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 |
|---|---|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 841 | $481.8K | 0.17% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 840 | $481.2K | 0.26% | −250−22.9% | Reduced |
| WealthBridge Capital Management, LLC | 839 | $480.9K | 0.11% | 00.0% | Unchanged |
| Walser Wealth Management Company, A Ltd Liability Co | 839 | $480.6K | 0.25% | +839 | New |
| RWM Asset Management, LLC | 754 | $479.5K | 0.06% | 00.0% | Unchanged |
| Alongside, LLC | 836 | $478.6K | 0.16% | +836 | New |
| RHL Group, LLC | 835 | $478.3K | 0.38% | +835 | New |
| Genesis Financial Group, LLC | 835 | $478.3K | 0.28% | +835 | New |
| Axim Planning & Wealth | 832 | $476.6K | 0.51% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 831 | $476.3K | 0.07% | +8+1.0% | Added |
| Luts & Greenleigh Group, Inc | 825 | $472.7K | 0.40% | +104+14.4% | Added |
| Jacobsen Capital Management | 823 | $471.5K | 0.15% | −14−1.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 756 | $471.1K | 0.04% | +163+27.5% | Added |
| Signature Resources Capital Management, LLC | 822 | $470.9K | 0.24% | −87−9.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 821 | $470.3K | 0.11% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 821 | $470.3K | 0.16% | +170+26.1% | Added |
| Grandfield & Dodd, LLC | 820 | $469.8K | 0.03% | +133+19.4% | Added |
| one8zero8, LLC | 819 | $468.9K | 0.10% | +200+32.3% | Added |
| TCFG Wealth Management, LLC | 818 | $468.8K | 0.18% | −193−19.1% | Reduced |
| SOA Wealth Advisors, LLC. | 818 | $468.4K | 0.08% | +18+2.3% | Added |
| MBA Advisors LLC | 817 | $467.9K | 0.19% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 816 | $467.6K | 0.03% | +51+6.7% | Added |
| Martingale Asset Management L P | 815 | $466.9K | 0.01% | −439−35.0% | Reduced |
| Freedom Financial Partners LLC | 814 | $466.2K | 0.17% | +1+0.1% | Added |
| One Charles Private Wealth Services, LLC | 812 | $465.4K | 0.12% | +5+0.6% | Added |
| Cyr Financial Inc. | 812 | $465.2K | 0.29% | +1+0.1% | Added |
| Vigilare Wealth Management | 811 | $464.6K | 0.16% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 810 | $464.3K | 0.08% | +36+4.7% | Added |
| Investment Research Partners LLC | 810 | $463.7K | 0.20% | +94+13.1% | Added |
| Crane Advisory, LLC | 736 | $463.5K | 0.07% | −90−10.9% | Reduced |
| Florida Financial Advisors, LLC | 813 | $462.8K | 0.13% | +134+19.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 806 | $461.7K | 0.07% | −75−8.5% | Reduced |
| Cannon Wealth Management Services, LLC | 803 | $460.0K | 0.32% | −1−0.1% | Reduced |
| DecisionMap Wealth Management, LLC | 803 | $459.8K | 0.28% | −7−0.9% | Reduced |
| Sand Hill Global Advisors, LLC | 800 | $458.3K | 0.02% | +56+7.5% | Added |
| Aspetuck Financial Management LLC | 800 | $458.3K | 0.31% | +150+23.1% | Added |
| Mount Vernon Associates Inc | 800 | $458.0K | 0.31% | +50+6.7% | Added |
| Aspen Grove Capital, LLC | 795 | $455.4K | 0.08% | 00.0% | Unchanged |
| South Shore Capital Advisors | 794 | $454.9K | 0.33% | +794 | New |
| Meritage Portfolio Management | 792 | $453.7K | 0.03% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 790 | $452.6K | 0.01% | −59−6.9% | Reduced |
| JSF Financial, LLC | 790 | $452.4K | 0.09% | −82−9.4% | Reduced |
| Disciplined Investments, LLC | 787 | $450.8K | 0.17% | +1+0.1% | Added |
| Pettee Investors, Inc. | 783 | $448.6K | 0.25% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 783 | $448.6K | 0.71% | +783 | New |
| Seamount Financial Group Inc | 783 | $448.5K | 0.20% | −13−1.6% | Reduced |
| Taylor Securities Services, Inc. | 782 | $448.0K | 0.20% | +782 | New |
| Community Trust & Investment Co | 780 | $446.8K | 0.02% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 779 | $446.3K | 0.16% | +19+2.5% | Added |
| Intergy Private Wealth, LLC | 779 | $446.3K | 0.13% | +779 | New |
| Trilogy Capital Inc. | 778 | $445.6K | 0.02% | +2+0.3% | Added |
| Conscious Wealth Investments, LLC | 656 | $445.0K | 0.27% | +9+1.4% | Added |
| J. Derek Lewis & Associates Inc. | 773 | $442.9K | 0.10% | +773 | New |
| Vision Capital Management, Inc. | 773 | $442.8K | 0.05% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 773 | $442.8K | 0.11% | +2+0.3% | Added |
| Buffalo Business & Estate Services Ltd | 772 | $442.4K | 0.06% | +772 | New |
| Second Half Financial Partners, LLC | 771 | $441.7K | 0.20% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 767 | $439.4K | 0.02% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 767 | $439.3K | 0.10% | 00.0% | Unchanged |
| Maia Wealth LLC | 578 | $438.5K | 0.07% | +26+4.7% | Added |
| Encompass Wealth Advisors, LLC | 765 | $438.2K | 0.15% | −40−5.0% | Reduced |
| Atala Financial Inc | 765 | $438.2K | 0.28% | 00.0% | Unchanged |
| Westco Advisory Services Inc | 765 | $438.2K | 0.27% | +765 | New |
| Roberts Glore & Co Inc | 764 | $437.7K | 0.12% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 758 | $437.7K | 0.41% | −135−15.1% | Reduced |
| Bright Financial Advisors, Inc. | 763 | $437.5K | 0.21% | −52−6.4% | Reduced |
| Intrepid Capital Management Inc | 763 | $437.1K | 0.17% | 00.0% | Unchanged |
| Wiregrass Investment Management LLC | 761 | $436.0K | 0.36% | +761 | New |
| MGB Wealth Management, LLC | 761 | $435.8K | 0.12% | +761 | New |
| MBE Wealth Management, LLC | 760 | $435.6K | 0.18% | −4−0.5% | Reduced |
| BOCHK Asset Management Ltd | 760 | $435.4K | 0.12% | −3,240−81.0% | Reduced |
| O'Rourke & Company, Inc | 760 | $435.3K | 0.17% | −146−16.1% | Reduced |
| Yeomans Consulting Group, Inc. | 757 | $433.7K | 0.13% | +757 | New |
| Drum Hill Capital, LLC | 755 | $432.5K | 0.45% | 00.0% | Unchanged |
| Vega Investment Solutions | 755 | $432.5K | 0.07% | +755 | New |
| Blue Capital, Inc. | 754 | $431.9K | 0.31% | +93+14.1% | Added |
| Kondo Wealth Advisors, Inc. | 754 | $431.9K | 0.17% | +2+0.3% | Added |
| Griffith & Werner, Inc. | 753 | $431.4K | 0.22% | +3+0.4% | Added |
| Invst, LLC | 753 | $431.4K | 0.05% | +14+1.9% | Added |
| General Partner, Inc. | 752 | $430.8K | 0.24% | 00.0% | Unchanged |
| Financial Advisory Corp | 751 | $430.0K | 0.11% | −5−0.7% | Reduced |
| Encompass More Asset Management | 750 | $429.7K | 0.08% | +310+70.5% | Added |
| Wellington Shields Capital Management, LLC | 750 | $429.7K | 0.06% | 00.0% | Unchanged |
| Pingora Partners LLC | 750 | $429.7K | 0.26% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 750 | $429.7K | 0.07% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 750 | $429.6K | 0.27% | +11+1.5% | Added |
| Fiduciary Wealth Partners, LLC | 749 | $429.3K | 0.18% | −9−1.2% | Reduced |
| Beto Financial Group, LLC | 620 | $428.4K | 0.29% | +620 | New |
| Hourglass Capital, LLC | 747 | $427.9K | 0.09% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 747 | $427.9K | 0.10% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 745 | $426.8K | 0.02% | +38+5.4% | Added |
| Shufro Rose & Co LLC | 745 | $426.8K | 0.03% | −60−7.5% | Reduced |
| Centerpoint Advisory Group | 745 | $426.8K | 0.33% | −175−19.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 745 | $426.8K | 0.06% | −25−3.2% | Reduced |
| Sterling Investment Counsel, LLC | 743 | $425.6K | 0.12% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 740 | $423.9K | 0.09% | 00.0% | Unchanged |
| SMART Wealth LLC | 739 | $423.5K | 0.13% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 737 | $422.2K | 0.04% | −24−3.2% | Reduced |
| Seeds Investor LLC | 735 | $421.1K | 0.08% | +269+57.7% | Added |
| Coco Enterprises, LLC | 732 | $419.3K | 0.21% | 00.0% | Unchanged |