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 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $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 |
|---|---|---|---|---|---|
| Spring Capital Management, LLC | 1,120 | $406.3K | 0.24% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,120 | $406.3K | 0.04% | +5+0.4% | Added |
| Castleview Partners, LLC | 1,132 | $407.3K | 0.22% | +88+8.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,123 | $407.5K | 0.08% | +497+79.4% | Added |
| Fairtree Asset Management (Pty) Ltd | 1,124 | $407.7K | 0.39% | +1,124 | New |
| Gillespie Robinson & Grimm Inc | 1,125 | $408.1K | 0.03% | −50−4.3% | Reduced |
| Rockline Wealth Management, LLC | 1,127 | $408.8K | 0.11% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 1,127 | $408.8K | 0.01% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,127 | $408.8K | 0.01% | 00.0% | Unchanged |
| First Western Trust Bank | 1,128 | $409.2K | 0.02% | −17−1.5% | Reduced |
| Sherbrooke Park Advisers LLC | 1,131 | $410.3K | 0.13% | +1,131 | New |
| WealthBridge Capital Management, LLC | 1,133 | $410.8K | 0.11% | +1+0.1% | Added |
| Verity & Verity, LLC | 1,134 | $411.4K | 0.04% | +355+45.6% | Added |
| SRS Capital Advisors, Inc. | 1,136 | $412.1K | 0.03% | +216+23.5% | Added |
| Warwick Investment Management, Inc. | 1,137 | $412.5K | 0.08% | +2+0.2% | Added |
| Interchange Capital Partners, LLC | 1,137 | $412.6K | 0.15% | +127+12.6% | Added |
| Clear Creek Financial Management, LLC | 1,139 | $413.1K | 0.04% | −100−8.1% | Reduced |
| Brogan Financial, Inc. | 1,141 | $413.8K | 0.20% | +2+0.2% | Added |
| Winslow Asset Management Inc | 1,140 | $414.0K | 0.08% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,145 | $415.4K | 0.08% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,146 | $415.7K | 0.03% | −16−1.4% | Reduced |
| Facet Wealth, Inc. | 1,143 | $416.1K | 0.01% | +74+6.9% | Added |
| Hills Bank & Trust Co | 1,147 | $416.1K | 0.03% | −8−0.7% | Reduced |
| ICW Investment Advisors LLC | 1,148 | $416.5K | 0.17% | +1,148 | New |
| Finivi Inc. | 1,149 | $416.8K | 0.33% | +34+3.0% | Added |
| Alan B. Lancz & Associates, Inc. | 1,150 | $417.2K | 0.42% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,152 | $417.8K | 0.05% | +99+9.4% | Added |
| Joule Financial, LLC | 1,154 | $418.6K | 0.15% | −3−0.3% | Reduced |
| First Nebraska Trust Co | 1,156 | $419.4K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,156 | $419.4K | 0.09% | +331+40.1% | Added |
| Catalytic Wealth RIA, LLC | 1,160 | $420.8K | 0.07% | +40+3.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,160 | $421.0K | 0.01% | 00.0% | Unchanged |
| Claris Financial LLC | 1,162 | $421.6K | 0.28% | +1,162 | New |
| Eagle Wealth Strategies LLC | 1,166 | $423.1K | 0.31% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,167 | $423.3K | 0.82% | +1,166+116,600.0% | Added |
| Gradient Investments LLC | 1,168 | $423.7K | 0.01% | −174−13.0% | Reduced |
| STAR Financial Bank | 1,169 | $424.1K | 0.31% | −215−15.5% | Reduced |
| Archford Capital Strategies, LLC | 1,169 | $424.1K | 0.06% | +8+0.7% | Added |
| Aua Capital Management, LLC | 1,170 | $424.7K | 0.27% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 1,171 | $424.8K | 0.12% | −91−7.2% | Reduced |
| United Advisor Group, LLC | 1,177 | $426.8K | 0.08% | +228+24.0% | Added |
| Keb Asset Management, LLC | 1,179 | $427.7K | 0.12% | 00.0% | Unchanged |
| Meredith Wealth Planning | 1,180 | $428.1K | 0.19% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 1,181 | $428.4K | 0.25% | +23+2.0% | Added |
| Legacy Financial Group LLC | 1,182 | $428.7K | 0.07% | +1,182 | New |
| Laurel Wealth Advisors LLC | 1,182 | $428.8K | 0.07% | −50−4.1% | Reduced |
| Rossby Financial, LCC | 1,183 | $429.1K | 0.27% | +1,183 | New |
| Armstrong, Fleming & Moore, Inc | 1,184 | $429.4K | 0.26% | +1+0.1% | Added |
| Trust Co of Kansas | 1,185 | $430.0K | 0.21% | −15−1.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,223 | $432.7K | 0.04% | −29−2.3% | Reduced |
| Five Oceans Advisors | 1,193 | $432.8K | 0.20% | +10+0.8% | Added |
| Baron Wealth Management LLC | 1,193 | $432.8K | 0.20% | +72+6.4% | Added |
| Western Financial Corp | 1,194 | $433.1K | 0.24% | +184+18.2% | Added |
| Davidson Investment Advisors | 1,197 | $434.2K | 0.02% | −73−5.7% | Reduced |
| Vega Investment Solutions | 1,197 | $434.2K | 0.36% | +1,197 | New |
| Gilman Hill Asset Management, LLC | 1,199 | $434.9K | 0.08% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,199 | $434.9K | 0.09% | −16,988−93.4% | Reduced |
| Hollencrest Capital Management | 1,199 | $435.1K | 0.02% | −4−0.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,200 | $435.3K | 0.03% | −104−8.0% | Reduced |
| Mindset Wealth Management, LLC | 1,201 | $435.5K | 0.16% | +83+7.4% | Added |
| CJM Wealth Advisers, Ltd. | 1,201 | $435.5K | 0.15% | +1+0.1% | Added |
| Boston Trust Walden Corp | 1,204 | $436.8K | 0.00% | −30−2.4% | Reduced |
| Greenline Partners, LLC | 1,205 | $437.1K | 0.06% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,205 | $437.1K | 0.13% | +114+10.4% | Added |
| Moss Adams Wealth Advisors LLC | 1,208 | $438.2K | 0.05% | +106+9.6% | Added |
| Pines Wealth Management, LLC | 1,251 | $439.1K | 0.19% | +1,251 | New |
| TCFG Wealth Management, LLC | 1,213 | $440.1K | 0.22% | −25−2.0% | Reduced |
| Advus Financial Partners, LLC | 1,215 | $440.8K | 0.12% | +156+14.7% | Added |
| Old Point Trust & Financial Services N A | 1,217 | $441.5K | 0.15% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,218 | $441.9K | 0.09% | −41−3.3% | Reduced |
| Congress Park Capital LLC | 1,220 | $442.6K | 0.16% | −250−17.0% | Reduced |
| Indie Asset Partners, LLC | 1,223 | $443.7K | 0.35% | +2+0.2% | Added |
| Bangor Savings Bank | 1,226 | $444.8K | 0.04% | +57+4.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,230 | $446.1K | 0.06% | +1+0.1% | Added |
| Trustco Bank Corp N Y | 1,231 | $446.6K | 0.48% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 1,231 | $446.6K | 0.17% | +1+0.1% | Added |
| S.A. Mason LLC | 1,231 | $446.6K | 0.23% | +45+3.8% | Added |
| Beacon Financial Group | 1,233 | $447.3K | 0.05% | −112−8.3% | Reduced |
| Cordatus Wealth Management LLC | 1,235 | $448.0K | 0.12% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,236 | $448.4K | 0.27% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,237 | $448.7K | 0.12% | −80−6.1% | Reduced |
| Carrera Capital Advisors | 1,238 | $449.1K | 0.11% | +30+2.5% | Added |
| Philip James Wealth Mangement, LLC | 1,240 | $449.6K | 0.06% | +9+0.7% | Added |
| Old Second National Bank of Aurora | 1,241 | $450.2K | 0.10% | +2+0.2% | Added |
| Braun-Bostich & Associates Inc. | 1,242 | $450.5K | 0.32% | +8+0.6% | Added |
| Balboa Wealth Partners | 1,246 | $452.1K | 0.10% | +271+27.8% | Added |
| Intellus Advisors LLC | 1,246 | $452.1K | 0.08% | +1,246 | New |
| Tennessee Valley Asset Management Partners | 1,246 | $452.1K | 0.08% | −204−14.1% | Reduced |
| Millington Financial Advisors, LLC | 1,253 | $453.0K | 0.26% | +4+0.3% | Added |
| LFA - Lugano Financial Advisors SA | 1,250 | $453.4K | 0.30% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,251 | $453.9K | 0.25% | +73+6.2% | Added |
| Fox Hill Wealth Management | 1,253 | $454.6K | 0.26% | −5,820−82.3% | Reduced |
| Garden State Investment Advisory Services LLC | 1,252 | $455.1K | 0.14% | +106+9.2% | Added |
| Jupiter Wealth Management LLC | 1,258 | $456.4K | 0.23% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,260 | $457.1K | 0.08% | −50−3.8% | Reduced |
| Core Alternative Capital | 1,260 | $457.1K | 0.10% | +13+1.0% | Added |
| Davidson Trust Co | 1,262 | $457.8K | 0.24% | −60−4.5% | Reduced |
| Crowley Wealth Management, Inc. | 1,262 | $457.9K | 0.40% | +1,262 | New |
| W.H. Cornerstone Investments Inc. | 1,262 | $458.0K | 0.31% | +1,262 | New |
| Penserra Capital Management LLC | 1,265 | $458.0K | 0.01% | +1,223+2,911.9% | Added |