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
- 3,009
- +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
- 1,094 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 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 6,745 | $2.45M | 0.30% | +123+1.9% | Added |
| RFG Advisory, LLC | 6,739 | $2.44M | 0.07% | +232+3.6% | Added |
| AAFMAA Wealth Management & Trust LLC | 6,735 | $2.44M | 1.07% | −573−7.8% | Reduced |
| Capital & Planning, LLC | 6,724 | $2.44M | 1.78% | +6,724 | New |
| TKG Advisors, LLC | 5,982 | $2.44M | 1.12% | −322−5.1% | Reduced |
| Ar Asset Management Inc | 6,700 | $2.43M | 0.55% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,674 | $2.42M | 0.17% | −20.0% | Reduced |
| Triangle Securities Wealth Management | 6,668 | $2.42M | 0.62% | −309−4.4% | Reduced |
| Walleye Capital LLC | 6,665 | $2.42M | 0.02% | +6,553+5,850.9% | Added |
| Redmond Asset Management, LLC | 6,661 | $2.42M | 0.60% | +6,661 | New |
| Valley National Advisers Inc | 6,650 | $2.41M | 0.43% | +65+1.0% | Added |
| Occudo Quantitative Strategies LP | 6,626 | $2.40M | 0.43% | +6,626 | New |
| Vivid Wealth Management, LLC | 6,608 | $2.40M | 1.21% | +90+1.4% | Added |
| AMG National Trust Bank | 6,606 | $2.40M | 0.07% | +13+0.2% | Added |
| Fairhaven Wealth Management, LLC | 6,580 | $2.39M | 0.75% | +131+2.0% | Added |
| Harbour Investments, Inc. | 6,559 | $2.38M | 0.07% | +11+0.2% | Added |
| Fort Point Capital Partners LLC | 6,553 | $2.38M | 0.27% | −484−6.9% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 6,526 | $2.37M | 1.11% | −195−2.9% | Reduced |
| Proequities, Inc. | 5,921 | $2.36M | 0.13% | +117+2.0% | Added |
| 44 Wealth Management LLC | 6,508 | $2.36M | 0.91% | −526−7.5% | Reduced |
| Sargent Investment Group, LLC | 6,512 | $2.36M | 0.39% | +483+8.0% | Added |
| Spectrum Wealth Counsel, LLC | 6,507 | $2.36M | 0.28% | +6,407+6,407.0% | Added |
| Axq Capital, LP | 6,501 | $2.36M | 1.06% | +4,412+211.2% | Added |
| Greenfield Savings Bank | 6,489 | $2.35M | 1.13% | −55−0.8% | Reduced |
| Cookson Peirce & Co Inc | 6,474 | $2.35M | 0.11% | +871+15.5% | Added |
| Massachusetts Wealth Management | 6,457 | $2.34M | 1.45% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 6,442 | $2.34M | 1.15% | +309+5.0% | Added |
| Arkadios Wealth Advisors | 6,434 | $2.33M | 0.13% | −237−3.6% | Reduced |
| Pinnacle Wealth Management, LLC | 6,425 | $2.33M | 2.59% | −87−1.3% | Reduced |
| Old Mission Investment Co LLC | 6,425 | $2.33M | 0.69% | +904+16.4% | Added |
| Garrett Investment Advisors LLC | 6,415 | $2.33M | 0.23% | −892−12.2% | Reduced |
| Insight Wealth Strategies, LLC | 6,412 | $2.33M | 0.31% | +163+2.6% | Added |
| NewEdge Wealth, LLC | 6,412 | $2.33M | 0.04% | +1,305+25.6% | Added |
| SevenBridge Financial Group, LLC | 6,404 | $2.32M | 0.44% | +1,132+21.5% | Added |
| Great Lakes Retirement, Inc. | 6,363 | $2.31M | 0.30% | +116+1.9% | Added |
| Mfg Wealth Management, Inc. | 6,363 | $2.31M | 2.11% | +6,363 | New |
| Thompson Siegel & Walmsley LLC | 6,327 | $2.29M | 0.04% | −17−0.3% | Reduced |
| Resources Management Corp | 6,325 | $2.29M | 0.31% | −269−4.1% | Reduced |
| Coastline Trust Co | 6,287 | $2.28M | 0.27% | −89−1.4% | Reduced |
| Good Life Advisors, LLC | 6,279 | $2.28M | 0.17% | −6,829−52.1% | Reduced |
| Clark Capital Management Group, Inc. | 6,269 | $2.27M | 0.02% | +326+5.5% | Added |
| FLC Capital Advisors | 6,267 | $2.27M | 0.52% | −1,030−14.1% | Reduced |
| Avantax Planning Partners, Inc. | 6,267 | $2.27M | 0.08% | −235−3.6% | Reduced |
| River Wealth Advisors LLC | 6,253 | $2.27M | 0.30% | −50−0.8% | Reduced |
| Wolverine Asset Management LLC | 6,249 | $2.27M | 0.04% | +5,969+2,131.8% | Added |
| JT Stratford LLC | 6,244 | $2.27M | 0.37% | −2,230−26.3% | Reduced |
| Ramirez Asset Management, Inc. | 6,238 | $2.26M | 0.46% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 6,212 | $2.25M | 0.20% | +25+0.4% | Added |
| Haverford Trust Co | 6,172 | $2.24M | 0.02% | −38−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 6,162 | $2.24M | 0.17% | +45+0.7% | Added |
| Wilson & Boucher Capital Management, LLC | 6,156 | $2.23M | 1.58% | −125−2.0% | Reduced |
| Perkins Coie Trust Co | 6,153 | $2.23M | 0.49% | −208−3.3% | Reduced |
| Ignite Planners, LLC | 6,123 | $2.23M | 0.49% | −1,094−15.2% | Reduced |
| Martingale Asset Management L P | 6,133 | $2.22M | 0.05% | −2,430−28.4% | Reduced |
| Essex Savings Bank | 6,129 | $2.22M | 0.55% | −115−1.8% | Reduced |
| Bragg Financial Advisors, Inc | 6,122 | $2.22M | 0.09% | +289+5.0% | Added |
| Oak Asset Management, LLC | 6,120 | $2.22M | 0.82% | −25−0.4% | Reduced |
| Cascade Investment Advisors, Inc. | 6,115 | $2.22M | 1.42% | −300−4.7% | Reduced |
| WealthPlan Investment Management, LLC | 6,100 | $2.21M | 0.22% | −41−0.7% | Reduced |
| Aaron Wealth Advisors | 6,096 | $2.21M | 0.26% | +375+6.6% | Added |
| Bartlett & Co. Wealth Management LLC | 6,092 | $2.21M | 0.03% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 6,089 | $2.21M | 0.49% | −270−4.2% | Reduced |
| Gen-Wealth Partners Inc | 6,089 | $2.21M | 0.95% | −12−0.2% | Reduced |
| Vantage Point Financial LLC | 6,072 | $2.20M | 1.19% | +6,072 | New |
| MONECO Advisors, LLC | 6,068 | $2.20M | 0.23% | +1,509+33.1% | Added |
| Kentucky Trust Co | 6,053 | $2.20M | 1.29% | +6,053 | New |
| Syon Capital LLC | 6,053 | $2.20M | 0.20% | −149−2.4% | Reduced |
| Biltmore Family Office, LLC | 6,040 | $2.19M | 0.37% | −75−1.2% | Reduced |
| Osborne Partners Capital Management, LLC | 6,040 | $2.19M | 0.13% | 00.0% | Unchanged |
| Camden Capital, LLC | 6,036 | $2.19M | 0.24% | +2,410+66.5% | Added |
| Trust Point Inc. | 6,033 | $2.19M | 0.15% | +816+15.6% | Added |
| Crown Oak Advisors, LLC | 6,000 | $2.18M | 1.12% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5,981 | $2.17M | 0.30% | +81+1.4% | Added |
| Keudell/Morrison Wealth Management | 5,973 | $2.17M | 0.56% | +10.0% | Added |
| Parkside Financial Bank & Trust | 5,972 | $2.17M | 0.29% | +144+2.5% | Added |
| Leonteq Securities AG | 5,951 | $2.16M | 0.21% | +4,546+323.6% | Added |
| Bridgeway Capital Management, LLC | 5,940 | $2.15M | 0.05% | 00.0% | Unchanged |
| Greater Midwest Financial Group, LLC | 5,935 | $2.15M | 1.36% | +515+9.5% | Added |
| Eagle Rock Investment Company, LLC | 5,925 | $2.15M | 0.36% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 5,921 | $2.15M | 0.47% | +10+0.2% | Added |
| Eisler Capital Management Ltd. | 5,972 | $2.15M | 0.07% | +5,972 | New |
| CNB Bank | 5,921 | $2.15M | 1.00% | +134+2.3% | Added |
| Westwood Holdings Group Inc. | 5,903 | $2.14M | 0.02% | +57+1.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 5,899 | $2.14M | 1.49% | +67+1.1% | Added |
| Shepherd Financial Partners LLC | 5,894 | $2.14M | 0.26% | +110+1.9% | Added |
| Bahl & Gaynor Inc | 5,880 | $2.13M | 0.01% | +73+1.3% | Added |
| PFG Investments, LLC | 5,879 | $2.13M | 0.13% | +611+11.6% | Added |
| First National Bank Sioux Falls | 5,851 | $2.12M | 0.90% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 5,828 | $2.11M | 0.47% | −1,553−21.0% | Reduced |
| Watershed Private Wealth LLC | 5,825 | $2.11M | 0.82% | −122−2.1% | Reduced |
| Intellectus Partners, LLC | 5,810 | $2.11M | 0.47% | +90+1.6% | Added |
| Cottage Street Advisors LLC | 5,797 | $2.10M | 1.10% | +55+1.0% | Added |
| WD Rutherford LLC | 5,795 | $2.10M | 1.00% | −57−1.0% | Reduced |
| Hager Investment Management Services, LLC | 5,787 | $2.10M | 1.31% | +5,787 | New |
| Bridges Investment Management Inc | 5,770 | $2.09M | 0.03% | −111−1.9% | Reduced |
| Victrix Investment Advisors | 5,761 | $2.09M | 1.51% | +5,761 | New |
| Camarda Financial Advisors, LLC | 5,746 | $2.08M | 0.78% | +5,746 | New |
| ARS Wealth Advisors Group, LLC | 5,740 | $2.08M | 0.29% | +8+0.1% | Added |
| Investment House LLC | 5,733 | $2.08M | 0.11% | −50−0.9% | Reduced |
| Strategic Advisors LLC | 5,724 | $2.08M | 0.38% | +730+14.6% | Added |