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 |
|---|---|---|---|---|---|
| Precision Wealth Strategies, LLC | 1,469 | $841.6K | 0.27% | −51−3.4% | Reduced |
| Athena Investment Management | 1,466 | $839.8K | 0.43% | −23−1.5% | Reduced |
| Range Financial Group LLC | 1,466 | $839.8K | 0.29% | +12+0.8% | Added |
| Hara Capital LLC | 1,465 | $839.3K | 0.47% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,459 | $835.8K | 0.19% | +1,459 | New |
| Pinnacle Financial Group, LLC | 1,457 | $834.7K | 0.24% | +3+0.2% | Added |
| Mirador Capital Partners LP | 1,456 | $834.4K | 0.11% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,206 | $834.2K | 0.10% | +51+4.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,452 | $832.1K | 0.16% | +703+93.9% | Added |
| Acorns Advisers, LLC | 1,452 | $832.0K | 0.01% | +118+8.8% | Added |
| Sanchez Wealth Management Group | 1,447 | $829.2K | 0.18% | +3+0.2% | Added |
| Fca Corp | 1,445 | $827.8K | 0.23% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,444 | $827.4K | 0.14% | +62+4.5% | Added |
| J. Team Financial, Inc. | 1,444 | $827.3K | 0.83% | +219+17.9% | Added |
| Wendell David Associates Inc | 1,443 | $827.0K | 0.08% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 1,443 | $826.7K | 0.05% | +409+39.6% | Added |
| Gsa Capital Partners LLP | 1,441 | $826.0K | 0.07% | −1,373−48.8% | Reduced |
| Colonial River Wealth Management, LLC | 1,441 | $825.7K | 0.29% | +836+138.2% | Added |
| Sandler Capital Management | 1,438 | $823.8K | 0.37% | −4,397−75.4% | Reduced |
| WestHill Financial Advisors, Inc. | 1,436 | $822.6K | 0.16% | +204+16.6% | Added |
| QTR Family Wealth, LLC | 1,108 | $822.6K | 0.36% | +111+11.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,436 | $822.5K | 0.41% | +1+0.1% | Added |
| Charter Oak Capital Management, LLC | 1,433 | $821.2K | 0.06% | +63+4.6% | Added |
| Baron Wealth Management LLC | 1,430 | $819.3K | 0.25% | +84+6.2% | Added |
| Hudson Valley Investment Advisors Inc | 1,429 | $818.6K | 0.09% | −1,200−45.6% | Reduced |
| Davidson Investment Advisors | 1,429 | $818.6K | 0.03% | +130+10.0% | Added |
| Quarry LP | 1,428 | $818.1K | 0.13% | +616+75.9% | Added |
| Empirical Asset Management, LLC | 2,664 | $817.7K | 0.23% | −6−0.2% | Reduced |
| Verity Asset Management, Inc. | 1,427 | $817.5K | 0.35% | −849−37.3% | Reduced |
| Blankinship & Foster, LLC | 1,426 | $816.9K | 0.18% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 1,424 | $815.8K | 0.25% | −74−4.9% | Reduced |
| Grant Street Asset Management, Inc. | 1,423 | $815.2K | 0.16% | +29+2.1% | Added |
| Onefund, LLC | 1,423 | $815.2K | 0.49% | +69+5.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,418 | $812.3K | 0.05% | −122−7.9% | Reduced |
| Clark Asset Management, LLC | 1,418 | $812.3K | 0.08% | +20+1.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,415 | $810.6K | 0.25% | +73+5.4% | Added |
| Victory Financial Group, LLC | 1,415 | $810.4K | 0.10% | +44+3.2% | Added |
| Atlantic Trust, LLC | 1,414 | $810.0K | 0.13% | −81−5.4% | Reduced |
| London & Capital Asset Management Ltd | 1,413 | $809.3K | 0.01% | +1,413 | New |
| Income Insurance Ltd | 1,409 | $807.2K | 0.52% | +1,409 | New |
| HORAN Wealth, LLC | 1,405 | $804.9K | 0.12% | +382+37.3% | Added |
| BankPlus Wealth Management LLC | 1,404 | $804.4K | 0.44% | −5−0.4% | Reduced |
| Palogic Value Management, L.P. | 1,404 | $804.3K | 0.35% | −4−0.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,389 | $803.7K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,400 | $802.0K | 0.19% | −1,000−41.7% | Reduced |
| McCollum Christoferson Group LLC | 1,400 | $802.0K | 0.23% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,400 | $802.0K | 0.25% | 00.0% | Unchanged |
| apricus wealth, LLC | 1,394 | $798.6K | 0.41% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,391 | $796.7K | 0.13% | +336+31.8% | Added |
| Forbes J M & Co LLP | 1,390 | $796.3K | 0.06% | +113+8.8% | Added |
| Eurizon SLJ Capital Ltd | 1,390 | $796.3K | 0.32% | +1,390 | New |
| Liberty Wealth Management LLC | 1,388 | $795.4K | 0.10% | −54−3.7% | Reduced |
| WJ Financial Advisors LLC | 1,387 | $794.6K | 0.71% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 1,385 | $793.4K | 0.06% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,385 | $793.3K | 0.17% | +318+29.8% | Added |
| JB Capital LLC | 1,384 | $792.8K | 0.03% | −4−0.3% | Reduced |
| Next Level Private LLC | 1,382 | $791.7K | 0.21% | −8−0.6% | Reduced |
| Hanlon Investment Management, Inc. | 1,382 | $791.7K | 0.44% | +111+8.7% | Added |
| Excelsior Advisor Network LLC | 1,381 | $791.1K | 0.38% | +1,381 | New |
| VeraBank, N.A. | 1,378 | $789.4K | 0.14% | +42+3.1% | Added |
| Capital Advisors Wealth Management, LLC | 1,378 | $789.3K | 0.11% | +1+0.1% | Added |
| Caliber Wealth Management, LLC | 1,374 | $787.1K | 0.08% | +814+145.4% | Added |
| Peoples Bank | 1,373 | $786.6K | 0.79% | −220−13.8% | Reduced |
| Tumwater Wealth Management, LLC | 1,369 | $784.5K | 0.32% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 1,215 | $784.5K | 0.31% | +11+0.9% | Added |
| Coyle Financial Counsel LLC | 1,369 | $784.3K | 0.17% | +13+1.0% | Added |
| Smart Portfolios, LLC | 1,367 | $783.1K | 0.78% | −80−5.5% | Reduced |
| 55 North Private Wealth, LLC | 1,366 | $782.6K | 0.21% | +1,366 | New |
| Wagner Wealth Management, Corp | 1,361 | $779.7K | 0.77% | +1,361 | New |
| First Pacific Financial | 1,358 | $777.7K | 0.10% | +4+0.3% | Added |
| Grant Private Wealth Management Inc | 1,357 | $777.4K | 0.47% | −48−3.4% | Reduced |
| Mengis Capital Management, Inc. | 1,356 | $776.9K | 0.14% | −30−2.2% | Reduced |
| Cane Capital Partners, LLC | 1,353 | $775.2K | 0.33% | +1,353 | New |
| Thomas Story & Son LLC | 1,350 | $773.4K | 0.29% | 00.0% | Unchanged |
| Center For Asset Management LLC | 1,349 | $772.7K | 0.40% | −150−10.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 1,348 | $772.3K | 0.07% | +478+54.9% | Added |
| Vantus Wealth LLC | 1,346 | $771.1K | 0.57% | +1,346 | New |
| Meadowbrook Wealth Management, LLC | 1,345 | $770.5K | 0.88% | +175+15.0% | Added |
| Traveka Wealth, LLC | 1,344 | $770.1K | 0.31% | −35−2.5% | Reduced |
| Quadcap Wealth Management, LLC | 1,342 | $769.0K | 0.09% | +206+18.1% | Added |
| CacheTech Inc. | 1,341 | $768.2K | 0.14% | +21+1.6% | Added |
| MFA Wealth Services | 1,341 | $768.0K | 0.52% | −207−13.4% | Reduced |
| Orrstown Financial Services Inc | 1,340 | $767.6K | 0.13% | −21−1.5% | Reduced |
| 44 Wealth Management LLC | 1,337 | $765.9K | 0.26% | −29−2.1% | Reduced |
| Lazari Capital Management, Inc. | 1,335 | $764.5K | 0.26% | −8−0.6% | Reduced |
| McMill Wealth Management | 1,331 | $762.5K | 0.21% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,331 | $762.5K | 0.33% | +1,331 | New |
| Congress Park Capital LLC | 1,330 | $761.9K | 0.23% | −190−12.5% | Reduced |
| Sunflower Bank, N.A. | 1,329 | $761.3K | 0.19% | +30+2.3% | Added |
| USA Financial Portformulas Corp | 1,328 | $760.8K | 0.14% | +941+243.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,327 | $760.0K | 0.01% | +43+3.3% | Added |
| David J Yvars Group | 1,327 | $760.0K | 0.41% | +49+3.8% | Added |
| Rossby Financial, LCC | 1,325 | $759.2K | 0.24% | −2,067−60.9% | Reduced |
| Wealth Management Associates, Inc. | 1,324 | $758.5K | 0.26% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,324 | $758.2K | 0.30% | +282+27.1% | Added |
| Planning Center, Inc. | 1,323 | $757.9K | 0.08% | −44−3.2% | Reduced |
| Petros Family Wealth, LLC | 1,321 | $756.8K | 0.50% | −160−10.8% | Reduced |
| Wellington Grp LLC | 1,321 | $756.8K | 0.25% | +1,321 | New |
| Enclave Advisors LLC | 1,318 | $755.0K | 0.11% | +608+85.6% | Added |
| Silver Coast Investments LLC | 1,317 | $754.5K | 0.26% | −77−5.5% | Reduced |