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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 4,645 | $1.69M | 0.08% | +224+5.1% | Added |
| Cornerstone Wealth Group, LLC | 4,604 | $1.67M | 0.14% | +85+1.9% | Added |
| Flaharty Asset Management, LLC | 4,597 | $1.67M | 0.24% | −40−0.9% | Reduced |
| Kerusso Capital Management LLC | 4,595 | $1.67M | 1.06% | +10+0.2% | Added |
| Canopy Partners, LLC | 4,581 | $1.66M | 0.63% | +2,096+84.3% | Added |
| WMS Partners, LLC | 4,578 | $1.66M | 0.09% | +1,476+47.6% | Added |
| Farmers Trust Co | 4,576 | $1.66M | 0.31% | −60−1.3% | Reduced |
| Colonial Trust Co | 4,570 | $1.66M | 0.25% | +1,334+41.2% | Added |
| Portside Wealth Group, LLC | 4,554 | $1.65M | 0.27% | +743+19.5% | Added |
| City State Bank | 4,550 | $1.65M | 0.58% | +614+15.6% | Added |
| Emprise Bank | 4,545 | $1.65M | 0.93% | −168−3.6% | Reduced |
| Betterment LLC | 4,528 | $1.64M | 0.00% | −11−0.2% | Reduced |
| Venturi Wealth Management, LLC | 4,517 | $1.64M | 0.08% | +620+15.9% | Added |
| Westhampton Capital, LLC | 4,510 | $1.64M | 0.84% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,510 | $1.64M | 0.15% | +106+2.4% | Added |
| SOL Capital Management CO | 4,507 | $1.64M | 0.18% | −510−10.2% | Reduced |
| Evergreen Capital Management LLC | 4,468 | $1.62M | 0.05% | +391+9.6% | Added |
| Norway Savings Bank | 4,463 | $1.62M | 0.90% | −14−0.3% | Reduced |
| RKL Wealth Management LLC | 4,460 | $1.62M | 0.14% | +2,903+186.4% | Added |
| Charter Research & Investment Group, Inc. | 4,450 | $1.61M | 1.23% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 4,447 | $1.61M | 1.17% | +156+3.6% | Added |
| RS Crum Inc. | 4,430 | $1.61M | 0.40% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,430 | $1.61M | 0.08% | +97+2.2% | Added |
| Journey Advisory Group, LLC | 4,806 | $1.60M | 0.19% | 00.0% | Unchanged |
| Univest Financial Corp | 4,398 | $1.60M | 0.10% | −137−3.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,391 | $1.59M | 0.41% | +528+13.7% | Added |
| Am Investment Strategies LLC | 4,384 | $1.59M | 0.39% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 4,382 | $1.59M | 0.14% | −11−0.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,373 | $1.59M | 0.52% | +27+0.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $1.59M | 0.04% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 4,355 | $1.58M | 0.22% | +115+2.7% | Added |
| Flagship Harbor Advisors, LLC | 4,352 | $1.58M | 0.08% | −616−12.4% | Reduced |
| Confluence Wealth Services, Inc. | 3,883 | $1.58M | 0.10% | −156−3.9% | Reduced |
| Amussen Hunsaker Associates LLC | 4,338 | $1.58M | 0.22% | +1,000+30.0% | Added |
| Signal Advisors Wealth, LLC | 4,334 | $1.57M | 0.18% | −177−3.9% | Reduced |
| Courier Capital LLC | 4,334 | $1.57M | 0.11% | −768−15.1% | Reduced |
| Amarillo National Bank | 4,334 | $1.57M | 0.29% | 00.0% | Unchanged |
| First Manhattan Co | 4,328 | $1.57M | 0.00% | +164+3.9% | Added |
| Widmann Financial Services, Inc. | 4,326 | $1.57M | 1.21% | −95−2.1% | Reduced |
| Eqis Capital Management, Inc. | 4,312 | $1.56M | 0.13% | +401+10.3% | Added |
| XML Financial, LLC | 4,301 | $1.56M | 0.14% | +307+7.7% | Added |
| Sit Investment Associates Inc | 4,300 | $1.56M | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 4,295 | $1.56M | 0.06% | −5−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,294 | $1.56M | 0.09% | +458+11.9% | Added |
| Cobblestone Capital Advisors LLC | 4,286 | $1.55M | 0.08% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,283 | $1.55M | 0.69% | −125−2.8% | Reduced |
| Worldquant Millennium Advisors LLC | 4,272 | $1.55M | 0.01% | +700+19.6% | Added |
| Wilkins Investment Counsel Inc | 4,270 | $1.55M | 0.22% | +1,150+36.9% | Added |
| Strategic Investment Advisors | 4,264 | $1.55M | 0.16% | −157−3.6% | Reduced |
| Motiv8 Investments LLC | 4,262 | $1.55M | 1.08% | −437−9.3% | Reduced |
| Affinity Investment Advisors, LLC | 4,253 | $1.54M | 1.29% | −2,274−34.8% | Reduced |
| Cardiff Park Advisors, LLC | 4,250 | $1.54M | 0.15% | +14+0.3% | Added |
| Allen Capital Group, LLC | 4,247 | $1.54M | 0.19% | +26+0.6% | Added |
| Westover Capital Advisors, LLC | 4,246 | $1.54M | 0.34% | 00.0% | Unchanged |
| Myriad Asset Management US LP | 4,243 | $1.54M | 1.03% | +4,243 | New |
| Midland Wealth Advisors LLC | 4,240 | $1.54M | 0.09% | −5,625−57.0% | Reduced |
| Wealthspan Partners, LLC | 4,236 | $1.54M | 0.73% | −10.0% | Reduced |
| Werlinich Asset Management, LLC | 4,217 | $1.53M | 0.89% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,216 | $1.53M | 0.02% | −12,835−75.3% | Reduced |
| Fiducient Advisors LLC | 4,216 | $1.53M | 0.19% | +4,216 | New |
| Solstein Capital, LLC | 4,214 | $1.53M | 0.85% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 4,200 | $1.52M | 0.36% | +11+0.3% | Added |
| Aureus Asset Management, LLC | 4,178 | $1.52M | 0.10% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 4,166 | $1.51M | 0.62% | +10+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 4,164 | $1.51M | 0.15% | −244−5.5% | Reduced |
| BBR Partners, LLC | 4,162 | $1.51M | 0.11% | +30+0.7% | Added |
| Wealth Architects, LLC | 4,139 | $1.50M | 0.17% | +628+17.9% | Added |
| Byrne Asset Management LLC | 4,135 | $1.50M | 1.07% | −34−0.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,132 | $1.50M | 0.32% | −99−2.3% | Reduced |
| Lantz Financial LLC | 4,121 | $1.49M | 0.40% | −93−2.2% | Reduced |
| Birch Hill Investment Advisors LLC | 4,119 | $1.49M | 0.07% | +75+1.9% | Added |
| Mainstay Capital Management LLC | 4,116 | $1.49M | 0.23% | +189+4.8% | Added |
| Retirement Guys Formula LLC | 4,108 | $1.49M | 0.75% | +50+1.2% | Added |
| Smithfield Trust Co | 4,112 | $1.49M | 0.07% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,093 | $1.48M | 0.13% | 00.0% | Unchanged |
| Tower Bridge Advisors | 4,093 | $1.48M | 0.16% | +38+0.9% | Added |
| KMG Fiduciary Partners, LLC | 4,090 | $1.48M | 0.12% | −6,322−60.7% | Reduced |
| Cornercap Investment Counsel Inc | 4,089 | $1.48M | 0.48% | −381−8.5% | Reduced |
| Cornerstone Wealth Management, LLC | 4,082 | $1.48M | 0.10% | +179+4.6% | Added |
| First Citizens Bank & Trust Co | 4,061 | $1.47M | 0.03% | −288−6.6% | Reduced |
| Crawford Investment Counsel Inc | 4,044 | $1.47M | 0.03% | −531−11.6% | Reduced |
| Savvy Advisors, Inc. | 4,040 | $1.47M | 0.18% | −64−1.6% | Reduced |
| Evernest Financial Advisors, LLC | 4,034 | $1.46M | 0.38% | +305+8.2% | Added |
| ZWJ Investment Counsel Inc | 4,034 | $1.46M | 0.06% | +7+0.2% | Added |
| CoreCap Advisors, LLC | 4,021 | $1.46M | 0.07% | −369−8.4% | Reduced |
| Security National Bank | 4,014 | $1.46M | 0.21% | +31+0.8% | Added |
| Everhart Financial Group, Inc. | 4,012 | $1.46M | 0.30% | +156+4.0% | Added |
| Spreng Capital Management, Inc. | 4,010 | $1.45M | 0.63% | −31−0.8% | Reduced |
| Viking Fund Management LLC | 4,000 | $1.45M | 0.23% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,999 | $1.45M | 0.28% | +10.0% | Added |
| IVC Wealth Advisors LLC | 3,985 | $1.45M | 0.81% | −381−8.7% | Reduced |
| Legacy Capital Group California, Inc. | 3,981 | $1.44M | 0.44% | −1,312−24.8% | Reduced |
| Allen Wealth Management, LLC | 3,980 | $1.44M | 1.03% | −740−15.7% | Reduced |
| Pitcairn Co | 3,977 | $1.44M | 0.09% | +16+0.4% | Added |
| Xcel Wealth Management, LLC | 3,970 | $1.44M | 0.40% | +10.0% | Added |
| K.J. Harrison & Partners Inc | 4,000 | $1.44M | 0.23% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3,966 | $1.44M | 0.06% | −678−14.6% | Reduced |
| Counterweight Ventures, LLC | 3,966 | $1.44M | 1.02% | +34+0.9% | Added |
| Hilltop Holdings Inc. | 3,964 | $1.44M | 0.09% | −18−0.5% | Reduced |
| Advisor OS, LLC | 3,962 | $1.44M | 0.17% | +494+14.2% | Added |