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 |
|---|---|---|---|---|---|
| Keystone Wealth Services, LLC | 1,450 | $525.9K | 0.14% | −107−6.9% | Reduced |
| Caas Capital Management LP | 1,460 | $529.6K | 0.44% | +1,460 | New |
| SFMG, LLC | 1,461 | $530.2K | 0.04% | +3+0.2% | Added |
| Planning Center, Inc. | 1,463 | $530.7K | 0.07% | −50−3.3% | Reduced |
| Hara Capital LLC | 1,465 | $531.4K | 0.34% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 1,466 | $531.6K | 0.43% | −23−1.5% | Reduced |
| Smart Portfolios, LLC | 1,466 | $531.8K | 0.56% | −15−1.0% | Reduced |
| Frisch Financial Group, Inc. | 1,465 | $532.0K | 0.16% | −68−4.4% | Reduced |
| West Paces Advisors Inc. | 1,467 | $532.2K | 0.13% | −175−10.7% | Reduced |
| Channel Wealth LLC | 1,468 | $532.5K | 0.17% | +27+1.9% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 1,469 | $532.9K | 0.10% | −151−9.3% | Reduced |
| Landaas & Co | 1,470 | $533.0K | 0.15% | +172+13.3% | Added |
| Garrett Wealth Advisory Group, LLC | 1,470 | $533.4K | 0.12% | +295+25.1% | Added |
| Acima Private Wealth, LLC | 1,473 | $534.3K | 0.18% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,474 | $534.7K | 0.19% | +51+3.6% | Added |
| Quent Capital, LLC | 1,474 | $534.9K | 0.06% | −69−4.5% | Reduced |
| RMR Wealth Builders | 1,475 | $534.9K | 0.06% | +60+4.2% | Added |
| IMS Capital Management | 1,475 | $535.1K | 0.25% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,476 | $535.4K | 0.31% | 00.0% | Unchanged |
| Leisure Capital Management | 1,478 | $536.3K | 0.21% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 1,479 | $537.0K | 0.02% | +270+22.3% | Added |
| Costello Asset Management, INC | 1,481 | $537.2K | 0.36% | −1,560−51.3% | Reduced |
| Audent Global Asset Management, LLC | 1,486 | $539.1K | 0.35% | +1,486 | New |
| Morton Community Bank | 1,493 | $541.6K | 0.14% | +647+76.5% | Added |
| Center For Asset Management LLC | 1,497 | $543.0K | 0.35% | +1+0.1% | Added |
| Bigelow Investment Advisors, LLC | 1,498 | $543.4K | 0.25% | −79−5.0% | Reduced |
| Chickasaw Capital Management LLC | 1,500 | $544.0K | 0.02% | 00.0% | Unchanged |
| Rbo & Co LLC | 1,500 | $544.1K | 0.09% | 00.0% | Unchanged |
| Fractal Investments LLC | 1,500 | $544.1K | 0.08% | +800+114.3% | Added |
| Objective Capital Management, LLC | 1,501 | $544.6K | 0.36% | −331−18.1% | Reduced |
| Marex Group plc | 1,504 | $545.6K | 0.01% | −914−37.8% | Reduced |
| M1 Capital Management LLC | 1,505 | $546.0K | 0.29% | +1,505 | New |
| Liberty Square Wealth Partners LLC | 1,546 | $546.2K | 0.20% | +1,546 | New |
| TFB Advisors LLC | 1,507 | $546.7K | 0.16% | −39−2.5% | Reduced |
| Oliver Luxxe Assets LLC | 1,398 | $546.8K | 0.10% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,510 | $547.8K | 0.20% | 00.0% | Unchanged |
| Armis Advisers, LLC | 1,512 | $548.6K | 0.07% | +1,512 | New |
| Bordeaux Wealth Advisors LLC | 1,517 | $550.3K | 0.09% | +10+0.7% | Added |
| Doliver Advisors, LP | 1,518 | $550.7K | 0.15% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,518 | $550.7K | 0.15% | −43−2.8% | Reduced |
| Strategic Equity Management | 1,520 | $551.4K | 0.23% | +11+0.7% | Added |
| Integrity Alliance, LLC. | 1,523 | $552.6K | 0.06% | +1,523 | New |
| Tectonic Advisors LLC | 1,523 | $552.7K | 0.04% | −23−1.5% | Reduced |
| Sepio Capital, LP | 1,525 | $553.2K | 0.04% | −47−3.0% | Reduced |
| Financial Partners Group, Inc | 1,527 | $553.8K | 0.08% | +22+1.5% | Added |
| Olistico Wealth, LLC | 1,530 | $555.0K | 0.32% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 1,531 | $555.2K | 0.31% | +3+0.2% | Added |
| Beach Investment Counsel Inc | 1,533 | $556.0K | 0.08% | −22,486−93.6% | Reduced |
| Affinity Capital Advisors, LLC | 1,532 | $556.1K | 0.10% | +3+0.2% | Added |
| Stonebridge Financial Group, LLC | 1,533 | $556.1K | 0.06% | +1,533 | New |
| Morris Retirement Advisors, LLC | 1,534 | $556.4K | 0.29% | +31+2.1% | Added |
| Fairfield, Bush & Co. | 1,534 | $556.5K | 0.33% | −109−6.6% | Reduced |
| DnB Asset Management AS | 1,536 | $557.2K | 0.00% | +293+23.6% | Added |
| TrinityPoint Wealth, LLC | 1,537 | $557.6K | 0.08% | +42+2.8% | Added |
| Hillsdale Investment Management Inc. | 1,537 | $557.6K | 0.03% | −3,140−67.1% | Reduced |
| SAM Advisors, LLC | 1,540 | $558.6K | 0.20% | 00.0% | Unchanged |
| Citizens Business Bank | 567 | $560.1K | 0.10% | −989−63.6% | Reduced |
| Longview Financial Advisors LLC | 1,545 | $560.5K | 0.38% | +1,545 | New |
| Quantum Financial Advisors, LLC | 1,550 | $562.4K | 0.09% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,556 | $564.5K | 0.04% | −3,945−71.7% | Reduced |
| Isthmus Partners, LLC | 1,557 | $564.8K | 0.07% | +450+40.7% | Added |
| Canal Capital Management, LLC | 1,561 | $566.3K | 0.09% | +3+0.2% | Added |
| Pettyjohn, Wood & White, Inc | 1,565 | $567.7K | 0.10% | +500+46.9% | Added |
| SeaBridge Investment Advisors LLC | 1,565 | $567.7K | 0.12% | +655+72.0% | Added |
| Regent Peak Wealth Advisors LLC | 1,570 | $569.5K | 0.13% | +17+1.1% | Added |
| Buckingham Capital Management, Inc. | 1,570 | $569.6K | 0.07% | +2+0.1% | Added |
| Curbstone Financial Management Corp | 1,572 | $570.3K | 0.12% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 1,573 | $570.6K | 0.13% | +16+1.0% | Added |
| Boston Financial Mangement LLC | 1,573 | $570.6K | 0.02% | +3+0.2% | Added |
| Arvest Bank Trust Division | 1,574 | $571.0K | 0.03% | +14+0.9% | Added |
| J2 Capital Management Inc | 1,577 | $572.1K | 0.54% | +1,577 | New |
| New Republic Capital, LLC | 1,578 | $572.5K | 0.37% | −448−22.1% | Reduced |
| Retirement Planning Group | 1,580 | $573.0K | 0.03% | +347+28.1% | Added |
| AXS Investments LLC | 1,583 | $574.2K | 0.16% | −3,625−69.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,584 | $574.6K | 0.07% | +2+0.1% | Added |
| Sandy Cove Advisors, LLC | 1,585 | $575.0K | 0.23% | +102+6.9% | Added |
| McGowan Group Asset Management, Inc. | 1,587 | $575.7K | 0.08% | +224+16.4% | Added |
| One Capital Management, LLC | 1,588 | $576.1K | 0.02% | −112−6.6% | Reduced |
| Kozak & Associates, Inc. | 1,585 | $576.7K | 0.13% | −89−5.3% | Reduced |
| Spirepoint Private Client, LLC | 1,590 | $576.8K | 0.07% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,591 | $577.2K | 0.36% | +191+13.6% | Added |
| Mustard Seed Financial, LLC | 1,592 | $577.6K | 0.47% | −295−15.6% | Reduced |
| Fagan Associates, Inc. | 1,595 | $578.6K | 0.09% | +40+2.6% | Added |
| Pacific Point Advisors, LLC | 1,600 | $579.1K | 0.35% | +1,600 | New |
| Baker Ellis Asset Management LLC | 1,597 | $579.3K | 0.09% | −100−5.9% | Reduced |
| Alteri Wealth LLC | 1,598 | $579.6K | 0.16% | +1,598 | New |
| Bell Bank | 1,598 | $579.7K | 0.04% | −3−0.2% | Reduced |
| WealthTrust Axiom LLC | 1,599 | $579.9K | 0.17% | −15−0.9% | Reduced |
| Icapital Wealth LLC | 1,600 | $580.4K | 0.33% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 1,600 | $580.4K | 0.06% | +1,600 | New |
| Board of the Pension Protection Fund | 1,600 | $580.4K | 0.67% | +1,600 | New |
| Meadow Creek Wealth Advisors LLC | 1,603 | $581.5K | 0.42% | +5+0.3% | Added |
| Vishria Bird Financial Group, LLC | 1,606 | $583.0K | 0.20% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 1,609 | $583.5K | 0.08% | +978+155.0% | Added |
| MJP Associates Inc | 1,610 | $584.1K | 0.10% | +618+62.3% | Added |
| One Degree Advisors Inc | 1,615 | $585.0K | 0.24% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,618 | $586.9K | 0.06% | −97−5.7% | Reduced |
| Soltis Investment Advisors LLC | 1,629 | $590.9K | 0.05% | +228+16.3% | Added |
| Wealth Alliance | 1,632 | $591.9K | 0.07% | +215+15.2% | Added |
| Van Hulzen Asset Management, LLC | 1,634 | $592.9K | 0.04% | +58+3.7% | Added |