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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 2,842 | $1.03M | 0.15% | +813+40.1% | Added |
| Drive Wealth Management, LLC | 2,852 | $1.03M | 0.25% | +23+0.8% | Added |
| Denali Advisors LLC | 2,852 | $1.03M | 0.11% | −61−2.1% | Reduced |
| Chancellor Financial Group WB LP | 2,855 | $1.04M | 0.83% | +2,855 | New |
| Capstone Financial Advisors, Inc. | 2,856 | $1.04M | 0.06% | −109−3.7% | Reduced |
| RFP Financial Group LLC | 2,857 | $1.04M | 0.40% | −2,857−50.0% | Reduced |
| Mechanics Financial Corp | 2,861 | $1.04M | 0.47% | −170−5.6% | Reduced |
| Skopos Labs, Inc. | 2,872 | $1.04M | 0.31% | +87+3.1% | Added |
| Covenant Asset Management, LLC | 2,875 | $1.04M | 0.23% | −21−0.7% | Reduced |
| Tudor Financial Inc. | 2,878 | $1.04M | 0.61% | +694+31.8% | Added |
| Stiles Financial Services Inc | 2,880 | $1.04M | 0.38% | +144+5.3% | Added |
| Financial Engines Advisors L.L.C. | 2,884 | $1.05M | 0.00% | +1,888+189.6% | Added |
| Abacus Planning Group, Inc. | 2,897 | $1.05M | 0.18% | +28+1.0% | Added |
| Washburn Capital Management, Inc. | 2,899 | $1.05M | 0.65% | +137+5.0% | Added |
| Heartwood Wealth Advisors LLC | 2,904 | $1.05M | 0.12% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,908 | $1.05M | 0.49% | −10−0.3% | Reduced |
| South State Corp. | 2,910 | $1.06M | 0.07% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 2,913 | $1.06M | 0.05% | +2,913 | New |
| Nabity-Jensen Investment Management Inc | 2,918 | $1.06M | 0.80% | +59+2.1% | Added |
| Claris Advisors, LLC | 2,922 | $1.06M | 0.40% | +397+15.7% | Added |
| Ironwood Investment Counsel, LLC | 2,924 | $1.06M | 0.18% | +44+1.5% | Added |
| US Asset Management LLC | 2,928 | $1.06M | 0.95% | −83−2.8% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,928 | $1.06M | 0.65% | +2,928 | New |
| RiverFront Investment Group, LLC | 2,929 | $1.06M | 0.02% | −312−9.6% | Reduced |
| Harfst & Associates, Inc. | 2,941 | $1.07M | 0.22% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 2,944 | $1.07M | 0.34% | −51−1.7% | Reduced |
| RDA Financial Network | 2,947 | $1.07M | 0.31% | +158+5.7% | Added |
| Financial Management Network Inc | 2,941 | $1.07M | 0.22% | +2+0.1% | Added |
| Virtus ETF Advisers LLC | 2,950 | $1.07M | 0.44% | +424+16.8% | Added |
| TD Private Client Wealth LLC | 2,951 | $1.07M | 0.03% | −52−1.7% | Reduced |
| Regal Investment Advisors LLC | 2,952 | $1.07M | 0.08% | −189−6.0% | Reduced |
| Heartland Bank & Trust Co | 2,952 | $1.07M | 0.58% | +207+7.5% | Added |
| Sawgrass Asset Management LLC | 2,953 | $1.07M | 0.12% | 00.0% | Unchanged |
| First Hawaiian Bank | 2,960 | $1.07M | 0.03% | +1,504+103.3% | Added |
| Compass Ion Advisors, LLC | 2,961 | $1.07M | 0.13% | −28−0.9% | Reduced |
| Wealth Effects LLC | 2,961 | $1.07M | 0.38% | +265+9.8% | Added |
| Ancora Advisors, LLC | 2,962 | $1.07M | 0.02% | +19+0.6% | Added |
| Aspen Investment Management Inc | 2,966 | $1.08M | 0.50% | −110−3.6% | Reduced |
| Capital Advisors Inc | 2,973 | $1.08M | 0.02% | +65+2.2% | Added |
| Rogco, LP | 2,978 | $1.08M | 0.44% | −79−2.6% | Reduced |
| Wealth Quarterback LLC | 2,978 | $1.08M | 0.51% | +18+0.6% | Added |
| Morse Asset Management, Inc | 2,979 | $1.08M | 0.25% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2,981 | $1.08M | 1.06% | +2,981 | New |
| Van Strum & Towne Inc. | 2,995 | $1.09M | 0.38% | +350+13.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.09M | 0.32% | 00.0% | Unchanged |
| Birinyi Associates Inc | 3,000 | $1.09M | 0.30% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $1.09M | 0.21% | +3,000 | New |
| Founders Financial Alliance, LLC | 3,002 | $1.09M | 0.30% | −34−1.1% | Reduced |
| Wealth Management Partners, LLC | 3,007 | $1.09M | 0.47% | −382−11.3% | Reduced |
| Uncommon Cents Investing LLC | 3,010 | $1.09M | 0.33% | −65−2.1% | Reduced |
| Vermillion Wealth Management, Inc. | 3,012 | $1.09M | 0.56% | +3,012 | New |
| Gray Wealth Management Inc. | 3,024 | $1.10M | 0.42% | −57−1.9% | Reduced |
| First County Bank | 3,025 | $1.10M | 0.61% | −1,190−28.2% | Reduced |
| BCJ Capital Management, LLC | 3,044 | $1.10M | 0.08% | +695+29.6% | Added |
| Gleason Group, Inc. | 3,053 | $1.11M | 0.19% | −69−2.2% | Reduced |
| BluePath Capital Management, LLC | 3,056 | $1.11M | 0.60% | +592+24.0% | Added |
| Monograph Wealth Advisors, LLC | 3,055 | $1.11M | 0.15% | −102−3.2% | Reduced |
| Titleist Asset Management, LLC | 3,062 | $1.11M | 0.13% | +511+20.0% | Added |
| Agf Management Ltd | 3,074 | $1.12M | 0.01% | −921−23.1% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,082 | $1.12M | 0.65% | −855−21.7% | Reduced |
| Benin Management CORP | 3,097 | $1.12M | 0.31% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 3,104 | $1.13M | 0.11% | −126−3.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,854 | $1.13M | 0.01% | −6−0.2% | Reduced |
| Rooted Wealth Advisors, Inc. | 3,110 | $1.13M | 0.44% | −83−2.6% | Reduced |
| Legacy Advisors, LLC | 3,115 | $1.13M | 0.11% | 00.0% | Unchanged |
| DMG Group, LLC | 3,136 | $1.14M | 0.93% | −240−7.1% | Reduced |
| High Net Worth Advisory Group LLC | 3,138 | $1.14M | 0.32% | −764−19.6% | Reduced |
| Menard Financial Group LLC | 3,142 | $1.14M | 0.68% | +8+0.3% | Added |
| Well Done, LLC | 2,915 | $1.14M | 0.21% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 3,148 | $1.14M | 0.59% | +3,148 | New |
| SignalPoint Asset Management, LLC | 3,154 | $1.14M | 0.28% | −3−0.1% | Reduced |
| Taurus Asset Management, LLC | 3,158 | $1.15M | 0.11% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 3,171 | $1.15M | 0.12% | −200−5.9% | Reduced |
| Raleigh Capital Management Inc. | 3,191 | $1.16M | 0.45% | −299−8.6% | Reduced |
| Provenance Wealth Advisors, LLC | 3,196 | $1.16M | 0.15% | 00.0% | Unchanged |
| GWN Securities Inc. | 2,856 | $1.16M | 0.31% | +2,856 | New |
| Keynote Financial Services LLC | 3,219 | $1.17M | 0.90% | −153−4.5% | Reduced |
| Auxier Asset Management | 3,230 | $1.17M | 0.18% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 3,158 | $1.17M | 1.01% | +3,158 | New |
| Montecito Bank & Trust | 3,235 | $1.17M | 0.20% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,240 | $1.18M | 0.17% | −19−0.6% | Reduced |
| Evoke Wealth, LLC | 3,243 | $1.18M | 0.03% | +771+31.2% | Added |
| JFS Wealth Advisors, LLC | 3,246 | $1.18M | 0.08% | +5+0.2% | Added |
| LexAurum Advisors, LLC | 3,247 | $1.18M | 0.23% | +12+0.4% | Added |
| CMG Global Holdings, LLC | 2,963 | $1.18M | 0.65% | −5−0.2% | Reduced |
| Premier Path Wealth Partners, LLC | 3,252 | $1.18M | 0.18% | +492+17.8% | Added |
| First Heartland Consultants, Inc. | 3,258 | $1.18M | 0.12% | −81−2.4% | Reduced |
| Fairview Capital Investment Management, LLC | 3,260 | $1.18M | 0.06% | −138−4.1% | Reduced |
| Tiemann Investment Advisors, LLC | 3,264 | $1.18M | 0.53% | −48−1.4% | Reduced |
| ABN AMRO Bank N.V. | 3,302 | $1.18M | 0.02% | +369+12.6% | Added |
| Aspire Private Capital, LLC | 3,266 | $1.18M | 0.29% | +38+1.2% | Added |
| Orca Wealth Management, LLC | 3,280 | $1.19M | 1.07% | +3,280 | New |
| Nicolet Bankshares Inc | 3,284 | $1.19M | 0.28% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,288 | $1.19M | 0.09% | +3,288 | New |
| Saxon Interests, Inc. | 3,291 | $1.19M | 0.53% | +105+3.3% | Added |
| CORDA Investment Management, LLC. | 3,299 | $1.20M | 0.10% | −14−0.4% | Reduced |
| Boston Family Office LLC | 3,301 | $1.20M | 0.08% | −1,201−26.7% | Reduced |
| Lakewood Asset Management LLC | 3,304 | $1.20M | 0.83% | −31−0.9% | Reduced |
| Trustmark National Bank Trust Department | 3,317 | $1.20M | 0.09% | −381−10.3% | Reduced |
| King Wealth | 3,318 | $1.20M | 0.18% | +86+2.7% | Added |