Investment Advisors LLC | 1,741 | $997.5K | 0.02% | +197+12.8% | Added |
| Wagner Wealth Management, LLC | 1,739 | $996.4K | 0.21% | +145+9.1% | Added |
| Lafayette Investments, Inc. | 1,736 | $994.3K | 0.19% | 00.0% | Unchanged |
| Wealth Alliance | 1,735 | $994.0K | 0.10% | −185−9.6% | Reduced |
| Vigil Wealth Management, LLC | 1,733 | $992.8K | 0.83% | +1,733 | New |
| Tompkins Financial Corp | 1,728 | $989.9K | 0.08% | −291−14.4% | Reduced |
| Van Hulzen Asset Management, LLC | 1,725 | $988.1K | 0.07% | −86−4.7% | Reduced |
| Sivia Capital Partners, LLC | 1,723 | $987.3K | 0.20% | +725+72.6% | Added |
| Optas, LLC | 1,721 | $985.9K | 0.15% | +341+24.7% | Added |
| Cornerstone Select Advisors, LLC | 1,720 | $985.3K | 0.68% | 00.0% | Unchanged |
| One Degree Advisors Inc | 1,721 | $985.0K | 0.27% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,718 | $984.4K | 0.14% | +4+0.2% | Added |
| Check Capital Management Inc | 1,717 | $983.6K | 0.06% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 1,717 | $983.6K | 0.05% | +1,717 | New |
| Wealth Quarterback LLC | 1,715 | $982.4K | 0.35% | +7+0.4% | Added |
| Close Asset Management Ltd | 1,713 | $981.0K | 0.02% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,710 | $979.6K | 0.21% | +1,710 | New |
| United Advisor Group, LLC | 1,709 | $978.8K | 0.13% | +113+7.1% | Added |
| Novem Group | 1,708 | $978.6K | 0.11% | +44+2.6% | Added |
| Hall Laurie J Trustee | 1,707 | $977.9K | 0.32% | −46−2.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,706 | $977.3K | 0.09% | 00.0% | Unchanged |
| Legacy Trust | 1,706 | $977.3K | 0.18% | −167−8.9% | Reduced |
| Quent Capital, LLC | 1,706 | $977.3K | 0.07% | +76+4.7% | Added |
| Diligent Investors, LLC | 1,702 | $975.0K | 0.24% | −30−1.7% | Reduced |
| First Growth Capital LLC | 1,258 | $975.0K | 0.87% | +1,258 | New |
| Ofc Financial Planning, LLC | 1,695 | $971.0K | 0.92% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,689 | $967.4K | 0.10% | +74+4.6% | Added |
| Clear Creek Financial Management, LLC | 1,688 | $967.0K | 0.08% | +178+11.8% | Added |
| YHB Investment Advisors, Inc. | 1,686 | $965.9K | 0.07% | −9−0.5% | Reduced |
| Purpose Unlimited Inc. | 1,683 | $964.1K | 0.04% | +1,683 | New |
| Goldenstone Wealth Management LLC | 1,681 | $963.3K | 0.72% | +1,681 | New |
| Taylor Hoffman Capital Management LLC | 1,680 | $962.4K | 0.29% | −11−0.7% | Reduced |
| Sepio Capital, LP | 1,678 | $961.4K | 0.05% | −503−23.1% | Reduced |
| Vicus Capital | 1,678 | $961.3K | 0.07% | −152−8.3% | Reduced |
| Axecap Investments, LLC | 1,677 | $960.7K | 0.59% | +1,677 | New |
| Core Alternative Capital | 1,676 | $960.1K | 0.26% | +481+40.3% | Added |
| Ridgecrest Wealth Partners, LLC | 1,670 | $956.7K | 0.52% | −311−15.7% | Reduced |
| Charis Legacy Partners, LLC | 1,670 | $956.7K | 1.41% | 00.0% | Unchanged |
| Bayban | 1,669 | $956.1K | 0.85% | +1,669 | New |
| Worth Financial Advisory Group, LLC | 1,668 | $955.7K | 0.46% | −10−0.6% | Reduced |
| Bogart Wealth, LLC | 1,666 | $954.4K | 0.04% | −52−3.0% | Reduced |
| Foster Group, Inc. | 1,665 | $953.7K | 0.03% | +313+23.2% | Added |
| Bigelow Investment Advisors, LLC | 1,664 | $953.3K | 0.37% | −51−3.0% | Reduced |
| Citizens Business Bank | 1,663 | $952.7K | 0.16% | −3−0.2% | Reduced |
| Pacitti Group Inc. | 1,662 | $952.4K | 0.35% | +1+0.1% | Added |
| Raab & Moskowitz Asset Management LLC | 1,662 | $952.2K | 0.21% | +67+4.2% | Added |
| Ellevest, Inc. | 1,662 | $952.1K | 0.13% | +277+20.0% | Added |