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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
BCO Wealth Management LLC585$212.2K0.18%+585New
Piscataqua Savings Bank586$212.6K0.18%00.0%Unchanged
Gamco Investors, Inc. Et Al588$213.3K0.00%+48+8.9%Added
Abel Hall, LLC590$214.0K0.14%+15+2.6%Added
Cushing Capital Partners, LLC591$214.5K0.21%+591New
Northeast Financial Consultants Inc592$214.8K0.01%00.0%Unchanged
Warren Street Wealth Advisors, LLC594$215.5K0.09%+6+1.0%Added
EWG Elevate Inc.594$215.6K0.07%+594New
Integral Investment Advisors, Inc.595$215.8K0.07%−74−11.1%Reduced
Meritage Portfolio Management595$215.8K0.01%−24−3.9%Reduced
Hall Capital Management Co Inc595$215.8K0.10%+595New
Fiera Capital Corp595$215.8K0.00%+595New
Palisades Hudson Asset Management, L.P.595$216.0K0.09%00.0%Unchanged
Collective Family Office LLC596$216.2K0.06%−3−0.5%Reduced
Pure Portfolios Holdings LLC596$216.3K0.08%−50−7.7%Reduced
XY Capital Ltd598$216.9K0.24%+598New
PAX Financial Group, LLC598$217.1K0.04%−400−40.1%Reduced
GK Wealth Management LLC598$217.2K0.28%+598New
Smith Group Asset Management, LLC600$217.7K0.02%00.0%Unchanged
Next Level Wealth Planning, LLC600$217.7K0.17%+600New
Blue Rock Wealth Management LLC600$217.7K0.23%+600New
Weybosset Research & Management LLC600$218.0K0.07%00.0%Unchanged
Tolleson Wealth Management, Inc.600$218.0K0.04%00.0%Unchanged
LongView Wealth Management602$218.3K0.07%−50−7.7%Reduced
Vestmark Advisory Solutions, Inc.604$219.1K0.01%+604New
Carlson Capital Management604$219.1K0.01%+604New
Encompass More Asset Management605$219.5K0.07%+29+5.0%Added
Unison Asset Management LLC606$219.8K0.11%00.0%Unchanged
TigerOak Management, L.L.C.606$219.8K0.08%+606New
Green Harvest Asset Management LLC608$220.6K0.00%+40+7.0%Added
Significant Wealth Partners LLC609$220.9K0.11%+609New
Capital City Trust Co610$221.3K0.06%+610New
Baltimore-Washington Financial Advisors, Inc.610$221.4K0.01%00.0%Unchanged
Symmetry Partners, LLC610$221.4K0.03%−186−23.4%Reduced
Strategic Advocates LLC611$221.6K0.07%+611New
Capital Counsel LLC611$221.6K0.01%00.0%Unchanged
Mosaic Family Wealth Partners, LLC611$221.6K0.03%+611New
Salomon & Ludwin, LLC614$222.7K0.02%00.0%Unchanged
Wealthcare Capital Partners, LLC614$222.9K0.12%+614New
Pennington Partners & Co., LLC614$222.9K0.11%+614New
Strategic Financial Services, Inc,615$223.1K0.01%00.0%Unchanged
Bourne Lent Asset Management Inc618$224.2K0.09%00.0%Unchanged
Doheny Asset Management621$225.0K0.17%00.0%Unchanged
Red Wave Investments LLC620$225.0K0.08%00.0%Unchanged
Integrity Wealth Solutions LLC621$225.2K0.13%00.0%Unchanged
Northwest Bank & Trust Co557$226.2K0.17%00.0%Unchanged
Optimize Financial Inc624$226.4K0.17%+624New
Sterling Investment Counsel, LLC625$226.7K0.15%−415−39.9%Reduced
Aveo Capital Partners, LLC625$226.7K0.02%−30−4.6%Reduced
Buffington Mohr McNeal625$226.7K0.04%00.0%Unchanged
BXM Wealth LLC629$228.2K0.32%+629New
Stonehaven Wealth & Tax Solutions, LLC629$228.2K0.25%+629New
Talisman Wealth Advisors LLC630$228.4K0.24%−19−2.9%Reduced
Bush Investment Group, LLC630$228.5K0.18%00.0%Unchanged
Peddock Capital Advisors, LLC630$228.7K0.05%00.0%Unchanged
Waterloo Capital, L.P.632$229.1K0.02%+632New
Inspirion Wealth Advisors, LLC631$229.2K0.03%00.0%Unchanged
Pinnacle Bancorp, Inc.634$230.0K0.07%−15−2.3%Reduced
West Wealth Group, LLC635$230.4K0.07%+635New
Octavia Wealth Advisors, LLC638$231.4K0.03%+3+0.5%Added
Texas Bank & Trust Co638$231.4K0.10%+638New
Argentarii, LLC639$231.8K0.12%+639New
Eagle Capital Management, LLC639$232.0K0.09%00.0%Unchanged
ORBA Wealth Advisors, L.L.C.640$232.2K0.12%+2+0.3%Added
Morton Capital Management LLC640$232.2K0.04%00.0%Unchanged
Transce3nd, LLC641$232.8K0.08%+641New
LifeWealth Investments, LLC644$233.6K0.15%+644New
Optima Capital LLC644$233.6K0.16%+644New
Semus Wealth Partners LLC644$233.8K0.15%−1−0.2%Reduced
ERn Financial, LLC645$233.8K0.04%+82+14.6%Added
Global Assets Advisory, LLC650$233.9K0.13%−110−14.5%Reduced
Arbor Investment Advisors, LLC645$234.0K0.03%00.0%Unchanged
Coordinated Financial Services, Inc.645$234.0K0.18%+645New
Personal Cfo Solutions, LLC645$234.1K0.05%−770−54.4%Reduced
Aldebaran Financial Inc.645$234.1K0.27%−12−1.8%Reduced
Opinicus Capital, Inc.647$234.7K0.20%−12−1.8%Reduced
New Jersey Better Educational Savings Trust647$234.7K0.45%00.0%Unchanged
Aviance Capital Partners, LLC648$235.1K0.03%00.0%Unchanged
Brady Martz Wealth Solutions, LLC633$235.2K0.06%+633New
GEM Asset Management, LLC648$235.2K0.13%00.0%Unchanged
Barnes Pettey Financial Advisors, LLC650$235.8K0.18%00.0%Unchanged
Prelude Capital Management, LLC650$235.8K0.02%+650New
Kera Capital Partners, Inc.650$235.8K0.07%+650New
Aspetuck Financial Management LLC650$235.8K0.18%+650New
Sulzberger Capital Advisors, Inc.650$235.8K0.27%+650New
Altus Wealth Group LLC651$236.0K0.10%+1+0.2%Added
Glass Jacobson Investment Advisors llc651$236.2K0.08%00.0%Unchanged
Nia Impact Advisors, LLC651$236.2K0.08%00.0%Unchanged
Delta Financial Advisors LLC653$236.9K0.09%00.0%Unchanged
Up Strategic Wealth Investment Advisors LLC653$236.9K0.24%+653New
Cambridge Financial Group, LLC653$237.0K0.10%−148−18.5%Reduced
Uhlmann Price Securities, LLC655$237.7K0.18%00.0%Unchanged
OMC Financial Services LTD655$238.0K0.10%00.0%Unchanged
Altfest L J & Co Inc659$239.1K0.03%+2+0.3%Added
Advantage Trust Co660$239.4K0.14%00.0%Unchanged
Capital Market Strategies LLC661$239.7K0.14%+9+1.4%Added
Vigilare Wealth Management661$239.8K0.10%00.0%Unchanged
Blue Capital, Inc.661$239.8K0.17%+661New
Ashton Thomas Securities, LLC655$240.1K0.07%+93+16.5%Added
Invst, LLC663$240.4K0.03%+12+1.8%Added