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 |
|---|---|---|---|---|---|
| Everett Harris & Co | 3,957 | $1.44M | 0.02% | +152+4.0% | Added |
| Berkshire Asset Management LLC | 3,513 | $1.43M | 0.07% | −50−1.4% | Reduced |
| Mayflower Financial Advisors, LLC | 3,946 | $1.43M | 0.21% | −18−0.5% | Reduced |
| CRA Financial Services, LLC | 3,940 | $1.43M | 0.25% | −328−7.7% | Reduced |
| Granite Investment Partners, LLC | 3,929 | $1.43M | 0.06% | 00.0% | Unchanged |
| Patten & Patten Inc | 3,924 | $1.42M | 0.09% | +100+2.6% | Added |
| Fire Capital Management LLC | 3,921 | $1.42M | 1.06% | +3,921 | New |
| Elevate Wealth Advisory, Inc | 3,913 | $1.42M | 1.06% | −36−0.9% | Reduced |
| InTrack Investment Management Inc | 3,808 | $1.41M | 0.99% | +1,502+65.1% | Added |
| Bank & Trust Co | 3,900 | $1.41M | 1.19% | −5−0.1% | Reduced |
| Berger Financial Group, Inc | 3,891 | $1.41M | 0.10% | +43+1.1% | Added |
| Fort Sheridan Advisors LLC | 3,886 | $1.41M | 0.21% | −200−4.9% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,867 | $1.40M | 0.32% | +104+2.8% | Added |
| Cim Investment Mangement Inc | 3,841 | $1.39M | 0.41% | −7−0.2% | Reduced |
| LRI Investments, LLC | 3,841 | $1.39M | 0.13% | −10−0.3% | Reduced |
| Davis R M Inc | 3,838 | $1.39M | 0.03% | +237+6.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,836 | $1.39M | 0.11% | +118+3.2% | Added |
| ZEGA Investments, LLC | 3,411 | $1.39M | 0.41% | +3,411 | New |
| Montis Financial, LLC | 3,818 | $1.38M | 0.43% | +421+12.4% | Added |
| Rossmore Private Capital | 3,816 | $1.38M | 0.17% | +695+22.3% | Added |
| 180 Wealth Advisors, LLC | 3,808 | $1.38M | 0.22% | +35+0.9% | Added |
| Beech Hill Advisors, Inc. | 3,800 | $1.38M | 0.52% | −450−10.6% | Reduced |
| HCR Wealth Advisors | 3,793 | $1.38M | 0.17% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,793 | $1.38M | 0.29% | −322−7.8% | Reduced |
| Bullock Wealth Management Group | 3,792 | $1.38M | 0.80% | +48+1.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,780 | $1.37M | 0.92% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 3,777 | $1.37M | 1.05% | +1,732+84.7% | Added |
| Roxbury Financial LLC | 3,346 | $1.36M | 1.31% | +3,346 | New |
| Patrick M Sweeney & Associates, Inc | 3,744 | $1.36M | 1.02% | −15−0.4% | Reduced |
| David Loasby | 3,867 | $1.36M | 0.12% | −25−0.6% | Reduced |
| AA Financial Advisors, LLC | 3,740 | $1.36M | 0.36% | +144+4.0% | Added |
| SNS Financial Group, LLC | 3,727 | $1.35M | 0.14% | +10.0% | Added |
| Burford Brothers, Inc. | 3,713 | $1.35M | 0.66% | +18+0.5% | Added |
| Sunbelt Securities, Inc. | 3,708 | $1.35M | 0.12% | +42+1.1% | Added |
| First Citizens Financial Corp | 3,701 | $1.34M | 0.73% | −58−1.5% | Reduced |
| Missouri Trust & Investment Co | 3,689 | $1.34M | 0.47% | 00.0% | Unchanged |
| Cypress Capital Group | 3,684 | $1.34M | 0.16% | −889−19.4% | Reduced |
| Probity Advisors, Inc. | 3,679 | $1.33M | 0.26% | −491−11.8% | Reduced |
| Journey Strategic Wealth LLC | 3,667 | $1.33M | 0.05% | −115−3.0% | Reduced |
| Souders Financial Advisors | 3,667 | $1.33M | 0.19% | −238−6.1% | Reduced |
| Loomis Sayles & Co L P | 3,665 | $1.33M | 0.00% | −189−4.9% | Reduced |
| Quad-Cities Investment Group, LLC | 3,665 | $1.33M | 0.65% | +2+0.1% | Added |
| Texas Yale Capital Corp. | 3,664 | $1.33M | 0.05% | +145+4.1% | Added |
| Gateway Wealth Partners, LLC | 3,662 | $1.33M | 0.34% | −144−3.8% | Reduced |
| Founders Financial Securities LLC | 3,660 | $1.33M | 0.12% | +64+1.8% | Added |
| Magnus Financial Group LLC | 3,652 | $1.32M | 0.13% | +496+15.7% | Added |
| Cherokee Insurance Co | 3,650 | $1.32M | 0.60% | +3,650 | New |
| Silverlake Wealth Management LLC | 3,643 | $1.32M | 0.51% | −96−2.6% | Reduced |
| Circle Wealth Management, LLC | 3,641 | $1.32M | 0.03% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,640 | $1.32M | 0.17% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 3,635 | $1.32M | 0.64% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,632 | $1.32M | 0.15% | −40−1.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,627 | $1.32M | 0.22% | −19−0.5% | Reduced |
| Transcend Wealth Collective, LLC | 3,627 | $1.32M | 0.09% | +258+7.7% | Added |
| Richards, Merrill & Peterson, Inc. | 3,626 | $1.32M | 0.69% | +3,626 | New |
| Southeast Asset Advisors Inc. | 3,622 | $1.31M | 0.16% | −530−12.8% | Reduced |
| Belpointe Asset Management LLC | 3,682 | $1.31M | 0.08% | +688+23.0% | Added |
| Rehmann Capital Advisory Group | 3,613 | $1.31M | 0.08% | −78−2.1% | Reduced |
| Golden State Equity Partners | 3,611 | $1.31M | 0.25% | −757−17.3% | Reduced |
| Promethium Advisors,llc | 3,606 | $1.31M | 0.90% | −25−0.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,602 | $1.31M | 0.00% | −70−1.9% | Reduced |
| Paradigm Asset Management Co LLC | 3,600 | $1.31M | 0.36% | +300+9.1% | Added |
| SBI Securities Co., Ltd. | 3,595 | $1.30M | 0.04% | +3,595 | New |
| Gilbert & Cook, Inc. | 3,590 | $1.30M | 0.18% | +18+0.5% | Added |
| Thomasville National Bank | 3,587 | $1.30M | 0.09% | −3−0.1% | Reduced |
| Clark & Stuart, Inc | 3,584 | $1.30M | 0.95% | +3,584 | New |
| Live Oak Private Wealth LLC | 3,555 | $1.29M | 0.22% | −76−2.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,468 | $1.29M | 0.46% | +402+13.1% | Added |
| Avestar Capital, LLC | 3,551 | $1.29M | 0.12% | +337+10.5% | Added |
| Boston Research & Management Inc | 3,542 | $1.28M | 0.31% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,534 | $1.28M | 0.08% | −11−0.3% | Reduced |
| Perfromance Wealth Partners, LLC | 3,526 | $1.28M | 0.04% | −21−0.6% | Reduced |
| SS&H Financial Advisors, Inc. | 3,525 | $1.28M | 0.47% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3,443 | $1.28M | 0.59% | +3,443 | New |
| Pathway Financial Advisors LLC | 3,523 | $1.28M | 0.29% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,512 | $1.27M | 0.05% | +167+5.0% | Added |
| Monticello Wealth Management, LLC | 3,511 | $1.27M | 0.11% | +2+0.1% | Added |
| Ci Investments Inc. | 3,504 | $1.27M | 0.00% | +1,519+76.5% | Added |
| Sequent Asset Management, LLC | 3,498 | $1.27M | 0.62% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 3,480 | $1.26M | 0.32% | −100−2.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 3,480 | $1.26M | 0.07% | −72−2.0% | Reduced |
| Vanguard Capital Wealth Advisors | 3,470 | $1.26M | 1.37% | +4+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 3,460 | $1.26M | 0.56% | +300+9.5% | Added |
| Savoie Capital LLC | 3,465 | $1.26M | 0.15% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 3,484 | $1.25M | 0.40% | −101−2.8% | Reduced |
| Lantern Wealth Advisors, LLC | 3,430 | $1.24M | 0.81% | +21+0.6% | Added |
| NVWM, LLC | 3,429 | $1.24M | 0.31% | +682+24.8% | Added |
| Investment Partners, Ltd. | 3,425 | $1.24M | 0.51% | +3+0.1% | Added |
| Fulton Bank, N.A. | 3,414 | $1.24M | 0.05% | +1,653+93.9% | Added |
| Edge Capital Group, LLC | 3,410 | $1.24M | 0.06% | +186+5.8% | Added |
| Security Financial Services, INC. | 3,408 | $1.24M | 0.25% | +74+2.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,407 | $1.24M | 0.14% | −121−3.4% | Reduced |
| Bath Savings Trust Co | 3,402 | $1.23M | 0.13% | +53+1.6% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,400 | $1.23M | 0.05% | +3,400 | New |
| Total Investment Management Inc | 3,395 | $1.23M | 0.17% | +1,332+64.6% | Added |
| Alexander Labrunerie & Co., Inc. | 3,378 | $1.23M | 0.54% | +13+0.4% | Added |
| Allegheny Financial Group LTD | 3,375 | $1.22M | 0.32% | −39−1.1% | Reduced |
| Alexis Investment Partners, LLC | 3,370 | $1.22M | 0.60% | +3,370 | New |
| Fundamentun, LLC | 3,361 | $1.22M | 0.07% | −214−6.0% | Reduced |
| Howard Capital Management Inc. | 3,356 | $1.22M | 0.02% | +157+4.9% | Added |