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 |
|---|---|---|---|---|---|
| Burns J W & Co Inc | 2,505 | $908.7K | 0.12% | 00.0% | Unchanged |
| Hilltop National Bank | 2,502 | $907.6K | 0.27% | −144−5.4% | Reduced |
| Monetta Financial Services Inc | 2,500 | $906.9K | 0.73% | 00.0% | Unchanged |
| Sippican Capital Advisors | 2,500 | $906.9K | 0.66% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 2,500 | $906.9K | 0.35% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,500 | $906.9K | 0.75% | +2,000+400.0% | Added |
| First Foundation Advisors | 2,499 | $906.5K | 0.03% | −485−16.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,492 | $904.0K | 0.29% | −20−0.8% | Reduced |
| Live Oak Investment Partners | – | $901.5K | 0.69% | – | – |
| Stableford Capital II LLC | 2,477 | $898.6K | 0.36% | −44−1.7% | Reduced |
| Quotient Wealth Partners, LLC | 2,473 | $896.9K | 0.03% | +363+17.2% | Added |
| PSI Advisors, LLC | 2,473 | $896.8K | 0.27% | +136+5.8% | Added |
| Aspiriant, LLC | 2,468 | $895.1K | 0.03% | −52−2.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2,467 | $894.9K | 0.50% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 2,543 | $892.6K | 0.05% | −437−14.7% | Reduced |
| Plancorp, LLC | 2,455 | $890.7K | 0.04% | +512+26.4% | Added |
| Seelaus Asset Management LLC | 2,453 | $889.9K | 0.81% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 2,450 | $888.9K | 0.18% | +10+0.4% | Added |
| ORG Wealth Partners, LLC | 2,445 | $887.1K | 0.27% | +258+11.8% | Added |
| Trillium Asset Management, LLC | 2,444 | $887.0K | 0.02% | +10+0.4% | Added |
| Edmond de Rothschild Holding S.A. | 2,437 | $884.0K | 0.02% | −763−23.8% | Reduced |
| Arbor Wealth Advisors LLC | 2,437 | $884.0K | 0.79% | +100+4.3% | Added |
| Armstrong Advisory Group, Inc | 2,436 | $883.7K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,429 | $881.2K | 0.14% | +57+2.4% | Added |
| Evermay Wealth Management LLC | 2,428 | $880.7K | 0.13% | +726+42.7% | Added |
| Generali Investments, Management Co LLC | 2,427 | $880.4K | 0.23% | +2,427 | New |
| Accredited Wealth Management, LLC | 2,422 | $878.5K | 0.77% | +2,422 | New |
| Curated Wealth Partners LLC | 2,418 | $877.2K | 0.10% | −379−13.6% | Reduced |
| Camden National Bank | 2,416 | $876.4K | 0.13% | +870+56.3% | Added |
| Cahill Financial Advisors Inc | 2,416 | $876.3K | 0.12% | −150−5.8% | Reduced |
| Baring Financial LLC | 2,406 | $872.7K | 0.78% | +2,406 | New |
| China Universal Asset Management Co., Ltd. | 2,401 | $871.0K | 0.08% | +644+36.7% | Added |
| Coastal Investment Advisors, Inc. | 2,388 | $868.7K | 0.36% | −41−1.7% | Reduced |
| Wimmer Associates 1, LLC | 2,385 | $865.2K | 0.43% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,389 | $862.5K | 0.03% | +276+13.1% | Added |
| Mechanics Bank Trust Department | 2,373 | $860.8K | 0.11% | +81+3.5% | Added |
| Capital Advantage, Inc. | 2,371 | $860.0K | 0.16% | +2,371 | New |
| PDS Planning, Inc | 2,370 | $859.8K | 0.08% | −32−1.3% | Reduced |
| Greenwich Wealth Management LLC | 2,366 | $858.0K | 0.06% | −47−1.9% | Reduced |
| Washington Trust Bank | 2,349 | $852.1K | 0.08% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 2,345 | $850.9K | 0.25% | −109−4.4% | Reduced |
| Addison Capital Co | 2,345 | $850.5K | 0.34% | +10.0% | Added |
| E&G Advisors, LP | 2,342 | $849.6K | 0.23% | −100−4.1% | Reduced |
| Garner Asset Management Corp | 2,337 | $848.0K | 0.39% | +59+2.6% | Added |
| REDW Wealth LLC | 2,337 | $847.8K | 0.29% | +493+26.7% | Added |
| RNC Capital Management LLC | 2,332 | $846.0K | 0.05% | −40−1.7% | Reduced |
| West Michigan Advisors, LLC | 2,330 | $845.4K | 0.26% | +320+15.9% | Added |
| Cidel Asset Management Inc | 2,329 | $844.9K | 0.06% | −142−5.7% | Reduced |
| Sound Financial Strategies Group, LLC | 2,321 | $842.0K | 0.70% | +261+12.7% | Added |
| Guardian Wealth Management, Inc. | 2,320 | $841.5K | 0.57% | −23−1.0% | Reduced |
| Constitution Capital LLC | 2,318 | $840.9K | 0.47% | +300+14.9% | Added |
| Wayfinding Financial, LLC | 2,318 | $840.0K | 0.45% | +2,318 | New |
| Retirement Planning Co of New England, Inc. | 2,314 | $839.6K | 0.41% | −59−2.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,312 | $839.0K | 0.04% | −44−1.9% | Reduced |
| Martin Capital Advisors, LLP | 2,311 | $838.3K | 0.54% | +250+12.1% | Added |
| Hunter Associates Investment Management LLC | 2,305 | $838.0K | 0.13% | 00.0% | Unchanged |
| Tidemark, LLC | 2,310 | $837.8K | 0.32% | +17+0.7% | Added |
| Archer Investment Corp | 2,305 | $836.2K | 0.22% | 00.0% | Unchanged |
| Platform Technology Partners | 2,292 | $831.5K | 0.25% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,286 | $829.4K | 0.05% | −40−1.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,280 | $827.1K | 0.31% | −773−25.3% | Reduced |
| Sentinus, LLC | 2,279 | $826.8K | 0.24% | −631−21.7% | Reduced |
| Fiduciary Group LLC | 2,278 | $826.2K | 0.08% | +82+3.7% | Added |
| Oxford Asset Management LLP | 2,277 | $826.0K | 0.37% | +2,277 | New |
| SMART Wealth LLC | 2,274 | $824.9K | 0.29% | +856+60.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,298 | $824.6K | 0.30% | −102−4.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,270 | $823.5K | 0.14% | −313−12.1% | Reduced |
| LVW Advisors, LLC | 2,265 | $821.7K | 0.10% | −349−13.4% | Reduced |
| Tyler-Stone Wealth Management | 2,264 | $821.2K | 0.15% | +58+2.6% | Added |
| North Star Asset Management Inc | 2,261 | $820.1K | 0.04% | +1,025+82.9% | Added |
| Adell Harriman & Carpenter Inc | 2,256 | $818.5K | 0.06% | +27+1.2% | Added |
| Cascades Capital Asset Management, LLC | 2,249 | $815.7K | 0.43% | +7+0.3% | Added |
| Cranbrook Wealth Management, LLC | 2,247 | $815.1K | 0.19% | +75+3.5% | Added |
| Smith Chas P & Associates Pa Cpas | 2,242 | $813.3K | 0.05% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 2,231 | $809.4K | 0.08% | +50+2.3% | Added |
| Hamel Associates, Inc. | 2,228 | $807.6K | 0.26% | −250−10.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,222 | $806.1K | 0.01% | +1,018+84.6% | Added |
| Summit Global Investments | 2,220 | $805.0K | 0.05% | +377+20.5% | Added |
| Proficio Capital Partners LLC | 2,218 | $804.8K | 0.07% | +614+38.3% | Added |
| ORG Partners LLC | 2,212 | $803.1K | 0.11% | −9−0.4% | Reduced |
| Grandview Asset Management LLC | 2,213 | $803.0K | 0.29% | +2,213 | New |
| Acropolis Investment Management, LLC | 2,212 | $802.4K | 0.05% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 2,211 | $802.1K | 0.08% | +161+7.9% | Added |
| Novare Capital Management LLC | 2,210 | $801.6K | 0.07% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 2,206 | $800.4K | 0.06% | −272−11.0% | Reduced |
| Intrust Bank NA | 2,205 | $799.9K | 0.08% | −34−1.5% | Reduced |
| Close Asset Management Ltd | 2,201 | $799.0K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,202 | $798.8K | 0.04% | −45−2.0% | Reduced |
| Simplicity Wealth,LLC | 2,199 | $797.6K | 0.17% | −158−6.7% | Reduced |
| Horizon Wealth Management, LLC | 2,197 | $797.0K | 0.14% | +3+0.1% | Added |
| Hoey Investments, Inc | 2,193 | $795.5K | 0.14% | +1,291+143.1% | Added |
| Cahaba Wealth Management, Inc. | 2,187 | $793.3K | 0.07% | +3+0.1% | Added |
| Addison Advisors LLC | 2,183 | $791.9K | 0.22% | −5−0.2% | Reduced |
| Aberdeen Wealth Management LLC | 2,182 | $791.7K | 0.54% | −50−2.2% | Reduced |
| Latitude Advisors, LLC | 2,181 | $791.3K | 0.45% | −26−1.2% | Reduced |
| Cercano Management LLC | 2,180 | $790.8K | 0.02% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 2,176 | $789.2K | 0.49% | −145−6.2% | Reduced |
| Range Financial Group LLC | 2,170 | $787.2K | 0.36% | +752+53.0% | Added |
| Sterling Wealth Management, Inc. | 2,169 | $786.8K | 0.29% | 00.0% | Unchanged |
| Marion Wealth Management | 2,163 | $784.5K | 0.21% | +7+0.3% | Added |