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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: 3,151 institutionsQ4 2025: 3,543 institutionsQ1 2026: 3,773 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 20263,773$232.0B
Q4 20253,543$188.7B
Q3 20253,151$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
PSI Advisors, LLC2,019$468.0K0.28%––
Abacus Wealth Partners, LLC2,016$467.5K0.33%––
Corundum Group, Inc.2,015$467.0K0.36%––
Pacitti Group Inc.2,016$467.0K0.31%––
United Asset Strategies, Inc.2,008$466.0K0.07%––
Transcend Wealth Collective, LLC2,016$466.0K0.06%––
Qci Asset Management Inc2,007$465.0K0.03%––
Intrust Bank NA2,008$465.0K0.07%––
Grantham, Mayo, Van Otterloo & Co. LLC2,005$465.0K0.00%––
Mark Stevens2,003$464.0K0.05%––
Gould Asset Management LLC2,000$464.0K0.14%––
Bienville Capital Management, LLC2,000$464.0K0.14%––
Financial Consulate, Inc2,002$464.0K0.19%––
Traverso Chambers Private Wealth Management, LLC2,000$464.0K0.16%––
Forte Capital LLC1,998$463.0K0.07%––
GHP Investment Advisors, Inc.1,997$463.0K0.04%––
Wealth Management Associates, Inc.1,993$462.2K0.29%––
Golden State Wealth Management, LLC1,996$462.0K0.15%––
Beach Investment Counsel Inc1,983$460.0K0.04%––
Arcus Capital Partners, LLC1,984$460.0K0.04%––
Shufro Rose & Co LLC1,969$457.0K0.04%––
Thoroughbred Financial Services, LLC1,975$457.0K0.13%––
Acropolis Investment Management, LLC1,968$456.0K0.05%––
Johnson Financial Group, Inc.1,968$456.0K0.03%––
ACG Wealth1,968$456.0K0.06%––
Trustco Bank Corp N Y1,963$455.0K0.38%––
Clearstead Advisors, LLC1,961$455.0K0.04%––
ProVise Management Group, LLC1,963$455.0K0.05%––
First Commonwealth Financial Corp1,957$454.0K0.18%––
Townsend Asset Management Corp1,954$453.0K0.28%––
Farmers National Bank1,953$452.8K0.17%––
Burns J W & Co Inc1,950$452.0K0.08%––
Gries Financial LLC1,884$452.0K0.14%––
Signet Investment Advisory Group, Inc.1,950$452.0K0.35%––
Summit Wealth Partners, LLC1,943$450.5K0.12%––
Corbett Road Capital Management, LLC1,935$449.0K0.67%––
Tobam1,922$446.0K0.02%––
Quest Capital Management Inc1,913$444.0K0.10%––
Bridgefront Capital, LLC1,917$444.0K0.14%––
Cooper/Haims Advisors, LLC1,913$443.0K0.31%––
GSB Wealth Management, LLC1,910$443.0K0.15%––
Garrett Investment Advisors LLC1,912$443.0K0.16%––
Mountain Pacific Investment Advisers Inc1,905$442.0K0.03%––
Hunter Associates Investment Management LLC1,904$441.0K0.10%––
Wall Street Access Asset Management, LLC1,889$437.0K0.28%––
Pure Financial Advisors, Inc.1,886$437.0K0.04%––
Clarus Group, Inc.1,894$436.0K0.36%––
Evergreen Capital Management LLC1,866$433.0K0.02%––
Grimes & Company, Inc.1,865$432.0K0.02%––
David Loasby1,857$430.0K0.06%––
Aft, Forsyth & Company, Inc.1,850$429.0K0.26%––
44 Wealth Management LLC1,850$429.0K0.18%––
Advisory Alpha, LLC1,832$425.0K0.04%––
REDW Wealth LLC1,828$424.0K0.14%––
Winning Points Advisors, LLC1,830$424.0K0.32%––
Wealth Advisory Solutions, LLC1,830$424.0K0.32%––
Allworth Financial LP1,825$423.0K0.01%––
Concord Wealth Partners1,818$422.0K0.14%––
Intrua Financial, LLC1,823$420.0K0.11%––
Mine & Arao Wealth Creation & Management, LLC.1,803$418.0K0.28%––
Woodley Farra Manion Portfolio Management Inc1,800$417.0K0.03%––
GeoWealth Management, LLC1,792$416.0K0.06%––
AlphaStar Capital Management, LLC1,795$416.0K0.06%––
BlueSky Wealth Advisors, LLC1,800$416.0K0.09%––
Garner Asset Management Corp1,788$415.0K0.22%––
Full Sail Capital, LLC1,800$415.0K0.04%––
Harvest Fund Management Co., Ltd1,787$414.0K0.04%––
CFO4Life Group, LLC1,784$414.0K0.10%––
BDO Wealth Advisors, LLC1,787$414.0K0.05%––
Heritage Wealth Advisors1,785$413.9K0.02%––
Grove Bank & Trust1,781$413.0K0.10%––
Thomasville National Bank3,555$412.0K0.08%––
RKL Wealth Management LLC1,777$412.0K0.06%––
Benchmark Wealth Management, LLC1,773$411.0K0.30%––
Walter & Keenan Financial Consulting Co1,768$410.0K0.15%––
Ledyard National Bank1,767$410.0K0.04%––
Carnegie Capital Asset Management, LLC1,767$410.0K0.02%––
Horst & Graben Wealth Management LLC1,770$410.0K0.13%––
Laffer Tengler Investments1,767$409.7K0.16%––
Shoker Investment Counsel, Inc.1,762$408.0K0.21%––
TruWealth Advisors, LLC1,761$408.0K0.06%––
Check Capital Management Inc1,750$406.0K0.04%––
Ramsay, Stattman, Vela & Price, Inc.1,750$406.0K0.11%––
RDA Financial Network1,745$405.0K0.17%––
YHB Investment Advisors, Inc.1,732$404.0K0.03%––
American Money Management, LLC1,744$404.0K0.15%––
Smithfield Trust Co1,737$403.0K0.03%––
Patriot Financial Group Insurance Agency, LLC1,738$403.0K0.09%––
Gillespie Robinson & Grimm Inc1,732$402.0K0.04%––
MainStreet Investment Advisors LLC1,734$402.0K0.03%––
Camden National Bank1,725$400.0K0.08%––
Camden National Bank1,725$400.0K0.08%––
MCF Advisors LLC1,722$399.0K0.04%––
Aaron Wealth Advisors1,721$399.0K0.15%––
BigSur Wealth Management LLC1,710$396.0K0.20%––
Valley National Advisers Inc1,702$395.0K0.08%––
Keel Point, LLC1,705$395.0K0.04%––
Schulhoff & Co Inc1,700$394.0K0.18%––
Pinnacle Wealth Management Advisory Group, LLC1,698$394.0K0.11%––
Trinity Financial Advisors LLC1,700$394.0K0.30%––