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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 1,864 | $676.1K | 0.04% | +161+9.5% | Added |
| Patten Group, Inc. | 1,870 | $678.2K | 0.15% | −21−1.1% | Reduced |
| Gryphon Financial Partners LLC | 1,876 | $680.4K | 0.10% | −110−5.5% | Reduced |
| Summit Financial Strategies, Inc. | 1,878 | $681.3K | 0.08% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,900 | $681.9K | 0.09% | +15+0.8% | Added |
| MBL Wealth, LLC | 1,887 | $684.5K | 0.07% | −164−8.0% | Reduced |
| Dale Q Rice Investment Management Ltd | 1,888 | $684.9K | 0.30% | +1,888 | New |
| Aprio Wealth Management, LLC | 1,893 | $686.6K | 0.10% | +845+80.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,897 | $688.3K | 0.03% | −67−3.4% | Reduced |
| Zullo Investment Group, Inc. | 1,897 | $688.5K | 0.28% | +132+7.5% | Added |
| Paulson Wealth Management Inc. | 1,898 | $688.5K | 0.19% | −209−9.9% | Reduced |
| State of Wyoming | 1,899 | $688.9K | 0.09% | +1,376+263.1% | Added |
| Two Sigma Investments, LP | 1,900 | $689.2K | 0.00% | −14,093−88.1% | Reduced |
| Blueshift Asset Management, LLC | 1,906 | $691.4K | 0.25% | −2,486−56.6% | Reduced |
| Guardian Asset Advisors, LLC | 1,909 | $692.5K | 0.44% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,914 | $694.3K | 0.28% | −7−0.4% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,916 | $695.0K | 0.17% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 1,919 | $696.3K | 0.17% | +1,919 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,920 | $696.5K | 0.00% | +120+6.7% | Added |
| Thrive Wealth Management, LLC | 1,921 | $697.0K | 0.13% | −9−0.5% | Reduced |
| Horst & Graben Wealth Management LLC | 1,924 | $697.8K | 0.12% | +50+2.7% | Added |
| Baldwin Brothers Inc | 1,925 | $698.3K | 0.05% | +176+10.1% | Added |
| Delta Financial Group, Inc. | 1,927 | $699.0K | 0.16% | +1,927 | New |
| Diversify Wealth Management, LLC | 1,992 | $699.2K | 0.05% | +535+36.7% | Added |
| Mount Yale Investment Advisors, LLC | 1,933 | $701.2K | 0.06% | +1,933 | New |
| WSFS Capital Management, LLC | 1,935 | $701.9K | 0.04% | +6+0.3% | Added |
| Bensler, LLC | 1,937 | $702.8K | 0.08% | −93−4.6% | Reduced |
| Austin Private Wealth, LLC | 1,939 | $703.3K | 0.07% | +634+48.6% | Added |
| Flow Traders U.S. LLC | 1,942 | $704.0K | 0.03% | +1,942 | New |
| BlueSky Wealth Advisors, LLC | 1,942 | $704.5K | 0.11% | 00.0% | Unchanged |
| United Bank | 1,942 | $704.5K | 0.30% | +1,942 | New |
| Fernwood Investment Management, LLC | 1,957 | $709.9K | 0.25% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 1,957 | $709.9K | 0.23% | +20+1.0% | Added |
| Bank of Stockton | 1,963 | $712.1K | 0.22% | +361+22.5% | Added |
| Trust Co of Virginia | 1,973 | $715.7K | 0.07% | +500+33.9% | Added |
| LaSalle St. Investment Advisors, LLC | 1,974 | $716.0K | 0.22% | +1,208+157.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,974 | $716.0K | 0.10% | +121+6.5% | Added |
| Root Financial Partners, LLC | 1,974 | $716.1K | 0.09% | +334+20.4% | Added |
| LCNB Corp | 1,977 | $717.2K | 0.26% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,979 | $717.8K | 0.05% | +242+13.9% | Added |
| Callan Capital, LLC | 1,982 | $719.0K | 0.05% | +285+16.8% | Added |
| Ridgecrest Wealth Partners, LLC | 1,984 | $719.7K | 0.39% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 1,990 | $722.2K | 0.24% | +5+0.3% | Added |
| Calamos Wealth Management LLC | 1,991 | $722.3K | 0.04% | +99+5.2% | Added |
| Lester Murray Antman dba SimplyRich | 1,996 | $724.0K | 0.21% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,996 | $724.1K | 0.01% | −1,067−34.8% | Reduced |
| Saybrook Capital | 2,000 | $725.5K | 0.19% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 2,003 | $726.7K | 0.07% | +5+0.3% | Added |
| BayBridge Capital Group, LLC | 2,004 | $726.8K | 0.53% | +11+0.6% | Added |
| Bienville Capital Management, LLC | 2,007 | $728.2K | 0.18% | +7+0.4% | Added |
| Winthrop Advisory Group LLC | 2,013 | $730.1K | 0.09% | −6−0.3% | Reduced |
| First Financial Bankshares Inc | 2,013 | $730.2K | 0.02% | +13+0.7% | Added |
| Sage Investment Counsel LLC | 2,014 | $730.7K | 0.95% | +2,014 | New |
| Townsend Asset Management Corp | 2,016 | $731.3K | 0.27% | −145−6.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 2,016 | $731.5K | 0.34% | −165−7.6% | Reduced |
| First American Bank | 2,017 | $731.7K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,019 | $732.4K | 0.07% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,020 | $732.8K | 0.13% | −91−4.3% | Reduced |
| CFS Investment Advisory Services, LLC | 2,020 | $733.0K | 0.07% | −6−0.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,022 | $733.5K | 0.11% | +2,022 | New |
| Kathmere Capital Management, LLC | 2,023 | $734.0K | 0.07% | +486+31.6% | Added |
| Cable Hill Partners, LLC | 2,025 | $734.5K | 0.07% | −229−10.2% | Reduced |
| Capital Square, LLC | 1,802 | $734.8K | 0.42% | +113+6.7% | Added |
| Gibbs Wealth Management | 2,029 | $736.0K | 0.20% | +739+57.3% | Added |
| 626 Financial, LLC | 2,032 | $737.2K | 0.40% | −45−2.2% | Reduced |
| Davis Investment Partners, LLC | 2,103 | $738.2K | 0.31% | +656+45.3% | Added |
| Sentry Investment Management LLC | 2,036 | $739.0K | 0.35% | −331−14.0% | Reduced |
| Aviso Wealth Management | 2,037 | $739.1K | 0.38% | +3+0.1% | Added |
| Carret Asset Management, LLC | 2,041 | $740.3K | 0.08% | −420−17.1% | Reduced |
| Severin Investments, LLC | 2,042 | $740.6K | 0.74% | +2,042 | New |
| Goldstone Financial Group, LLC | 2,042 | $740.7K | 0.12% | +460+29.1% | Added |
| Copperwynd Financial, LLC | 2,042 | $740.8K | 0.20% | +308+17.8% | Added |
| Red Door Wealth Management, LLC | 2,043 | $741.0K | 0.11% | +64+3.2% | Added |
| Options Solutions, LLC | 2,050 | $743.7K | 0.33% | +135+7.0% | Added |
| First Commonwealth Financial Corp | 2,054 | $745.1K | 0.18% | −51−2.4% | Reduced |
| NCM Capital Management, LLC | 2,055 | $745.5K | 0.34% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,060 | $747.3K | 0.25% | +11+0.5% | Added |
| AF Advisors, Inc. | 2,061 | $747.6K | 0.10% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 2,066 | $749.8K | 0.19% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,070 | $750.7K | 0.06% | +115+5.9% | Added |
| Tarbox Family Office, Inc. | 2,072 | $751.6K | 0.12% | +4+0.2% | Added |
| MSH Capital Advisors LLC | 2,074 | $752.4K | 0.24% | −5−0.2% | Reduced |
| Woodstock Corp | 2,080 | $754.5K | 0.07% | −200−8.8% | Reduced |
| Herold Advisors, Inc. | 2,081 | $755.1K | 0.16% | −510−19.7% | Reduced |
| Fairvoy Private Wealth, LLC | 2,092 | $759.1K | 0.20% | +2,092 | New |
| BCS Wealth Management | 2,094 | $760.0K | 0.19% | +2,094 | New |
| TBH Global Asset Management, LLC | 2,101 | $762.1K | 0.18% | +36+1.7% | Added |
| Bill Few Associates, Inc. | 2,104 | $763.3K | 0.27% | −358−14.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,113 | $766.4K | 0.02% | +472+28.8% | Added |
| YANKCOM Partnership | 2,113 | $766.5K | 0.41% | +2,113 | New |
| BancorpSouth Bank | 2,114 | $766.9K | 0.05% | +1,055+99.6% | Added |
| Harvest Investment Services, LLC | 2,114 | $767.0K | 0.19% | +2,114 | New |
| United Asset Strategies, Inc. | 2,116 | $767.5K | 0.07% | −121−5.4% | Reduced |
| Centaurus Financial, Inc. | 2,121 | $769.0K | 0.05% | −165−7.2% | Reduced |
| Simon Quick Advisors, LLC | 2,123 | $770.2K | 0.05% | +431+25.5% | Added |
| Buck Wealth Strategies, LLC | 2,124 | $770.4K | 0.16% | +852+67.0% | Added |
| W Advisors, LLC | 2,127 | $771.6K | 0.48% | +36+1.7% | Added |
| Independence Bank of Kentucky | 2,130 | $772.7K | 0.12% | +512+31.6% | Added |
| Sovran Advisors, LLC | 2,083 | $774.0K | 0.11% | +2,083 | New |
| Oakworth Capital, Inc. | 2,135 | $774.5K | 0.05% | 00.0% | Unchanged |