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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,069 | $351.1B |
| Q1 2026 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $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 |
|---|---|---|---|---|---|
| Fairway Wealth LLC | 342 | $124.1K | 0.06% | +342 | New |
| Eagle Bay Advisors LLC | 344 | $124.7K | 0.08% | −125−26.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 346 | $125.8K | 0.00% | +187+117.6% | Added |
| Virtus Investment Advisers, Inc. | 350 | $127.0K | 0.10% | −260−42.6% | Reduced |
| Center for Financial Planning, Inc. | 350 | $127.0K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 350 | $127.0K | 0.05% | −139−28.4% | Reduced |
| HighMark Wealth Management LLC | 352 | $127.8K | 0.07% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 359 | $130.2K | 0.08% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 363 | $131.7K | 0.00% | +313+626.0% | Added |
| Covestor Ltd | 368 | $134.0K | 0.08% | −18−4.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 370 | $134.2K | 0.03% | +370 | New |
| Mizuho Securities Co. Ltd. | 370 | $134.3K | 2.03% | −1,560−80.8% | Reduced |
| Bell Investment Advisors, Inc | 372 | $134.9K | 0.03% | +4+1.1% | Added |
| Bruce G. Allen Investments, LLC | 375 | $136.0K | 0.11% | −90−19.4% | Reduced |
| Motco | 382 | $138.6K | 0.01% | −25−6.1% | Reduced |
| Duncker Streett & Co Inc | 383 | $138.8K | 0.03% | +27+7.6% | Added |
| Ruedi Wealth Management, Inc. | 384 | $139.4K | 0.04% | 00.0% | Unchanged |
| Globeflex Capital L P | 386 | $140.0K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 345 | $140.2K | 0.05% | 00.0% | Unchanged |
| Providence First Trust Co | 390 | $141.5K | 0.05% | +390 | New |
| Birchbrook, Inc. | 400 | $145.1K | 0.08% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 400 | $145.1K | 0.10% | +400 | New |
| Financial Freedom, LLC | 410 | $148.8K | 0.08% | 00.0% | Unchanged |
| Trust Co | 419 | $152.0K | 0.02% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 420 | $152.4K | 0.06% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 427 | $154.9K | 0.15% | +427 | New |
| Tradewinds Capital Management, LLC | 427 | $155.1K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 428 | $155.3K | 0.00% | −575−57.3% | Reduced |
| Bank of New Hampshire | 428 | $155.3K | 0.04% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 431 | $156.5K | 0.03% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 446 | $161.0K | 0.07% | +13+3.0% | Added |
| Cherry Tree Wealth Management, LLC | 445 | $161.4K | 0.04% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 448 | $162.5K | 0.12% | +448 | New |
| AllSquare Wealth Management LLC | 448 | $162.5K | 0.09% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 461 | $162.6K | 0.08% | +461 | New |
| Coppell Advisory Solutions LLC | 447 | $162.9K | 0.02% | −54−10.8% | Reduced |
| Stephens Consulting, LLC | 450 | $163.2K | 0.04% | −101−18.3% | Reduced |
| Avalon Trust Co | 467 | $169.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 467 | $169.5K | 0.13% | −10−2.1% | Reduced |
| C M Bidwell & Associates Ltd | 468 | $169.8K | 0.10% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 471 | $170.9K | 0.07% | +28+6.3% | Added |
| IMG Wealth Management, Inc. | 478 | $173.4K | 0.16% | +478 | New |
| West Branch Capital LLC | 481 | $174.5K | 0.06% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 482 | $174.9K | 0.01% | −740−60.6% | Reduced |
| Centricity Wealth Management, LLC | 482 | $174.9K | 0.16% | +482 | New |
| Avion Wealth | 491 | $177.0K | 0.05% | +203+70.5% | Added |
| Riverview Trust Co | 494 | $179.2K | 0.16% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 495 | $179.6K | 0.06% | +75+17.9% | Added |
| Parvin Asset Management, LLC | 500 | $181.4K | 0.20% | +500 | New |
| Wintrust Investments LLC | 504 | $183.0K | 0.16% | −416−45.2% | Reduced |
| Dakota Community Bank & Trust NA | 508 | $184.3K | 0.88% | +15+3.0% | Added |
| Hemington Wealth Management | 512 | $185.0K | 0.05% | +39+8.2% | Added |
| IAG Wealth Partners, LLC | 517 | $187.6K | 0.03% | +408+374.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 520 | $188.0K | 0.01% | −400−43.5% | Reduced |
| Main Street Group, LTD | 534 | $193.5K | 0.07% | +1+0.2% | Added |
| Wingate Wealth Advisors, Inc. | 546 | $198.1K | 0.19% | +546 | New |
| Prasad Wealth Partners, LLC | 552 | $200.1K | 0.06% | +552 | New |
| Jacobsen Capital Management | 552 | $200.2K | 0.09% | +1+0.2% | Added |
| BlackDiamond Wealth Management Inc. | 553 | $200.5K | 0.12% | +553 | New |
| Borer Denton & Associates, Inc. | 553 | $200.6K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 555 | $201.3K | 0.04% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 556 | $202.0K | 0.06% | +556 | New |
| WoodTrust Financial Corp | 556 | $202.0K | 0.03% | −9−1.6% | Reduced |
| Unique Wealth, LLC | 557 | $202.1K | 0.04% | +6+1.1% | Added |
| Client 1st Advisory Group, LLC | 559 | $202.8K | 0.08% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 562 | $203.9K | 0.05% | +33+6.2% | Added |
| Waverton Investment Management Ltd | 562 | $204.0K | 0.00% | +562 | New |
| Renaissance Investment Group LLC | 563 | $204.2K | 0.04% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 563 | $204.2K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 563 | $204.2K | 0.03% | +144+34.4% | Added |
| TradeWell Securities, LLC. | 564 | $204.6K | 0.11% | +564 | New |
| ProVise Management Group, LLC | 565 | $205.0K | 0.02% | −679−54.6% | Reduced |
| Ameliora Wealth Management Ltd. | 565 | $205.0K | 0.08% | +65+13.0% | Added |
| EPG Wealth Management LLC | 566 | $205.3K | 0.05% | +2+0.4% | Added |
| PrairieView Partners, LLC | 569 | $206.0K | 0.02% | +1+0.2% | Added |
| Motive Wealth Advisors | 568 | $206.0K | 0.11% | +568 | New |
| Renasant Bank | 569 | $206.4K | 0.13% | +1+0.2% | Added |
| Bond & Devick Financial Network, Inc. | 528 | $206.5K | 0.09% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 572 | $207.6K | 0.09% | +22+4.0% | Added |
| Brass Tax Wealth Management, Inc | 574 | $208.3K | 0.04% | −20−3.4% | Reduced |
| TCP Asset Management, LLC | 575 | $208.6K | 0.05% | 00.0% | Unchanged |
| Orion Investment Co | 575 | $208.6K | 0.08% | 00.0% | Unchanged |
| KDT Advisors, LLC | 575 | $208.6K | 0.31% | +575 | New |
| Helium Advisors LLC | 575 | $208.6K | 0.17% | +575 | New |
| Hilltop Partners LLC | 576 | $208.8K | 0.07% | −30−5.0% | Reduced |
| Human Investing LLC | 576 | $209.0K | 0.04% | −3−0.5% | Reduced |
| Yarger Wealth Strategies, LLC | 578 | $209.8K | 0.12% | +14+2.5% | Added |
| Cherrydale Wealth Management, LLC | 579 | $209.9K | 0.08% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 579 | $210.0K | 0.09% | +579 | New |
| GGM Financials LLC | 580 | $210.3K | 0.22% | +580 | New |
| RFG Holdings, Inc. | 580 | $210.4K | 0.07% | −16−2.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 581 | $210.8K | 0.05% | +581 | New |
| KPP Advisory Services LLC | 582 | $211.1K | 0.05% | −8−1.4% | Reduced |
| Hollow Brook Wealth Management LLC | 582 | $211.1K | 0.06% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 582 | $211.3K | 0.11% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 583 | $211.5K | 0.02% | +54+10.2% | Added |
| RW Investment Management LLC | 584 | $211.8K | 0.03% | −64−9.9% | Reduced |
| DKM Wealth Management, Inc. | 585 | $212.1K | 0.20% | +585 | New |
| Prairie Sky Financial Group LLC | 585 | $212.2K | 0.13% | 00.0% | Unchanged |
| Lincoln Capital Corp | 585 | $212.2K | 0.09% | +58+11.0% | Added |