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 |
|---|---|---|---|---|---|
| First United Bank Trust | 930 | $532.8K | 0.17% | −5−0.5% | Reduced |
| Chemistry Wealth Management LLC | 927 | $531.0K | 0.10% | +10+1.1% | Added |
| Ballew Advisors, Inc | 833 | $530.2K | 0.30% | −7−0.8% | Reduced |
| Mullaney, Keating & Wright, Inc. | 925 | $529.9K | 0.28% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 925 | $529.6K | 0.11% | +144+18.4% | Added |
| Fielder Capital Group LLC | 923 | $528.6K | 0.11% | +385+71.6% | Added |
| Anchor Capital Advisors LLC | 922 | $528.2K | 0.02% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 919 | $526.5K | 0.04% | +8+0.9% | Added |
| Chase Investment Counsel Corp | 919 | $526.0K | 0.15% | −28−3.0% | Reduced |
| Legacy Edge Advisors, LLC | 918 | $525.9K | 0.06% | −19−2.0% | Reduced |
| James J. Burns & Company, LLC | 917 | $525.3K | 0.07% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 916 | $524.9K | 0.10% | +53+6.1% | Added |
| Great Diamond Partners, LLC | 915 | $524.2K | 0.10% | −11−1.2% | Reduced |
| Winslow Asset Management Inc | 915 | $524.0K | 0.10% | 00.0% | Unchanged |
| Ninepoint Partners LP | 914 | $523.6K | 0.06% | +333+57.3% | Added |
| Laraway Financial Inc | 913 | $523.1K | 0.34% | 00.0% | Unchanged |
| Novare Capital Management LLC | 913 | $522.9K | 0.04% | +3+0.3% | Added |
| Manchester Financial Inc | 913 | $522.8K | 0.10% | −11−1.2% | Reduced |
| May Hill Capital, LLC | 912 | $522.5K | 0.14% | +62+7.3% | Added |
| Black Diamond Financial, LLC | 911 | $522.2K | 0.06% | 00.0% | Unchanged |
| McLean Asset Management Corp | 815 | $520.8K | 0.09% | +12+1.5% | Added |
| Secure Asset Management, LLC | 907 | $519.9K | 0.08% | +156+20.8% | Added |
| Key Client Fiduciary Advisors, LLC | 906 | $518.9K | 0.18% | +2+0.2% | Added |
| MRP Capital Investments, LLC | 905 | $518.4K | 0.43% | −195−17.7% | Reduced |
| Avantra Family Wealth, Inc. | 905 | $518.4K | 0.38% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 904 | $517.9K | 0.13% | +11+1.2% | Added |
| Beacon Financial Group | 902 | $516.7K | 0.05% | +63+7.5% | Added |
| West Wealth Group, LLC | 901 | $516.6K | 0.11% | −1−0.1% | Reduced |
| Barlow Wealth Partners, Inc. | 836 | $516.3K | 0.06% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 798 | $516.2K | 0.03% | −303−27.5% | Reduced |
| Manske Wealth Management | 901 | $516.2K | 0.15% | +79+9.6% | Added |
| Cohen & Steers, Inc. | 900 | $516.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 900 | $515.6K | 0.06% | 00.0% | Unchanged |
| Asempa Wealth Advisors | 900 | $515.6K | 0.44% | +900 | New |
| Red Mountain Financial, LLC | 900 | $515.4K | 0.51% | −5−0.6% | Reduced |
| Friday Financial | 898 | $514.4K | 0.18% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 898 | $514.4K | 0.14% | +77+9.4% | Added |
| Up Strategic Wealth Investment Advisors LLC | 708 | $514.1K | 0.37% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 897 | $513.7K | 0.12% | −175−16.3% | Reduced |
| Smith Thornton Advisors LLC | 896 | $513.3K | 0.26% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 895 | $512.7K | 0.22% | 00.0% | Unchanged |
| Pure Portfolios Holdings LLC | 894 | $512.4K | 0.15% | +3+0.3% | Added |
| Ewa, LLC | 894 | $512.1K | 0.13% | +83+10.2% | Added |
| Old Second National Bank of Aurora | 893 | $511.6K | 0.10% | 00.0% | Unchanged |
| Southern Financial Group, LLC | 893 | $511.4K | 0.15% | +893 | New |
| Arcus Capital Partners, LLC | 892 | $511.1K | 0.18% | −92−9.3% | Reduced |
| Roble, Belko & Company, Inc | 891 | $511.0K | 0.07% | +754+550.4% | Added |
| Prota Financial, LLC | 891 | $510.4K | 0.37% | +891 | New |
| SGL Investment Advisors, Inc. | 752 | $510.1K | 0.20% | +752 | New |
| Myriad Asset Management US LP | 890 | $509.9K | 0.85% | −1,757−66.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 888 | $508.4K | 0.05% | −1−0.1% | Reduced |
| Requisite Capital Management, LLC | 886 | $507.5K | 0.10% | +886 | New |
| Waterford Advisors, LLC | 885 | $507.0K | 0.20% | −26−2.9% | Reduced |
| BXM Wealth LLC | 40,985 | $506.5K | 0.39% | +40,131+4,699.2% | Added |
| Old North State Trust, LLC | 882 | $505.0K | 0.30% | −89−9.2% | Reduced |
| Costello Asset Management, INC | 880 | $504.1K | 0.17% | −10−1.1% | Reduced |
| denkapparat Operations GmbH | 874 | $500.7K | 0.27% | +874 | New |
| BIP Wealth, LLC | 872 | $499.6K | 0.02% | −3−0.3% | Reduced |
| PCG Asset Management, LLC | 870 | $499.3K | 0.40% | −15−1.7% | Reduced |
| Medallion Wealth Advisors, LLC | 872 | $499.1K | 0.17% | +7+0.8% | Added |
| S Harris Financial Group, LLC | 870 | $498.3K | 0.48% | +870 | New |
| Eagle Capital Management, LLC | 870 | $498.0K | 0.18% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 869 | $498.0K | 0.07% | +38+4.6% | Added |
| Cullen Capital Management LLC | 869 | $497.8K | 0.01% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 869 | $497.8K | 0.40% | +42+5.1% | Added |
| Embree Financial Group | 866 | $496.2K | 0.06% | +69+8.7% | Added |
| Adams Wealth Management | 866 | $496.1K | 0.11% | −10−1.1% | Reduced |
| Omnia Family Wealth, LLC | 866 | $496.1K | 0.15% | +8+0.9% | Added |
| Byrne Financial Freedom, LLC | 865 | $495.5K | 0.23% | +865 | New |
| Holland Advisory Services, Inc. | 864 | $495.2K | 0.67% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 765 | $494.9K | 0.04% | +65+9.3% | Added |
| STAR Financial Bank | 863 | $494.4K | 0.25% | −559−39.3% | Reduced |
| Mayfair Advisory Group, LLC | 825 | $494.0K | 0.19% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 860 | $492.8K | 0.21% | −16−1.8% | Reduced |
| a16z Perennial Management, L.P. | 858 | $491.5K | 0.04% | +36+4.4% | Added |
| UMA Financial Services, Inc. | 857 | $490.7K | 0.07% | +31+3.8% | Added |
| Personal Cfo Solutions, LLC | 856 | $490.6K | 0.08% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 855 | $489.8K | 0.09% | +185+27.6% | Added |
| Strategies Wealth Advisors, LLC | 854 | $489.2K | 0.05% | −788−48.0% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 853 | $488.6K | 0.25% | −3−0.4% | Reduced |
| Werba Rubin Papier Wealth Management | 853 | $488.5K | 0.13% | +200+30.6% | Added |
| BlackDiamond Wealth Management Inc. | 658 | $488.5K | 0.24% | +4+0.6% | Added |
| Partners Wealth Management, LLC | 852 | $488.1K | 0.51% | −25−2.9% | Reduced |
| DF Dent & Co Inc | 852 | $488.1K | 0.01% | +92+12.1% | Added |
| Tortoise Investment Management, LLC | 851 | $487.5K | 0.04% | +4+0.5% | Added |
| Concorde Asset Management, LLC | 850 | $487.0K | 0.19% | −67−7.3% | Reduced |
| Financial Council Asset Management Inc | 850 | $486.9K | 0.19% | −13−1.5% | Reduced |
| Milestones Private Investment Advisors LLC | 850 | $486.9K | 0.33% | 00.0% | Unchanged |
| Eclectic Associates Inc | 849 | $486.3K | 0.08% | −3−0.4% | Reduced |
| Prelude Capital Management, LLC | 848 | $485.8K | 0.04% | +848 | New |
| M.E. Allison & Co., Inc. | 846 | $484.7K | 0.33% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 846 | $484.6K | 0.16% | +846 | New |
| Burling Wealth Partners, LLC | 845 | $484.1K | 0.08% | −25−2.9% | Reduced |
| Holistic Planning, LLC | 844 | $483.5K | 0.10% | +367+76.9% | Added |
| M1 Capital Management LLC | 844 | $483.5K | 0.20% | 00.0% | Unchanged |
| New World Advisors LLC | 843 | $482.9K | 0.08% | +91+12.1% | Added |
| TrueWealth Advisors, LLC | 843 | $482.9K | 0.13% | +31+3.8% | Added |
| Syverson Strege & Co | 841 | $482.0K | 0.11% | +45+5.7% | Added |
| AdvisorShares Investments LLC | 841 | $481.8K | 0.08% | −209−19.9% | Reduced |
| Rebalance, LLC | 841 | $481.8K | 0.03% | +60+7.7% | Added |