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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.

Q4 2024 vs. Q3 2024

How the institutions holding Caterpillar Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of CAT: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders2,838533,010+225
Shares344.1M1.38M340.2M−2.50M (−0.7%)
Value$133.6B$538.5M$123.4B−$9.74B (−7.3%)

53 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (385)

Institutions that held Caterpillar Inc at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 385 by value.

Institutions new to CAT in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc973,730$353.2M0.13%
Universal- Beteiligungs- und Servicegesellschaft mbH300,359$109.0M0.22%
Lansforsakringar Fondforvaltning AB (publ)180,405$65.4M0.37%
Aware Super Pty Ltd as trustee of Aware Super144,094$52.3M0.83%
Alecta Pensionsforsakring, Omsesidigt131,600$47.8M0.25%
BLI - Banque de Luxembourg Investments120,400$43.7M1.19%
Ofi Invest Asset Management116,574$40.8M0.96%
Parallax Volatility Advisers, L.P.98,601$35.8M0.79%
Adage Capital Partners GP, L.L.C.72,027$26.1M0.05%
Police & Firemen's Retirement System of New Jersey71,180$25.8M0.25%
Connor, Clark & Lunn Investment Management Ltd.56,198$20.4M0.09%
Generali Asset Management SPA SGR53,905$19.6M0.50%
Kempen Capital Management N.V.50,594$18.4M0.18%
Strategic Wealth Designers59,128$12.6M0.80%
Polar Capital Holdings Plc31,325$11.4M0.06%
Cadinha & Co LLC30,553$11.1M1.84%
Woodline Partners LP28,994$10.5M0.07%
Canada Post Corp Registered Pension Plan27,926$10.1M0.60%
New Age Alpha Advisors, LLC27,753$10.1M0.41%
IMC-Chicago, LLC23,644$8.58M0.23%
Madison Investment Advisors, LLC23,476$8.52M0.10%
ExodusPoint Capital Management, LP22,423$8.13M0.08%
Voloridge Investment Management, LLC20,803$7.55M0.03%
Union Bancaire Privee, UBP SA21,460$7.40M0.13%
Laurion Capital Management LP20,098$7.29M0.45%
Sagespring Wealth Partners, LLC19,539$7.09M0.19%
One River Asset Management, LLC18,768$6.81M10.20%
Groupe la Francaise14,922$5.94M0.15%
Cary Street Partners Financial LLC15,663$5.68M0.18%
Allstate Corp14,393$5.22M0.15%
Virtu Financial LLC14,191$5.15M0.27%
CCM Investment Group, LLC13,770$5.00M0.55%
JPL Wealth Management, LLC13,536$4.91M1.41%
Tema ETFs LLC13,328$4.83M2.01%
Generali Investments CEE, investicni spolecnost, a.s.13,300$4.82M0.50%
FourThought Financial Partners, LLC13,253$4.81M0.50%
Trajan Wealth LLC13,167$4.78M0.26%
Jericho Financial, LLP12,399$4.50M3.26%
FORA Capital, LLC12,311$4.47M0.51%
HITE Hedge Asset Management LLC11,177$4.05M0.30%
Investor's Fiduciary Advisor Network, LLC10,205$3.70M1.42%
Fisher Funds Management LTD10,023$3.64M0.09%
Heritage Trust Co9,836$3.57M0.42%
RFG - Bristol Wealth Advisors, LLC9,125$3.31M1.09%
Raiffeisen Bank International AG8,927$3.24M0.05%
Clune & Associates, Ltd.8,497$3.08M1.02%
Banque Transatlantique SA8,436$3.05M0.08%
Bernard Wealth Management Corp.8,336$3.02M1.42%
Catherine Avery Investment Management LLC8,328$3.02M2.67%
Fieldview Capital Management, LLC7,990$2.90M0.45%
Vista Investment Partners II, LLC7,435$2.70M1.59%
MUFG Securities Americas Inc.7,128$2.59M0.33%
Forefront Wealth Management Inc.6,980$2.53M2.33%
Boston Private Wealth LLC6,978$2.53M0.05%
DMKC Advisory Services, LLC6,829$2.48M2.25%
Capital & Planning, LLC6,724$2.44M1.78%
Redmond Asset Management, LLC6,661$2.42M0.60%
Occudo Quantitative Strategies LP6,626$2.40M0.43%
Mfg Wealth Management, Inc.6,363$2.31M2.11%
Vantage Point Financial LLC6,072$2.20M1.19%
Kentucky Trust Co6,053$2.20M1.29%
Eisler Capital Management Ltd.5,972$2.15M0.07%
Hager Investment Management Services, LLC5,787$2.10M1.31%
Victrix Investment Advisors5,761$2.09M1.51%
Camarda Financial Advisors, LLC5,746$2.08M0.78%
IronOak Wealth LLC.5,565$2.02M2.26%
Huntleigh Advisors, Inc.5,534$2.01M0.43%
Cornerstone Planning, LLC5,505$2.00M0.76%
IFG Advisory, LLC5,358$1.94M0.11%
RD Lewis Holdings, Inc.5,204$1.89M2.08%
IFC Advisors LLC5,153$1.87M0.41%
1 North Wealth Services LLC5,110$1.85M0.79%
Corps Capital Advisors, LLC5,046$1.83M1.86%
Evelyn Partners Investment Management LLP5,043$1.83M0.06%
Sava Infond d.o.o.5,040$1.83M0.32%
Stenger Family Office, LLC4,876$1.77M0.60%
CFC Planning Co LLC4,841$1.76M1.88%
BankPlus Trust Department4,813$1.75M0.57%
Inman Jager Wealth Management, LLC4,660$1.69M1.32%
Myriad Asset Management US LP4,243$1.54M1.03%
Fiducient Advisors LLC4,216$1.53M0.19%
Fire Capital Management LLC3,921$1.42M1.06%
ZEGA Investments, LLC3,411$1.39M0.41%
Roxbury Financial LLC3,346$1.36M1.31%
Cherokee Insurance Co3,650$1.32M0.60%
Richards, Merrill & Peterson, Inc.3,626$1.32M0.69%
SBI Securities Co., Ltd.3,595$1.30M0.04%
Clark & Stuart, Inc3,584$1.30M0.95%
Ameriflex Group, Inc.3,443$1.28M0.59%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund3,400$1.23M0.05%
Alexis Investment Partners, LLC3,370$1.22M0.60%
GKV Capital Management Co., Inc.3,330$1.21M0.49%
Golden State Wealth Management, LLC3,326$1.21M0.18%
Gsa Capital Partners LLP3,288$1.19M0.09%
Orca Wealth Management, LLC3,280$1.19M1.07%
Brucke Financial, Inc.3,158$1.17M1.01%
GWN Securities Inc.2,856$1.16M0.31%
Arrowroot Family Office, LLC3,148$1.14M0.59%
Vermillion Wealth Management, Inc.3,012$1.09M0.56%
Martel Wealth Advisors Inc3,000$1.09M0.21%

Sold out (160)

Institutions that held Caterpillar Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Showing the largest 100 of 160 by value.

Institutions that sold out of CAT in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Mn Services Vermogensbeheer B.V.196,828$77.0M
Jupiter Asset Management Ltd154,930$60.6M
Healthcare of Ontario Pension Plan Trust Fund90,000$35.2M
Quantitative Investment Management, LLC73,224$28.6M
Atalanta Sosnoff Capital, LLC57,230$22.4M
1832 Asset Management L.P.56,800$22.2M
HRT Financial LP46,548$18.2M
Investment Management Corp of Ontario42,845$16.8M
Ilmarinen Mutual Pension Insurance Co42,000$16.4M
Summit Trail Advisors, LLC39,784$15.6M
Quadrature Capital Ltd30,067$11.8M
Two Sigma Securities, LLC19,923$7.79M
AustralianSuper Pty Ltd18,550$7.26M
Veriti Management LLC17,898$7.00M
Castellan Group, LLC16,637$6.51M
BSN Capital Partners Ltd17,450$6.01M
Paloma Partners Management Co14,083$5.51M
Weiss Asset Management LP12,601$4.93M
Stevens Capital Management LP11,403$4.46M
Wakefield Asset Management LLLP11,206$4.38M
Seven Eight Capital, LP8,393$3.28M
Susquehanna Portfolio Strategies, LLC8,300$3.25M
Cohen Klingenstein LLC8,000$3.13M
Ontario Teachers Pension Plan Board6,649$2.60M
Bayesian Capital Management, LP6,159$2.41M
Stoneridge Investment Partners LLC6,043$2.36M
Graham Capital Management, L.P.5,800$2.27M
Lockheed Martin Investment Management Co5,200$2.03M
Redwood Investment Management, LLC4,635$1.81M
IPG Investment Advisors LLC4,603$1.80M
Old West Investment Management, LLC4,458$1.74M
Aigen Investment Management, LP4,037$1.58M
Northwest & Ethical Investments L.P.3,678$1.44M
FNY Investment Advisers, LLC3,500$1.37M
Donoghue Forlines LLC3,481$1.36M
Advanced Portfolio Management, LLC3,411$1.33M
Fiduciary Family Office, LLC2,952$1.15M
Qsemble Capital Management, LP2,870$1.12M
Gladius Capital Management LP2,781$1.09M
Epoch Investment Partners, Inc.2,597$1.02M
Verity Asset Management, Inc.2,560$991.7K
Carson Advisory Inc.2,535$991.4K
Morningstar Investment Services LLC2,439$954.0K
Park Edge Advisors, LLC2,421$946.9K
Elyxium Wealth, LLC2,381$931.3K
Bright Futures Wealth Management, LLC.2,313$877.1K
Lingohr & Partner Asset Management GmbH2,160$842.0K
Dark Forest Capital Management LP1,988$777.5K
Chiron Investment Management, LLC1,740$680.5K
Sunburst Financial Group, LLC1,549$605.8K
AlphaStar Capital Management, LLC1,454$568.8K
Householder Group Estate & Retirement Specialist, LLC1,364$533.0K
Calton & Associates, Inc.1,296$507.3K
Machina Capital S.A.S.1,231$481.5K
XR Securities LLC1,191$465.8K
Whitaker-Myers Wealth Managers, LTD.1,156$452.2K
Pacific Global Investment Management CO1,155$451.8K
Heritage Oak Wealth Advisors LLC1,118$437.3K
Schrum Private Wealth Management LLC1,096$428.7K
Selective Wealth Management, Inc.1,079$418.6K
Peoples Bank1,068$417.7K
NWF Advisory Services Inc.1,057$413.3K
Youngs Advisory Group, Inc.1,054$412.2K
MBB Public Markets I LLC900$352.0K
Grant/GrossMendelsohn, LLC885$346.2K
Per Stirling Capital Management, LLC.871$340.7K
S.E.E.D. Planning Group LLC860$336.4K
Sterling Financial Planning, Inc.841$328.9K
Middleton & Co Inc840$328.5K
Clark Asset Management, LLC811$317.2K
Versor Investments LP800$312.9K
Koss-Olinger Consulting, LLC778$304.0K
Barton Investment Management753$294.5K
Edmp, Inc.738$288.6K
Blake Schutter Theil Wealth Advisors, LLC720$281.6K
Kendall Capital Management714$279.3K
W.G. Shaheen & Associates DBA Whitney & Co687$268.7K
Willis Johnson & Associates, Inc.665$260.3K
Optivise Advisory Services LLC651$254.5K
Lokken Investment Group LLC647$252.9K
Swisher Financial Concepts, Inc.643$251.0K
Lazard Freres Gestion S.A.S.630$246.0K
Great Waters Wealth Management604$236.2K
CTC Alternative Strategies, Ltd.601$235.1K
Crestline Management, LP600$234.7K
Osher Van de Voorde Investment Management600$234.7K
Baugh & Associates, LLC600$234.7K
Altiora Financial Group, LLC598$233.9K
Clarity Financial LLC597$233.6K
Intelligence Driven Advisers, LLC593$231.9K
ForthRight Wealth Management, LLC584$228.4K
Zimmermann Investment Management & Planning LLC573$224.1K
Ariadne Wealth Management, LP542$221.9K
Sloy Dahl & Holst, LLC566$221.4K
Retirement Income Solutions, Inc566$221.4K
Peak Asset Management, LLC564$220.6K
WPWealth LLP560$219.0K
Amplius Wealth Advisors, LLC559$218.6K
Oxinas Partners Wealth Management LLC555$216.9K
Sage Rhino Capital LLC554$216.7K

Not filed for Q4 2024 yet (53)

Institutions that held Caterpillar Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CAT in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates608,753$238.1M
Raymond James Financial Services Advisors, Inc.319,033$124.8M
B. Metzler seel. Sohn & Co. Holding AG140,614$55.0M
SpiderRock Advisors, LLC39,685$15.5M
Prio Wealth Limited Partnership38,521$15.1M
Banque Cantonale Vaudoise27,845$10.9M
Chartwell Investment Partners, LLC24,946$9.76M
Raymond James Trust N.A.23,678$9.26M
Northwest Investment Counselors, LLC21,694$8.48M
Biechele Royce Advisors18,310$7.16M
Gateway Advisory, LLC17,363$6.79M
Eagle Asset Management Inc11,556$4.55M
Argent Financial Group, Inc.10,871$4.25M
ClariVest Asset Management LLC7,518$2.50M
GYL Financial Synergies, LLC5,078$1.99M
FinTrust Capital Advisors, LLC4,907$1.92M
Kowal Investment Group, LLC4,351$1.70M
9258 Wealth Management, LLC4,145$1.62M
First Trust Investment Solutions L.P.3,852$1.51M
Fort Pitt Capital Group, LLC3,661$1.43M
Zega Financial, LLC3,625$1.42M
CIC Wealth, LLC3,340$1.31M
Planning Capital Management Corp3,218$1.26M
Concentric Wealth Management, LLC3,075$1.20M
Inscription Capital, LLC2,869$1.12M
WFA of San Diego, LLC2,318$906.6K
Diversified, LLC2,181$853.0K
LifePro Asset Management1,978$773.6K
Carmichael Hill & Associates, Inc.1,941$759.2K
Alera Investment Advisors, LLC1,642$642.3K
Sweet Financial Partners, LLC1,629$637.3K
Sweeney & Michel, LLC1,533$603.7K
Waypoint Capital Advisors, LLC1,440$563.2K
Brophy Wealth Management, LLC1,045$408.8K
Susquehanna International Group Ltd.853$333.6K
Source Financial Advisors LLC848$331.9K
Bridge Advisory, LLC844$330.0K
Kingfisher Capital LLC778$304.3K
Pegasus Partners Ltd.756$295.7K
Fort, L.P.719$281.2K
Alpine Bank Wealth Management636$248.8K
Sage Investment Advisers LLC617$241.3K
Platte River Wealth Advisors, LLC605$236.6K
Gunn & Co Investment Management, Inc.570$222.9K
Quaker Wealth Management, LLC553$216.3K
Garrison Asset Management, LLC551$215.5K
M&R Capital Management Inc500$195.6K
First Personal Financial Services329$128.7K
VitalStone Financial, LLC183$71.7K
BBJS Financial Advisors, LLC83$32.6K
Annapolis Financial Services, LLC74$28.9K
Peterson Financial Group, Inc.8$3.23K
PEAK6 Investments LLC3$1.05K