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 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 3,354 | $1.22M | 0.04% | +164+5.1% | Added |
| Cynosure Management, LLC | 3,352 | $1.22M | 0.18% | −638−16.0% | Reduced |
| Mendel Money Management | 3,337 | $1.21M | 0.54% | +375+12.7% | Added |
| 1858 Wealth Management, LLC | 3,335 | $1.21M | 0.96% | +365+12.3% | Added |
| Prosperity Consulting Group, LLC | 3,335 | $1.21M | 0.09% | +125+3.9% | Added |
| GKV Capital Management Co., Inc. | 3,330 | $1.21M | 0.49% | +3,330 | New |
| Valmark Advisers, Inc. | 3,327 | $1.21M | 0.02% | +55+1.7% | Added |
| Golden State Wealth Management, LLC | 3,326 | $1.21M | 0.18% | +3,326 | New |
| GeoWealth Management, LLC | 3,323 | $1.21M | 0.04% | +192+6.1% | Added |
| King Wealth | 3,318 | $1.20M | 0.18% | +86+2.7% | Added |
| Trustmark National Bank Trust Department | 3,317 | $1.20M | 0.09% | −381−10.3% | Reduced |
| Lakewood Asset Management LLC | 3,304 | $1.20M | 0.83% | −31−0.9% | Reduced |
| Boston Family Office LLC | 3,301 | $1.20M | 0.08% | −1,201−26.7% | Reduced |
| CORDA Investment Management, LLC. | 3,299 | $1.20M | 0.10% | −14−0.4% | Reduced |
| Saxon Interests, Inc. | 3,291 | $1.19M | 0.53% | +105+3.3% | Added |
| Gsa Capital Partners LLP | 3,288 | $1.19M | 0.09% | +3,288 | New |
| Nicolet Bankshares Inc | 3,284 | $1.19M | 0.28% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 3,280 | $1.19M | 1.07% | +3,280 | New |
| Aspire Private Capital, LLC | 3,266 | $1.18M | 0.29% | +38+1.2% | Added |
| ABN AMRO Bank N.V. | 3,302 | $1.18M | 0.02% | +369+12.6% | Added |
| Tiemann Investment Advisors, LLC | 3,264 | $1.18M | 0.53% | −48−1.4% | Reduced |
| Fairview Capital Investment Management, LLC | 3,260 | $1.18M | 0.06% | −138−4.1% | Reduced |
| First Heartland Consultants, Inc. | 3,258 | $1.18M | 0.12% | −81−2.4% | Reduced |
| Premier Path Wealth Partners, LLC | 3,252 | $1.18M | 0.18% | +492+17.8% | Added |
| CMG Global Holdings, LLC | 2,963 | $1.18M | 0.65% | −5−0.2% | Reduced |
| LexAurum Advisors, LLC | 3,247 | $1.18M | 0.23% | +12+0.4% | Added |
| JFS Wealth Advisors, LLC | 3,246 | $1.18M | 0.08% | +5+0.2% | Added |
| Evoke Wealth, LLC | 3,243 | $1.18M | 0.03% | +771+31.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,240 | $1.18M | 0.17% | −19−0.6% | Reduced |
| Montecito Bank & Trust | 3,235 | $1.17M | 0.20% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 3,158 | $1.17M | 1.01% | +3,158 | New |
| Auxier Asset Management | 3,230 | $1.17M | 0.18% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 3,219 | $1.17M | 0.90% | −153−4.5% | Reduced |
| GWN Securities Inc. | 2,856 | $1.16M | 0.31% | +2,856 | New |
| Provenance Wealth Advisors, LLC | 3,196 | $1.16M | 0.15% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,191 | $1.16M | 0.45% | −299−8.6% | Reduced |
| Telos Capital Management, Inc. | 3,171 | $1.15M | 0.12% | −200−5.9% | Reduced |
| Taurus Asset Management, LLC | 3,158 | $1.15M | 0.11% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 3,154 | $1.14M | 0.28% | −3−0.1% | Reduced |
| Arrowroot Family Office, LLC | 3,148 | $1.14M | 0.59% | +3,148 | New |
| Well Done, LLC | 2,915 | $1.14M | 0.21% | 00.0% | Unchanged |
| Menard Financial Group LLC | 3,142 | $1.14M | 0.68% | +8+0.3% | Added |
| High Net Worth Advisory Group LLC | 3,138 | $1.14M | 0.32% | −764−19.6% | Reduced |
| DMG Group, LLC | 3,136 | $1.14M | 0.93% | −240−7.1% | Reduced |
| Legacy Advisors, LLC | 3,115 | $1.13M | 0.11% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 3,110 | $1.13M | 0.44% | −83−2.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,854 | $1.13M | 0.01% | −6−0.2% | Reduced |
| Traphagen Investment Advisors LLC | 3,104 | $1.13M | 0.11% | −126−3.9% | Reduced |
| Benin Management CORP | 3,097 | $1.12M | 0.31% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,082 | $1.12M | 0.65% | −855−21.7% | Reduced |
| Agf Management Ltd | 3,074 | $1.12M | 0.01% | −921−23.1% | Reduced |
| Titleist Asset Management, LLC | 3,062 | $1.11M | 0.13% | +511+20.0% | Added |
| Monograph Wealth Advisors, LLC | 3,055 | $1.11M | 0.15% | −102−3.2% | Reduced |
| BluePath Capital Management, LLC | 3,056 | $1.11M | 0.60% | +592+24.0% | Added |
| Gleason Group, Inc. | 3,053 | $1.11M | 0.19% | −69−2.2% | Reduced |
| BCJ Capital Management, LLC | 3,044 | $1.10M | 0.08% | +695+29.6% | Added |
| First County Bank | 3,025 | $1.10M | 0.61% | −1,190−28.2% | Reduced |
| Gray Wealth Management Inc. | 3,024 | $1.10M | 0.42% | −57−1.9% | Reduced |
| Vermillion Wealth Management, Inc. | 3,012 | $1.09M | 0.56% | +3,012 | New |
| Uncommon Cents Investing LLC | 3,010 | $1.09M | 0.33% | −65−2.1% | Reduced |
| Wealth Management Partners, LLC | 3,007 | $1.09M | 0.47% | −382−11.3% | Reduced |
| Founders Financial Alliance, LLC | 3,002 | $1.09M | 0.30% | −34−1.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.09M | 0.32% | 00.0% | Unchanged |
| Birinyi Associates Inc | 3,000 | $1.09M | 0.30% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $1.09M | 0.21% | +3,000 | New |
| Van Strum & Towne Inc. | 2,995 | $1.09M | 0.38% | +350+13.2% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2,981 | $1.08M | 1.06% | +2,981 | New |
| Morse Asset Management, Inc | 2,979 | $1.08M | 0.25% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 2,978 | $1.08M | 0.51% | +18+0.6% | Added |
| Rogco, LP | 2,978 | $1.08M | 0.44% | −79−2.6% | Reduced |
| Capital Advisors Inc | 2,973 | $1.08M | 0.02% | +65+2.2% | Added |
| Aspen Investment Management Inc | 2,966 | $1.08M | 0.50% | −110−3.6% | Reduced |
| Ancora Advisors, LLC | 2,962 | $1.07M | 0.02% | +19+0.6% | Added |
| Wealth Effects LLC | 2,961 | $1.07M | 0.38% | +265+9.8% | Added |
| Compass Ion Advisors, LLC | 2,961 | $1.07M | 0.13% | −28−0.9% | Reduced |
| First Hawaiian Bank | 2,960 | $1.07M | 0.03% | +1,504+103.3% | Added |
| Sawgrass Asset Management LLC | 2,953 | $1.07M | 0.12% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,952 | $1.07M | 0.58% | +207+7.5% | Added |
| Regal Investment Advisors LLC | 2,952 | $1.07M | 0.08% | −189−6.0% | Reduced |
| TD Private Client Wealth LLC | 2,951 | $1.07M | 0.03% | −52−1.7% | Reduced |
| Virtus ETF Advisers LLC | 2,950 | $1.07M | 0.44% | +424+16.8% | Added |
| Financial Management Network Inc | 2,941 | $1.07M | 0.22% | +2+0.1% | Added |
| RDA Financial Network | 2,947 | $1.07M | 0.31% | +158+5.7% | Added |
| Lion Street Advisors, LLC | 2,944 | $1.07M | 0.34% | −51−1.7% | Reduced |
| Harfst & Associates, Inc. | 2,941 | $1.07M | 0.22% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 2,929 | $1.06M | 0.02% | −312−9.6% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,928 | $1.06M | 0.65% | +2,928 | New |
| US Asset Management LLC | 2,928 | $1.06M | 0.95% | −83−2.8% | Reduced |
| Ironwood Investment Counsel, LLC | 2,924 | $1.06M | 0.18% | +44+1.5% | Added |
| Claris Advisors, LLC | 2,922 | $1.06M | 0.40% | +397+15.7% | Added |
| Nabity-Jensen Investment Management Inc | 2,918 | $1.06M | 0.80% | +59+2.1% | Added |
| Linscomb & Williams, Inc. | 2,913 | $1.06M | 0.05% | +2,913 | New |
| South State Corp. | 2,910 | $1.06M | 0.07% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,908 | $1.05M | 0.49% | −10−0.3% | Reduced |
| Heartwood Wealth Advisors LLC | 2,904 | $1.05M | 0.12% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 2,899 | $1.05M | 0.65% | +137+5.0% | Added |
| Abacus Planning Group, Inc. | 2,897 | $1.05M | 0.18% | +28+1.0% | Added |
| Financial Engines Advisors L.L.C. | 2,884 | $1.05M | 0.00% | +1,888+189.6% | Added |
| Stiles Financial Services Inc | 2,880 | $1.04M | 0.38% | +144+5.3% | Added |
| Tudor Financial Inc. | 2,878 | $1.04M | 0.61% | +694+31.8% | Added |