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 |
|---|---|---|---|---|---|
| InTrack Investment Management Inc | 3,808 | $1.41M | 0.99% | +1,502+65.1% | Added |
| Elevate Wealth Advisory, Inc | 3,913 | $1.42M | 1.06% | −36−0.9% | Reduced |
| Fire Capital Management LLC | 3,921 | $1.42M | 1.06% | +3,921 | New |
| Patten & Patten Inc | 3,924 | $1.42M | 0.09% | +100+2.6% | Added |
| Granite Investment Partners, LLC | 3,929 | $1.43M | 0.06% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,940 | $1.43M | 0.25% | −328−7.7% | Reduced |
| Mayflower Financial Advisors, LLC | 3,946 | $1.43M | 0.21% | −18−0.5% | Reduced |
| Berkshire Asset Management LLC | 3,513 | $1.43M | 0.07% | −50−1.4% | Reduced |
| Everett Harris & Co | 3,957 | $1.44M | 0.02% | +152+4.0% | Added |
| Advisor OS, LLC | 3,962 | $1.44M | 0.17% | +494+14.2% | Added |
| Hilltop Holdings Inc. | 3,964 | $1.44M | 0.09% | −18−0.5% | Reduced |
| Counterweight Ventures, LLC | 3,966 | $1.44M | 1.02% | +34+0.9% | Added |
| Chilton Capital Management LLC | 3,966 | $1.44M | 0.06% | −678−14.6% | Reduced |
| K.J. Harrison & Partners Inc | 4,000 | $1.44M | 0.23% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 3,970 | $1.44M | 0.40% | +10.0% | Added |
| Pitcairn Co | 3,977 | $1.44M | 0.09% | +16+0.4% | Added |
| Allen Wealth Management, LLC | 3,980 | $1.44M | 1.03% | −740−15.7% | Reduced |
| Legacy Capital Group California, Inc. | 3,981 | $1.44M | 0.44% | −1,312−24.8% | Reduced |
| IVC Wealth Advisors LLC | 3,985 | $1.45M | 0.81% | −381−8.7% | Reduced |
| Delta Investment Management, LLC | 3,999 | $1.45M | 0.28% | +10.0% | Added |
| Viking Fund Management LLC | 4,000 | $1.45M | 0.23% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 4,010 | $1.45M | 0.63% | −31−0.8% | Reduced |
| Everhart Financial Group, Inc. | 4,012 | $1.46M | 0.30% | +156+4.0% | Added |
| Security National Bank | 4,014 | $1.46M | 0.21% | +31+0.8% | Added |
| CoreCap Advisors, LLC | 4,021 | $1.46M | 0.07% | −369−8.4% | Reduced |
| ZWJ Investment Counsel Inc | 4,034 | $1.46M | 0.06% | +7+0.2% | Added |
| Evernest Financial Advisors, LLC | 4,034 | $1.46M | 0.38% | +305+8.2% | Added |
| Savvy Advisors, Inc. | 4,040 | $1.47M | 0.18% | −64−1.6% | Reduced |
| Crawford Investment Counsel Inc | 4,044 | $1.47M | 0.03% | −531−11.6% | Reduced |
| First Citizens Bank & Trust Co | 4,061 | $1.47M | 0.03% | −288−6.6% | Reduced |
| Cornerstone Wealth Management, LLC | 4,082 | $1.48M | 0.10% | +179+4.6% | Added |
| Cornercap Investment Counsel Inc | 4,089 | $1.48M | 0.48% | −381−8.5% | Reduced |
| KMG Fiduciary Partners, LLC | 4,090 | $1.48M | 0.12% | −6,322−60.7% | Reduced |
| Hardy Reed LLC | 4,093 | $1.48M | 0.13% | 00.0% | Unchanged |
| Tower Bridge Advisors | 4,093 | $1.48M | 0.16% | +38+0.9% | Added |
| Smithfield Trust Co | 4,112 | $1.49M | 0.07% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 4,108 | $1.49M | 0.75% | +50+1.2% | Added |
| Mainstay Capital Management LLC | 4,116 | $1.49M | 0.23% | +189+4.8% | Added |
| Birch Hill Investment Advisors LLC | 4,119 | $1.49M | 0.07% | +75+1.9% | Added |
| Lantz Financial LLC | 4,121 | $1.49M | 0.40% | −93−2.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,132 | $1.50M | 0.32% | −99−2.3% | Reduced |
| Byrne Asset Management LLC | 4,135 | $1.50M | 1.07% | −34−0.8% | Reduced |
| Wealth Architects, LLC | 4,139 | $1.50M | 0.17% | +628+17.9% | Added |
| BBR Partners, LLC | 4,162 | $1.51M | 0.11% | +30+0.7% | Added |
| Transamerica Financial Advisors, Inc. | 4,164 | $1.51M | 0.15% | −244−5.5% | Reduced |
| Acorn Wealth Advisors, LLC | 4,166 | $1.51M | 0.62% | +10+0.2% | Added |
| Aureus Asset Management, LLC | 4,178 | $1.52M | 0.10% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 4,200 | $1.52M | 0.36% | +11+0.3% | Added |
| Solstein Capital, LLC | 4,214 | $1.53M | 0.85% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,216 | $1.53M | 0.02% | −12,835−75.3% | Reduced |
| Fiducient Advisors LLC | 4,216 | $1.53M | 0.19% | +4,216 | New |
| Werlinich Asset Management, LLC | 4,217 | $1.53M | 0.89% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 4,236 | $1.54M | 0.73% | −10.0% | Reduced |
| Midland Wealth Advisors LLC | 4,240 | $1.54M | 0.09% | −5,625−57.0% | Reduced |
| Myriad Asset Management US LP | 4,243 | $1.54M | 1.03% | +4,243 | New |
| Westover Capital Advisors, LLC | 4,246 | $1.54M | 0.34% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 4,247 | $1.54M | 0.19% | +26+0.6% | Added |
| Cardiff Park Advisors, LLC | 4,250 | $1.54M | 0.15% | +14+0.3% | Added |
| Affinity Investment Advisors, LLC | 4,253 | $1.54M | 1.29% | −2,274−34.8% | Reduced |
| Motiv8 Investments LLC | 4,262 | $1.55M | 1.08% | −437−9.3% | Reduced |
| Strategic Investment Advisors | 4,264 | $1.55M | 0.16% | −157−3.6% | Reduced |
| Wilkins Investment Counsel Inc | 4,270 | $1.55M | 0.22% | +1,150+36.9% | Added |
| Worldquant Millennium Advisors LLC | 4,272 | $1.55M | 0.01% | +700+19.6% | Added |
| Optimum Investment Advisors | 4,283 | $1.55M | 0.69% | −125−2.8% | Reduced |
| Cobblestone Capital Advisors LLC | 4,286 | $1.55M | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,294 | $1.56M | 0.09% | +458+11.9% | Added |
| Washington Trust Co | 4,295 | $1.56M | 0.06% | −5−0.1% | Reduced |
| Sit Investment Associates Inc | 4,300 | $1.56M | 0.04% | 00.0% | Unchanged |
| XML Financial, LLC | 4,301 | $1.56M | 0.14% | +307+7.7% | Added |
| Eqis Capital Management, Inc. | 4,312 | $1.56M | 0.13% | +401+10.3% | Added |
| Widmann Financial Services, Inc. | 4,326 | $1.57M | 1.21% | −95−2.1% | Reduced |
| First Manhattan Co | 4,328 | $1.57M | 0.00% | +164+3.9% | Added |
| Amarillo National Bank | 4,334 | $1.57M | 0.29% | 00.0% | Unchanged |
| Courier Capital LLC | 4,334 | $1.57M | 0.11% | −768−15.1% | Reduced |
| Signal Advisors Wealth, LLC | 4,334 | $1.57M | 0.18% | −177−3.9% | Reduced |
| Amussen Hunsaker Associates LLC | 4,338 | $1.58M | 0.22% | +1,000+30.0% | Added |
| Confluence Wealth Services, Inc. | 3,883 | $1.58M | 0.10% | −156−3.9% | Reduced |
| Flagship Harbor Advisors, LLC | 4,352 | $1.58M | 0.08% | −616−12.4% | Reduced |
| Oak Harvest Investment Services | 4,355 | $1.58M | 0.22% | +115+2.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $1.59M | 0.04% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 4,373 | $1.59M | 0.52% | +27+0.6% | Added |
| Blue Chip Partners, Inc. | 4,382 | $1.59M | 0.14% | −11−0.3% | Reduced |
| Am Investment Strategies LLC | 4,384 | $1.59M | 0.39% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,391 | $1.59M | 0.41% | +528+13.7% | Added |
| Univest Financial Corp | 4,398 | $1.60M | 0.10% | −137−3.0% | Reduced |
| Journey Advisory Group, LLC | 4,806 | $1.60M | 0.19% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,430 | $1.61M | 0.08% | +97+2.2% | Added |
| RS Crum Inc. | 4,430 | $1.61M | 0.40% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 4,447 | $1.61M | 1.17% | +156+3.6% | Added |
| Charter Research & Investment Group, Inc. | 4,450 | $1.61M | 1.23% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 4,460 | $1.62M | 0.14% | +2,903+186.4% | Added |
| Norway Savings Bank | 4,463 | $1.62M | 0.90% | −14−0.3% | Reduced |
| Evergreen Capital Management LLC | 4,468 | $1.62M | 0.05% | +391+9.6% | Added |
| SOL Capital Management CO | 4,507 | $1.64M | 0.18% | −510−10.2% | Reduced |
| Westhampton Capital, LLC | 4,510 | $1.64M | 0.84% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,510 | $1.64M | 0.15% | +106+2.4% | Added |
| Venturi Wealth Management, LLC | 4,517 | $1.64M | 0.08% | +620+15.9% | Added |
| Betterment LLC | 4,528 | $1.64M | 0.00% | −11−0.2% | Reduced |
| Emprise Bank | 4,545 | $1.65M | 0.93% | −168−3.6% | Reduced |
| City State Bank | 4,550 | $1.65M | 0.58% | +614+15.6% | Added |