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 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| Live Oak Investment Partners | – | $901.5K | 0.69% | – | – |
| Measured Wealth Private Client Group, LLC | 2,492 | $904.0K | 0.29% | −20−0.8% | Reduced |
| First Foundation Advisors | 2,499 | $906.5K | 0.03% | −485−16.3% | Reduced |
| Monetta Financial Services Inc | 2,500 | $906.9K | 0.73% | 00.0% | Unchanged |
| Sippican Capital Advisors | 2,500 | $906.9K | 0.66% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 2,500 | $906.9K | 0.35% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,500 | $906.9K | 0.75% | +2,000+400.0% | Added |
| Hilltop National Bank | 2,502 | $907.6K | 0.27% | −144−5.4% | Reduced |
| Burns J W & Co Inc | 2,505 | $908.7K | 0.12% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 2,511 | $910.9K | 0.75% | −130−4.9% | Reduced |
| Prestige Wealth Management Group LLC | 2,513 | $911.7K | 0.19% | +88+3.6% | Added |
| Orrstown Financial Services Inc | 2,517 | $913.1K | 0.25% | −331−11.6% | Reduced |
| Wealth Watch Advisors, INC | 2,539 | $918.1K | 0.57% | +2,539 | New |
| Fortem Financial Group, LLC | 2,535 | $919.6K | 0.36% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,536 | $919.9K | 0.33% | +109+4.5% | Added |
| Disciplined Equity Management, Inc. | 2,540 | $921.4K | 0.60% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 2,545 | $923.2K | 0.62% | −600−19.1% | Reduced |
| Heck Capital Advisors, LLC | 2,547 | $924.0K | 0.11% | +10.0% | Added |
| Cortland Associates Inc | 2,546 | $924.0K | 0.11% | +2+0.1% | Added |
| White Lighthouse Investment Management Inc. | 2,551 | $925.4K | 0.16% | −20−0.8% | Reduced |
| LVM Capital Management Ltd | 2,552 | $926.0K | 0.10% | +527+26.0% | Added |
| Palumbo Wealth Management LLC | 2,554 | $926.5K | 0.35% | −3−0.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,554 | $926.5K | 0.07% | +590+30.0% | Added |
| BOS Asset Management, LLC | 2,563 | $929.8K | 0.33% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,565 | $930.5K | 0.06% | −775−23.2% | Reduced |
| Chesapeake Wealth Management | 2,567 | $931.2K | 0.32% | +87+3.5% | Added |
| Hancock Whitney Corp | 2,568 | $931.6K | 0.03% | −45−1.7% | Reduced |
| Heritage Wealth Advisors | 2,570 | $932.3K | 0.05% | +2+0.1% | Added |
| Quantbot Technologies LP | 2,572 | $933.0K | 0.03% | +2,572 | New |
| WealthTrust Asset Management, LLC | 2,581 | $936.3K | 0.67% | −117−4.3% | Reduced |
| Marcum Wealth, LLC | 2,584 | $937.4K | 0.08% | −65−2.5% | Reduced |
| Westmount Partners, LLC | 2,585 | $937.9K | 0.28% | +4+0.2% | Added |
| Northstar Group, Inc. | 2,586 | $938.2K | 0.16% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 2,602 | $943.7K | 0.23% | +17+0.7% | Added |
| KKM Financial LLC | 2,609 | $945.9K | 0.39% | +726+38.6% | Added |
| Harbor Investment Advisory, LLC | 2,608 | $946.0K | 0.09% | +10.0% | Added |
| Visionary Wealth Advisors | 2,612 | $947.6K | 0.06% | −82−3.0% | Reduced |
| Woodward Diversified Capital, LLC | 2,614 | $948.1K | 0.70% | −1,661−38.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,615 | $948.6K | 0.28% | +125+5.0% | Added |
| Redwood Wealth Management Group, LLC | 2,621 | $950.7K | 0.46% | −19−0.7% | Reduced |
| Sage Mountain Advisors LLC | 2,631 | $954.4K | 0.07% | +211+8.7% | Added |
| First Command Advisory Services, Inc. | 2,631 | $954.4K | 0.01% | −118−4.3% | Reduced |
| Yoffe Investment Management, LLC | 2,637 | $956.7K | 1.42% | +2,637 | New |
| Vectors Research Management, LLC | 2,638 | $957.0K | 0.33% | −331−11.1% | Reduced |
| Compass Capital Corp | 2,594 | $957.1K | 0.37% | +2,594 | New |
| Winebrenner Capital Management LLC | 2,640 | $957.7K | 0.74% | +2,640 | New |
| Ullmann Financial Group, Inc. | 2,641 | $958.0K | 0.12% | +648+32.5% | Added |
| Miller Financial Services LLC | 2,642 | $958.4K | 0.81% | +2,642 | New |
| Klingenstein Fields & Co LP | 2,643 | $958.8K | 0.04% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 2,644 | $959.1K | 0.11% | +35+1.3% | Added |
| Fortress Wealth Group, LLC | 2,655 | $960.1K | 0.46% | +219+9.0% | Added |
| L.M. Kohn & Company | 2,649 | $961.0K | 0.25% | −7−0.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,650 | $961.3K | 0.16% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 2,655 | $963.1K | 0.85% | +2,655 | New |
| Capital Planning Advisors, LLC | 2,668 | $967.8K | 0.15% | +2+0.1% | Added |
| Richwood Investment Advisors, LLC | 2,670 | $968.6K | 0.81% | +185+7.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,681 | $972.7K | 0.04% | −111−4.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,689 | $975.5K | 0.03% | +12+0.4% | Added |
| Eagle Bluffs Wealth Management LLC | 2,694 | $977.3K | 0.52% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,696 | $977.9K | 0.09% | +218+8.8% | Added |
| Waycross Partners, LLC | 2,700 | $979.5K | 0.13% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 2,700 | $979.5K | 0.24% | +1,100+68.8% | Added |
| Phoenix Holdings Ltd. | 2,701 | $979.8K | 0.01% | +596+28.3% | Added |
| Ballast Advisors LLC | 2,701 | $979.8K | 0.30% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 2,702 | $980.3K | 0.32% | +11+0.4% | Added |
| Peoples Bank | 2,708 | $982.3K | 0.68% | +1,200+79.6% | Added |
| Means Investment Co., Inc. | 2,709 | $982.8K | 0.10% | −371−12.0% | Reduced |
| Puzo Michael J | 2,710 | $983.1K | 0.27% | 00.0% | Unchanged |
| Keel Point, LLC | 2,711 | $983.3K | 0.08% | +95+3.6% | Added |
| Ted Buchan & Co | 2,711 | $983.4K | 0.46% | +184+7.3% | Added |
| Cadent Capital Advisors, LLC | 2,715 | $984.9K | 0.34% | −33−1.2% | Reduced |
| Somerville Kurt F | 2,715 | $984.9K | 0.17% | 00.0% | Unchanged |
| Kennebec Savings Bank | 2,725 | $987.8K | 0.99% | −88−3.1% | Reduced |
| Synergy Financial Management, LLC | 2,746 | $987.9K | 0.08% | +2,746 | New |
| Washington Trust Advisors, Inc. | 2,726 | $988.8K | 0.08% | −45−1.6% | Reduced |
| TRUE Private Wealth Advisors | 2,727 | $989.2K | 0.12% | +3+0.1% | Added |
| Joel Isaacson & Co., LLC | 2,728 | $989.7K | 0.04% | +10.0% | Added |
| Edgestream Partners, L.P. | 2,732 | $991.1K | 0.04% | −1,484−35.2% | Reduced |
| Key Financial Inc | 2,738 | $993.2K | 0.23% | −16−0.6% | Reduced |
| Abc Arbitrage SA | 2,747 | $996.5K | 0.14% | +2,747 | New |
| Clarus Wealth Advisors | 2,751 | $997.2K | 0.50% | −271−9.0% | Reduced |
| Trace Wealth Advisors, LLC | 2,750 | $997.6K | 0.89% | +2,750 | New |
| Verus Capital Partners, LLC | 2,752 | $998.5K | 0.10% | −4−0.1% | Reduced |
| Toth Financial Advisory Corp | 2,755 | $999.6K | 0.12% | −63−2.2% | Reduced |
| Marshall Wace, LLP | 2,760 | $1.00M | 0.00% | −59,336−95.6% | Reduced |
| Sittner & Nelson, LLC | 2,765 | $1.00M | 0.43% | +2+0.1% | Added |
| Harvest Fund Management Co., Ltd | 2,769 | $1.00M | 0.05% | +1,114+67.3% | Added |
| Creekside Partners | 2,776 | $1.01M | 0.52% | +2+0.1% | Added |
| KLCM Advisors, Inc. | 2,777 | $1.01M | 0.12% | −367−11.7% | Reduced |
| Hall Laurie J Trustee | 2,780 | $1.01M | 0.33% | −500−15.2% | Reduced |
| Patriot Investment Management Inc. | 2,790 | $1.01M | 0.08% | +9+0.3% | Added |
| Peavine Capital, LLC | 2,800 | $1.02M | 0.26% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,802 | $1.02M | 0.28% | −138−4.7% | Reduced |
| Cypress Asset Management Inc | 2,662 | $1.02M | 0.25% | −95−3.4% | Reduced |
| Prosperitas Financial LLC | 2,810 | $1.02M | 0.52% | −10.0% | Reduced |
| Guardian Wealth Advisors, LLC | 2,816 | $1.02M | 0.08% | +796+39.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,825 | $1.02M | 0.15% | −615−17.9% | Reduced |
| Ballast, Inc. | 2,828 | $1.03M | 0.29% | 00.0% | Unchanged |
| Farmers National Bank | 2,828 | $1.03M | 0.30% | +2,828 | New |
| Texas Capital Bancshares Inc | 2,833 | $1.03M | 0.41% | 00.0% | Unchanged |