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 |
|---|---|---|---|---|---|
| Beaton Management Co. Inc. | 5,653 | $2.05M | 1.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 5,650 | $2.05M | 0.19% | +704+14.2% | Added |
| LGT Group Foundation | 5,650 | $2.05M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 22,535 | $2.05M | 0.35% | +8,178+57.0% | Added |
| Cooper Financial Group | 5,616 | $2.04M | 0.25% | +126+2.3% | Added |
| Clearbridge Investments, LLC | 5,594 | $2.03M | 0.00% | −20.0% | Reduced |
| Corundum Group, Inc. | 5,592 | $2.03M | 0.76% | +2,314+70.6% | Added |
| IronOak Wealth LLC. | 5,565 | $2.02M | 2.26% | +5,565 | New |
| AdvisorNet Financial, Inc | 5,547 | $2.01M | 0.17% | −571−9.3% | Reduced |
| Huntleigh Advisors, Inc. | 5,534 | $2.01M | 0.43% | +5,534 | New |
| Advisors Management Group Inc | 5,533 | $2.01M | 0.47% | −59−1.1% | Reduced |
| Cornerstone Planning, LLC | 5,505 | $2.00M | 0.76% | +5,505 | New |
| Alaethes Wealth LLC | 5,502 | $2.00M | 0.71% | +38+0.7% | Added |
| Connecticut Wealth Management, LLC | 5,455 | $1.98M | 0.10% | −45−0.8% | Reduced |
| True North Advisors, LLC | 5,455 | $1.98M | 0.47% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,442 | $1.97M | 0.02% | −9−0.2% | Reduced |
| WBH Advisory Inc | 5,421 | $1.97M | 0.18% | −72−1.3% | Reduced |
| CFM Wealth Partners LLC | 5,409 | $1.96M | 0.33% | −131−2.4% | Reduced |
| Y.D. More Investments Ltd | 5,400 | $1.96M | 0.18% | −29−0.5% | Reduced |
| International Assets Investment Management, LLC | 5,441 | $1.96M | 0.16% | −2,131,226−99.7% | Reduced |
| Nations Financial Group Inc, | 5,366 | $1.95M | 0.14% | −128−2.3% | Reduced |
| IFG Advisory, LLC | 5,358 | $1.94M | 0.11% | +5,358 | New |
| Garde Capital, Inc. | 5,356 | $1.94M | 0.13% | +335+6.7% | Added |
| Roman Butler Fullerton & Co | 4,915 | $1.94M | 0.62% | +266+5.7% | Added |
| Ingalls & Snyder LLC | 5,345 | $1.94M | 0.08% | +150+2.9% | Added |
| Atlas Brown,Inc. | 5,341 | $1.94M | 0.66% | +6+0.1% | Added |
| Patton Albertson Miller Group, LLC | 5,334 | $1.93M | 0.26% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,478 | $1.92M | 0.37% | +364+7.1% | Added |
| Kovack Advisors, Inc. | 5,294 | $1.92M | 0.19% | −705−11.8% | Reduced |
| Charles Schwab Trust Co | 5,284 | $1.92M | 0.16% | −17−0.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 5,263 | $1.91M | 0.44% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 5,260 | $1.91M | 0.10% | +1,804+52.2% | Added |
| Meiji Yasuda Life Insurance Co | 5,256 | $1.91M | 0.04% | −637−10.8% | Reduced |
| LGT Fund Management Co Ltd. | 5,249 | $1.90M | 0.17% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,248 | $1.90M | 0.16% | +2,520+92.4% | Added |
| RD Lewis Holdings, Inc. | 5,204 | $1.89M | 2.08% | +5,204 | New |
| Norden Group LLC | 5,213 | $1.89M | 0.21% | +515+11.0% | Added |
| Woodmont Investment Counsel LLC | 5,208 | $1.89M | 0.14% | +2,670+105.2% | Added |
| West Oak Capital, LLC | 5,202 | $1.89M | 0.67% | −65−1.2% | Reduced |
| Benedict Financial Advisors Inc | 5,193 | $1.88M | 0.46% | −28−0.5% | Reduced |
| Frank, Rimerman Advisors LLC | 5,190 | $1.88M | 0.14% | −6,293−54.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,169 | $1.88M | 0.13% | +10+0.2% | Added |
| Centiva Capital, LP | 5,163 | $1.87M | 0.07% | −10,215−66.4% | Reduced |
| Northern Financial Advisors Inc | 5,160 | $1.87M | 1.50% | −26−0.5% | Reduced |
| IFC Advisors LLC | 5,153 | $1.87M | 0.41% | +5,153 | New |
| Exencial Wealth Advisors, LLC | 5,127 | $1.86M | 0.07% | −13−0.3% | Reduced |
| Wealth Group, Ltd. | 5,112 | $1.85M | 1.20% | +491+10.6% | Added |
| 1 North Wealth Services LLC | 5,110 | $1.85M | 0.79% | +5,110 | New |
| Garrison Point Advisors, LLC | 5,105 | $1.85M | 0.88% | −45−0.9% | Reduced |
| Csenge Advisory Group | 5,090 | $1.85M | 0.10% | −751−12.9% | Reduced |
| Corps Capital Advisors, LLC | 5,046 | $1.83M | 1.86% | +5,046 | New |
| Beacon Investment Advisors LLC | 5,045 | $1.83M | 0.86% | +20+0.4% | Added |
| Evelyn Partners Investment Management LLP | 5,043 | $1.83M | 0.06% | +5,043 | New |
| Sava Infond d.o.o. | 5,040 | $1.83M | 0.32% | +5,040 | New |
| Sunpointe, LLC | 5,029 | $1.82M | 0.92% | +4,176+489.6% | Added |
| Institute for Wealth Management, LLC. | 5,028 | $1.82M | 0.23% | +78+1.6% | Added |
| Capital Investment Advisory Services, LLC | 5,024 | $1.82M | 0.18% | +16+0.3% | Added |
| Wolff Financial Management LLC | 5,002 | $1.81M | 0.50% | −12−0.2% | Reduced |
| Cigna Investments Inc | 5,002 | $1.81M | 0.32% | −30−0.6% | Reduced |
| Cladis Investment Advisory, LLC | 5,000 | $1.81M | 1.29% | −300−5.7% | Reduced |
| Advisory Alpha, LLC | 4,990 | $1.81M | 0.06% | +163+3.4% | Added |
| Guardian Investment Management | 4,987 | $1.81M | 1.31% | −300−5.7% | Reduced |
| Papp L Roy & Associates | 4,982 | $1.81M | 0.21% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,977 | $1.81M | 0.19% | −2,133−30.0% | Reduced |
| Stratos Wealth Advisors, LLC | 4,961 | $1.80M | 0.09% | −142−2.8% | Reduced |
| Milestone Asset Management, LLC | 4,960 | $1.80M | 0.40% | +1,456+41.6% | Added |
| Opes Wealth Management LLC | 4,956 | $1.80M | 0.37% | −25−0.5% | Reduced |
| Rockland Trust Co | 4,950 | $1.80M | 0.09% | +310+6.7% | Added |
| Applied Finance Capital Management, LLC | 4,942 | $1.79M | 0.08% | −255−4.9% | Reduced |
| Hohimer Wealth Management, LLC | 4,942 | $1.79M | 0.34% | +179+3.8% | Added |
| Princeton Capital Management LLC | 4,939 | $1.79M | 0.55% | −65−1.3% | Reduced |
| High Falls Advisors, Inc | 4,915 | $1.78M | 0.41% | +63+1.3% | Added |
| DHJJ Financial Advisors, Ltd. | 4,913 | $1.78M | 0.69% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 4,909 | $1.78M | 0.48% | −24−0.5% | Reduced |
| Moody National Bank Trust Division | 4,904 | $1.78M | 0.19% | −297−5.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,895 | $1.78M | 1.27% | −5−0.1% | Reduced |
| Stenger Family Office, LLC | 4,876 | $1.77M | 0.60% | +4,876 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,866 | $1.77M | 0.70% | −110−2.2% | Reduced |
| Diamant Asset Management, Inc. | 4,858 | $1.76M | 1.13% | 00.0% | Unchanged |
| Harbor Group, Inc. | 4,856 | $1.76M | 0.40% | −100−2.0% | Reduced |
| Smartleaf Asset Management LLC | 4,847 | $1.76M | 0.18% | +988+25.6% | Added |
| CFC Planning Co LLC | 4,841 | $1.76M | 1.88% | +4,841 | New |
| Main Street Financial Solutions, LLC | 4,836 | $1.75M | 0.17% | −3,488−41.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 4,803 | $1.75M | 0.05% | +3,192+198.1% | Added |
| BankPlus Trust Department | 4,813 | $1.75M | 0.57% | +4,813 | New |
| Woodard & Co Asset Management Group Inc | 4,812 | $1.75M | 0.38% | +186+4.0% | Added |
| RMB Capital Management, LLC | 4,804 | $1.74M | 0.04% | −493−9.3% | Reduced |
| Nwam LLC | 4,804 | $1.74M | 0.11% | +20.0% | Added |
| Diligent Investors, LLC | 4,800 | $1.74M | 0.40% | −99−2.0% | Reduced |
| Schechter Investment Advisors, LLC | 4,789 | $1.74M | 0.13% | −132−2.7% | Reduced |
| Clarius Group, LLC | 4,778 | $1.73M | 0.12% | +287+6.4% | Added |
| GPS Wealth Strategies Group, LLC | 4,731 | $1.72M | 0.22% | −504−9.6% | Reduced |
| Wrapmanager Inc | 4,723 | $1.71M | 0.44% | +212+4.7% | Added |
| Mirabaud & Cie SA | 4,706 | $1.71M | 0.55% | +153+3.4% | Added |
| Douglas Lane & Associates, LLC | 4,697 | $1.70M | 0.02% | −135−2.8% | Reduced |
| Ossiam | 4,688 | $1.70M | 0.03% | +4,308+1,133.7% | Added |
| Tanglewood Legacy Advisors, LLC | 4,685 | $1.70M | 0.73% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 4,664 | $1.69M | 0.32% | +41+0.9% | Added |
| Inman Jager Wealth Management, LLC | 4,660 | $1.69M | 1.32% | +4,660 | New |
| Donaldson Capital Management, LLC | 4,646 | $1.69M | 0.06% | −23−0.5% | Reduced |