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
- 3,010
- +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 | 4,070 | $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 |
|---|---|---|---|---|---|
| Patron Partners Advisors, LLC | 663 | $240.5K | 0.13% | +42+6.8% | Added |
| Boomfish Wealth Group, LLC | 663 | $240.5K | 0.15% | +91+15.9% | Added |
| Planned Solutions, Inc. | 663 | $240.5K | 0.10% | +4+0.6% | Added |
| Kerntke Otto McGlone Wealth Management Group | 664 | $240.9K | 0.18% | +1+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 665 | $241.2K | 0.01% | −4,156−86.2% | Reduced |
| Revolve Wealth Partners, LLC | 665 | $241.4K | 0.04% | +28+4.4% | Added |
| Wagner Wealth Management, LLC | 668 | $242.3K | 0.06% | +26+4.0% | Added |
| KWB Wealth | 620 | $242.4K | 0.03% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 671 | $243.5K | 0.13% | +671 | New |
| Werba Rubin Papier Wealth Management | 673 | $244.0K | 0.06% | −74−9.9% | Reduced |
| Kolinsky Wealth Management, LLC | 675 | $244.9K | 0.15% | +19+2.9% | Added |
| Angeles Investment Advisors, LLC | 679 | $246.3K | 0.01% | −24−3.4% | Reduced |
| Prudent Man Advisors, LLC | 0 | $246.4K | 0.09% | 0 | Unchanged |
| Valtinson Bruner Financial Planning LLC | 680 | $246.7K | 0.09% | +5+0.7% | Added |
| Maia Wealth LLC | 625 | $247.0K | 0.05% | +625 | New |
| First Bank & Trust | 682 | $247.4K | 0.05% | −27−3.8% | Reduced |
| Omnia Family Wealth, LLC | 682 | $247.4K | 0.10% | +20+3.0% | Added |
| Pacific Center for Financial Services | 683 | $247.6K | 0.06% | +3+0.4% | Added |
| Pioneer Trust Bank N A | 683 | $247.8K | 0.06% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 683 | $247.8K | 0.04% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 683 | $247.9K | 0.05% | +683 | New |
| Seeds Investor LLC | 684 | $248.2K | 0.07% | +3+0.4% | Added |
| Granite FO LLC | 685 | $248.5K | 0.14% | 00.0% | Unchanged |
| Balentine LLC | 686 | $248.9K | 0.01% | −2,673−79.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 687 | $249.2K | 0.15% | 00.0% | Unchanged |
| BIP Wealth, LLC | 688 | $249.4K | 0.02% | −44−6.0% | Reduced |
| Brady Family Wealth, LLC | 688 | $249.6K | 0.08% | 00.0% | Unchanged |
| Marotta Asset Management | 696 | $250.4K | 0.05% | −1−0.1% | Reduced |
| Jump Financial, LLC | 692 | $251.0K | 0.01% | −21−2.9% | Reduced |
| Legacy Edge Advisors, LLC | 692 | $251.2K | 0.04% | −11−1.6% | Reduced |
| Clay Northam Wealth Management, LLC | 695 | $252.1K | 0.16% | +6+0.9% | Added |
| Certified Advisory Corp | 696 | $252.4K | 0.03% | +2+0.3% | Added |
| Chatham Capital Group, Inc. | 696 | $252.5K | 0.04% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 697 | $252.8K | 0.03% | +7+1.0% | Added |
| Claret Asset Management Corp | 698 | $253.0K | 0.04% | +4+0.6% | Added |
| Sylvest Advisors, LLC | 698 | $253.3K | 0.16% | +698 | New |
| Paces Ferry Wealth Advisors, LLC | 700 | $253.8K | 0.12% | −21−2.9% | Reduced |
| Two Sigma Advisers, LP | 700 | $253.9K | 0.00% | −100−12.5% | Reduced |
| Stone Run Capital, LLC | 700 | $253.9K | 0.10% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 700 | $253.9K | 0.15% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 700 | $253.9K | 0.15% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 700 | $253.9K | 0.03% | 00.0% | Unchanged |
| Integras Partners LLC | 700 | $253.9K | 0.22% | +700 | New |
| Bravias Capital Group, LLC | 684 | $254.1K | 0.21% | +684 | New |
| Florida Financial Advisors, LLC | 701 | $254.4K | 0.11% | +113+19.2% | Added |
| Strategic Financial Concepts, LLC | 702 | $254.5K | 0.05% | +76+12.1% | Added |
| Klingman & Associates, LLC | 703 | $255.0K | 0.02% | +30+4.5% | Added |
| Roehl & Yi Investment Advisors, LLC | 703 | $255.1K | 0.14% | +703 | New |
| Paradigm Financial Partners, LLC | 703 | $255.1K | 0.03% | +703 | New |
| Alerus Financial NA | 704 | $255.4K | 0.02% | −6−0.8% | Reduced |
| Jarislowsky, Fraser Ltd | 705 | $255.7K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 705 | $256.0K | 0.03% | +1+0.1% | Added |
| Orgel Wealth Management, LLC | 706 | $256.1K | 0.01% | 00.0% | Unchanged |
| Geneva Partners, LLC | 707 | $256.4K | 0.10% | 00.0% | Unchanged |
| Causey Wealth LLC | 709 | $257.2K | 0.15% | +709 | New |
| Maple Capital Management, Inc. | 709 | $257.3K | 0.02% | −44−5.8% | Reduced |
| Sageworth Trust Co | 710 | $257.6K | 0.02% | 00.0% | Unchanged |
| Lynch & Associates | 710 | $257.6K | 0.06% | +2+0.3% | Added |
| Tilia Fiduciary Partners, Inc. | 711 | $258.1K | 0.18% | 00.0% | Unchanged |
| Enclave Advisors LLC | 712 | $258.3K | 0.04% | 00.0% | Unchanged |
| Dover Advisors, LLC | 712 | $258.3K | 0.15% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 713 | $258.6K | 0.22% | +713 | New |
| Ulland Investment Advisors, LLC | 715 | $259.0K | 0.17% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 715 | $259.0K | 0.15% | +94+15.1% | Added |
| Roberts Glore & Co Inc | 714 | $259.0K | 0.08% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 714 | $259.1K | 0.22% | +714 | New |
| Paul Damon & Associates, Inc. | 714 | $259.1K | 0.16% | +168+30.8% | Added |
| Trilogy Capital Inc. | 714 | $259.2K | 0.01% | −18−2.5% | Reduced |
| HBW Advisory Services LLC | 716 | $259.6K | 0.04% | +7+1.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 716 | $259.8K | 0.05% | +129+22.0% | Added |
| Riverbend Wealth Management, LLC | 711 | $259.9K | 0.23% | +711 | New |
| Bremer Bank National Association | 717 | $260.1K | 0.05% | −268−27.2% | Reduced |
| Castle Rock Wealth Management, LLC | 736 | $260.1K | 0.06% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 717 | $260.3K | 0.15% | +191+36.3% | Added |
| Hyperion Capital Advisors LP | 720 | $261.2K | 0.13% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 720 | $261.2K | 0.33% | −923−56.2% | Reduced |
| FSM Wealth Advisors, LLC | 688 | $261.8K | 0.06% | +25+3.8% | Added |
| First International Bank & Trust | 725 | $263.0K | 0.09% | −20−2.7% | Reduced |
| Global Financial Private Client, LLC | 726 | $263.4K | 0.10% | +10+1.4% | Added |
| Coco Enterprises, LLC | 732 | $263.5K | 0.16% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 727 | $263.7K | 0.09% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 703 | $263.8K | 0.19% | +703 | New |
| Clare Market Investments LLC | 728 | $264.1K | 0.06% | −181−19.9% | Reduced |
| Howard Bailey Securities, LLC | 728 | $264.1K | 0.10% | +728 | New |
| MKT Advisors LLC | 684 | $264.2K | 0.12% | +1+0.1% | Added |
| Websterrogers Financial Advisors, LLC | 730 | $264.8K | 0.09% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 730 | $264.8K | 0.03% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 731 | $265.1K | 0.12% | −12−1.6% | Reduced |
| Fortress Private Ledger, LLC | 732 | $265.7K | 0.16% | +732 | New |
| Cheviot Value Management, LLC | 733 | $265.9K | 0.05% | −55−7.0% | Reduced |
| Dahring | Cusmano LLC | 733 | $265.9K | 0.24% | +733 | New |
| Colonial River Wealth Management, LLC | 735 | $266.6K | 0.13% | +1+0.1% | Added |
| Dorsey Wright & Associates | 736 | $267.0K | 0.06% | −7−0.9% | Reduced |
| WNY Asset Management, LLC | 738 | $267.7K | 0.03% | −10−1.3% | Reduced |
| Forza Wealth Management, LLC | 738 | $267.7K | 0.12% | +25+3.5% | Added |
| Broadleaf Partners, LLC | 740 | $268.4K | 0.06% | −20−2.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 741 | $268.9K | 0.16% | +43+6.2% | Added |
| Destination Wealth Management | 741 | $269.0K | 0.01% | −113−13.2% | Reduced |
| Ifrah Financial Services, Inc. | 741 | $269.0K | 0.07% | −33−4.3% | Reduced |
| Fidelity D & D Bancorp Inc | 743 | $269.5K | 0.18% | +167+29.0% | Added |