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 |
|---|---|---|---|---|---|
| Covenant Asset Management, LLC | 2,875 | $1.04M | 0.23% | −21−0.7% | Reduced |
| Skopos Labs, Inc. | 2,872 | $1.04M | 0.31% | +87+3.1% | Added |
| Mechanics Financial Corp | 2,861 | $1.04M | 0.47% | −170−5.6% | Reduced |
| RFP Financial Group LLC | 2,857 | $1.04M | 0.40% | −2,857−50.0% | Reduced |
| Capstone Financial Advisors, Inc. | 2,856 | $1.04M | 0.06% | −109−3.7% | Reduced |
| Chancellor Financial Group WB LP | 2,855 | $1.04M | 0.83% | +2,855 | New |
| Denali Advisors LLC | 2,852 | $1.03M | 0.11% | −61−2.1% | Reduced |
| Drive Wealth Management, LLC | 2,852 | $1.03M | 0.25% | +23+0.8% | Added |
| BSW Wealth Partners | 2,842 | $1.03M | 0.15% | +813+40.1% | Added |
| Texas Capital Bancshares Inc | 2,833 | $1.03M | 0.41% | 00.0% | Unchanged |
| Ballast, Inc. | 2,828 | $1.03M | 0.29% | 00.0% | Unchanged |
| Farmers National Bank | 2,828 | $1.03M | 0.30% | +2,828 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,825 | $1.02M | 0.15% | −615−17.9% | Reduced |
| Guardian Wealth Advisors, LLC | 2,816 | $1.02M | 0.08% | +796+39.4% | Added |
| Prosperitas Financial LLC | 2,810 | $1.02M | 0.52% | −10.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,802 | $1.02M | 0.28% | −138−4.7% | Reduced |
| Cypress Asset Management Inc | 2,662 | $1.02M | 0.25% | −95−3.4% | Reduced |
| Peavine Capital, LLC | 2,800 | $1.02M | 0.26% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,790 | $1.01M | 0.08% | +9+0.3% | Added |
| Hall Laurie J Trustee | 2,780 | $1.01M | 0.33% | −500−15.2% | Reduced |
| KLCM Advisors, Inc. | 2,777 | $1.01M | 0.12% | −367−11.7% | Reduced |
| Creekside Partners | 2,776 | $1.01M | 0.52% | +2+0.1% | Added |
| Harvest Fund Management Co., Ltd | 2,769 | $1.00M | 0.05% | +1,114+67.3% | Added |
| Sittner & Nelson, LLC | 2,765 | $1.00M | 0.43% | +2+0.1% | Added |
| Marshall Wace, LLP | 2,760 | $1.00M | 0.00% | −59,336−95.6% | Reduced |
| Toth Financial Advisory Corp | 2,755 | $999.6K | 0.12% | −63−2.2% | Reduced |
| Verus Capital Partners, LLC | 2,752 | $998.5K | 0.10% | −4−0.1% | Reduced |
| Trace Wealth Advisors, LLC | 2,750 | $997.6K | 0.89% | +2,750 | New |
| Clarus Wealth Advisors | 2,751 | $997.2K | 0.50% | −271−9.0% | Reduced |
| Abc Arbitrage SA | 2,747 | $996.5K | 0.14% | +2,747 | New |
| Key Financial Inc | 2,738 | $993.2K | 0.23% | −16−0.6% | Reduced |
| Edgestream Partners, L.P. | 2,732 | $991.1K | 0.04% | −1,484−35.2% | Reduced |
| Joel Isaacson & Co., LLC | 2,728 | $989.7K | 0.04% | +10.0% | Added |
| TRUE Private Wealth Advisors | 2,727 | $989.2K | 0.12% | +3+0.1% | Added |
| Washington Trust Advisors, Inc. | 2,726 | $988.8K | 0.08% | −45−1.6% | Reduced |
| Synergy Financial Management, LLC | 2,746 | $987.9K | 0.08% | +2,746 | New |
| Kennebec Savings Bank | 2,725 | $987.8K | 0.99% | −88−3.1% | Reduced |
| Somerville Kurt F | 2,715 | $984.9K | 0.17% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,715 | $984.9K | 0.34% | −33−1.2% | Reduced |
| Ted Buchan & Co | 2,711 | $983.4K | 0.46% | +184+7.3% | Added |
| Keel Point, LLC | 2,711 | $983.3K | 0.08% | +95+3.6% | Added |
| Puzo Michael J | 2,710 | $983.1K | 0.27% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,709 | $982.8K | 0.10% | −371−12.0% | Reduced |
| Peoples Bank | 2,708 | $982.3K | 0.68% | +1,200+79.6% | Added |
| Catalina Capital Group, LLC | 2,702 | $980.3K | 0.32% | +11+0.4% | Added |
| Ballast Advisors LLC | 2,701 | $979.8K | 0.30% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 2,701 | $979.8K | 0.01% | +596+28.3% | Added |
| Waycross Partners, LLC | 2,700 | $979.5K | 0.13% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 2,700 | $979.5K | 0.24% | +1,100+68.8% | Added |
| Tradition Wealth Management, LLC | 2,696 | $977.9K | 0.09% | +218+8.8% | Added |
| Eagle Bluffs Wealth Management LLC | 2,694 | $977.3K | 0.52% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,689 | $975.5K | 0.03% | +12+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,681 | $972.7K | 0.04% | −111−4.0% | Reduced |
| Richwood Investment Advisors, LLC | 2,670 | $968.6K | 0.81% | +185+7.4% | Added |
| Capital Planning Advisors, LLC | 2,668 | $967.8K | 0.15% | +2+0.1% | Added |
| Hickory Point Bank & Trust | 2,655 | $963.1K | 0.85% | +2,655 | New |
| Sompo Asset Management Co., Ltd. | 2,650 | $961.3K | 0.16% | 00.0% | Unchanged |
| L.M. Kohn & Company | 2,649 | $961.0K | 0.25% | −7−0.3% | Reduced |
| Fortress Wealth Group, LLC | 2,655 | $960.1K | 0.46% | +219+9.0% | Added |
| Hudson Valley Investment Advisors Inc | 2,644 | $959.1K | 0.11% | +35+1.3% | Added |
| Klingenstein Fields & Co LP | 2,643 | $958.8K | 0.04% | 00.0% | Unchanged |
| Miller Financial Services LLC | 2,642 | $958.4K | 0.81% | +2,642 | New |
| Ullmann Financial Group, Inc. | 2,641 | $958.0K | 0.12% | +648+32.5% | Added |
| Winebrenner Capital Management LLC | 2,640 | $957.7K | 0.74% | +2,640 | New |
| Compass Capital Corp | 2,594 | $957.1K | 0.37% | +2,594 | New |
| Vectors Research Management, LLC | 2,638 | $957.0K | 0.33% | −331−11.1% | Reduced |
| Yoffe Investment Management, LLC | 2,637 | $956.7K | 1.42% | +2,637 | New |
| First Command Advisory Services, Inc. | 2,631 | $954.4K | 0.01% | −118−4.3% | Reduced |
| Sage Mountain Advisors LLC | 2,631 | $954.4K | 0.07% | +211+8.7% | Added |
| Redwood Wealth Management Group, LLC | 2,621 | $950.7K | 0.46% | −19−0.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,615 | $948.6K | 0.28% | +125+5.0% | Added |
| Woodward Diversified Capital, LLC | 2,614 | $948.1K | 0.70% | −1,661−38.9% | Reduced |
| Visionary Wealth Advisors | 2,612 | $947.6K | 0.06% | −82−3.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,608 | $946.0K | 0.09% | +10.0% | Added |
| KKM Financial LLC | 2,609 | $945.9K | 0.39% | +726+38.6% | Added |
| Quadrant Private Wealth Management, LLC | 2,602 | $943.7K | 0.23% | +17+0.7% | Added |
| Northstar Group, Inc. | 2,586 | $938.2K | 0.16% | 00.0% | Unchanged |
| Westmount Partners, LLC | 2,585 | $937.9K | 0.28% | +4+0.2% | Added |
| Marcum Wealth, LLC | 2,584 | $937.4K | 0.08% | −65−2.5% | Reduced |
| WealthTrust Asset Management, LLC | 2,581 | $936.3K | 0.67% | −117−4.3% | Reduced |
| Quantbot Technologies LP | 2,572 | $933.0K | 0.03% | +2,572 | New |
| Heritage Wealth Advisors | 2,570 | $932.3K | 0.05% | +2+0.1% | Added |
| Hancock Whitney Corp | 2,568 | $931.6K | 0.03% | −45−1.7% | Reduced |
| Chesapeake Wealth Management | 2,567 | $931.2K | 0.32% | +87+3.5% | Added |
| Atwood & Palmer Inc | 2,565 | $930.5K | 0.06% | −775−23.2% | Reduced |
| BOS Asset Management, LLC | 2,563 | $929.8K | 0.33% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,554 | $926.5K | 0.07% | +590+30.0% | Added |
| Palumbo Wealth Management LLC | 2,554 | $926.5K | 0.35% | −3−0.1% | Reduced |
| LVM Capital Management Ltd | 2,552 | $926.0K | 0.10% | +527+26.0% | Added |
| White Lighthouse Investment Management Inc. | 2,551 | $925.4K | 0.16% | −20−0.8% | Reduced |
| Cortland Associates Inc | 2,546 | $924.0K | 0.11% | +2+0.1% | Added |
| Heck Capital Advisors, LLC | 2,547 | $924.0K | 0.11% | +10.0% | Added |
| Argus Investors' Counsel, Inc. | 2,545 | $923.2K | 0.62% | −600−19.1% | Reduced |
| Disciplined Equity Management, Inc. | 2,540 | $921.4K | 0.60% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,536 | $919.9K | 0.33% | +109+4.5% | Added |
| Fortem Financial Group, LLC | 2,535 | $919.6K | 0.36% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 2,539 | $918.1K | 0.57% | +2,539 | New |
| Orrstown Financial Services Inc | 2,517 | $913.1K | 0.25% | −331−11.6% | Reduced |
| Prestige Wealth Management Group LLC | 2,513 | $911.7K | 0.19% | +88+3.6% | Added |
| Pine Haven Investment Counsel, Inc | 2,511 | $910.9K | 0.75% | −130−4.9% | Reduced |