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
- 3,543
- +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
- 1,308 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 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $159.0B |
| Q2 2025 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 13,361 | $7.65M | 0.23% | +118+0.9% | Added |
| Hodges Capital Management Inc. | 13,334 | $7.64M | 0.66% | −1,829−12.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,311 | $7.63M | 0.41% | +59+0.4% | Added |
| FourThought Financial Partners, LLC | 13,253 | $7.59M | 0.64% | −38−0.3% | Reduced |
| Two Sigma Investments, LP | 13,200 | $7.56M | 0.01% | −390,527−96.7% | Reduced |
| Zimmer Partners, LP | 13,200 | $7.56M | 0.20% | +13,200 | New |
| Blue Edge Capital, LLC | 13,116 | $7.51M | 1.01% | +372+2.9% | Added |
| VestGen Advisors, LLC | 13,066 | $7.49M | 0.32% | −4,852−27.1% | Reduced |
| Tribune Investment Group LP | 13,000 | $7.45M | 4.53% | −5,000−27.8% | Reduced |
| Vivaldi Capital Management, LLC | 12,997 | $7.45M | 1.01% | −1,142−8.1% | Reduced |
| Integrated Wealth Concepts LLC | 12,996 | $7.44M | 0.09% | −8,009−38.1% | Reduced |
| Signaturefd, LLC | 12,980 | $7.44M | 0.11% | +1,145+9.7% | Added |
| Summit Financial, LLC | 12,934 | $7.41M | 0.11% | +220+1.7% | Added |
| Larson Financial Group LLC | 12,915 | $7.40M | 0.25% | +5,476+73.6% | Added |
| JPL Wealth Management, LLC | 12,914 | $7.40M | 1.80% | −979−7.0% | Reduced |
| GAMMA Investing LLC | 12,914 | $7.40M | 0.37% | +1,151+9.8% | Added |
| Occidental Asset Management, LLC | 12,881 | $7.38M | 0.89% | +129+1.0% | Added |
| HBK Sorce Advisory LLC | 10,140 | $7.36M | 0.17% | −118−1.2% | Reduced |
| Ogorek Anthony Joseph | 12,835 | $7.35M | 2.02% | −299−2.3% | Reduced |
| Resolute Wealth Strategies, LLC | 12,823 | $7.35M | 3.22% | −519−3.9% | Reduced |
| Viewpoint Capital Management LLC | 12,806 | $7.34M | 3.18% | +41+0.3% | Added |
| Seascape Capital Management | 12,804 | $7.33M | 2.09% | −1,029−7.4% | Reduced |
| Essex Financial Services, Inc. | 12,790 | $7.33M | 0.42% | +472+3.8% | Added |
| Burney Co | 12,785 | $7.32M | 0.23% | +375+3.0% | Added |
| Securian Asset Management, Inc | 12,725 | $7.29M | 0.28% | −9,901−43.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 12,702 | $7.28M | 1.03% | −811−6.0% | Reduced |
| L & S Advisors Inc | 12,653 | $7.25M | 0.67% | +12,653 | New |
| Ambassador Advisors, LLC | 12,633 | $7.24M | 1.06% | −20−0.2% | Reduced |
| Palmer Knight Co | 12,625 | $7.23M | 3.80% | −2,162−14.6% | Reduced |
| MUFG Securities Americas Inc. | 12,608 | $7.22M | 0.45% | −25−0.2% | Reduced |
| BNC Wealth Management, LLC | 12,577 | $7.20M | 1.85% | +292+2.4% | Added |
| Hayek Kallen Investment Management | 12,566 | $7.20M | 2.27% | −259−2.0% | Reduced |
| Barbara Oil Co. | 12,500 | $7.16M | 2.66% | 00.0% | Unchanged |
| Sapient Capital LLC | 12,387 | $7.15M | 0.10% | +214+1.8% | Added |
| Squarepoint Ops LLC | 12,472 | $7.14M | 0.01% | −100,753−89.0% | Reduced |
| Webster Bank, N. A. | 12,454 | $7.13M | 0.67% | −264−2.1% | Reduced |
| Meiji Yasuda America Inc | 12,447 | $7.13M | 1.64% | +12,447 | New |
| Anchor Investment Management, LLC | 12,435 | $7.12M | 0.58% | −698−5.3% | Reduced |
| Triangle Securities Wealth Management | 13,600 | $7.12M | 1.50% | +6,623+94.9% | Added |
| Aaron Wealth Advisors | 12,320 | $7.06M | 0.39% | +4,680+61.3% | Added |
| Parallel Advisors, LLC | 12,292 | $7.04M | 0.13% | +2,706+28.2% | Added |
| Alps Advisors Inc | 12,274 | $7.03M | 0.04% | +38+0.3% | Added |
| Groupama Asset Managment | 12,237 | $7.01M | 0.10% | −3,948−24.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 12,236 | $7.01M | 1.42% | +21+0.2% | Added |
| Gilliland Jeter Wealth Management LLC | 12,196 | $6.99M | 2.11% | −40.0% | Reduced |
| Caisse des Depots Et Consignations | 12,190 | $6.98M | 0.16% | +6,842+127.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,186 | $6.98M | 0.45% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 12,047 | $6.95M | 0.11% | +900+8.1% | Added |
| Pensionmark Financial Group, LLC | 12,115 | $6.94M | 0.11% | +1,247+11.5% | Added |
| Providence Wealth Advisors, LLC | 11,169 | $6.92M | 4.32% | −127−1.1% | Reduced |
| Kinneret Advisory, LLC | 11,970 | $6.86M | 0.58% | −327−2.7% | Reduced |
| Heritage Trust Co | 11,935 | $6.84M | 0.70% | +234+2.0% | Added |
| Capital Investment Counsel, Inc | 11,862 | $6.80M | 0.80% | −604−4.8% | Reduced |
| Westerkirk Capital Inc. | 11,832 | $6.78M | 0.66% | +4,914+71.0% | Added |
| Modus Advisors, LLC | 11,826 | $6.77M | 1.79% | −644−5.2% | Reduced |
| Jacobi Capital Management LLC | 11,826 | $6.77M | 0.39% | −281−2.3% | Reduced |
| Truvestments Capital LLC | 11,814 | $6.77M | 1.23% | −404−3.3% | Reduced |
| Hudson Capital Management LLC | 11,785 | $6.75M | 1.69% | −500−4.1% | Reduced |
| North Star Investment Management Corp. | 11,755 | $6.73M | 0.42% | +373+3.3% | Added |
| Robbins Farley LLC | 11,747 | $6.73M | 3.05% | −2,775−19.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 11,734 | $6.72M | 0.93% | −10−0.1% | Reduced |
| Jones Kertz & Associates, Inc. | 11,699 | $6.70M | 3.44% | +11,699 | New |
| PFG Advisors | 11,684 | $6.69M | 0.32% | −6,194−34.6% | Reduced |
| Trust Co of Vermont | 11,684 | $6.69M | 0.28% | −234−2.0% | Reduced |
| Buckingham Strategic Partners | 11,676 | $6.69M | 0.08% | −4,133−26.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,658 | $6.68M | 0.32% | −9,110−43.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,651 | $6.67M | 0.02% | +2,645+29.4% | Added |
| Ledyard National Bank | 11,619 | $6.66M | 0.57% | −447−3.7% | Reduced |
| Kingsview Wealth Management, LLC | 11,587 | $6.64M | 0.10% | +119+1.0% | Added |
| K.J. Harrison & Partners Inc | 11,565 | $6.63M | 0.88% | +4,440+62.3% | Added |
| New Hampshire Trust | 11,537 | $6.61M | 1.29% | −417−3.5% | Reduced |
| Edgar Lomax Co | 11,520 | $6.60M | 0.50% | −230−2.0% | Reduced |
| Vestcor Inc | 11,455 | $6.56M | 0.19% | −2,094−15.5% | Reduced |
| Stokes Capital Advisors, LLC | 11,453 | $6.56M | 1.50% | +320+2.9% | Added |
| Whitener Capital Management, Inc. | 11,450 | $6.56M | 1.49% | +33+0.3% | Added |
| Evolve Private Wealth, LLC | 11,415 | $6.54M | 0.39% | +11,415 | New |
| Bank of Hawaii | 11,312 | $6.48M | 0.32% | +567+5.3% | Added |
| MWA Asset Management | 11,261 | $6.45M | 3.60% | −501−4.3% | Reduced |
| Argyle Capital Management Inc. | 11,204 | $6.42M | 2.14% | −320−2.8% | Reduced |
| Money Concepts Capital Corp | 11,166 | $6.40M | 0.36% | −276−2.4% | Reduced |
| Titan Wealth (CI) Ltd | 11,149 | $6.39M | 2.46% | +11,149 | New |
| Jericho Financial, LLP | 11,125 | $6.37M | 3.84% | −2,186−16.4% | Reduced |
| Spirit of America Management Corp | 11,090 | $6.35M | 1.35% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 11,060 | $6.34M | 1.02% | −864−7.2% | Reduced |
| Chilton Investment Co LLC | 11,059 | $6.34M | 0.13% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 11,035 | $6.32M | 1.41% | −588−5.1% | Reduced |
| Argent Trust Co | 11,034 | $6.32M | 0.22% | +257+2.4% | Added |
| CPA Asset Management LLC | 11,027 | $6.32M | 2.22% | +14+0.1% | Added |
| Perigon Wealth Management, LLC | 11,017 | $6.31M | 0.11% | +396+3.7% | Added |
| Panagora Asset Management Inc | 10,984 | $6.29M | 0.02% | +4,602+72.1% | Added |
| Osmosis Investment Management UK Ltd | 10,982 | $6.29M | 0.16% | +10,982 | New |
| Moneta Group Investment Advisors LLC | 10,954 | $6.28M | 0.05% | −881−7.4% | Reduced |
| Slow Capital, Inc. | 10,941 | $6.27M | 0.75% | +52+0.5% | Added |
| Ci Investments Inc. | 10,892 | $6.24M | 0.03% | +8,308+321.5% | Added |
| Change Path, LLC | 10,889 | $6.24M | 0.15% | −119−1.1% | Reduced |
| Wright Investors Service Inc | 10,868 | $6.23M | 1.87% | −1,215−10.1% | Reduced |
| Asset Management Group, Inc. | 10,865 | $6.22M | 1.01% | +23+0.2% | Added |
| DMKC Advisory Services, LLC | 10,831 | $6.20M | 2.72% | +479+4.6% | Added |
| Nordwand Advisors, LLC | 10,825 | $6.20M | 1.08% | −25−0.2% | Reduced |
| Boyd Watterson Asset Management LLC | 10,766 | $6.17M | 1.78% | +24+0.2% | Added |