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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 6,665 | $2.42M | 0.02% | +6,553+5,850.9% | Added |
| Triangle Securities Wealth Management | 6,668 | $2.42M | 0.62% | −309−4.4% | Reduced |
| Quadrant Capital Group LLC | 6,674 | $2.42M | 0.17% | −20.0% | Reduced |
| Ar Asset Management Inc | 6,700 | $2.43M | 0.55% | 00.0% | Unchanged |
| TKG Advisors, LLC | 5,982 | $2.44M | 1.12% | −322−5.1% | Reduced |
| Capital & Planning, LLC | 6,724 | $2.44M | 1.78% | +6,724 | New |
| AAFMAA Wealth Management & Trust LLC | 6,735 | $2.44M | 1.07% | −573−7.8% | Reduced |
| RFG Advisory, LLC | 6,739 | $2.44M | 0.07% | +232+3.6% | Added |
| Nemes Rush Group LLC | 6,745 | $2.45M | 0.30% | +123+1.9% | Added |
| Stone Point Wealth LLC | 6,752 | $2.45M | 0.82% | +31+0.5% | Added |
| Trueblood Wealth Management, LLC | 6,753 | $2.45M | 1.21% | +202+3.1% | Added |
| Hilton Capital Management, LLC | 6,783 | $2.46M | 0.21% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6,799 | $2.47M | 0.41% | +453+7.1% | Added |
| Staley Capital Advisers Inc | 6,800 | $2.47M | 0.11% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 6,829 | $2.48M | 2.25% | +6,829 | New |
| Inspire Advisors, LLC | 6,843 | $2.48M | 0.30% | −1,423−17.2% | Reduced |
| Slagle Financial, LLC | 6,858 | $2.49M | 1.12% | +260+3.9% | Added |
| Schear Investment Advisers, LLC | 6,864 | $2.49M | 1.33% | +236+3.6% | Added |
| Court Place Advisors, LLC | 6,911 | $2.51M | 0.81% | −708−9.3% | Reduced |
| Mizuho Markets Americas LLC | 6,959 | $2.52M | 0.05% | −9,825−58.5% | Reduced |
| BCM Advisors, LLC | 7,043 | $2.53M | 0.56% | −13−0.2% | Reduced |
| Quest Investment Management LLC | 6,968 | $2.53M | 0.29% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 6,978 | $2.53M | 0.05% | +6,978 | New |
| Argent Advisors, Inc. | 6,979 | $2.53M | 0.94% | −121−1.7% | Reduced |
| Forefront Wealth Management Inc. | 6,980 | $2.53M | 2.33% | +6,980 | New |
| Linden Thomas Advisory Services, LLC | 6,988 | $2.53M | 0.32% | +883+14.5% | Added |
| D L Carlson Investment Group Inc | 6,997 | $2.54M | 0.45% | −85−1.2% | Reduced |
| Franklin Street Advisors Inc | 7,004 | $2.54M | 0.17% | −146−2.0% | Reduced |
| Western Wealth Management, LLC | 7,029 | $2.55M | 0.14% | +15+0.2% | Added |
| Forum Financial Management, LP | 7,048 | $2.56M | 0.04% | +895+14.5% | Added |
| Ellis Investment Partners, LLC | 7,060 | $2.56M | 0.50% | −662−8.6% | Reduced |
| Heritage Wealth Management, Inc. | 7,075 | $2.57M | 0.85% | −71−1.0% | Reduced |
| Wedmont Private Capital | 7,331 | $2.57M | 0.14% | +485+7.1% | Added |
| Cross Staff Investments Inc | 7,104 | $2.58M | 1.94% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 7,117 | $2.58M | 0.05% | −149−2.1% | Reduced |
| G&S Capital LLC | 7,121 | $2.58M | 1.07% | −915−11.4% | Reduced |
| Modera Wealth Management, LLC | 7,124 | $2.58M | 0.03% | +182+2.6% | Added |
| MUFG Securities Americas Inc. | 7,128 | $2.59M | 0.33% | +7,128 | New |
| Legacy Bridge, LLC | 7,148 | $2.59M | 1.35% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 7,147 | $2.60M | 0.19% | +525+7.9% | Added |
| Lake Street Financial LLC | 7,179 | $2.60M | 0.42% | +273+4.0% | Added |
| La Banque Postale Asset Management SA | 7,188 | $2.61M | 0.04% | −26,232−78.5% | Reduced |
| Rollins Financial Advisors, LLC | 7,198 | $2.61M | 0.41% | +301+4.4% | Added |
| Trust Investment Advisors | 7,221 | $2.62M | 1.67% | +529+7.9% | Added |
| Tyche Wealth Partners LLC | 7,237 | $2.63M | 0.55% | +254+3.6% | Added |
| Fairfield Financial Advisors, LTD | 7,273 | $2.64M | 0.93% | +1,361+23.0% | Added |
| Little House Capital LLC | 7,299 | $2.65M | 0.76% | −7−0.1% | Reduced |
| Indiana Trust & Investment Management CO | 7,299 | $2.65M | 0.90% | +725+11.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,324 | $2.66M | 1.50% | −456−5.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,326 | $2.66M | 0.69% | −64−0.9% | Reduced |
| Brighton Jones LLC | 7,409 | $2.69M | 0.08% | +2,519+51.5% | Added |
| Oarsman Capital, Inc. | 7,413 | $2.69M | 0.47% | +291+4.1% | Added |
| Vista Investment Partners II, LLC | 7,435 | $2.70M | 1.59% | +7,435 | New |
| Choate Investment Advisors | 7,437 | $2.70M | 0.06% | −714−8.8% | Reduced |
| Umpqua Bank | 7,274 | $2.70M | 0.93% | −40−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,453 | $2.70M | 0.15% | −134−1.8% | Reduced |
| Symphony Financial, Ltd. Co. | 6,866 | $2.72M | 0.43% | +79+1.2% | Added |
| Berkshire Bank | 7,502 | $2.72M | 0.63% | −160−2.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,511 | $2.72M | 0.18% | +1,961+35.3% | Added |
| D. Scott Neal, Inc. | 7,549 | $2.74M | 1.50% | 00.0% | Unchanged |
| Exchange Bank | 7,575 | $2.75M | 2.21% | −30.0% | Reduced |
| Gables Capital Management Inc. | 7,590 | $2.75M | 1.33% | −50−0.7% | Reduced |
| Orleans Capital Management Corp | 7,618 | $2.76M | 1.54% | +340+4.7% | Added |
| Stamos Capital Partners, L.P. | 7,610 | $2.76M | 0.65% | +480+6.7% | Added |
| JBR Co Financial Management Inc | 7,612 | $2.76M | 1.68% | −10−0.1% | Reduced |
| Diversified Trust Co | 7,627 | $2.77M | 0.07% | +141+1.9% | Added |
| Investors Asset Management of Georgia Inc | 7,635 | $2.77M | 1.35% | −125−1.6% | Reduced |
| Capital Asset Advisory Services LLC | 7,638 | $2.78M | 0.14% | −18−0.2% | Reduced |
| Cozad Asset Management Inc | 7,664 | $2.78M | 0.26% | +239+3.2% | Added |
| United Community Bank | 7,671 | $2.78M | 1.08% | +40+0.5% | Added |
| Foundations Investment Advisors, LLC | 7,687 | $2.79M | 0.05% | +856+12.5% | Added |
| MB, Levis & Associates, LLC | 7,714 | $2.80M | 1.40% | −316−3.9% | Reduced |
| Chapin Davis, Inc. | 7,170 | $2.80M | 0.91% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7,738 | $2.81M | 0.38% | +70+0.9% | Added |
| Baldwin Investment Management, LLC | 7,795 | $2.83M | 0.37% | −1,956−20.1% | Reduced |
| Becker Capital Management Inc | 7,795 | $2.83M | 0.09% | −389−4.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,801 | $2.83M | 0.18% | −293−3.6% | Reduced |
| Gifford Fong Associates | 7,800 | $2.83M | 0.69% | 00.0% | Unchanged |
| Howland Capital Management LLC | 7,817 | $2.84M | 0.12% | +916+13.3% | Added |
| Oxbow Advisors, LLC | 7,844 | $2.85M | 0.33% | −225−2.8% | Reduced |
| Old Port Advisors | 7,874 | $2.86M | 0.82% | −48−0.6% | Reduced |
| Field & Main Bank | 7,881 | $2.86M | 1.01% | +53+0.7% | Added |
| Fruth Investment Management | 7,903 | $2.87M | 0.79% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 7,919 | $2.87M | 0.40% | 00.0% | Unchanged |
| Valley Brook Capital Group | 7,930 | $2.88M | 2.15% | −5−0.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 7,943 | $2.88M | 0.04% | −273−3.3% | Reduced |
| Atlantic Union Bankshares Corp | 7,965 | $2.89M | 0.17% | −282−3.4% | Reduced |
| First Horizon Advisors, Inc. | 7,967 | $2.89M | 0.08% | −432−5.1% | Reduced |
| Loudon Investment Management, LLC | 7,988 | $2.90M | 1.65% | −175−2.1% | Reduced |
| Fieldview Capital Management, LLC | 7,990 | $2.90M | 0.45% | +7,990 | New |
| Mission Wealth Management, LP | 8,019 | $2.91M | 0.07% | −93−1.1% | Reduced |
| Verition Fund Management LLC | 8,035 | $2.91M | 0.01% | −3,428−29.9% | Reduced |
| Stonegate Investment Group, LLC | 8,063 | $2.93M | 0.08% | +1,491+22.7% | Added |
| Adirondack Trust Co | 8,087 | $2.93M | 1.12% | −148−1.8% | Reduced |
| Peregrine Asset Advisers, Inc. | 8,131 | $2.95M | 1.09% | +6,445+382.3% | Added |
| Change Path, LLC | 8,170 | $2.96M | 0.09% | −1,960−19.3% | Reduced |
| Graphene Investments SAS | 8,200 | $2.97M | 2.05% | 00.0% | Unchanged |
| Tradewinds, LLC. | 8,236 | $2.98M | 0.83% | 00.0% | Unchanged |
| Boltwood Capital Management | 8,235 | $2.99M | 0.91% | −20.0% | Reduced |
| Horizon Investments, LLC | 8,267 | $2.99M | 0.09% | +144+1.8% | Added |