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 |
|---|---|---|---|---|---|
| Executive Wealth Management, LLC | 2,162 | $784.4K | 0.06% | −12−0.6% | Reduced |
| Marietta Investment Partners LLC | 2,160 | $783.6K | 0.17% | −35−1.6% | Reduced |
| Goepper Burkhardt LLC | 2,160 | $783.6K | 0.32% | −10−0.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,159 | $783.2K | 0.10% | +2,159 | New |
| Mountain Pacific Investment Advisers Inc | 2,158 | $783.0K | 0.06% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 2,157 | $782.4K | 0.40% | −4−0.2% | Reduced |
| Legacy Financial Advisors, Inc. | 2,155 | $781.8K | 0.13% | +122+6.0% | Added |
| New Century Financial Group, LLC | 2,147 | $781.0K | 0.33% | +71+3.4% | Added |
| Prosperity Financial Group, Inc. | 2,149 | $779.6K | 0.39% | +259+13.7% | Added |
| Oakworth Capital, Inc. | 2,135 | $774.5K | 0.05% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 2,083 | $774.0K | 0.11% | +2,083 | New |
| Independence Bank of Kentucky | 2,130 | $772.7K | 0.12% | +512+31.6% | Added |
| W Advisors, LLC | 2,127 | $771.6K | 0.48% | +36+1.7% | Added |
| Buck Wealth Strategies, LLC | 2,124 | $770.4K | 0.16% | +852+67.0% | Added |
| Simon Quick Advisors, LLC | 2,123 | $770.2K | 0.05% | +431+25.5% | Added |
| Centaurus Financial, Inc. | 2,121 | $769.0K | 0.05% | −165−7.2% | Reduced |
| United Asset Strategies, Inc. | 2,116 | $767.5K | 0.07% | −121−5.4% | Reduced |
| Harvest Investment Services, LLC | 2,114 | $767.0K | 0.19% | +2,114 | New |
| BancorpSouth Bank | 2,114 | $766.9K | 0.05% | +1,055+99.6% | Added |
| YANKCOM Partnership | 2,113 | $766.5K | 0.41% | +2,113 | New |
| Cassaday & Co Wealth Management LLC | 2,113 | $766.4K | 0.02% | +472+28.8% | Added |
| Bill Few Associates, Inc. | 2,104 | $763.3K | 0.27% | −358−14.5% | Reduced |
| TBH Global Asset Management, LLC | 2,101 | $762.1K | 0.18% | +36+1.7% | Added |
| BCS Wealth Management | 2,094 | $760.0K | 0.19% | +2,094 | New |
| Fairvoy Private Wealth, LLC | 2,092 | $759.1K | 0.20% | +2,092 | New |
| Herold Advisors, Inc. | 2,081 | $755.1K | 0.16% | −510−19.7% | Reduced |
| Woodstock Corp | 2,080 | $754.5K | 0.07% | −200−8.8% | Reduced |
| MSH Capital Advisors LLC | 2,074 | $752.4K | 0.24% | −5−0.2% | Reduced |
| Tarbox Family Office, Inc. | 2,072 | $751.6K | 0.12% | +4+0.2% | Added |
| Icon Wealth Advisors, LLC | 2,070 | $750.7K | 0.06% | +115+5.9% | Added |
| GSB Wealth Management, LLC | 2,066 | $749.8K | 0.19% | 00.0% | Unchanged |
| AF Advisors, Inc. | 2,061 | $747.6K | 0.10% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,060 | $747.3K | 0.25% | +11+0.5% | Added |
| NCM Capital Management, LLC | 2,055 | $745.5K | 0.34% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,054 | $745.1K | 0.18% | −51−2.4% | Reduced |
| Options Solutions, LLC | 2,050 | $743.7K | 0.33% | +135+7.0% | Added |
| Red Door Wealth Management, LLC | 2,043 | $741.0K | 0.11% | +64+3.2% | Added |
| Copperwynd Financial, LLC | 2,042 | $740.8K | 0.20% | +308+17.8% | Added |
| Goldstone Financial Group, LLC | 2,042 | $740.7K | 0.12% | +460+29.1% | Added |
| Severin Investments, LLC | 2,042 | $740.6K | 0.74% | +2,042 | New |
| Carret Asset Management, LLC | 2,041 | $740.3K | 0.08% | −420−17.1% | Reduced |
| Aviso Wealth Management | 2,037 | $739.1K | 0.38% | +3+0.1% | Added |
| Sentry Investment Management LLC | 2,036 | $739.0K | 0.35% | −331−14.0% | Reduced |
| Davis Investment Partners, LLC | 2,103 | $738.2K | 0.31% | +656+45.3% | Added |
| 626 Financial, LLC | 2,032 | $737.2K | 0.40% | −45−2.2% | Reduced |
| Gibbs Wealth Management | 2,029 | $736.0K | 0.20% | +739+57.3% | Added |
| Capital Square, LLC | 1,802 | $734.8K | 0.42% | +113+6.7% | Added |
| Cable Hill Partners, LLC | 2,025 | $734.5K | 0.07% | −229−10.2% | Reduced |
| Kathmere Capital Management, LLC | 2,023 | $734.0K | 0.07% | +486+31.6% | Added |
| Parr McKnight Wealth Management Group, LLC | 2,022 | $733.5K | 0.11% | +2,022 | New |
| CFS Investment Advisory Services, LLC | 2,020 | $733.0K | 0.07% | −6−0.3% | Reduced |
| Hexagon Capital Partners LLC | 2,020 | $732.8K | 0.13% | −91−4.3% | Reduced |
| Tompkins Financial Corp | 2,019 | $732.4K | 0.07% | 00.0% | Unchanged |
| First American Bank | 2,017 | $731.7K | 0.05% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 2,016 | $731.5K | 0.34% | −165−7.6% | Reduced |
| Townsend Asset Management Corp | 2,016 | $731.3K | 0.27% | −145−6.7% | Reduced |
| Sage Investment Counsel LLC | 2,014 | $730.7K | 0.95% | +2,014 | New |
| First Financial Bankshares Inc | 2,013 | $730.2K | 0.02% | +13+0.7% | Added |
| Winthrop Advisory Group LLC | 2,013 | $730.1K | 0.09% | −6−0.3% | Reduced |
| Bienville Capital Management, LLC | 2,007 | $728.2K | 0.18% | +7+0.4% | Added |
| BayBridge Capital Group, LLC | 2,004 | $726.8K | 0.53% | +11+0.6% | Added |
| Smith Anglin Financial, LLC | 2,003 | $726.7K | 0.07% | +5+0.3% | Added |
| Saybrook Capital | 2,000 | $725.5K | 0.19% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,996 | $724.1K | 0.01% | −1,067−34.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,996 | $724.0K | 0.21% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,991 | $722.3K | 0.04% | +99+5.2% | Added |
| Shoker Investment Counsel, Inc. | 1,990 | $722.2K | 0.24% | +5+0.3% | Added |
| Ridgecrest Wealth Partners, LLC | 1,984 | $719.7K | 0.39% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,982 | $719.0K | 0.05% | +285+16.8% | Added |
| Beaumont Financial Advisors, LLC | 1,979 | $717.8K | 0.05% | +242+13.9% | Added |
| LCNB Corp | 1,977 | $717.2K | 0.26% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,974 | $716.1K | 0.09% | +334+20.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,974 | $716.0K | 0.10% | +121+6.5% | Added |
| LaSalle St. Investment Advisors, LLC | 1,974 | $716.0K | 0.22% | +1,208+157.7% | Added |
| Trust Co of Virginia | 1,973 | $715.7K | 0.07% | +500+33.9% | Added |
| Bank of Stockton | 1,963 | $712.1K | 0.22% | +361+22.5% | Added |
| Fernwood Investment Management, LLC | 1,957 | $709.9K | 0.25% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 1,957 | $709.9K | 0.23% | +20+1.0% | Added |
| BlueSky Wealth Advisors, LLC | 1,942 | $704.5K | 0.11% | 00.0% | Unchanged |
| United Bank | 1,942 | $704.5K | 0.30% | +1,942 | New |
| Flow Traders U.S. LLC | 1,942 | $704.0K | 0.03% | +1,942 | New |
| Austin Private Wealth, LLC | 1,939 | $703.3K | 0.07% | +634+48.6% | Added |
| Bensler, LLC | 1,937 | $702.8K | 0.08% | −93−4.6% | Reduced |
| WSFS Capital Management, LLC | 1,935 | $701.9K | 0.04% | +6+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 1,933 | $701.2K | 0.06% | +1,933 | New |
| Diversify Wealth Management, LLC | 1,992 | $699.2K | 0.05% | +535+36.7% | Added |
| Delta Financial Group, Inc. | 1,927 | $699.0K | 0.16% | +1,927 | New |
| Baldwin Brothers Inc | 1,925 | $698.3K | 0.05% | +176+10.1% | Added |
| Horst & Graben Wealth Management LLC | 1,924 | $697.8K | 0.12% | +50+2.7% | Added |
| Thrive Wealth Management, LLC | 1,921 | $697.0K | 0.13% | −9−0.5% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,920 | $696.5K | 0.00% | +120+6.7% | Added |
| Oak Hill Wealth Advisors, LLC | 1,919 | $696.3K | 0.17% | +1,919 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,916 | $695.0K | 0.17% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,914 | $694.3K | 0.28% | −7−0.4% | Reduced |
| Guardian Asset Advisors, LLC | 1,909 | $692.5K | 0.44% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,906 | $691.4K | 0.25% | −2,486−56.6% | Reduced |
| Two Sigma Investments, LP | 1,900 | $689.2K | 0.00% | −14,093−88.1% | Reduced |
| State of Wyoming | 1,899 | $688.9K | 0.09% | +1,376+263.1% | Added |
| Paulson Wealth Management Inc. | 1,898 | $688.5K | 0.19% | −209−9.9% | Reduced |
| Zullo Investment Group, Inc. | 1,897 | $688.5K | 0.28% | +132+7.5% | Added |