CaterpillarCAT
13F holders, Q4 2025 (December 31)3,539holders +390
279new positions
88sold out
15famous investors
$571.82avg. 13F price*
At the end of Q4 2025, 3,539 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, up 390 from Q3 2025. 279 opened new positions and 88 sold out. The largest holders were Vanguard Group Inc. ($26.6B), BlackRock, Inc. ($20.7B) and State Street Corp. ($20.3B). 15 famous investors held it, including Bill Gates / Michael Larson (10.3% of Gates Foundation Trust's portfolio), Ken Fisher (1.9% of Fisher Asset Management's portfolio) and Tom Gayner (1.5% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 279 | $2.2B |
| Exits | 88 | $708.4M |
All 13F filers, Q3 2025 → Q4 2025: 15,110,313 shares bought and 18,908,470 shares sold, net −3,798,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,539 holders
| Vanguard Group Inc. | 0.39% | Add +1.0% | 46,385,185 | $26.6B |
| BlackRock, Inc. | 0.35% | Add +5.6% | 36,208,775 | $20.7B |
| State Street Corp. | 0.68% | Add +1.1% | 35,388,550 | $20.3B |
| State Farm Mutual Automobile Insurance Co. | 7.84% | Reduce -0.5% | 17,431,190 | $10.0B |
| Geode Capital Management, LLC | 0.37% | Add +0.9% | 10,610,182 | $6.1B |
| Fisher Asset Management | 1.86% | Add +0.6% | 9,493,266 | $5.4B |
| Morgan Stanley | 0.24% | Reduce -2.2% | 7,075,119 | $4.1B |
| Bank of America Corp. | 0.28% | Add +15.2% | 6,738,802 | $3.9B |
| Gates Foundation Trust | 10.29% | No change | 6,353,614 | $3.6B |
| T. Rowe Price Associates Inc. | 0.37% | Reduce -12.0% | 5,993,729 | $3.4B |
| Northern Trust Corp. | 0.43% | Reduce -6.2% | 5,851,276 | $3.4B |
| FMR LLC | 0.12% | Add +29.6% | 4,061,103 | $2.3B |
| Capital World Investors | 0.31% | Reduce -12.6% | 4,009,003 | $2.3B |
| Wellington Management Group LLP | 0.39% | Reduce -26.2% | 3,859,902 | $2.2B |
| Bank of New York Mellon Corp | 0.36% | Add +0.1% | 3,556,647 | $2.0B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.43% | Reduce -13.1% | 3,544,224 | $2.0B |
| Charles Schwab Investment Management Inc. | 0.30% | Add +0.2% | 3,345,375 | $1.9B |
| Goldman Sachs Group Inc. | 0.26% | Add +5.3% | 3,139,546 | $1.8B |
| Invesco Ltd. | 0.16% | Add +2.3% | 3,031,666 | $1.7B |
| Capital Research Global Investors | 0.30% | Reduce -33.8% | 2,845,207 | $1.6B |
| Dimensional Fund Advisors LP | 0.33% | Reduce -4.4% | 2,772,301 | $1.6B |
| Legal & General Group Plc | 0.35% | Reduce -2.9% | 2,720,308 | $1.6B |
| JPMorgan Chase & Co. | 0.10% | Reduce -26.2% | 2,600,270 | $1.5B |
| Royal Bank of Canada | 0.25% | Add +0.6% | 2,512,046 | $1.4B |
| Nuveen, LLC | 0.35% | Add +2.5% | 2,309,181 | $1.3B |
| Capital International Investors | 0.19% | New | 2,138,909 | $1.2B |
| Wells Fargo & Company | 0.23% | Add +0.5% | 2,008,129 | $1.2B |
| Massachusetts Financial Services Co. | 0.34% | Add +0.3% | 1,835,924 | $1.1B |
| Amundi | 0.30% | Reduce -27.9% | 1,714,140 | $982.0M |
| Deutsche Bank AG | 0.27% | Add +7.6% | 1,450,183 | $830.8M |
| Voya Investment Management LLC | 0.92% | Reduce -19.8% | 1,426,384 | $817.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.46% | Reduce -8.5% | 1,352,474 | $774.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.52% | Add +3.6% | 1,290,529 | $772.3M |
| Capital Wealth Planning, LLC | 4.94% | Reduce -19.1% | 1,309,210 | $763.5M |
| Swiss National Bank | 0.44% | Reduce -5.3% | 1,283,780 | $735.4M |
| UBS Group AG | 0.15% | Reduce -22.2% | 1,280,001 | $733.3M |
| Barclays PLC | 0.26% | Reduce -2.5% | 1,147,830 | $657.6M |
| Ameriprise Financial Inc. | 0.14% | Reduce -12.5% | 1,046,549 | $599.7M |
| LPL Financial LLC | 0.16% | Add +4.1% | 1,023,220 | $586.2M |
| Raymond James Financial Inc. | 0.18% | Reduce -0.4% | 1,019,075 | $583.9M |
| HSBC Holdings PLC | 0.33% | Add +10.3% | 1,012,216 | $580.2M |
| National Pension Service | 0.42% | Reduce -4.5% | 979,008 | $560.8M |
| Alliancebernstein L.P. | 0.16% | Reduce -4.5% | 883,063 | $505.9M |
| Primecap Management Co. | 0.38% | Reduce -30.7% | 880,170 | $504.2M |
| California Public Employees Retirement System | 0.29% | Reduce -2.7% | 876,488 | $502.1M |
| Franklin Resources Inc. | 0.12% | Add +70.2% | 873,720 | $500.5M |
| Neuberger Berman Group LLC | 0.36% | Reduce -1.0% | 850,225 | $487.1M |
| Rhumbline Advisers | 0.38% | Reduce -4.4% | 815,175 | $467.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.39% | Reduce -27.4% | 773,176 | $442.9M |
| Bank of Montreal | 0.18% | Add +14.7% | 757,187 | $433.8M |
| California State Teachers Retirement System | 0.42% | Reduce -1.4% | 726,058 | $415.9M |
| BNP Paribas Financial Markets | 0.27% | Add +27.4% | 724,580 | $415.1M |
| American Century Companies Inc. | 0.18% | Reduce -13.1% | 638,692 | $365.9M |
| HighTower Advisors, LLC | 0.40% | Reduce -4.5% | 632,814 | $362.5M |
| Victory Capital Management Inc. | 0.20% | Reduce -11.6% | 620,359 | $355.4M |
| Stifel Financial Corp. | 0.31% | Reduce -1.1% | 605,482 | $346.9M |
| Principal Financial Group Inc. | 0.17% | Reduce -3.6% | 566,459 | $324.5M |
| Corient Private Wealth LP | 0.44% | Add +59.7% | 563,306 | $322.8M |
| Thrivent Financial for Lutherans | 0.58% | Reduce -5.6% | 557,202 | $319.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.87% | Add +3.4% | 549,879 | $315.4M |
| TD Asset Management Inc | 0.25% | Add +137.4% | 549,364 | $314.7M |
| New York State Common Retirement Fund | 0.40% | Reduce -9.8% | 525,478 | $301.0M |
| Prudential Financial Inc. | 0.36% | Add +73.6% | 520,658 | $298.3M |
| ProShare Advisors LLC | 0.52% | Reduce -9.9% | 511,860 | $293.2M |
| Citigroup Inc. | 0.20% | Reduce -28.4% | 509,924 | $292.1M |
| Fifth Third Bancorp | 0.92% | Add +0.8% | 504,190 | $288.8M |
| Aberdeen Group plc | 0.44% | Reduce -1.1% | 494,496 | $283.3M |
| Toronto Dominion Bank | 0.50% | Add +1.1% | 493,690 | $282.8M |
| US Bancorp \de | 0.33% | Reduce -3.0% | 490,854 | $281.2M |
| Schroder Investment Management Group | 0.21% | Reduce -11.6% | 487,620 | $279.3M |
| Alphinity Investment Management Pty Ltd | 2.55% | New | 440,246 | $252.2M |
| SG Americas Securities, LLC | 0.33% | Reduce -13.8% | 433,011 | $248.1M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -9.2% | 432,262 | $247.6M |
| Caisse de depot et placement du Quebec | 0.41% | Add +12.3% | 424,849 | $243.4M |
| Zacks Investment Management | 1.90% | Reduce -0.1% | 421,914 | $241.7M |
| State Board of Administration of Florida Retirement System | 0.42% | Reduce -1.9% | 411,912 | $236.0M |
| Canada Pension Plan Investment Board | 0.16% | Reduce -19.2% | 408,133 | $233.8M |
| Bessemer Group Inc. | 0.36% | Add +1918.2% | 406,478 | $232.9M |
| Bank of Nova Scotia | 0.35% | Reduce -7.7% | 406,004 | $232.6M |
| Aviva PLC | 0.39% | Add +5.5% | 405,333 | $232.2M |
| National Bank of Canada | 0.24% | Reduce -44.4% | 401,658 | $230.1M |
| Focus Partners Wealth | 0.26% | Add +24.4% | 395,641 | $226.6M |
| Korea Investment CORP | 0.43% | Reduce -8.1% | 385,428 | $220.8M |
| Adage Capital Partners Gp, L.L.C. | 0.33% | Add +17.4% | 384,378 | $220.2M |
| New York State Teachers Retirement System | 0.41% | Reduce -4.4% | 370,628 | $212.3M |
| Manufacturers Life Insurance Company, The | 0.17% | Add +17.2% | 359,528 | $206.0M |
| Creative Planning | 0.15% | Add +3.5% | 356,019 | $204.0M |
| Commonwealth Equity Services, LLC | 0.27% | Reduce -7.2% | 355,496 | $203.7M |
| Mackenzie Financial Corp. | 0.24% | Add +11.4% | 345,505 | $199.1M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -3.2% | 347,360 | $199.0M |
| Natixis Advisors, LLC | 0.28% | Add +7.2% | 346,912 | $198.7M |
| Rockefeller Capital Management L.P. | 0.36% | Add +22.2% | 346,392 | $198.4M |
| Susquehanna International Group, LLP | 0.26% | Add +153.1% | 331,651 | $190.0M |
| Markel Group | 1.50% | No change | 328,650 | $188.3M |
| Citadel Advisors | 0.13% | Reduce -37.8% | 326,055 | $186.8M |
| Mariner, LLC | 0.22% | Add +5.2% | 322,922 | $185.0M |
| Baird Financial Group, Inc. | 0.29% | Add +0.6% | 321,502 | $184.2M |
| Nomura Asset Management Co. Ltd. | 0.46% | Add +10.4% | 313,622 | $179.7M |
| CANADA LIFE ASSURANCE Co | 0.31% | Add +8.4% | 311,979 | $178.8M |
| Eurizon Capital SGR S.p.A. | 0.55% | — | 310,130 | $177.9M |
"% of holder's portfolio" is CAT's weight in each manager's 13F, not the share of Caterpillar Inc. the manager owns.