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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 5,547 | $2.01M | 0.17% | −571−9.3% | Reduced |
| IronOak Wealth LLC. | 5,565 | $2.02M | 2.26% | +5,565 | New |
| Corundum Group, Inc. | 5,592 | $2.03M | 0.76% | +2,314+70.6% | Added |
| Clearbridge Investments, LLC | 5,594 | $2.03M | 0.00% | −20.0% | Reduced |
| Cooper Financial Group | 5,616 | $2.04M | 0.25% | +126+2.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 22,535 | $2.05M | 0.35% | +8,178+57.0% | Added |
| LGT Group Foundation | 5,650 | $2.05M | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 5,650 | $2.05M | 0.19% | +704+14.2% | Added |
| Beaton Management Co. Inc. | 5,653 | $2.05M | 1.06% | 00.0% | Unchanged |
| Strategic Advisors LLC | 5,724 | $2.08M | 0.38% | +730+14.6% | Added |
| Investment House LLC | 5,733 | $2.08M | 0.11% | −50−0.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,740 | $2.08M | 0.29% | +8+0.1% | Added |
| Camarda Financial Advisors, LLC | 5,746 | $2.08M | 0.78% | +5,746 | New |
| Victrix Investment Advisors | 5,761 | $2.09M | 1.51% | +5,761 | New |
| Bridges Investment Management Inc | 5,770 | $2.09M | 0.03% | −111−1.9% | Reduced |
| Hager Investment Management Services, LLC | 5,787 | $2.10M | 1.31% | +5,787 | New |
| WD Rutherford LLC | 5,795 | $2.10M | 1.00% | −57−1.0% | Reduced |
| Cottage Street Advisors LLC | 5,797 | $2.10M | 1.10% | +55+1.0% | Added |
| Intellectus Partners, LLC | 5,810 | $2.11M | 0.47% | +90+1.6% | Added |
| Watershed Private Wealth LLC | 5,825 | $2.11M | 0.82% | −122−2.1% | Reduced |
| Convergence Investment Partners, LLC | 5,828 | $2.11M | 0.47% | −1,553−21.0% | Reduced |
| First National Bank Sioux Falls | 5,851 | $2.12M | 0.90% | 00.0% | Unchanged |
| PFG Investments, LLC | 5,879 | $2.13M | 0.13% | +611+11.6% | Added |
| Bahl & Gaynor Inc | 5,880 | $2.13M | 0.01% | +73+1.3% | Added |
| Shepherd Financial Partners LLC | 5,894 | $2.14M | 0.26% | +110+1.9% | Added |
| Pacific Wealth Strategies Group, Inc. | 5,899 | $2.14M | 1.49% | +67+1.1% | Added |
| Westwood Holdings Group Inc. | 5,903 | $2.14M | 0.02% | +57+1.0% | Added |
| CNB Bank | 5,921 | $2.15M | 1.00% | +134+2.3% | Added |
| Eisler Capital Management Ltd. | 5,972 | $2.15M | 0.07% | +5,972 | New |
| Ocean Capital Management, LLC | 5,921 | $2.15M | 0.47% | +10+0.2% | Added |
| Eagle Rock Investment Company, LLC | 5,925 | $2.15M | 0.36% | 00.0% | Unchanged |
| Greater Midwest Financial Group, LLC | 5,935 | $2.15M | 1.36% | +515+9.5% | Added |
| Bridgeway Capital Management, LLC | 5,940 | $2.15M | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,951 | $2.16M | 0.21% | +4,546+323.6% | Added |
| Parkside Financial Bank & Trust | 5,972 | $2.17M | 0.29% | +144+2.5% | Added |
| Keudell/Morrison Wealth Management | 5,973 | $2.17M | 0.56% | +10.0% | Added |
| HHM Wealth Advisors, LLC | 5,981 | $2.17M | 0.30% | +81+1.4% | Added |
| Crown Oak Advisors, LLC | 6,000 | $2.18M | 1.12% | 00.0% | Unchanged |
| Trust Point Inc. | 6,033 | $2.19M | 0.15% | +816+15.6% | Added |
| Camden Capital, LLC | 6,036 | $2.19M | 0.24% | +2,410+66.5% | Added |
| Biltmore Family Office, LLC | 6,040 | $2.19M | 0.37% | −75−1.2% | Reduced |
| Osborne Partners Capital Management, LLC | 6,040 | $2.19M | 0.13% | 00.0% | Unchanged |
| Syon Capital LLC | 6,053 | $2.20M | 0.20% | −149−2.4% | Reduced |
| Kentucky Trust Co | 6,053 | $2.20M | 1.29% | +6,053 | New |
| MONECO Advisors, LLC | 6,068 | $2.20M | 0.23% | +1,509+33.1% | Added |
| Vantage Point Financial LLC | 6,072 | $2.20M | 1.19% | +6,072 | New |
| Gen-Wealth Partners Inc | 6,089 | $2.21M | 0.95% | −12−0.2% | Reduced |
| Concord Asset Management, LLC | 6,089 | $2.21M | 0.49% | −270−4.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,092 | $2.21M | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,096 | $2.21M | 0.26% | +375+6.6% | Added |
| WealthPlan Investment Management, LLC | 6,100 | $2.21M | 0.22% | −41−0.7% | Reduced |
| Cascade Investment Advisors, Inc. | 6,115 | $2.22M | 1.42% | −300−4.7% | Reduced |
| Oak Asset Management, LLC | 6,120 | $2.22M | 0.82% | −25−0.4% | Reduced |
| Bragg Financial Advisors, Inc | 6,122 | $2.22M | 0.09% | +289+5.0% | Added |
| Essex Savings Bank | 6,129 | $2.22M | 0.55% | −115−1.8% | Reduced |
| Martingale Asset Management L P | 6,133 | $2.22M | 0.05% | −2,430−28.4% | Reduced |
| Ignite Planners, LLC | 6,123 | $2.23M | 0.49% | −1,094−15.2% | Reduced |
| Perkins Coie Trust Co | 6,153 | $2.23M | 0.49% | −208−3.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 6,156 | $2.23M | 1.58% | −125−2.0% | Reduced |
| Checchi Capital Advisers, LLC | 6,162 | $2.24M | 0.17% | +45+0.7% | Added |
| Haverford Trust Co | 6,172 | $2.24M | 0.02% | −38−0.6% | Reduced |
| Weatherly Asset Management L. P. | 6,212 | $2.25M | 0.20% | +25+0.4% | Added |
| Ramirez Asset Management, Inc. | 6,238 | $2.26M | 0.46% | 00.0% | Unchanged |
| JT Stratford LLC | 6,244 | $2.27M | 0.37% | −2,230−26.3% | Reduced |
| Wolverine Asset Management LLC | 6,249 | $2.27M | 0.04% | +5,969+2,131.8% | Added |
| River Wealth Advisors LLC | 6,253 | $2.27M | 0.30% | −50−0.8% | Reduced |
| Avantax Planning Partners, Inc. | 6,267 | $2.27M | 0.08% | −235−3.6% | Reduced |
| FLC Capital Advisors | 6,267 | $2.27M | 0.52% | −1,030−14.1% | Reduced |
| Clark Capital Management Group, Inc. | 6,269 | $2.27M | 0.02% | +326+5.5% | Added |
| Good Life Advisors, LLC | 6,279 | $2.28M | 0.17% | −6,829−52.1% | Reduced |
| Coastline Trust Co | 6,287 | $2.28M | 0.27% | −89−1.4% | Reduced |
| Resources Management Corp | 6,325 | $2.29M | 0.31% | −269−4.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,327 | $2.29M | 0.04% | −17−0.3% | Reduced |
| Mfg Wealth Management, Inc. | 6,363 | $2.31M | 2.11% | +6,363 | New |
| Great Lakes Retirement, Inc. | 6,363 | $2.31M | 0.30% | +116+1.9% | Added |
| SevenBridge Financial Group, LLC | 6,404 | $2.32M | 0.44% | +1,132+21.5% | Added |
| NewEdge Wealth, LLC | 6,412 | $2.33M | 0.04% | +1,305+25.6% | Added |
| Insight Wealth Strategies, LLC | 6,412 | $2.33M | 0.31% | +163+2.6% | Added |
| Garrett Investment Advisors LLC | 6,415 | $2.33M | 0.23% | −892−12.2% | Reduced |
| Old Mission Investment Co LLC | 6,425 | $2.33M | 0.69% | +904+16.4% | Added |
| Pinnacle Wealth Management, LLC | 6,425 | $2.33M | 2.59% | −87−1.3% | Reduced |
| Arkadios Wealth Advisors | 6,434 | $2.33M | 0.13% | −237−3.6% | Reduced |
| Eads & Heald Wealth Management | 6,442 | $2.34M | 1.15% | +309+5.0% | Added |
| Massachusetts Wealth Management | 6,457 | $2.34M | 1.45% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 6,474 | $2.35M | 0.11% | +871+15.5% | Added |
| Greenfield Savings Bank | 6,489 | $2.35M | 1.13% | −55−0.8% | Reduced |
| Axq Capital, LP | 6,501 | $2.36M | 1.06% | +4,412+211.2% | Added |
| Spectrum Wealth Counsel, LLC | 6,507 | $2.36M | 0.28% | +6,407+6,407.0% | Added |
| Sargent Investment Group, LLC | 6,512 | $2.36M | 0.39% | +483+8.0% | Added |
| 44 Wealth Management LLC | 6,508 | $2.36M | 0.91% | −526−7.5% | Reduced |
| Proequities, Inc. | 5,921 | $2.36M | 0.13% | +117+2.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,526 | $2.37M | 1.11% | −195−2.9% | Reduced |
| Fort Point Capital Partners LLC | 6,553 | $2.38M | 0.27% | −484−6.9% | Reduced |
| Harbour Investments, Inc. | 6,559 | $2.38M | 0.07% | +11+0.2% | Added |
| Fairhaven Wealth Management, LLC | 6,580 | $2.39M | 0.75% | +131+2.0% | Added |
| AMG National Trust Bank | 6,606 | $2.40M | 0.07% | +13+0.2% | Added |
| Vivid Wealth Management, LLC | 6,608 | $2.40M | 1.21% | +90+1.4% | Added |
| Occudo Quantitative Strategies LP | 6,626 | $2.40M | 0.43% | +6,626 | New |
| Valley National Advisers Inc | 6,650 | $2.41M | 0.43% | +65+1.0% | Added |
| Redmond Asset Management, LLC | 6,661 | $2.42M | 0.60% | +6,661 | New |