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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; 4,069 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
3,010
+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
1,095 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.

Institutional holdersQ4 2024: 3,010 institutions
Q1 2021: 2,015 institutionsQ2 2021: 2,028 institutionsQ3 2021: 1,943 institutionsQ4 2021: 2,161 institutionsQ1 2022: 2,176 institutionsQ2 2022: 2,077 institutionsQ3 2022: 1,992 institutionsQ4 2022: 2,287 institutionsQ1 2023: 2,284 institutionsQ2 2023: 2,329 institutionsQ3 2023: 2,409 institutionsQ4 2023: 2,583 institutionsQ1 2024: 2,714 institutionsQ2 2024: 2,713 institutionsQ3 2024: 2,838 institutionsQ4 2024: 3,010 institutionsQ1 2025: 2,903 institutionsQ2 2025: 3,023 institutionsQ3 2025: 3,150 institutionsQ4 2025: 3,542 institutionsQ1 2026: 3,772 institutionsQ2 2026: 4,069 institutions
Value heldQ4 2024: $123.4B
Q1 2021: $88.0BQ2 2021: $82.0BQ3 2021: $71.1BQ4 2021: $74.9BQ1 2022: $82.0BQ2 2022: $65.6BQ3 2022: $59.2BQ4 2022: $87.1BQ1 2023: $82.6BQ2 2023: $88.0BQ3 2023: $97.3BQ4 2023: $104.6BQ1 2024: $127.6BQ2 2024: $114.5BQ3 2024: $133.6BQ4 2024: $123.4BQ1 2025: $109.0BQ2 2025: $128.0BQ3 2025: $159.0BQ4 2025: $188.7BQ1 2026: $232.0BQ2 2026: $351.1B
Institutions holding CAT and their total value by quarter
QuarterHoldersValue
Q2 20264,069$351.1B
Q1 20263,772$232.0B
Q4 20253,542$188.7B
Q3 20253,150$159.0B
Q2 20253,023$128.0B
Q1 20252,903$109.0B
Q4 20243,010$123.4B
Q3 20242,838$133.6B
Q2 20242,713$114.5B
Q1 20242,714$127.6B
Q4 20232,583$104.6B
Q3 20232,409$97.3B
Q2 20232,329$88.0B
Q1 20232,284$82.6B
Q4 20222,287$87.1B
Q3 20221,992$59.2B
Q2 20222,077$65.6B
Q1 20222,176$82.0B
Q4 20212,161$74.9B
Q3 20211,943$71.1B
Q2 20212,028$82.0B
Q1 20212,015$88.0B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q3 2024.

Institutions holding CAT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tucker Asset Management LLC123$44.6K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.125$45.4K0.01%+1+0.8%Added
CGC Financial Services, LLC126$45.7K0.02%00.0%Unchanged
Lavaca Capital LLC127$46.1K0.02%+127New
Mizuho Bank, Ltd.130$47.2K0.01%+130New
Moisand Fitzgerald Tamayo, LLC136$49.3K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.137$49.7K0.01%00.0%Unchanged
Headlands Technologies LLC138$50.1K0.01%+138New
Syntax Research, Inc.138$50.1K0.04%00.0%Unchanged
Valued Wealth Advisors LLC139$50.5K0.03%−173−55.4%Reduced
Bellwether Advisors, LLC140$50.8K0.01%+140New
Mark Sheptoff Financial Planning, LLC142$51.5K0.03%+10+7.6%Added
Silicon Valley Capital Partners144$52.1K0.01%+1+0.7%Added
TruNorth Capital Management, LLC145$52.6K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC146$53.0K0.02%+10+7.4%Added
Private Wealth Management Group, LLC151$54.8K0.02%−9−5.6%Reduced
Midwest Capital Advisors, LLC152$55.1K0.04%+152New
Hoese & Co LLP157$57.0K0.05%+157New
Banque de Luxembourg S.A.157$57.2K0.03%+157New
Tacita Capital Inc159$57.7K0.04%−100−38.6%Reduced
Compass Wealth Management LLC159$57.7K0.01%00.0%Unchanged
WFA Asset Management Corp160$58.2K0.03%−5−3.0%Reduced
High Note Wealth, LLC164$59.5K0.02%+164New
Murphy & Mullick Capital Management Corp164$59.5K0.05%+164New
Pineridge Advisors LLC168$60.9K0.02%+51+43.6%Added
HBC Financial Services, PLLC168$61.0K0.04%00.0%Unchanged
Quest 10 Wealth Builders, Inc.181$65.7K0.07%+181New
Rakuten Securities, Inc.184$66.7K0.03%+31+20.3%Added
Capital A Wealth Management, LLC186$67.6K0.11%+186New
Capula Management Ltd189$68.6K0.00%+79+71.8%Added
New England Capital Financial Advisors LLC189$68.6K0.03%00.0%Unchanged
WPG Advisers, LLC191$69.3K0.06%+191New
Wolff Wiese Magana LLC191$69.3K0.05%00.0%Unchanged
Godsey & Gibb Associates193$70.0K0.01%−412−68.1%Reduced
TCTC Holdings, LLC196$71.1K0.00%+96+96.0%Added
Morgan Dempsey Capital Management LLC200$72.6K0.03%00.0%Unchanged
Chelsea Counsel Co200$72.6K0.04%00.0%Unchanged
Estabrook Capital Management200$72.6K0.01%00.0%Unchanged
Broadwater Capital Management LLC200$72.6K0.06%00.0%Unchanged
Kieckhefer Group LLC200$72.6K0.04%+200New
Capital Advisors, Ltd. LLC200$73.0K0.01%+1+0.5%Added
Redwood Park Advisors LLC204$74.0K0.06%+204New
Dunhill Financial, LLC205$74.5K0.03%+36+21.3%Added
REAP Financial Group, LLC210$76.3K0.02%−25−10.6%Reduced
Highline Wealth Partners LLC211$76.6K0.03%+187+779.2%Added
Oliver Lagore Vanvalin Investment Group212$76.8K0.02%−3−1.4%Reduced
Evelyn Partners Investment Management Services Ltd213$77.3K0.01%+213New
Atlantic Private Wealth, LLC213$77.3K0.06%+1+0.5%Added
Marshall & Sterling Wealth Advisors Inc.215$77.7K0.05%+215New
Centerpoint Advisors, LLC215$78.0K0.03%−125−36.8%Reduced
Canton Hathaway, LLC217$79.0K0.02%00.0%Unchanged
Clean Yield Group218$79.1K0.03%−33−13.1%Reduced
Comprehensive Financial Planning, Inc.218$79.3K0.07%+218New
Abound Wealth Management219$79.4K0.03%+7+3.3%Added
Moser Wealth Advisors, LLC220$79.8K0.04%00.0%Unchanged
Bray Capital Advisors224$81.3K0.02%00.0%Unchanged
Horrell Capital Management, Inc.226$82.0K0.02%00.0%Unchanged
Founders Capital Management227$82.5K0.05%00.0%Unchanged
Creative Capital Management Investments LLC228$82.7K0.03%00.0%Unchanged
Financial Life Planners228$82.9K0.07%+228New
TSFG, LLC229$83.0K0.02%−300−56.7%Reduced
Cornerstone Planning Group LLC212$83.5K0.02%+6+2.9%Added
Barrett & Company, Inc.231$83.9K0.04%00.0%Unchanged
SOA Wealth Advisors, LLC.233$84.6K0.02%+77+49.4%Added
Fourth Dimension Wealth, LLC236$85.6K0.04%+236New
Kings Path Partners LLC237$86.0K0.04%00.0%Unchanged
JNBA Financial Advisors239$86.7K0.01%−7−2.8%Reduced
Sachetta, LLC240$87.1K0.03%+4+1.7%Added
GW&K Investment Management, LLC247$90.0K0.00%+11+4.7%Added
Horizons Wealth Management249$90.3K0.07%−1−0.4%Reduced
St. Johns Investment Management Company, LLC250$90.7K0.04%00.0%Unchanged
GoalVest Advisory LLC250$90.7K0.02%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.250$90.8K0.06%00.0%Unchanged
Pin Oak Investment Advisors Inc232$91.0K0.08%00.0%Unchanged
Meeder Asset Management Inc252$91.4K0.01%+174+223.1%Added
Delos Wealth Advisors, LLC257$93.2K0.07%00.0%Unchanged
Hurley Capital, LLC256$93.9K0.08%+256New
Bay Harbor Wealth Management, LLC260$94.3K0.03%+9+3.6%Added
Centennial Bank261$94.7K0.04%00.0%Unchanged
Cassady Schiller Wealth Management, LLC273$98.9K0.04%+25+10.1%Added
Wood Tarver Financial Group, LLC273$99.0K0.03%+273New
Caitlin John, LLC275$99.9K0.07%−19−6.5%Reduced
Putney Financial Group LLC278$100.8K0.09%+278New
Darwin Advisors, LLC289$105.0K0.04%−161−35.8%Reduced
Morton Brown Family Wealth, LLC290$105.2K0.04%00.0%Unchanged
Global Wealth Strategies & Associates298$108.1K0.03%+134+81.7%Added
Synergy Investment Management, LLC300$108.8K0.05%+300New
Evelyn Partners Investment Management (Europe) Ltd300$108.8K0.04%+300New
BFSG, LLC303$109.9K0.01%−14−4.4%Reduced
Winthrop Capital Management, LLC304$110.0K0.03%+304New
Coston, McIsaac & Partners306$111.0K0.03%−29−8.7%Reduced
Atticus Wealth Management, LLC306$111.0K0.03%−4−1.3%Reduced
Graney & King, LLC308$111.9K0.08%+308New
Kapitalo Investimentos Ltda316$114.6K0.08%−272−46.3%Reduced
Strategic Investment Solutions, Inc.378$115.2K0.04%+48+14.5%Added
Pathway Financial Advisers, LLC319$115.7K0.04%−124,051−99.7%Reduced
Future Financial Wealth Managment LLC319$115.7K0.08%00.0%Unchanged
Carolinas Wealth Consulting LLC321$116.1K0.02%−6−1.8%Reduced
Sierra Ocean, LLC323$117.4K0.10%+323New
Clark Wealth Partners333$120.8K0.09%+333New