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, Q4 2024
Institutional positions in Caterpillar Inc as of Dec 31, 2024. 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
- 3,010
- +225 vs. Q3 2024
- Shares held
- 340.2M
- −2.50M (−0.7%) vs. Q3 2024
- Total value
- $123.4B
- −$9.74B (−7.3%) vs. Q3 2024
- New holders
- 385
- 1,095 more added
- Sold out
- 160
- 1,050 more reduced
53 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,070 | $351.1B |
| Q1 2026 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $159.0B |
| Q2 2025 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $88.0B |
| Q1 2023 | 2,284 | $82.6B |
| Q4 2022 | 2,287 | $87.1B |
| Q3 2022 | 1,992 | $59.2B |
| Q2 2022 | 2,077 | $65.6B |
| Q1 2022 | 2,176 | $82.0B |
| Q4 2021 | 2,161 | $74.9B |
| Q3 2021 | 1,943 | $71.1B |
| Q2 2021 | 2,028 | $82.0B |
| Q1 2021 | 2,015 | $88.0B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | 1,263 | $458.2K | 0.07% | −1,320−51.1% | Reduced |
| Monte Financial Group, LLC | 1,266 | $459.1K | 0.20% | −10−0.8% | Reduced |
| Tumwater Wealth Management, LLC | 1,266 | $459.2K | 0.24% | +1,266 | New |
| Capital Advisors Wealth Management, LLC | 1,267 | $459.5K | 0.08% | +103+8.8% | Added |
| Ethos Financial Group, LLC | 1,263 | $460.4K | 0.06% | +509+67.5% | Added |
| AdvisorShares Investments LLC | 1,270 | $460.7K | 0.09% | −65−4.9% | Reduced |
| Alpha Family Trust | 1,270 | $460.7K | 0.26% | 00.0% | Unchanged |
| Next Level Private LLC | 1,270 | $460.7K | 0.19% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,270 | $460.8K | 0.03% | +6+0.5% | Added |
| Sunflower Bank, N.A. | 1,271 | $461.1K | 0.13% | +116+10.0% | Added |
| FSA Advisors, Inc. | 1,273 | $461.8K | 0.56% | +8+0.6% | Added |
| WealthPLAN Partners, LLC | 1,274 | $462.1K | 0.07% | +115+9.9% | Added |
| Kornitzer Capital Management Inc | 1,275 | $462.5K | 0.01% | +3+0.2% | Added |
| SageView Advisory Group, LLC | 1,276 | $462.9K | 0.02% | −153−10.7% | Reduced |
| BlueStem Wealth Partners, LLC | 1,276 | $463.0K | 0.06% | +1,276 | New |
| Prostatis Group LLC | 1,279 | $463.9K | 0.14% | +173+15.6% | Added |
| Bay Capital Advisors, LLC | 1,281 | $464.7K | 0.37% | +1,281 | New |
| Foster Group, Inc. | 1,281 | $464.7K | 0.02% | +217+20.4% | Added |
| Rockingstone Advisors LLC | 1,283 | $465.4K | 0.21% | +34+2.7% | Added |
| LM Advisors LLC | 1,286 | $467.0K | 0.08% | +1,286 | New |
| Leo Wealth, LLC | 1,293 | $469.2K | 0.04% | −97−7.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,294 | $469.4K | 0.18% | +206+18.9% | Added |
| Wellington Shields Capital Management, LLC | 1,300 | $471.6K | 0.08% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 1,305 | $473.4K | 0.21% | −95−6.8% | Reduced |
| Gradient Capital Advisors, LLC | 1,305 | $473.5K | 0.15% | −18−1.4% | Reduced |
| Chesley Taft & Associates LLC | 1,306 | $473.8K | 0.02% | +35+2.8% | Added |
| Apollon Financial, LLC | 1,309 | $474.9K | 0.12% | −31−2.3% | Reduced |
| Northstar Financial Companies, Inc. | 1,310 | $475.1K | 0.45% | +1,310 | New |
| McMill Wealth Management | 1,311 | $475.6K | 0.19% | +1,311 | New |
| Petix & Botte Co | 1,312 | $475.9K | 0.13% | 00.0% | Unchanged |
| First National Corp | 1,312 | $476.1K | 0.11% | −6−0.5% | Reduced |
| Birchcreek Wealth Management, LLC | 1,314 | $476.7K | 0.30% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 1,315 | $477.0K | 0.38% | +1,315 | New |
| Onefund, LLC | 1,316 | $477.4K | 0.46% | +42+3.3% | Added |
| Waters Parkerson & Co., LLC | 1,319 | $478.5K | 0.03% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,320 | $478.8K | 0.18% | +300+29.4% | Added |
| Westshore Wealth, LLC | 1,323 | $479.9K | 0.19% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,323 | $479.9K | 0.02% | +318+31.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,327 | $481.2K | 0.18% | −23−1.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,327 | $481.2K | 0.10% | +101+8.2% | Added |
| Warther Private Wealth, LLC | 1,330 | $482.6K | 0.16% | +9+0.7% | Added |
| Blueprint Investment Partners LLC | 1,332 | $483.1K | 0.08% | +135+11.3% | Added |
| Winton Group Ltd | 1,332 | $483.2K | 0.03% | −166−11.1% | Reduced |
| Formidable Asset Management, LLC | 1,332 | $483.2K | 0.08% | −4−0.3% | Reduced |
| Elser Financial Planning, Inc | 1,334 | $483.9K | 0.03% | +19+1.4% | Added |
| Burton Enright Welch | 1,335 | $484.3K | 0.10% | 00.0% | Unchanged |
| American Money Management, LLC | 1,335 | $484.4K | 0.09% | −59−4.2% | Reduced |
| VeraBank, N.A. | 1,336 | $484.6K | 0.14% | +10+0.8% | Added |
| Claro Advisors LLC | 1,342 | $486.7K | 0.07% | −412−23.5% | Reduced |
| Global X Japan Co., Ltd. | 1,344 | $487.5K | 0.06% | +89+7.1% | Added |
| Sendero Wealth Management, LLC | 1,344 | $487.6K | 0.07% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 1,347 | $488.6K | 0.29% | −120−8.2% | Reduced |
| Invesco, LLC | 1,347 | $488.6K | 0.19% | +21+1.6% | Added |
| Morningstar Investment Management LLC | 1,348 | $489.0K | 0.04% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,348 | $489.0K | 0.15% | +1+0.1% | Added |
| First Community Trust NA | 1,350 | $489.7K | 0.35% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,350 | $489.7K | 0.03% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 1,350 | $490.0K | 0.21% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 1,352 | $490.4K | 0.37% | +1,352 | New |
| SJS Investment Consulting Inc. | 1,354 | $491.2K | 0.08% | −14−1.0% | Reduced |
| Enterprise Financial Services Corp | 1,355 | $491.5K | 0.27% | +142+11.7% | Added |
| Rosenberg Matthew Hamilton | 1,358 | $492.6K | 0.13% | +176+14.9% | Added |
| VisionPoint Advisory Group, LLC | 1,371 | $493.2K | 0.17% | −20−1.4% | Reduced |
| Bard Financial Services, Inc. | 1,360 | $493.4K | 0.06% | 00.0% | Unchanged |
| Acas, LLC | 1,377 | $494.0K | 0.37% | −30−2.1% | Reduced |
| Moloney Securities Asset Management, LLC | 1,365 | $495.0K | 0.07% | +645+89.6% | Added |
| Private Wealth Advisors | 1,365 | $495.2K | 0.22% | −681−33.3% | Reduced |
| Optas, LLC | 1,372 | $497.7K | 0.11% | +77+5.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,379 | $500.2K | 0.02% | −569−29.2% | Reduced |
| Mengis Capital Management, Inc. | 1,385 | $502.6K | 0.10% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,386 | $502.8K | 0.07% | −96−6.5% | Reduced |
| WestHill Financial Advisors, Inc. | 1,386 | $502.8K | 0.11% | 00.0% | Unchanged |
| apricus wealth, LLC | 1,389 | $503.9K | 0.33% | 00.0% | Unchanged |
| Firestone Capital Management | 1,391 | $504.7K | 0.13% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 1,394 | $505.7K | 0.13% | +150+12.1% | Added |
| Ransom Advisory, Ltd | 1,395 | $506.1K | 0.23% | +25+1.8% | Added |
| Investment Advisory Services Inc | 1,398 | $507.3K | 0.18% | +68+5.1% | Added |
| Ironwood Investment Management LLC | 1,400 | $507.9K | 0.25% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,401 | $508.1K | 0.18% | +1,401 | New |
| First Pacific Financial | 1,402 | $508.6K | 0.12% | +788+128.3% | Added |
| KFA Private Wealth Group, LLC | 1,403 | $509.1K | 0.21% | +627+80.8% | Added |
| First Financial Corp | 1,408 | $510.8K | 0.24% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,409 | $511.1K | 0.08% | −1,802−56.1% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,410 | $511.3K | 0.41% | +12+0.9% | Added |
| Cove Private Wealth, LLC | 1,410 | $511.5K | 0.31% | +1,410 | New |
| Insight Advisors, LLC | 1,410 | $511.7K | 0.09% | +5+0.4% | Added |
| Blankinship & Foster, LLC | 1,411 | $511.9K | 0.13% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,415 | $513.3K | 0.02% | +82+6.2% | Added |
| Empirical Asset Management, LLC | 7,624 | $516.8K | 0.17% | +6,251+455.3% | Added |
| MRP Capital Investments, LLC | 1,425 | $517.0K | 0.47% | +10+0.7% | Added |
| Beacon Capital Management, LLC | 1,432 | $519.5K | 0.07% | +29+2.1% | Added |
| Watts Gwilliam & Co., LLC | 1,433 | $520.0K | 0.11% | −36−2.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,433 | $520.2K | 0.30% | +1+0.1% | Added |
| Rise Advisors, LLC | 1,435 | $520.7K | 0.25% | −53−3.6% | Reduced |
| Wealth Management Associates, Inc. | 1,438 | $521.5K | 0.22% | +1+0.1% | Added |
| Seed Wealth Management, Inc. | 1,440 | $522.4K | 0.42% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,443 | $523.0K | 0.05% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,443 | $523.4K | 0.21% | +36+2.6% | Added |
| Continuum Advisory, LLC | 1,443 | $523.5K | 0.07% | +281+24.2% | Added |
| Nadler Financial Group, Inc. | 1,446 | $524.6K | 0.06% | 00.0% | Unchanged |