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 |
|---|---|---|---|---|---|
| Luts & Greenleigh Group, Inc | 870 | $315.5K | 0.31% | −3−0.3% | Reduced |
| Hourglass Capital, LLC | 872 | $316.3K | 0.09% | 00.0% | Unchanged |
| Capstone Wealth Management Group LLC | 874 | $316.9K | 0.24% | +874 | New |
| Wedge Capital Management L L P | 875 | $317.4K | 0.01% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 875 | $317.4K | 0.03% | +48+5.8% | Added |
| Adams Wealth Management | 876 | $317.8K | 0.06% | 00.0% | Unchanged |
| CacheTech Inc. | 876 | $317.8K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 876 | $318.0K | 0.01% | +20+2.3% | Added |
| WealthShield Partners, LLC | 877 | $318.1K | 0.05% | −242−21.6% | Reduced |
| Waterford Advisors, LLC | 877 | $318.1K | 0.16% | 00.0% | Unchanged |
| Eclectic Associates Inc | 880 | $319.2K | 0.09% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 880 | $319.2K | 0.17% | 00.0% | Unchanged |
| Optiver Holding B.V. | 880 | $319.2K | 0.01% | +880 | New |
| Old North State Trust, LLC | 883 | $320.0K | 0.20% | +883 | New |
| Southland Equity Partners LLC | 883 | $320.1K | 0.07% | +17+2.0% | Added |
| Rede Wealth, LLC | 884 | $320.7K | 0.12% | +16+1.8% | Added |
| Requisite Capital Management, LLC | 884 | $320.8K | 0.07% | +884 | New |
| Verus Financial Partners, Inc. | 914 | $321.0K | 0.04% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 857 | $321.3K | 0.04% | +21+2.5% | Added |
| Stonebridge Financial Planning Group, LLC | 887 | $321.7K | 0.14% | −25−2.7% | Reduced |
| Madison Wealth Partners, Inc | 888 | $322.1K | 0.09% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 888 | $322.1K | 0.02% | −1−0.1% | Reduced |
| Chemistry Wealth Management LLC | 891 | $323.2K | 0.08% | +269+43.2% | Added |
| Kondo Wealth Advisors, Inc. | 891 | $323.2K | 0.16% | +891 | New |
| PCA Investment Advisory Services Inc. | 891 | $323.4K | 0.15% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 892 | $323.6K | 0.02% | +106+13.5% | Added |
| Smith Thornton Advisors LLC | 896 | $325.0K | 0.21% | +299+50.1% | Added |
| Private Capital Management LLC | 898 | $325.8K | 0.07% | −45−4.8% | Reduced |
| City National Bank of Florida | 899 | $326.1K | 0.30% | +899 | New |
| Fragasso Group Inc. | 899 | $326.2K | 0.02% | +13+1.5% | Added |
| Catalyst Funds Management Pty Ltd | 900 | $326.5K | 0.08% | −2,700−75.0% | Reduced |
| Mullaney, Keating & Wright, Inc. | 900 | $326.5K | 0.22% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 846 | $326.6K | 0.03% | +35+4.3% | Added |
| HTG Investment Advisors, Inc. | 900 | $326.6K | 0.15% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 904 | $327.9K | 0.23% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 905 | $328.3K | 0.31% | +905 | New |
| waypoint wealth counsel | 905 | $328.3K | 0.21% | +78+9.4% | Added |
| Cook Wealth Management Group LLC | 809 | $328.8K | 0.15% | 00.0% | Unchanged |
| American State Bank (Iowa) | 907 | $329.0K | 0.20% | +4+0.4% | Added |
| Pettee Investors, Inc. | 908 | $329.4K | 0.17% | 00.0% | Unchanged |
| Drake & Associates, LLC | 906 | $329.7K | 0.09% | −18−1.9% | Reduced |
| Laffer Tengler Investments | 912 | $330.8K | 0.07% | −585−39.1% | Reduced |
| Northstar Advisory Group, LLC | 912 | $330.8K | 0.17% | −12−1.3% | Reduced |
| Signature Resources Capital Management, LLC | 912 | $330.8K | 0.30% | −3−0.3% | Reduced |
| Chase Investment Counsel Corp | 914 | $331.0K | 0.11% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 911 | $331.0K | 0.06% | +1+0.1% | Added |
| Canvas Wealth Advisors, LLC | 913 | $331.2K | 0.08% | +86+10.4% | Added |
| Aventura Private Wealth, LLC | 913 | $331.2K | 0.18% | +913 | New |
| Embree Financial Group | 915 | $332.0K | 0.06% | −139−13.2% | Reduced |
| O'Rourke & Company, Inc | 919 | $333.5K | 0.16% | −139−13.1% | Reduced |
| Van Cleef Asset Management,Inc | 920 | $333.7K | 0.04% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 921 | $334.0K | 0.00% | +166+22.0% | Added |
| JB Capital LLC | 922 | $334.6K | 0.02% | −85−8.4% | Reduced |
| Zions Bancorporation, N.A. | 923 | $334.8K | 0.02% | +78+9.2% | Added |
| Citizens & Northern Corp | 925 | $335.6K | 0.09% | 00.0% | Unchanged |
| Manchester Financial Inc | 927 | $336.1K | 0.07% | −2−0.2% | Reduced |
| Angeles Wealth Management, LLC | 927 | $336.3K | 0.03% | +78+9.2% | Added |
| Centric Wealth Management | 927 | $336.4K | 0.09% | −5−0.5% | Reduced |
| Maven Securities LTD | 928 | $336.6K | 0.05% | −325−25.9% | Reduced |
| Tortoise Investment Management, LLC | 932 | $338.1K | 0.04% | −182−16.3% | Reduced |
| Syntegra Private Wealth Group, LLC | 932 | $338.1K | 0.04% | +932 | New |
| Wedgewood Investors Inc | 933 | $338.5K | 0.40% | 00.0% | Unchanged |
| Wealth Management Nebraska | 937 | $339.9K | 0.06% | +937 | New |
| Bingham Private Wealth, LLC | 938 | $340.3K | 0.36% | +938 | New |
| Key Client Fiduciary Advisors, LLC | 939 | $340.7K | 0.15% | +43+4.8% | Added |
| Magnolia Capital Advisors LLC | 939 | $340.7K | 0.09% | +109+13.1% | Added |
| HTLF Bank | 941 | $341.4K | 0.04% | −252−21.1% | Reduced |
| Horan Capital Advisors, LLC. | 941 | $341.4K | 0.11% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 941 | $341.4K | 0.08% | +159+20.3% | Added |
| Cyr Financial Inc. | 941 | $341.5K | 0.31% | +941 | New |
| Baker Boyer National Bank | 945 | $342.8K | 0.12% | 00.0% | Unchanged |
| 360 Financial, Inc. | 945 | $342.8K | 0.12% | 00.0% | Unchanged |
| Keystone Financial Group | 946 | $343.1K | 0.03% | +1+0.1% | Added |
| Rebalance, LLC | 947 | $343.5K | 0.03% | +122+14.8% | Added |
| D'Orazio & Associates, Inc. | 949 | $344.2K | 0.05% | +104+12.3% | Added |
| First United Bank Trust | 950 | $344.6K | 0.13% | −33−3.4% | Reduced |
| Abbot Financial Management, Inc. | 950 | $344.6K | 0.17% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 951 | $345.0K | 0.05% | +42+4.6% | Added |
| Mount Vernon Associates Inc | 950 | $345.0K | 0.27% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 952 | $345.3K | 0.16% | +60+6.7% | Added |
| JSF Financial, LLC | 952 | $345.4K | 0.09% | +320+50.6% | Added |
| Clarendon Private LLC | 953 | $345.5K | 0.36% | +953 | New |
| XTX Topco Ltd | 954 | $346.1K | 0.03% | −14,888−94.0% | Reduced |
| Leigh Baldwin & Co., LLC | 955 | $346.3K | 0.29% | +955 | New |
| Palogic Value Management, L.P. | 957 | $347.2K | 0.14% | +15+1.6% | Added |
| 1620 Investment Advisors, Inc. | 958 | $347.3K | 0.26% | +19+2.0% | Added |
| D.B. Root & Company, LLC | 958 | $347.5K | 0.11% | +14+1.5% | Added |
| Liberty Wealth Management LLC | 20,894 | $348.0K | 0.06% | −201−1.0% | Reduced |
| First Interstate Bank | 960 | $348.3K | 0.02% | −9−0.9% | Reduced |
| Jmac Enterprises LLC | 960 | $348.3K | 0.05% | +84+9.6% | Added |
| McIlrath & Eck, LLC | 962 | $349.0K | 0.04% | +30+3.2% | Added |
| Diametric Capital, LP | 964 | $349.7K | 0.24% | +964 | New |
| Uniting Wealth Partners, LLC | 969 | $351.5K | 0.17% | +969 | New |
| Partners Wealth Management, LLC | 970 | $351.9K | 0.40% | +970 | New |
| Burling Wealth Partners, LLC | 970 | $351.9K | 0.07% | +970 | New |
| Master's Wealth Management Inc. | 971 | $352.4K | 0.19% | +971 | New |
| Commonwealth Financial Services, LLC | 972 | $352.7K | 0.07% | +9+0.9% | Added |
| GW Henssler & Associates Ltd | 902 | $352.8K | 0.02% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 973 | $353.0K | 0.19% | −142−12.7% | Reduced |
| NFP Retirement, Inc. | 974 | $353.2K | 0.03% | −52−5.1% | Reduced |