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 |
|---|---|---|---|---|---|
| Apexium Financial, LP | 975 | $353.7K | 0.02% | −96−9.0% | Reduced |
| Beddow Capital Management Inc | 975 | $354.0K | 0.15% | −75−7.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 977 | $354.4K | 0.03% | −1−0.1% | Reduced |
| Scientech Research LLC | 978 | $354.8K | 0.10% | −622−38.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 979 | $355.1K | 0.08% | 00.0% | Unchanged |
| Boston Partners | 981 | $355.7K | 0.00% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 982 | $356.2K | 0.07% | −31−3.1% | Reduced |
| Exchange Capital Management, Inc. | 986 | $357.7K | 0.06% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 988 | $358.2K | 0.29% | +988 | New |
| Foster Dykema Cabot & Partners, LLC | 988 | $358.4K | 0.03% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 989 | $358.8K | 0.06% | +2+0.2% | Added |
| Annex Advisory Services, LLC | 993 | $360.3K | 0.01% | +19+2.0% | Added |
| 49 Wealth Management, LLC | 994 | $360.5K | 0.05% | +6+0.6% | Added |
| Meridian Financial Partners LLC | 994 | $361.0K | 0.19% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 996 | $361.1K | 0.30% | +18+1.8% | Added |
| Basepoint Wealth LLC | 996 | $361.3K | 0.29% | +202+25.4% | Added |
| Summit X, LLC | 993 | $361.4K | 0.08% | −145−12.7% | Reduced |
| Miller Wealth Advisors, LLC | 1,000 | $362.8K | 0.18% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,000 | $362.8K | 0.25% | 00.0% | Unchanged |
| Prodigy Asset Management LLC | 1,000 | $362.8K | 0.31% | +1,000 | New |
| Challenger Wealth Management | 1,000 | $362.8K | 0.31% | +1,000 | New |
| Delta Capital Management LLC | 1,000 | $363.0K | 0.21% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 1,003 | $363.8K | 0.24% | +1,003 | New |
| CWS Financial Advisors, LLC | 1,004 | $364.2K | 0.12% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,005 | $364.6K | 0.27% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,005 | $364.6K | 0.04% | −2,300−69.6% | Reduced |
| NTV Asset Management LLC | 1,005 | $364.7K | 0.05% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 1,009 | $366.0K | 0.18% | +58+6.1% | Added |
| Tandem Wealth Advisors LLC | 1,011 | $366.8K | 0.19% | +16+1.6% | Added |
| SkyOak Wealth, LLC | 1,012 | $367.2K | 0.08% | 00.0% | Unchanged |
| Crane Advisory, LLC | 1,014 | $368.9K | 0.06% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,017 | $368.9K | 0.07% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 1,017 | $368.9K | 0.24% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 1,017 | $369.1K | 0.24% | +1,017 | New |
| Centerpoint Advisory Group | 1,020 | $370.0K | 0.36% | +1,020 | New |
| Vision Capital Management, Inc. | 1,020 | $370.0K | 0.05% | +50+5.2% | Added |
| Lynx Investment Advisory | 1,021 | $370.2K | 0.25% | −55−5.1% | Reduced |
| Accel Wealth Management | 1,021 | $370.5K | 0.14% | −46−4.3% | Reduced |
| Community Trust & Investment Co | 1,024 | $371.5K | 0.02% | +4+0.4% | Added |
| AlphaCore Capital LLC | 1,024 | $371.5K | 0.08% | −2−0.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,025 | $371.8K | 0.07% | +1+0.1% | Added |
| N.E.W. Advisory Services LLC | 1,026 | $372.3K | 0.04% | −403−28.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,028 | $373.1K | 0.26% | −9−0.9% | Reduced |
| Carmel Capital Partners, LLC | 1,034 | $375.1K | 0.15% | +2+0.2% | Added |
| DF Dent & Co Inc | 1,036 | $375.8K | 0.00% | −8−0.8% | Reduced |
| LBMC Investment Advisors, LLC | 1,036 | $375.8K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,038 | $376.6K | 0.11% | +20+2.0% | Added |
| Secure Asset Management, LLC | 1,040 | $377.4K | 0.06% | −298−22.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,044 | $378.9K | 0.15% | −100−8.7% | Reduced |
| Richard W. Paul & Associates, LLC | 1,047 | $379.7K | 0.14% | −37−3.4% | Reduced |
| Onyx Financial Advisors, LLC | 1,047 | $379.7K | 0.21% | +4+0.4% | Added |
| Wall Street Access Asset Management, LLC | 1,047 | $379.8K | 0.14% | −167−13.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,047 | $379.8K | 0.25% | −14,723−93.4% | Reduced |
| Central Pacific Bank - Trust Division | 1,048 | $380.2K | 0.05% | −1,292−55.2% | Reduced |
| Financial Perspectives, Inc | 1,048 | $380.2K | 0.13% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 1,049 | $380.5K | 0.14% | −64−5.8% | Reduced |
| Northern Oak Wealth Management Inc | 1,049 | $380.5K | 0.05% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,050 | $380.8K | 0.02% | −618−37.1% | Reduced |
| Sym Financial Corp | 1,051 | $381.2K | 0.05% | +175+20.0% | Added |
| Northside Capital Management, LLC | 1,053 | $382.0K | 0.10% | +353+50.4% | Added |
| Antonelli Financial Advisors, LLC | 1,053 | $382.1K | 0.32% | +1,053 | New |
| Stonebrook Private Inc. | 1,054 | $382.3K | 0.10% | +51+5.1% | Added |
| Precision Wealth Strategies, LLC | 1,055 | $382.7K | 0.30% | +92+9.6% | Added |
| Gries Financial LLC | 1,056 | $383.1K | 0.07% | −552−34.3% | Reduced |
| Aspire Growth Partners LLC | 1,059 | $384.3K | 0.38% | +1,059 | New |
| Convergence Financial, LLC | 1,060 | $384.5K | 0.08% | +239+29.1% | Added |
| Meridian Wealth Advisors, LLC | 1,062 | $385.4K | 0.06% | −4−0.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,063 | $385.6K | 0.15% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 1,064 | $386.0K | 0.33% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 1,065 | $386.3K | 0.12% | −18−1.7% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 1,067 | $387.1K | 0.33% | +1,067 | New |
| Wallace Advisory Group, LLC | 992 | $388.1K | 0.27% | +86+9.5% | Added |
| Arlington Trust Co LLC | 1,070 | $388.2K | 0.08% | +314+41.5% | Added |
| Greenwood Capital Associates LLC | 1,074 | $389.6K | 0.05% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,074 | $389.6K | 0.58% | +1,074 | New |
| Silvant Capital Management LLC | 1,076 | $390.3K | 0.02% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 1,078 | $391.0K | 0.40% | +1,078 | New |
| Register Financial Advisors LLC | 1,079 | $391.4K | 0.20% | −45−4.0% | Reduced |
| Compass Financial Group, INC | 1,079 | $391.4K | 0.07% | +2+0.2% | Added |
| Consilium Wealth Advisory, LLC | 1,081 | $392.1K | 0.19% | +2+0.2% | Added |
| Maxele Advisors, LLC | 1,084 | $393.3K | 0.38% | +1,084 | New |
| Purus Wealth Management, LLC | 1,084 | $393.4K | 0.16% | +118+12.2% | Added |
| Bender Robert & Associates | 1,084 | $393.4K | 0.09% | −5−0.5% | Reduced |
| Asset Planning,Inc | 1,085 | $393.4K | 0.30% | +1,085 | New |
| Virtue Capital Management, LLC | 1,086 | $394.0K | 0.08% | −50−4.4% | Reduced |
| Financial Advisors, LLC | 1,090 | $395.4K | 0.08% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,092 | $396.3K | 0.20% | −16−1.4% | Reduced |
| Financial Advisors Network, Inc. | 1,094 | $396.8K | 0.07% | +1,094 | New |
| Elgethun Capital Management | 1,097 | $397.9K | 0.10% | +155+16.5% | Added |
| Greenup Street Wealth Management LLC | 1,099 | $398.7K | 0.08% | +3+0.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 1,100 | $399.0K | 0.03% | −26−2.3% | Reduced |
| Royal Capital Wealth Management, LLC | 1,100 | $399.0K | 0.28% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 1,100 | $399.0K | 0.03% | +100+10.0% | Added |
| Petros Family Wealth, LLC | 1,100 | $399.0K | 0.43% | +1,100 | New |
| Bristlecone Advisors, LLC | 1,106 | $401.2K | 0.03% | +1+0.1% | Added |
| New Wave Wealth Advisors LLC | 1,106 | $401.2K | 0.16% | −12−1.1% | Reduced |
| SPC Financial, Inc. | 1,112 | $403.5K | 0.04% | +97+9.6% | Added |
| FIL Ltd | 1,114 | $404.1K | 0.00% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 1,114 | $404.1K | 0.00% | +202+22.1% | Added |
| Tower Wealth Partners, Inc. | 1,119 | $405.9K | 0.21% | +22+2.0% | Added |