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 |
|---|---|---|---|---|---|
| Financial Enhancement Group LLC | 745 | $270.1K | 0.04% | +745 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 746 | $270.5K | 0.08% | +17+2.3% | Added |
| Hurlow Wealth Management Group, Inc. | 747 | $271.0K | 0.08% | 00.0% | Unchanged |
| Chico Wealth RIA | 749 | $271.7K | 0.24% | −166−18.1% | Reduced |
| May Hill Capital, LLC | 749 | $271.7K | 0.11% | +749 | New |
| Westside Investment Management, Inc. | 749 | $271.8K | 0.06% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 750 | $272.1K | 0.05% | 00.0% | Unchanged |
| Pingora Partners LLC | 750 | $272.1K | 0.18% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 750 | $272.1K | 0.19% | 00.0% | Unchanged |
| General Partner, Inc. | 752 | $272.8K | 0.16% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 755 | $273.8K | 0.05% | −15−1.9% | Reduced |
| Drum Hill Capital, LLC | 755 | $273.9K | 0.34% | +755 | New |
| Parisi Gray Wealth Management | 757 | $274.7K | 0.09% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 750 | $274.8K | 0.09% | −3−0.4% | Reduced |
| Park Square Financial Group, LLC | 758 | $275.0K | 0.19% | +758 | New |
| Brandywine Oak Private Wealth LLC | 761 | $276.1K | 0.03% | +1+0.1% | Added |
| MPS Loria Financial Planners, LLC | 763 | $276.7K | 0.08% | +3+0.4% | Added |
| Intrepid Capital Management Inc | 763 | $276.8K | 0.14% | 00.0% | Unchanged |
| Atala Financial Inc | 765 | $277.5K | 0.19% | +765 | New |
| Baxter Bros Inc | 766 | $277.9K | 0.04% | 00.0% | Unchanged |
| TFR Capital, LLC. | 768 | $278.7K | 0.14% | +768 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 770 | $279.3K | 0.04% | 00.0% | Unchanged |
| Leibman Financial Services, Inc. | 770 | $279.3K | 0.20% | +26+3.5% | Added |
| USA Financial Portformulas Corp | 771 | $279.7K | 0.04% | −91−10.6% | Reduced |
| Holistic Financial Partners | 771 | $279.7K | 0.14% | +2+0.3% | Added |
| Sand Hill Global Advisors, LLC | 772 | $280.1K | 0.01% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 772 | $280.1K | 0.07% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 773 | $280.4K | 0.05% | +773 | New |
| Safe Harbor Fiduciary, LLC | 777 | $281.9K | 0.29% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 779 | $283.0K | 0.12% | +25+3.3% | Added |
| Phillips Wealth Planners LLC | 810 | $284.3K | 0.28% | −25−3.0% | Reduced |
| American Trust | 784 | $284.4K | 0.02% | −60−7.1% | Reduced |
| Principal Street Partners, LLC | 784 | $284.4K | 0.06% | +57+7.8% | Added |
| McDonald Partners LLC | 784 | $284.5K | 0.07% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 785 | $284.8K | 0.14% | +6+0.8% | Added |
| Red Mountain Financial, LLC | 786 | $285.1K | 0.31% | −12−1.5% | Reduced |
| Ballew Advisors, Inc | 787 | $285.2K | 0.18% | −4−0.5% | Reduced |
| TrueWealth Advisors, LLC | 788 | $285.9K | 0.10% | −869−52.4% | Reduced |
| First PREMIER Bank | 790 | $286.0K | 0.07% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 790 | $286.6K | 0.07% | +790 | New |
| Keebeck Wealth Management, LLC | 793 | $287.7K | 0.04% | +111+16.3% | Added |
| Peterson Wealth Advisors, LLC | 792 | $288.1K | 0.05% | −215−21.4% | Reduced |
| Acorns Advisers, LLC | 797 | $289.0K | 0.00% | +199+33.3% | Added |
| CMT Capital Markets Trading GmbH | 798 | $289.0K | 0.17% | +798 | New |
| Sightline Wealth Advisors, LLC | 797 | $289.1K | 0.16% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 797 | $289.1K | 0.32% | +797 | New |
| MBA Advisors LLC | 799 | $289.8K | 0.15% | −705−46.9% | Reduced |
| Axim Planning & Wealth | 800 | $290.2K | 0.31% | −16−2.0% | Reduced |
| McLean Asset Management Corp | 801 | $290.4K | 0.09% | +65+8.8% | Added |
| Walkner Condon Financial Advisors LLC | 802 | $291.0K | 0.06% | −174−17.8% | Reduced |
| Cannon Wealth Management Services, LLC | 805 | $291.0K | 0.25% | +22+2.8% | Added |
| ASB Consultores, LLC | 804 | $291.7K | 0.12% | +58+7.8% | Added |
| Shufro Rose & Co LLC | 805 | $292.0K | 0.02% | −200−19.9% | Reduced |
| DecisionMap Wealth Management, LLC | 809 | $293.3K | 0.23% | +809 | New |
| PMG Wealth Management, Inc. | 810 | $293.8K | 0.27% | +810 | New |
| Pekin Hardy Strauss, Inc. | 810 | $293.9K | 0.04% | +10+1.3% | Added |
| Freedom Financial Partners LLC | 812 | $294.6K | 0.14% | +812 | New |
| Laraway Financial Inc | 813 | $294.9K | 0.23% | +813 | New |
| CFO4Life Group, LLC | 814 | $295.4K | 0.05% | −3−0.4% | Reduced |
| Bright Financial Advisors, Inc. | 815 | $295.5K | 0.19% | 00.0% | Unchanged |
| CAP Partners, LLC | 816 | $295.9K | 0.21% | +3+0.4% | Added |
| Crews Bank & Trust | 819 | $297.1K | 0.05% | +819 | New |
| Cerro Pacific Wealth Advisors LLC | 760 | $297.3K | 0.10% | +5+0.7% | Added |
| Orion Capital Management LLC | 820 | $297.5K | 0.13% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 821 | $297.8K | 0.06% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 823 | $298.6K | 0.13% | −141−14.6% | Reduced |
| Ewa, LLC | 823 | $298.6K | 0.11% | −1−0.1% | Reduced |
| Bouchey Financial Group Ltd | 826 | $299.5K | 0.03% | +15+1.8% | Added |
| Encompass Wealth Advisors, LLC | 826 | $299.6K | 0.12% | +3+0.4% | Added |
| Blodgett Wealth Advisors, LLC | 826 | $299.8K | 0.24% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 827 | $300.0K | 0.30% | +827 | New |
| One Charles Private Wealth Services, LLC | 834 | $302.4K | 0.10% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 834 | $302.6K | 0.04% | +57+7.3% | Added |
| True Wealth Design, LLC | 835 | $303.1K | 0.12% | −12−1.4% | Reduced |
| Grant Private Wealth Management Inc | 837 | $303.6K | 0.33% | +837 | New |
| Apella Capital, LLC | 838 | $304.1K | 0.01% | +46+5.8% | Added |
| South Street Advisors LLC | 840 | $304.7K | 0.05% | −600−41.7% | Reduced |
| PCG Asset Management, LLC | 840 | $304.7K | 0.27% | +840 | New |
| Brightwater Advisory LLC | 840 | $304.9K | 0.24% | +1+0.1% | Added |
| Ellenbecker Investment Group | 840 | $305.0K | 0.05% | +1+0.1% | Added |
| M.E. Allison & Co., Inc. | 843 | $305.9K | 0.34% | +843 | New |
| Mayfair Advisory Group, LLC | 843 | $306.0K | 0.18% | −30−3.4% | Reduced |
| WMG Financial Advisors, LLC | 844 | $306.2K | 0.13% | −5−0.6% | Reduced |
| Headinvest, LLC | 846 | $306.9K | 0.06% | −50−5.6% | Reduced |
| Sabal Trust CO | 849 | $308.0K | 0.02% | −50−5.6% | Reduced |
| Northwest Financial Advisors | 850 | $308.3K | 0.25% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 850 | $308.3K | 0.16% | 00.0% | Unchanged |
| 10Elms LLP | 852 | $309.1K | 0.32% | +852 | New |
| Dechtman Wealth Management, LLC | 852 | $309.1K | 0.06% | +192+29.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 852 | $309.2K | 0.02% | 00.0% | Unchanged |
| Griffith & Werner, Inc. | 854 | $309.7K | 0.20% | +854 | New |
| Crown Wealth Group, LLC | 854 | $309.8K | 0.13% | +15+1.8% | Added |
| Black Diamond Financial, LLC | 858 | $311.3K | 0.05% | −97−10.2% | Reduced |
| LMR Partners LLP | 862 | $312.7K | 0.01% | +860+43,000.0% | Added |
| Holland Advisory Services, Inc. | 863 | $313.1K | 0.41% | +1+0.1% | Added |
| Revisor Wealth Management LLC | 866 | $313.3K | 0.29% | −342−28.3% | Reduced |
| Verum Partners LLC | 866 | $314.3K | 0.09% | +9+1.1% | Added |
| Lodestar Private Asset Management LLC | 867 | $314.5K | 0.04% | −60−6.5% | Reduced |
| Cullen Capital Management LLC | 869 | $315.2K | 0.00% | −31−3.4% | Reduced |
| ROI Financial Advisors, LLC | 869 | $315.2K | 0.21% | +155+21.7% | Added |