CaterpillarCAT
13F holders, Q3 2025 (September 30)3,149holders +128
264new positions
117sold out
13famous investors
$477.14avg. 13F price*
At the end of Q3 2025, 3,149 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, up 128 from Q2 2025. 264 opened new positions and 117 sold out. The largest holders were Vanguard Group Inc. ($21.9B), State Street Corp. ($16.7B) and BlackRock, Inc. ($16.4B). 13 famous investors held it, including Bill Gates / Michael Larson (8.3% of Gates Foundation Trust's portfolio), Ken Fisher (1.6% of Fisher Asset Management's portfolio) and Tom Gayner (1.3% of Markel Group's portfolio).
- Company
- Caterpillar Inc.
- Sector
- Industrials
- CUSIP
- 149123101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 264 | $575.2M |
| Exits | 117 | $1.0B |
All 13F filers, Q2 2025 → Q3 2025: 24,422,973 shares bought and 15,673,527 shares sold, net +8,749,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,149 holders
| Vanguard Group Inc. | 0.33% | Reduce -0.3% | 45,943,021 | $21.9B |
| State Street Corp. | 0.58% | Reduce -2.6% | 35,003,346 | $16.7B |
| BlackRock, Inc. | 0.29% | Add +1.4% | 34,284,378 | $16.4B |
| State Farm Mutual Automobile Insurance Co. | 6.97% | Reduce -0.8% | 17,518,404 | $8.4B |
| Geode Capital Management, LLC | 0.32% | Add +0.5% | 10,515,658 | $5.0B |
| Fisher Asset Management | 1.63% | Add +0.2% | 9,439,197 | $4.5B |
| Morgan Stanley | 0.21% | Reduce -0.7% | 7,237,293 | $3.5B |
| T. Rowe Price Associates Inc. | 0.35% | Add +267.1% | 6,812,530 | $3.3B |
| Gates Foundation Trust | 8.29% | Reduce -13.6% | 6,353,614 | $3.0B |
| Northern Trust Corp. | 0.38% | Reduce -3.3% | 6,237,671 | $3.0B |
| Bank of America Corp. | 0.21% | Add +14.4% | 5,848,128 | $2.8B |
| Wellington Management Group LLP | 0.44% | Add +3949.8% | 5,228,058 | $2.5B |
| Capital World Investors | 0.30% | Add +0.1% | 4,588,281 | $2.2B |
| Capital Research Global Investors | 0.38% | Reduce -0.2% | 4,295,367 | $2.0B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.42% | Reduce -3.5% | 4,079,115 | $1.9B |
| Bank of New York Mellon Corp | 0.30% | Add +20.7% | 3,553,930 | $1.7B |
| JPMorgan Chase & Co. | 0.11% | Add +8.9% | 3,524,810 | $1.7B |
| Charles Schwab Investment Management Inc. | 0.25% | Add +0.0% | 3,338,829 | $1.6B |
| FMR LLC | 0.08% | Add +74.1% | 3,132,825 | $1.5B |
| Goldman Sachs Group Inc. | 0.21% | Reduce -2.8% | 2,980,443 | $1.4B |
| Invesco Ltd. | 0.22% | Reduce -9.7% | 2,962,896 | $1.4B |
| Dimensional Fund Advisors LP | 0.30% | Reduce -2.4% | 2,898,668 | $1.4B |
| Legal & General Group Plc | 0.30% | Add +2.1% | 2,802,068 | $1.3B |
| Royal Bank of Canada | 0.21% | Add +12.8% | 2,496,935 | $1.2B |
| Amundi | 0.38% | Add +24.3% | 2,375,710 | $1.2B |
| Nuveen, LLC | 0.28% | Reduce -4.7% | 2,253,914 | $1.1B |
| Wells Fargo & Company | 0.20% | Add +4.9% | 1,997,263 | $953.0M |
| Massachusetts Financial Services Co. | 0.27% | Add +1851.8% | 1,830,414 | $873.4M |
| Voya Investment Management LLC | 0.96% | Add +36.9% | 1,777,589 | $848.2M |
| UBS Group AG | 0.15% | Reduce -23.9% | 1,646,018 | $785.4M |
| Capital Wealth Planning, LLC | 5.45% | Reduce -0.9% | 1,619,186 | $772.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.41% | Reduce -1.4% | 1,478,346 | $705.4M |
| Swiss National Bank | 0.38% | Reduce -6.3% | 1,355,800 | $646.9M |
| Deutsche Bank AG | 0.22% | Reduce -11.2% | 1,348,179 | $643.3M |
| Primecap Management Co. | 0.46% | Reduce -7.3% | 1,270,428 | $606.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.43% | Reduce -0.8% | 1,245,136 | $594.1M |
| Ameriprise Financial Inc. | 0.13% | Reduce -20.7% | 1,196,054 | $570.7M |
| Barclays PLC | 0.21% | Reduce -16.1% | 1,176,651 | $561.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.46% | Add +1524.1% | 1,064,346 | $507.9M |
| National Pension Service | 0.38% | Add +3.1% | 1,025,256 | $489.2M |
| Raymond James Financial Inc. | 0.16% | Add +5.2% | 1,022,912 | $488.1M |
| LPL Financial LLC | 0.14% | Reduce -0.3% | 983,209 | $469.1M |
| Alliancebernstein L.P. | 0.14% | Add +61.7% | 925,126 | $441.4M |
| HSBC Holdings PLC | 0.26% | Reduce -0.5% | 917,312 | $437.0M |
| California Public Employees Retirement System | 0.26% | Add +7.2% | 900,511 | $429.7M |
| Neuberger Berman Group LLC | 0.30% | Reduce -4.2% | 858,479 | $409.6M |
| Rhumbline Advisers | 0.33% | Add +0.7% | 852,649 | $406.8M |
| California State Teachers Retirement System | 0.36% | Reduce -2.0% | 736,404 | $351.4M |
| American Century Companies Inc. | 0.18% | Add +1.0% | 734,890 | $350.7M |
| National Bank of Canada | 0.39% | Add +40.8% | 721,792 | $344.4M |
| Citigroup Inc. | 0.24% | Reduce -27.0% | 712,184 | $339.8M |
| Victory Capital Management Inc. | 0.20% | Add +3.0% | 701,963 | $334.9M |
| HighTower Advisors, LLC | 0.36% | Reduce -0.5% | 662,733 | $316.2M |
| Bank of Montreal | 0.13% | Reduce -2.5% | 660,425 | $315.1M |
| Stifel Financial Corp. | 0.27% | Reduce -2.1% | 612,543 | $292.3M |
| Thrivent Financial for Lutherans | 0.57% | Reduce -5.0% | 590,526 | $281.8M |
| Principal Financial Group Inc. | 0.14% | Reduce -3.1% | 587,369 | $280.3M |
| New York State Common Retirement Fund | 0.36% | Reduce -0.6% | 582,786 | $278.1M |
| FIL Ltd | 0.22% | Add +385.5% | 582,159 | $277.8M |
| BNP Paribas Financial Markets | 0.22% | Reduce -8.1% | 568,649 | $271.3M |
| ProShare Advisors LLC | 0.57% | Reduce -21.7% | 568,078 | $271.1M |
| Van Eck Associates Corp. | 0.25% | Reduce -2.1% | 559,946 | $267.2M |
| Schroder Investment Management Group | 0.20% | Reduce -5.5% | 551,500 | $260.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.72% | Reduce -1.1% | 531,711 | $253.7M |
| Two Sigma Advisers, LP | 0.50% | Add +68.0% | 525,300 | $250.6M |
| Citadel Advisors | 0.20% | Add +74.2% | 524,583 | $250.3M |
| Franklin Resources Inc. | 0.06% | Reduce -1.0% | 513,497 | $245.0M |
| US Bancorp \de | 0.29% | Reduce -2.4% | 506,048 | $241.5M |
| Canada Pension Plan Investment Board | 0.17% | Add +34.8% | 505,026 | $241.0M |
| SG Americas Securities, LLC | 0.89% | Add +2.4% | 502,527 | $239.8M |
| Fifth Third Bancorp | 0.76% | Reduce -0.2% | 500,429 | $238.8M |
| Aberdeen Group plc | 0.37% | Add +15.1% | 500,220 | $236.2M |
| Toronto Dominion Bank | 0.46% | Reduce -1.1% | 488,123 | $232.9M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -0.1% | 476,207 | $227.2M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.04% | Reduce -42.5% | 458,542 | $218.8M |
| Bank of Nova Scotia | 0.37% | Add +6.5% | 439,989 | $209.9M |
| Pictet Asset Management Holding SA | 0.20% | Reduce -5.9% | 437,441 | $208.7M |
| Zacks Investment Management | 1.60% | Reduce -0.5% | 422,182 | $201.4M |
| Assenagon Asset Management S.A. | 0.30% | Reduce -50.1% | 420,435 | $200.6M |
| State Board of Administration of Florida Retirement System | 0.35% | Reduce -6.1% | 419,989 | $200.4M |
| Korea Investment CORP | 0.41% | Add +15.8% | 419,436 | $200.1M |
| Millennium Management | 0.16% | Reduce -32.6% | 403,737 | $192.6M |
| Two Sigma Investments, LP | 0.31% | Add +180.0% | 403,727 | $192.6M |
| Jane Street Group, LLC | 0.22% | Reduce -7.8% | 389,730 | $186.0M |
| New York State Teachers Retirement System | 0.36% | Reduce -6.2% | 387,749 | $185.0M |
| Aviva PLC | 0.33% | Add +6.4% | 384,172 | $183.3M |
| Nordea Investment Management AB | 0.16% | Reduce -38.8% | 386,408 | $183.3M |
| Commonwealth Equity Services, LLC | 0.24% | Reduce -5.5% | 383,256 | $182.9M |
| Caisse de depot et placement du Quebec | 0.33% | Add +79.4% | 378,158 | $180.4M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -1.2% | 358,727 | $171.2M |
| Balyasny Asset Management L.P. | 0.35% | Reduce -5.5% | 347,892 | $166.0M |
| Corient Private Wealth LP | 0.26% | Reduce -37.9% | 352,743 | $165.1M |
| Swedbank AB | 0.17% | Add +0.3% | 345,411 | $164.8M |
| Creative Planning | 0.13% | Add +24.6% | 343,917 | $164.1M |
| First Trust Advisors LP | 0.12% | Add +19.3% | 334,495 | $159.6M |
| Markel Group | 1.27% | No change | 328,650 | $156.8M |
| Alecta Tjanstepension Omsesidigt | 0.70% | No change | 328,600 | $156.7M |
| Adage Capital Partners Gp, L.L.C. | 0.25% | Add +100.1% | 327,324 | $156.2M |
| Natixis Advisors, LLC | 0.23% | Add +27.2% | 323,720 | $154.5M |
| DekaBank Deutsche Girozentrale | 0.26% | No change | 326,603 | $153.3M |
"% of holder's portfolio" is CAT's weight in each manager's 13F, not the share of Caterpillar Inc. the manager owns.