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 |
|---|---|---|---|---|---|
| Gibbs Wealth Management | 1,220 | $753.6K | 0.18% | −398−24.6% | Reduced |
| Petix & Botte Co | 1,312 | $751.6K | 0.17% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,310 | $750.6K | 0.11% | −139−9.6% | Reduced |
| Hardin Capital Partners, LLC | 1,310 | $750.5K | 0.35% | +8+0.6% | Added |
| Moss Adams Wealth Advisors LLC | 1,308 | $749.4K | 0.05% | +279+27.1% | Added |
| MJP Associates Inc | 1,305 | $747.4K | 0.09% | +196+17.7% | Added |
| Oakmont Investment Advisors, Inc. | 1,303 | $746.8K | 0.55% | +1,303 | New |
| Alchemi Wealth, LLC | 1,302 | $746.4K | 0.41% | +1,302 | New |
| Merrion Investment Management Co, LLC | 1,300 | $744.7K | 0.40% | +100+8.3% | Added |
| ICW Investment Advisors LLC | 1,296 | $742.2K | 0.27% | +36+2.9% | Added |
| S.A. Mason LLC | 1,295 | $741.6K | 0.29% | +1+0.1% | Added |
| Finivi Inc. | 1,292 | $740.0K | 0.43% | −29−2.2% | Reduced |
| Tempo Wealth, LLC | 1,291 | $739.6K | 0.13% | +1,291 | New |
| Arista Wealth Management, LLC | 1,283 | $735.0K | 0.09% | +472+58.2% | Added |
| J2 Capital Management Inc | 1,281 | $733.8K | 0.54% | −705−35.5% | Reduced |
| Bangor Savings Bank | 1,281 | $733.8K | 0.06% | −1−0.1% | Reduced |
| Elser Financial Planning, Inc | 1,279 | $732.7K | 0.54% | −51−3.8% | Reduced |
| Sandy Cove Advisors, LLC | 1,279 | $732.7K | 0.22% | +15+1.2% | Added |
| Hollencrest Capital Management | 1,278 | $731.8K | 0.03% | −102−7.4% | Reduced |
| Bay Capital Advisors, LLC | 1,274 | $729.8K | 0.45% | +146+12.9% | Added |
| Clarion Wealth Managment Partners, LLC | 1,272 | $728.7K | 0.67% | −50−3.8% | Reduced |
| Rise Advisors, LLC | 1,271 | $728.2K | 0.26% | −17−1.3% | Reduced |
| Alpha Family Trust | 1,270 | $727.5K | 0.33% | 00.0% | Unchanged |
| Fund Advisors of America Inc | 1,270 | $727.4K | 0.67% | +1,270 | New |
| Meiji Yasuda Life Insurance Co | 1,269 | $727.0K | 0.02% | +1,269 | New |
| Marin Bay Wealth Advisors, LLC | 1,267 | $726.2K | 0.42% | +1,267 | New |
| Old Point Trust & Financial Services N A | 1,267 | $725.8K | 0.23% | −50−3.8% | Reduced |
| Basepoint Wealth LLC | 1,264 | $724.3K | 0.44% | −108−7.9% | Reduced |
| Oliver Luxxe Assets LLC | 1,263 | $723.5K | 0.11% | −223−15.0% | Reduced |
| Bridgewealth Advisory Group, LLC | 1,262 | $722.7K | 0.16% | +3+0.2% | Added |
| TFB Advisors LLC | 1,261 | $722.4K | 0.20% | −91−6.7% | Reduced |
| Leigh Baldwin & Co., LLC | 1,261 | $722.0K | 0.47% | +216+20.7% | Added |
| First Nebraska Trust Co | 1,256 | $719.5K | 0.07% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,255 | $718.7K | 0.10% | +16+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 1,250 | $716.1K | 0.19% | +51+4.3% | Added |
| Townsend Asset Management Corp | 1,250 | $716.1K | 0.25% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,250 | $716.1K | 0.04% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 1,249 | $715.3K | 0.19% | −7−0.6% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,250 | $714.4K | 0.37% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 1,247 | $714.4K | 0.11% | +12+1.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,246 | $713.8K | 0.09% | +1,246 | New |
| Virtue Capital Management, LLC | 1,191 | $712.7K | 0.11% | −1,019−46.1% | Reduced |
| Future Fund LLC | 1,244 | $712.6K | 0.25% | −852−40.6% | Reduced |
| Greenline Partners, LLC | 1,242 | $711.5K | 0.08% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,240 | $710.4K | 0.07% | −404−24.6% | Reduced |
| Parkway Wealth Management Group, LLC | 1,239 | $710.0K | 0.10% | +1,239 | New |
| Monarch Capital Management Inc | 1,237 | $708.6K | 0.17% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,235 | $707.5K | 0.50% | +2+0.2% | Added |
| Joule Financial, LLC | 1,234 | $706.9K | 0.21% | +4+0.3% | Added |
| Wealth Intelligence, LLC | 1,232 | $705.8K | 0.35% | +1,232 | New |
| Gilman Hill Asset Management, LLC | 1,230 | $704.6K | 0.11% | +20+1.7% | Added |
| North Berkeley Wealth Management, LLC | 1,228 | $703.5K | 0.41% | +200+19.5% | Added |
| Northstar Financial Companies, Inc. | 1,223 | $700.5K | 0.56% | +25+2.1% | Added |
| FSB Premier Wealth Management, Inc. | 1,222 | $700.3K | 0.22% | +28+2.3% | Added |
| Curbstone Financial Management Corp | 1,222 | $700.0K | 0.13% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 1,221 | $699.5K | 0.05% | +21+1.8% | Added |
| Private Capital Management, LLC | 1,220 | $698.9K | 0.07% | +1,220 | New |
| Smith Shellnut Wilson LLC | 1,218 | $697.8K | 0.27% | −16−1.3% | Reduced |
| Centric Wealth Management | 1,010 | $697.6K | 0.15% | +23+2.3% | Added |
| Cambria Investment Management, L.P. | 1,214 | $695.5K | 0.04% | +529+77.2% | Added |
| Vines Capital Management, LLC | 1,214 | $695.5K | 0.68% | +1,214 | New |
| Mindset Wealth Management, LLC | 1,214 | $695.4K | 0.18% | −100−7.6% | Reduced |
| Koss-Olinger Consulting, LLC | 1,214 | $695.0K | 0.05% | −199−14.1% | Reduced |
| Vestia Personal Wealth Advisors | 1,076 | $694.6K | 0.35% | −79−6.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,212 | $694.3K | 0.07% | −21−1.7% | Reduced |
| Fox Run Management, L.L.C. | 1,212 | $694.3K | 0.11% | +1,212 | New |
| Westshore Wealth, LLC | 1,210 | $693.2K | 0.23% | −78−6.1% | Reduced |
| Northwest Bancshares, Inc. | 1,210 | $693.2K | 0.13% | −50−4.0% | Reduced |
| Braun-Bostich & Associates Inc. | 1,210 | $693.2K | 0.43% | −44−3.5% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 1,208 | $692.0K | 0.44% | +1,208 | New |
| Guardian Partners Inc. | 1,000 | $691.8K | 0.06% | +1,000 | New |
| Rare Wolf Capital LLC | 1,207 | $691.5K | 0.43% | +1,207 | New |
| CJM Wealth Advisers, Ltd. | 1,207 | $691.2K | 0.21% | +4+0.3% | Added |
| Philip James Wealth Mangement, LLC | 1,205 | $690.5K | 0.08% | −2−0.2% | Reduced |
| Kaizen Financial Strategies | 1,205 | $690.2K | 0.30% | +3+0.2% | Added |
| Channel Wealth LLC | 1,203 | $689.2K | 0.17% | −238−16.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,200 | $687.4K | 0.04% | 00.0% | Unchanged |
| Henson-Edgewater Management, LLC | 1,200 | $687.4K | 0.41% | +1,200 | New |
| Integrated Investment Consultants, LLC | 1,199 | $686.9K | 0.13% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,195 | $685.0K | 0.45% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,195 | $684.6K | 0.21% | −202−14.5% | Reduced |
| Brogan Financial, Inc. | 1,194 | $684.2K | 0.30% | +3+0.3% | Added |
| Schulhoff & Co Inc | 1,193 | $683.4K | 0.29% | −28−2.3% | Reduced |
| BlueStem Wealth Partners, LLC | 1,192 | $682.9K | 0.08% | +15+1.3% | Added |
| Archer Investment Corp | 1,192 | $682.7K | 0.15% | −113−8.7% | Reduced |
| Archford Capital Strategies, LLC | 1,191 | $682.3K | 0.08% | +9+0.8% | Added |
| Three Seasons Wealth, LLC | 1,190 | $681.7K | 0.06% | +1,190 | New |
| American Money Management, LLC | 1,187 | $680.0K | 0.11% | −33−2.7% | Reduced |
| JT Stratford LLC | 1,186 | $679.4K | 0.09% | −27−2.2% | Reduced |
| Trust Co of Kansas | 1,185 | $679.0K | 0.31% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 1,185 | $678.7K | 0.27% | +564+90.8% | Added |
| Wall Street Access Asset Management, LLC | 1,184 | $678.5K | 0.16% | +959+426.2% | Added |
| Keb Asset Management, LLC | 1,183 | $677.8K | 0.14% | +4+0.3% | Added |
| Verus Financial Partners, Inc. | 1,064 | $676.9K | 0.06% | +150+16.4% | Added |
| Monte Financial Group, LLC | 1,181 | $676.6K | 0.25% | −27−2.2% | Reduced |
| Oxford Asset Management LLP | 1,181 | $676.6K | 0.24% | +1,181 | New |
| TrustWell Financial Advisors, LLC | 1,181 | $676.6K | 0.65% | +1,181 | New |
| GeoWealth Management, LLC | 1,179 | $675.9K | 0.02% | +60+5.4% | Added |
| Destination Wealth Management | 1,177 | $674.5K | 0.02% | −77−6.1% | Reduced |
| Five Oceans Advisors | 1,175 | $673.1K | 0.24% | +2+0.2% | Added |