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
- 3,009
- +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
- 1,094 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 |
|---|---|---|---|---|---|
| Signature Estate & Investment Advisors LLC | 1,636 | $593.2K | 0.01% | −362−18.1% | Reduced |
| Cooper/Haims Advisors, LLC | 1,635 | $593.2K | 0.34% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 1,637 | $593.8K | 0.20% | −10−0.6% | Reduced |
| Ascent Group, LLC | 1,639 | $594.6K | 0.04% | +501+44.0% | Added |
| United Bank | 1,640 | $594.9K | 0.07% | −50−3.0% | Reduced |
| Appleton Partners Inc | 1,642 | $596.0K | 0.04% | +1+0.1% | Added |
| Transcendent Capital Group LLC | 1,648 | $597.8K | 0.31% | +324+24.5% | Added |
| Coastwise Capital Group, LLC | 1,649 | $598.0K | 0.48% | −100−5.7% | Reduced |
| Impact Capital Partners LLC | 1,654 | $600.0K | 0.21% | +1,654 | New |
| Gould Asset Management LLC | 1,655 | $600.4K | 0.13% | +165+11.1% | Added |
| Pacitti Group Inc. | 1,656 | $600.8K | 0.28% | +2+0.1% | Added |
| Union Savings Bank | 1,657 | $601.1K | 0.30% | −49−2.9% | Reduced |
| Disciplined Investors, L.L.C. | 1,660 | $601.7K | 0.58% | +1,660 | New |
| Obsidian Personal Planning Solutions LLC | 1,620 | $601.7K | 0.29% | +72+4.7% | Added |
| South Plains Financial, Inc. | 1,660 | $602.2K | 0.46% | +1,660 | New |
| Jeppson Wealth Management, LLC | 1,661 | $602.5K | 0.22% | +1+0.1% | Added |
| Smith Shellnut Wilson LLC | 1,661 | $602.5K | 0.27% | +111+7.2% | Added |
| YHB Investment Advisors, Inc. | 1,666 | $604.4K | 0.05% | −50−2.9% | Reduced |
| Charis Legacy Partners, LLC | 1,670 | $605.8K | 1.24% | +1,670 | New |
| Reliant Investment Partners, LLC | 1,670 | $605.8K | 0.54% | +1,670 | New |
| Summit Wealth Partners, LLC | 1,674 | $607.3K | 0.12% | −10−0.6% | Reduced |
| Advisory Resource Group | 1,674 | $607.3K | 0.13% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,675 | $607.6K | 0.06% | +1,545+1,188.5% | Added |
| Kaydan Wealth Management, Inc. | 1,677 | $608.3K | 0.20% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 1,678 | $608.7K | 0.41% | +1,678 | New |
| West Family Investments, Inc. | 1,680 | $609.4K | 0.21% | −21−1.2% | Reduced |
| Everpar Advisors LLC | 1,680 | $609.4K | 0.31% | +181+12.1% | Added |
| Fca Corp | 1,782 | $610.8K | 0.19% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 1,684 | $610.9K | 0.18% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 1,700 | $611.6K | 0.23% | 00.0% | Unchanged |
| Peterson Wealth Management | 1,686 | $611.6K | 0.36% | +82+5.1% | Added |
| Relyea Zuckerberg Hanson LLC | 1,689 | $612.7K | 0.08% | +108+6.8% | Added |
| Cornerstone Select Advisors, LLC | 1,694 | $614.5K | 0.59% | +1,694 | New |
| Ofc Financial Planning, LLC | 1,695 | $614.9K | 0.65% | +1,695 | New |
| Caxton Associates LP | 1,697 | $615.6K | 0.02% | +417+32.6% | Added |
| Breakwater Capital Group | 1,698 | $616.0K | 0.12% | +5+0.3% | Added |
| ICONIQ Capital, LLC | 1,698 | $616.0K | 0.01% | +467+37.9% | Added |
| Dogwood Wealth Management LLC | 1,698 | $616.0K | 0.33% | +386+29.4% | Added |
| Perpetual Ltd | 1,700 | $616.7K | 0.01% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,701 | $617.1K | 0.06% | +394+30.1% | Added |
| Athena Investment Management | 1,709 | $620.0K | 0.36% | −137−7.4% | Reduced |
| Cornerstone Advisory, LLC | 1,755 | $620.0K | 0.07% | +40+2.3% | Added |
| Taylor Hoffman Capital Management LLC | 1,711 | $620.7K | 0.23% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,712 | $621.2K | 0.22% | +1+0.1% | Added |
| PBMares Wealth Management LLC | 1,713 | $621.3K | 0.13% | −249−12.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,716 | $622.5K | 0.47% | 00.0% | Unchanged |
| Check Capital Management Inc | 1,717 | $622.9K | 0.04% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,720 | $623.8K | 0.14% | −839−32.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,720 | $623.9K | 0.15% | −10−0.6% | Reduced |
| Lakeridge Wealth Management LLC | 1,726 | $626.1K | 0.32% | +4+0.2% | Added |
| McAdam, LLC | 1,732 | $628.3K | 0.03% | +876+102.3% | Added |
| Quest Partners LLC | 1,733 | $628.7K | 0.08% | +1,149+196.7% | Added |
| Forte Capital LLC | 1,734 | $628.9K | 0.07% | −10−0.6% | Reduced |
| Lafayette Investments, Inc. | 1,736 | $629.6K | 0.13% | +286+19.7% | Added |
| Novem Group | 1,737 | $630.3K | 0.09% | +1,737 | New |
| Abacus Wealth Partners, LLC | 1,744 | $632.7K | 0.09% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,745 | $633.0K | 0.06% | +558+47.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,747 | $634.2K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,749 | $634.3K | 0.15% | +1+0.1% | Added |
| Charter Oak Capital Management, LLC | 1,751 | $635.3K | 0.06% | +3+0.2% | Added |
| Moment Partners, LLC | 1,760 | $638.5K | 0.12% | +1,760 | New |
| MFA Wealth Services | 1,761 | $638.9K | 0.51% | +1,761 | New |
| GTS Securities LLC | 1,764 | $639.9K | 0.03% | −28−1.6% | Reduced |
| Jacksonville Wealth Management, LLC | 1,769 | $641.8K | 0.60% | +1,769 | New |
| Fiduciary Financial Group, LLC | 1,829 | $642.0K | 0.14% | −29−1.6% | Reduced |
| OneAscent Wealth Management LLC | 1,770 | $642.0K | 0.26% | −130−6.8% | Reduced |
| Opal Wealth Advisors, LLC | 1,771 | $642.5K | 0.19% | +115+6.9% | Added |
| LifeSteps Financial, Inc. | 1,779 | $645.4K | 0.50% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,780 | $645.7K | 0.22% | −127−6.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,783 | $646.8K | 0.20% | −19−1.1% | Reduced |
| Lakeside Advisors, INC. | 1,785 | $647.4K | 0.43% | +1+0.1% | Added |
| Sanders Morris Harris LLC | 1,775 | $647.6K | 0.10% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 1,786 | $647.9K | 0.32% | +1+0.1% | Added |
| Waterway Wealth Management, LLC | 1,787 | $648.1K | 0.29% | +151+9.2% | Added |
| Pacifica Partners Inc. | 1,802 | $648.4K | 0.28% | −5−0.3% | Reduced |
| Montz Harcus Wealth Management LLC | 1,790 | $649.5K | 0.36% | −34−1.9% | Reduced |
| Chicago Trust Co NA | 1,791 | $649.7K | 0.11% | −388−17.8% | Reduced |
| Sovereign Financial Group, Inc. | 1,798 | $652.4K | 0.15% | +25+1.4% | Added |
| North Berkeley Wealth Management, LLC | 1,800 | $653.0K | 0.66% | +1,800 | New |
| Taylor Financial Group, Inc. | 1,805 | $654.8K | 0.45% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 1,806 | $655.1K | 0.37% | 00.0% | Unchanged |
| Essential Planning, LLC. | 1,690 | $655.5K | 0.00% | +1,690 | New |
| Atlantic Trust, LLC | 1,807 | $655.5K | 0.14% | −321−15.1% | Reduced |
| Centurion Wealth Management LLC | 1,810 | $656.4K | 0.21% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 1,812 | $657.3K | 0.47% | +1,812 | New |
| Harbour Trust & Investment Management Co | 1,813 | $657.7K | 0.07% | −26−1.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,815 | $658.4K | 0.32% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,821 | $660.6K | 0.32% | −60−3.2% | Reduced |
| Resonant Capital Advisors, LLC | 1,826 | $662.4K | 0.05% | +65+3.7% | Added |
| Capital Management Associates, Inc | 1,826 | $662.5K | 0.25% | +2+0.1% | Added |
| one8zero8, LLC | 1,828 | $662.9K | 0.14% | +1,828 | New |
| Fermata Advisors, LLC | 1,831 | $664.3K | 0.12% | +1,831 | New |
| TFG Advisers LLC | 1,834 | $665.2K | 0.24% | +22+1.2% | Added |
| Stonebridge Capital Advisors LLC | 1,837 | $666.3K | 0.05% | −277−13.1% | Reduced |
| Bridgewealth Advisory Group, LLC | 1,896 | $670.6K | 0.19% | +920+94.3% | Added |
| Geller Advisors LLC | 1,850 | $671.1K | 0.04% | −1,194−39.2% | Reduced |
| Barr E S & Co | 1,850 | $671.1K | 0.04% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,853 | $672.4K | 0.33% | +5+0.3% | Added |
| Fulton Breakefield Broenniman LLC | 1,854 | $672.4K | 0.05% | +30+1.6% | Added |
| Capital Insight Partners, LLC | 1,855 | $672.9K | 0.12% | +1,855 | New |