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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 4,554 | $1.65M | 0.27% | +743+19.5% | Added |
| Colonial Trust Co | 4,570 | $1.66M | 0.25% | +1,334+41.2% | Added |
| Farmers Trust Co | 4,576 | $1.66M | 0.31% | −60−1.3% | Reduced |
| WMS Partners, LLC | 4,578 | $1.66M | 0.09% | +1,476+47.6% | Added |
| Canopy Partners, LLC | 4,581 | $1.66M | 0.63% | +2,096+84.3% | Added |
| Kerusso Capital Management LLC | 4,595 | $1.67M | 1.06% | +10+0.2% | Added |
| Flaharty Asset Management, LLC | 4,597 | $1.67M | 0.24% | −40−0.9% | Reduced |
| Cornerstone Wealth Group, LLC | 4,604 | $1.67M | 0.14% | +85+1.9% | Added |
| Avidian Wealth Solutions, LLC | 4,645 | $1.69M | 0.08% | +224+5.1% | Added |
| Donaldson Capital Management, LLC | 4,646 | $1.69M | 0.06% | −23−0.5% | Reduced |
| Inman Jager Wealth Management, LLC | 4,660 | $1.69M | 1.32% | +4,660 | New |
| Catalyst Financial Partners LLC | 4,664 | $1.69M | 0.32% | +41+0.9% | Added |
| Tanglewood Legacy Advisors, LLC | 4,685 | $1.70M | 0.73% | 00.0% | Unchanged |
| Ossiam | 4,688 | $1.70M | 0.03% | +4,308+1,133.7% | Added |
| Douglas Lane & Associates, LLC | 4,697 | $1.70M | 0.02% | −135−2.8% | Reduced |
| Mirabaud & Cie SA | 4,706 | $1.71M | 0.55% | +153+3.4% | Added |
| Wrapmanager Inc | 4,723 | $1.71M | 0.44% | +212+4.7% | Added |
| GPS Wealth Strategies Group, LLC | 4,731 | $1.72M | 0.22% | −504−9.6% | Reduced |
| Clarius Group, LLC | 4,778 | $1.73M | 0.12% | +287+6.4% | Added |
| Schechter Investment Advisors, LLC | 4,789 | $1.74M | 0.13% | −132−2.7% | Reduced |
| Diligent Investors, LLC | 4,800 | $1.74M | 0.40% | −99−2.0% | Reduced |
| Nwam LLC | 4,804 | $1.74M | 0.11% | +20.0% | Added |
| RMB Capital Management, LLC | 4,804 | $1.74M | 0.04% | −493−9.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 4,812 | $1.75M | 0.38% | +186+4.0% | Added |
| BankPlus Trust Department | 4,813 | $1.75M | 0.57% | +4,813 | New |
| Oversea-Chinese Banking CORP Ltd | 4,803 | $1.75M | 0.05% | +3,192+198.1% | Added |
| Main Street Financial Solutions, LLC | 4,836 | $1.75M | 0.17% | −3,488−41.9% | Reduced |
| CFC Planning Co LLC | 4,841 | $1.76M | 1.88% | +4,841 | New |
| Smartleaf Asset Management LLC | 4,847 | $1.76M | 0.18% | +988+25.6% | Added |
| Harbor Group, Inc. | 4,856 | $1.76M | 0.40% | −100−2.0% | Reduced |
| Diamant Asset Management, Inc. | 4,858 | $1.76M | 1.13% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,866 | $1.77M | 0.70% | −110−2.2% | Reduced |
| Stenger Family Office, LLC | 4,876 | $1.77M | 0.60% | +4,876 | New |
| Pinnacle West Asset Management, Inc. | 4,895 | $1.78M | 1.27% | −5−0.1% | Reduced |
| Moody National Bank Trust Division | 4,904 | $1.78M | 0.19% | −297−5.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 4,909 | $1.78M | 0.48% | −24−0.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 4,913 | $1.78M | 0.69% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 4,915 | $1.78M | 0.41% | +63+1.3% | Added |
| Princeton Capital Management LLC | 4,939 | $1.79M | 0.55% | −65−1.3% | Reduced |
| Applied Finance Capital Management, LLC | 4,942 | $1.79M | 0.08% | −255−4.9% | Reduced |
| Hohimer Wealth Management, LLC | 4,942 | $1.79M | 0.34% | +179+3.8% | Added |
| Rockland Trust Co | 4,950 | $1.80M | 0.09% | +310+6.7% | Added |
| Opes Wealth Management LLC | 4,956 | $1.80M | 0.37% | −25−0.5% | Reduced |
| Milestone Asset Management, LLC | 4,960 | $1.80M | 0.40% | +1,456+41.6% | Added |
| Stratos Wealth Advisors, LLC | 4,961 | $1.80M | 0.09% | −142−2.8% | Reduced |
| Insigneo Advisory Services, LLC | 4,977 | $1.81M | 0.19% | −2,133−30.0% | Reduced |
| Papp L Roy & Associates | 4,982 | $1.81M | 0.21% | 00.0% | Unchanged |
| Guardian Investment Management | 4,987 | $1.81M | 1.31% | −300−5.7% | Reduced |
| Advisory Alpha, LLC | 4,990 | $1.81M | 0.06% | +163+3.4% | Added |
| Cladis Investment Advisory, LLC | 5,000 | $1.81M | 1.29% | −300−5.7% | Reduced |
| Cigna Investments Inc | 5,002 | $1.81M | 0.32% | −30−0.6% | Reduced |
| Wolff Financial Management LLC | 5,002 | $1.81M | 0.50% | −12−0.2% | Reduced |
| Capital Investment Advisory Services, LLC | 5,024 | $1.82M | 0.18% | +16+0.3% | Added |
| Institute for Wealth Management, LLC. | 5,028 | $1.82M | 0.23% | +78+1.6% | Added |
| Sunpointe, LLC | 5,029 | $1.82M | 0.92% | +4,176+489.6% | Added |
| Sava Infond d.o.o. | 5,040 | $1.83M | 0.32% | +5,040 | New |
| Evelyn Partners Investment Management LLP | 5,043 | $1.83M | 0.06% | +5,043 | New |
| Beacon Investment Advisors LLC | 5,045 | $1.83M | 0.86% | +20+0.4% | Added |
| Corps Capital Advisors, LLC | 5,046 | $1.83M | 1.86% | +5,046 | New |
| Csenge Advisory Group | 5,090 | $1.85M | 0.10% | −751−12.9% | Reduced |
| Garrison Point Advisors, LLC | 5,105 | $1.85M | 0.88% | −45−0.9% | Reduced |
| 1 North Wealth Services LLC | 5,110 | $1.85M | 0.79% | +5,110 | New |
| Wealth Group, Ltd. | 5,112 | $1.85M | 1.20% | +491+10.6% | Added |
| Exencial Wealth Advisors, LLC | 5,127 | $1.86M | 0.07% | −13−0.3% | Reduced |
| IFC Advisors LLC | 5,153 | $1.87M | 0.41% | +5,153 | New |
| Northern Financial Advisors Inc | 5,160 | $1.87M | 1.50% | −26−0.5% | Reduced |
| Centiva Capital, LP | 5,163 | $1.87M | 0.07% | −10,215−66.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,169 | $1.88M | 0.13% | +10+0.2% | Added |
| Frank, Rimerman Advisors LLC | 5,190 | $1.88M | 0.14% | −6,293−54.8% | Reduced |
| Benedict Financial Advisors Inc | 5,193 | $1.88M | 0.46% | −28−0.5% | Reduced |
| West Oak Capital, LLC | 5,202 | $1.89M | 0.67% | −65−1.2% | Reduced |
| Woodmont Investment Counsel LLC | 5,208 | $1.89M | 0.14% | +2,670+105.2% | Added |
| Norden Group LLC | 5,213 | $1.89M | 0.21% | +515+11.0% | Added |
| RD Lewis Holdings, Inc. | 5,204 | $1.89M | 2.08% | +5,204 | New |
| Ostrum Asset Management | 5,248 | $1.90M | 0.16% | +2,520+92.4% | Added |
| LGT Fund Management Co Ltd. | 5,249 | $1.90M | 0.17% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 5,256 | $1.91M | 0.04% | −637−10.8% | Reduced |
| E Fund Management Co., Ltd. | 5,260 | $1.91M | 0.10% | +1,804+52.2% | Added |
| Eldridge Investment Advisors, Inc. | 5,263 | $1.91M | 0.44% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 5,284 | $1.92M | 0.16% | −17−0.3% | Reduced |
| Kovack Advisors, Inc. | 5,294 | $1.92M | 0.19% | −705−11.8% | Reduced |
| Accurate Wealth Management, LLC | 5,478 | $1.92M | 0.37% | +364+7.1% | Added |
| Patton Albertson Miller Group, LLC | 5,334 | $1.93M | 0.26% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 5,341 | $1.94M | 0.66% | +6+0.1% | Added |
| Ingalls & Snyder LLC | 5,345 | $1.94M | 0.08% | +150+2.9% | Added |
| Roman Butler Fullerton & Co | 4,915 | $1.94M | 0.62% | +266+5.7% | Added |
| Garde Capital, Inc. | 5,356 | $1.94M | 0.13% | +335+6.7% | Added |
| IFG Advisory, LLC | 5,358 | $1.94M | 0.11% | +5,358 | New |
| Nations Financial Group Inc, | 5,366 | $1.95M | 0.14% | −128−2.3% | Reduced |
| International Assets Investment Management, LLC | 5,441 | $1.96M | 0.16% | −2,131,226−99.7% | Reduced |
| Y.D. More Investments Ltd | 5,400 | $1.96M | 0.18% | −29−0.5% | Reduced |
| CFM Wealth Partners LLC | 5,409 | $1.96M | 0.33% | −131−2.4% | Reduced |
| WBH Advisory Inc | 5,421 | $1.97M | 0.18% | −72−1.3% | Reduced |
| Wealthspire Advisors, LLC | 5,442 | $1.97M | 0.02% | −9−0.2% | Reduced |
| True North Advisors, LLC | 5,455 | $1.98M | 0.47% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 5,455 | $1.98M | 0.10% | −45−0.8% | Reduced |
| Alaethes Wealth LLC | 5,502 | $2.00M | 0.71% | +38+0.7% | Added |
| Cornerstone Planning, LLC | 5,505 | $2.00M | 0.76% | +5,505 | New |
| Advisors Management Group Inc | 5,533 | $2.01M | 0.47% | −59−1.1% | Reduced |
| Huntleigh Advisors, Inc. | 5,534 | $2.01M | 0.43% | +5,534 | New |