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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 3,323 | $1.21M | 0.04% | +192+6.1% | Added |
| Golden State Wealth Management, LLC | 3,326 | $1.21M | 0.18% | +3,326 | New |
| Valmark Advisers, Inc. | 3,327 | $1.21M | 0.02% | +55+1.7% | Added |
| GKV Capital Management Co., Inc. | 3,330 | $1.21M | 0.49% | +3,330 | New |
| Prosperity Consulting Group, LLC | 3,335 | $1.21M | 0.09% | +125+3.9% | Added |
| 1858 Wealth Management, LLC | 3,335 | $1.21M | 0.96% | +365+12.3% | Added |
| Mendel Money Management | 3,337 | $1.21M | 0.54% | +375+12.7% | Added |
| Cynosure Management, LLC | 3,352 | $1.22M | 0.18% | −638−16.0% | Reduced |
| Grimes & Company, Inc. | 3,354 | $1.22M | 0.04% | +164+5.1% | Added |
| Howard Capital Management Inc. | 3,356 | $1.22M | 0.02% | +157+4.9% | Added |
| Fundamentun, LLC | 3,361 | $1.22M | 0.07% | −214−6.0% | Reduced |
| Alexis Investment Partners, LLC | 3,370 | $1.22M | 0.60% | +3,370 | New |
| Allegheny Financial Group LTD | 3,375 | $1.22M | 0.32% | −39−1.1% | Reduced |
| Alexander Labrunerie & Co., Inc. | 3,378 | $1.23M | 0.54% | +13+0.4% | Added |
| Total Investment Management Inc | 3,395 | $1.23M | 0.17% | +1,332+64.6% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,400 | $1.23M | 0.05% | +3,400 | New |
| Bath Savings Trust Co | 3,402 | $1.23M | 0.13% | +53+1.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,407 | $1.24M | 0.14% | −121−3.4% | Reduced |
| Security Financial Services, INC. | 3,408 | $1.24M | 0.25% | +74+2.2% | Added |
| Edge Capital Group, LLC | 3,410 | $1.24M | 0.06% | +186+5.8% | Added |
| Fulton Bank, N.A. | 3,414 | $1.24M | 0.05% | +1,653+93.9% | Added |
| Investment Partners, Ltd. | 3,425 | $1.24M | 0.51% | +3+0.1% | Added |
| NVWM, LLC | 3,429 | $1.24M | 0.31% | +682+24.8% | Added |
| Lantern Wealth Advisors, LLC | 3,430 | $1.24M | 0.81% | +21+0.6% | Added |
| KG&L Capital Management,LLC | 3,484 | $1.25M | 0.40% | −101−2.8% | Reduced |
| Savoie Capital LLC | 3,465 | $1.26M | 0.15% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,460 | $1.26M | 0.56% | +300+9.5% | Added |
| Vanguard Capital Wealth Advisors | 3,470 | $1.26M | 1.37% | +4+0.1% | Added |
| J. W. Coons Advisors, LLC | 3,480 | $1.26M | 0.32% | −100−2.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 3,480 | $1.26M | 0.07% | −72−2.0% | Reduced |
| Sequent Asset Management, LLC | 3,498 | $1.27M | 0.62% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,504 | $1.27M | 0.00% | +1,519+76.5% | Added |
| Monticello Wealth Management, LLC | 3,511 | $1.27M | 0.11% | +2+0.1% | Added |
| TCG Advisory Services, LLC | 3,512 | $1.27M | 0.05% | +167+5.0% | Added |
| Pathway Financial Advisors LLC | 3,523 | $1.28M | 0.29% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3,443 | $1.28M | 0.59% | +3,443 | New |
| SS&H Financial Advisors, Inc. | 3,525 | $1.28M | 0.47% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 3,526 | $1.28M | 0.04% | −21−0.6% | Reduced |
| Strategic Blueprint, LLC | 3,534 | $1.28M | 0.08% | −11−0.3% | Reduced |
| Boston Research & Management Inc | 3,542 | $1.28M | 0.31% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,551 | $1.29M | 0.12% | +337+10.5% | Added |
| Astoria Portfolio Advisors LLC. | 3,468 | $1.29M | 0.46% | +402+13.1% | Added |
| Live Oak Private Wealth LLC | 3,555 | $1.29M | 0.22% | −76−2.1% | Reduced |
| Clark & Stuart, Inc | 3,584 | $1.30M | 0.95% | +3,584 | New |
| Thomasville National Bank | 3,587 | $1.30M | 0.09% | −3−0.1% | Reduced |
| Gilbert & Cook, Inc. | 3,590 | $1.30M | 0.18% | +18+0.5% | Added |
| SBI Securities Co., Ltd. | 3,595 | $1.30M | 0.04% | +3,595 | New |
| Paradigm Asset Management Co LLC | 3,600 | $1.31M | 0.36% | +300+9.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,602 | $1.31M | 0.00% | −70−1.9% | Reduced |
| Promethium Advisors,llc | 3,606 | $1.31M | 0.90% | −25−0.7% | Reduced |
| Golden State Equity Partners | 3,611 | $1.31M | 0.25% | −757−17.3% | Reduced |
| Rehmann Capital Advisory Group | 3,613 | $1.31M | 0.08% | −78−2.1% | Reduced |
| Belpointe Asset Management LLC | 3,682 | $1.31M | 0.08% | +688+23.0% | Added |
| Southeast Asset Advisors Inc. | 3,622 | $1.31M | 0.16% | −530−12.8% | Reduced |
| Richards, Merrill & Peterson, Inc. | 3,626 | $1.32M | 0.69% | +3,626 | New |
| Transcend Wealth Collective, LLC | 3,627 | $1.32M | 0.09% | +258+7.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,627 | $1.32M | 0.22% | −19−0.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,632 | $1.32M | 0.15% | −40−1.1% | Reduced |
| PFC Capital Group, Inc. | 3,635 | $1.32M | 0.64% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,640 | $1.32M | 0.17% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,641 | $1.32M | 0.03% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,643 | $1.32M | 0.51% | −96−2.6% | Reduced |
| Cherokee Insurance Co | 3,650 | $1.32M | 0.60% | +3,650 | New |
| Magnus Financial Group LLC | 3,652 | $1.32M | 0.13% | +496+15.7% | Added |
| Founders Financial Securities LLC | 3,660 | $1.33M | 0.12% | +64+1.8% | Added |
| Gateway Wealth Partners, LLC | 3,662 | $1.33M | 0.34% | −144−3.8% | Reduced |
| Texas Yale Capital Corp. | 3,664 | $1.33M | 0.05% | +145+4.1% | Added |
| Quad-Cities Investment Group, LLC | 3,665 | $1.33M | 0.65% | +2+0.1% | Added |
| Loomis Sayles & Co L P | 3,665 | $1.33M | 0.00% | −189−4.9% | Reduced |
| Souders Financial Advisors | 3,667 | $1.33M | 0.19% | −238−6.1% | Reduced |
| Journey Strategic Wealth LLC | 3,667 | $1.33M | 0.05% | −115−3.0% | Reduced |
| Probity Advisors, Inc. | 3,679 | $1.33M | 0.26% | −491−11.8% | Reduced |
| Cypress Capital Group | 3,684 | $1.34M | 0.16% | −889−19.4% | Reduced |
| Missouri Trust & Investment Co | 3,689 | $1.34M | 0.47% | 00.0% | Unchanged |
| First Citizens Financial Corp | 3,701 | $1.34M | 0.73% | −58−1.5% | Reduced |
| Sunbelt Securities, Inc. | 3,708 | $1.35M | 0.12% | +42+1.1% | Added |
| Burford Brothers, Inc. | 3,713 | $1.35M | 0.66% | +18+0.5% | Added |
| SNS Financial Group, LLC | 3,727 | $1.35M | 0.14% | +10.0% | Added |
| AA Financial Advisors, LLC | 3,740 | $1.36M | 0.36% | +144+4.0% | Added |
| David Loasby | 3,867 | $1.36M | 0.12% | −25−0.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,744 | $1.36M | 1.02% | −15−0.4% | Reduced |
| Roxbury Financial LLC | 3,346 | $1.36M | 1.31% | +3,346 | New |
| Copley Financial Group, Inc. | 3,777 | $1.37M | 1.05% | +1,732+84.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,780 | $1.37M | 0.92% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3,792 | $1.38M | 0.80% | +48+1.3% | Added |
| World Equity Group, Inc. | 3,793 | $1.38M | 0.29% | −322−7.8% | Reduced |
| HCR Wealth Advisors | 3,793 | $1.38M | 0.17% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 3,800 | $1.38M | 0.52% | −450−10.6% | Reduced |
| 180 Wealth Advisors, LLC | 3,808 | $1.38M | 0.22% | +35+0.9% | Added |
| Rossmore Private Capital | 3,816 | $1.38M | 0.17% | +695+22.3% | Added |
| Montis Financial, LLC | 3,818 | $1.38M | 0.43% | +421+12.4% | Added |
| ZEGA Investments, LLC | 3,411 | $1.39M | 0.41% | +3,411 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,836 | $1.39M | 0.11% | +118+3.2% | Added |
| Davis R M Inc | 3,838 | $1.39M | 0.03% | +237+6.6% | Added |
| LRI Investments, LLC | 3,841 | $1.39M | 0.13% | −10−0.3% | Reduced |
| Cim Investment Mangement Inc | 3,841 | $1.39M | 0.41% | −7−0.2% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,867 | $1.40M | 0.32% | +104+2.8% | Added |
| Fort Sheridan Advisors LLC | 3,886 | $1.41M | 0.21% | −200−4.9% | Reduced |
| Berger Financial Group, Inc | 3,891 | $1.41M | 0.10% | +43+1.1% | Added |
| Bank & Trust Co | 3,900 | $1.41M | 1.19% | −5−0.1% | Reduced |