Stock ownership · SEC 13F · Q4 2025
CATERPILLAR INC
Institutional ownership of CATERPILLAR INC (CUSIP 149123101) - who holds it, how concentrated it is, and what moved last quarter.
- $68.0M
- Reported value
- 22
- Institutions
- 86%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, CATERPILLAR INC ranks #188 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 22 institutions report $68.0M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 22
- institutions hold it
- $68.0M
- reported 13F value
- 86%
- held by top 5
- #188
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, CATERPILLAR INC ranks #188 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 149123101 · Q4 2025 $68M reported
VALUE-HEAVY · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL
- VALUE-HEAVY #188/775
- HOLDERS-NARROW 22 filers
- CONC-DOM 86% top-5
- PHOTO-FINISH ZOETIS
- ACTIVITY-HOT 19 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ZOETIS INC
Read with: Ownership concentration guide - CATERPILLAR INC's top-five holders account for 86% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · CATERPILLAR INC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
CATERPILLAR INC vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
22 Top 13% higher than 87% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a CATERPILLAR INC position has risen from 18 to 22 over the last 8 quarters of 13F filings.
Top Institutional Holders
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among CATERPILLAR INC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (19)
Complete exits (28)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for CATERPILLAR INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($68.0M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (22 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.