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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, Q1 2021

Institutional positions in Caterpillar Inc as of Mar 31, 2021. 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
2,015
No complete 13F data for Q4 2020
Shares held
379.9M
No complete 13F data for Q4 2020
Total value
$88.0B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 2,015 institutions
Q1 2021: 2,015 institutionsQ2 2021: 2,028 institutionsQ3 2021: 1,943 institutionsQ4 2021: 2,161 institutionsQ1 2022: 2,176 institutionsQ2 2022: 2,077 institutionsQ3 2022: 1,992 institutionsQ4 2022: 2,287 institutionsQ1 2023: 2,284 institutionsQ2 2023: 2,329 institutionsQ3 2023: 2,409 institutionsQ4 2023: 2,583 institutionsQ1 2024: 2,714 institutionsQ2 2024: 2,713 institutionsQ3 2024: 2,838 institutionsQ4 2024: 3,010 institutionsQ1 2025: 2,903 institutionsQ2 2025: 3,023 institutionsQ3 2025: 3,150 institutionsQ4 2025: 3,542 institutionsQ1 2026: 3,772 institutionsQ2 2026: 4,070 institutions
Value heldQ1 2021: $88.0B
Q1 2021: $88.0BQ2 2021: $82.0BQ3 2021: $71.1BQ4 2021: $74.9BQ1 2022: $82.0BQ2 2022: $65.6BQ3 2022: $59.2BQ4 2022: $87.1BQ1 2023: $82.6BQ2 2023: $88.0BQ3 2023: $97.3BQ4 2023: $104.6BQ1 2024: $127.6BQ2 2024: $114.5BQ3 2024: $133.6BQ4 2024: $123.4BQ1 2025: $109.0BQ2 2025: $128.0BQ3 2025: $159.0BQ4 2025: $188.7BQ1 2026: $232.0BQ2 2026: $351.1B
Institutions holding CAT and their total value by quarter
QuarterHoldersValue
Q2 20264,070$351.1B
Q1 20263,772$232.0B
Q4 20253,542$188.7B
Q3 20253,150$159.0B
Q2 20253,023$128.0B
Q1 20252,903$109.0B
Q4 20243,010$123.4B
Q3 20242,838$133.6B
Q2 20242,713$114.5B
Q1 20242,714$127.6B
Q4 20232,583$104.6B
Q3 20232,409$97.3B
Q2 20232,329$88.0B
Q1 20232,284$82.6B
Q4 20222,287$87.1B
Q3 20221,992$59.2B
Q2 20222,077$65.6B
Q1 20222,176$82.0B
Q4 20212,161$74.9B
Q3 20211,943$71.1B
Q2 20212,028$82.0B
Q1 20212,015$88.0B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Caterpillar Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CAT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Exchange Capital Management, Inc.1,393$323.0K0.07%––
Town & Country Bank & Trust CO dba First Bankers Trust CO1,391$323.0K0.13%––
West Branch Capital LLC1,395$323.0K0.19%––
Brewin Dolphin Wealth Management Ltd1,400$324.6K0.05%––
Cullinan Associates Inc1,400$325.0K0.02%––
New Jersey Better Educational Savings Trust1,400$325.0K0.72%––
Patten Group, Inc.1,404$325.0K0.10%––
Hall Laurie J Trustee1,405$326.0K0.13%––
Strategic Equity Management1,411$327.0K0.14%––
GYL Financial Synergies, LLC1,416$328.0K0.18%––
Summit Financial Strategies, Inc.1,419$329.0K0.12%––
Aua Capital Management, LLC1,420$329.0K0.22%––
Acima Private Wealth, LLC1,421$329.0K0.16%––
Magnus Financial Group LLC1,418$329.0K0.08%––
BOK Financial Private Wealth, Inc.1,425$330.0K0.03%––
Cortland Associates Inc1,433$332.0K0.04%––
Winslow Asset Management Inc1,430$332.0K0.07%––
Charter Oak Capital Management, LLC1,431$332.0K0.05%––
Tradition Wealth Management, LLC1,431$332.0K0.06%––
Acas, LLC1,430$332.0K0.52%––
Cordatus Wealth Management LLC1,435$333.0K0.13%––
Mirova1,439$333.0K0.04%––
GoalVest Advisory LLC1,435$333.0K0.25%––
Two Sigma Securities, LLC1,441$334.0K0.08%––
Waters Parkerson & Co., LLC1,444$335.0K0.02%––
WealthStone, Inc.1,445$335.0K0.12%––
Hennion & Walsh Asset Management, Inc.1,452$337.0K0.02%––
Hohimer Wealth Management, LLC1,457$338.0K0.08%––
Northwest Bancshares, Inc.1,462$339.0K0.08%––
Johanson Financial Advisors, Inc.1,458$339.0K0.12%––
Weld Capital Management LLC1,464$339.0K0.14%––
Regent Peak Wealth Advisors LLC1,466$339.0K0.11%––
Nadler Financial Group, Inc.1,468$340.0K0.06%––
Mount Vernon Associates Inc1,476$342.0K0.34%––
Cadence Bank NA1,476$342.0K0.11%––
Novare Capital Management LLC1,475$342.0K0.04%––
Titus Wealth Management1,475$342.0K0.20%––
Bell Bank1,480$343.0K0.05%––
Chicago Partners Investment Group LLC1,491$344.0K0.03%––
LifeSteps Financial, Inc.1,484$344.0K0.29%––
Cornerstone Advisory, LLC1,487$345.0K0.07%––
Arden Trust Co1,493$346.0K0.06%––
Calton & Associates, Inc.1,494$347.0K0.07%––
Contravisory Investment Management, Inc.1,496$347.0K0.11%––
Game Plan Financial Advisors, LLC1,490$347.0K0.22%––
Rbo & Co LLC1,500$348.0K0.06%––
Chickasaw Capital Management LLC1,500$348.0K0.02%––
Summit X, LLC1,500$348.0K0.10%––
ERTS Wealth Advisors, LLC1,500$348.0K0.10%––
Thrive Capital Management, LLC1,502$348.0K0.33%––
SFMG, LLC1,506$349.0K0.04%––
KB Financial Partners, LLC1,510$350.0K0.15%––
Arete Wealth Advisors, LLC1,516$351.0K0.04%––
Apollon Wealth Management, LLC1,515$351.0K0.07%––
Independent Solutions Wealth Management, LLC1,514$351.1K0.10%––
Sugarloaf Wealth Management, LLC1,523$353.0K0.11%––
StrategIQ Financial Group, LLC1,525$354.0K0.07%––
Sanford Advisory Services, LLC1,527$354.0K0.10%––
Kalos Management, Inc.1,507$355.0K0.11%––
Prestige Wealth Management Group LLC1,533$355.0K0.10%––
Lyell Wealth Management, LP1,539$357.0K0.05%––
Landsberg, Bennett, & Dubbaneh LLC1,540$358.0K0.05%––
WealthBridge Capital Management, LLC1,545$358.0K0.15%––
TCG Advisory Services, LLC1,543$358.0K0.11%––
ZWJ Investment Counsel Inc1,548$359.0K0.02%––
Financial Advisory Service, Inc.1,547$359.0K0.04%––
Plancorp, LLC1,548$359.0K0.08%––
Sanchez Wealth Management Group1,547$359.0K0.18%––
Bingham Osborn & Scarborough LLC1,561$362.0K0.03%––
Capital Advantage, Inc.1,563$362.0K0.10%––
WoodTrust Financial Corp1,564$363.0K0.11%––
KMG Fiduciary Partners, LLC1,567$363.0K0.07%––
Affinity Capital Advisors, LLC1,564$363.0K0.13%––
Frisch Financial Group, Inc.1,569$364.0K0.12%––
Eclectic Associates Inc1,576$365.0K0.30%––
Camden Capital, LLC1,573$365.0K0.10%––
Exencial Wealth Advisors, LLC1,581$367.0K0.02%––
Colonial River Wealth Management, LLC1,581$367.0K0.30%––
Smith Chas P & Associates Pa Cpas1,587$368.0K0.03%––
Eqis Capital Management, Inc.1,586$368.0K0.03%––
Highland Private Wealth Management1,594$370.0K0.06%––
WESCAP Management Group, Inc.1,600$370.0K0.10%––
IMS Capital Management1,600$371.0K0.23%––
Versor Investments LP1,600$371.0K0.02%––
Vishria Bird Financial Group, LLC1,606$372.0K0.21%––
Members Capital Advisors Inc1,610$373.0K0.29%––
Blueshift Asset Management, LLC1,610$373.0K0.04%––
RMR Wealth Builders1,614$374.0K0.10%––
Credit Agricole S A1,620$376.0K0.01%––
Weybosset Research & Management LLC1,630$378.0K0.16%––
Minot Wealth Management LLC1,629$378.0K0.10%––
MONECO Advisors, LLC1,639$380.0K0.18%––
First Financial Corp1,645$381.0K0.26%––
Hamel Associates, Inc.1,650$382.0K0.15%––
Wendell David Associates Inc1,653$383.0K0.05%––
First American Bank1,649$383.0K0.02%––
Capital Square, LLC1,663$383.0K0.28%––
Stokes Family Office, LLC1,654$384.0K0.06%––
Northern Oak Wealth Management Inc1,659$385.0K0.05%––
Brightworth1,660$385.0K0.04%––