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 |
|---|---|---|---|---|---|
| Woodley Farra Manion Portfolio Management Inc | 1,897 | $688.3K | 0.03% | −67−3.4% | Reduced |
| Aprio Wealth Management, LLC | 1,893 | $686.6K | 0.10% | +845+80.6% | Added |
| Dale Q Rice Investment Management Ltd | 1,888 | $684.9K | 0.30% | +1,888 | New |
| MBL Wealth, LLC | 1,887 | $684.5K | 0.07% | −164−8.0% | Reduced |
| Bedel Financial Consulting, Inc. | 1,900 | $681.9K | 0.09% | +15+0.8% | Added |
| Summit Financial Strategies, Inc. | 1,878 | $681.3K | 0.08% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,876 | $680.4K | 0.10% | −110−5.5% | Reduced |
| Patten Group, Inc. | 1,870 | $678.2K | 0.15% | −21−1.1% | Reduced |
| Sound Income Strategies, LLC | 1,864 | $676.1K | 0.04% | +161+9.5% | Added |
| Capital Insight Partners, LLC | 1,855 | $672.9K | 0.12% | +1,855 | New |
| Fulton Breakefield Broenniman LLC | 1,854 | $672.4K | 0.05% | +30+1.6% | Added |
| Firethorn Wealth Partners, LLC | 1,853 | $672.4K | 0.33% | +5+0.3% | Added |
| Geller Advisors LLC | 1,850 | $671.1K | 0.04% | −1,194−39.2% | Reduced |
| Barr E S & Co | 1,850 | $671.1K | 0.04% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 1,896 | $670.6K | 0.19% | +920+94.3% | Added |
| Stonebridge Capital Advisors LLC | 1,837 | $666.3K | 0.05% | −277−13.1% | Reduced |
| TFG Advisers LLC | 1,834 | $665.2K | 0.24% | +22+1.2% | Added |
| Fermata Advisors, LLC | 1,831 | $664.3K | 0.12% | +1,831 | New |
| one8zero8, LLC | 1,828 | $662.9K | 0.14% | +1,828 | New |
| Capital Management Associates, Inc | 1,826 | $662.5K | 0.25% | +2+0.1% | Added |
| Resonant Capital Advisors, LLC | 1,826 | $662.4K | 0.05% | +65+3.7% | Added |
| Deseret Mutual Benefit Administrators | 1,821 | $660.6K | 0.32% | −60−3.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,815 | $658.4K | 0.32% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 1,813 | $657.7K | 0.07% | −26−1.4% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,812 | $657.3K | 0.47% | +1,812 | New |
| Centurion Wealth Management LLC | 1,810 | $656.4K | 0.21% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,807 | $655.5K | 0.14% | −321−15.1% | Reduced |
| Essential Planning, LLC. | 1,690 | $655.5K | 0.00% | +1,690 | New |
| McBroom & Associates, LLC | 1,806 | $655.1K | 0.37% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 1,805 | $654.8K | 0.45% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 1,800 | $653.0K | 0.66% | +1,800 | New |
| Sovereign Financial Group, Inc. | 1,798 | $652.4K | 0.15% | +25+1.4% | Added |
| Chicago Trust Co NA | 1,791 | $649.7K | 0.11% | −388−17.8% | Reduced |
| Montz Harcus Wealth Management LLC | 1,790 | $649.5K | 0.36% | −34−1.9% | Reduced |
| Pacifica Partners Inc. | 1,802 | $648.4K | 0.28% | −5−0.3% | Reduced |
| Waterway Wealth Management, LLC | 1,787 | $648.1K | 0.29% | +151+9.2% | Added |
| Benchmark Wealth Management, LLC | 1,786 | $647.9K | 0.32% | +1+0.1% | Added |
| Sanders Morris Harris LLC | 1,775 | $647.6K | 0.10% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 1,785 | $647.4K | 0.43% | +1+0.1% | Added |
| Walter & Keenan Financial Consulting Co | 1,783 | $646.8K | 0.20% | −19−1.1% | Reduced |
| Operose Advisors LLC | 1,780 | $645.7K | 0.22% | −127−6.7% | Reduced |
| LifeSteps Financial, Inc. | 1,779 | $645.4K | 0.50% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,771 | $642.5K | 0.19% | +115+6.9% | Added |
| OneAscent Wealth Management LLC | 1,770 | $642.0K | 0.26% | −130−6.8% | Reduced |
| Fiduciary Financial Group, LLC | 1,829 | $642.0K | 0.14% | −29−1.6% | Reduced |
| Jacksonville Wealth Management, LLC | 1,769 | $641.8K | 0.60% | +1,769 | New |
| GTS Securities LLC | 1,764 | $639.9K | 0.03% | −28−1.6% | Reduced |
| MFA Wealth Services | 1,761 | $638.9K | 0.51% | +1,761 | New |
| Moment Partners, LLC | 1,760 | $638.5K | 0.12% | +1,760 | New |
| Charter Oak Capital Management, LLC | 1,751 | $635.3K | 0.06% | +3+0.2% | Added |
| Sterling Investment Advisors, Ltd. | 1,749 | $634.3K | 0.15% | +1+0.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,747 | $634.2K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,745 | $633.0K | 0.06% | +558+47.0% | Added |
| Abacus Wealth Partners, LLC | 1,744 | $632.7K | 0.09% | 00.0% | Unchanged |
| Novem Group | 1,737 | $630.3K | 0.09% | +1,737 | New |
| Lafayette Investments, Inc. | 1,736 | $629.6K | 0.13% | +286+19.7% | Added |
| Forte Capital LLC | 1,734 | $628.9K | 0.07% | −10−0.6% | Reduced |
| Quest Partners LLC | 1,733 | $628.7K | 0.08% | +1,149+196.7% | Added |
| McAdam, LLC | 1,732 | $628.3K | 0.03% | +876+102.3% | Added |
| Lakeridge Wealth Management LLC | 1,726 | $626.1K | 0.32% | +4+0.2% | Added |
| Raab & Moskowitz Asset Management LLC | 1,720 | $623.9K | 0.15% | −10−0.6% | Reduced |
| Lakeview Capital Partners, LLC | 1,720 | $623.8K | 0.14% | −839−32.8% | Reduced |
| Check Capital Management Inc | 1,717 | $622.9K | 0.04% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,716 | $622.5K | 0.47% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,713 | $621.3K | 0.13% | −249−12.7% | Reduced |
| Clarus Group, Inc. | 1,712 | $621.2K | 0.22% | +1+0.1% | Added |
| Taylor Hoffman Capital Management LLC | 1,711 | $620.7K | 0.23% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,755 | $620.0K | 0.07% | +40+2.3% | Added |
| Athena Investment Management | 1,709 | $620.0K | 0.36% | −137−7.4% | Reduced |
| Forbes J M & Co LLP | 1,701 | $617.1K | 0.06% | +394+30.1% | Added |
| Perpetual Ltd | 1,700 | $616.7K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1,698 | $616.0K | 0.33% | +386+29.4% | Added |
| Breakwater Capital Group | 1,698 | $616.0K | 0.12% | +5+0.3% | Added |
| ICONIQ Capital, LLC | 1,698 | $616.0K | 0.01% | +467+37.9% | Added |
| Caxton Associates LP | 1,697 | $615.6K | 0.02% | +417+32.6% | Added |
| Ofc Financial Planning, LLC | 1,695 | $614.9K | 0.65% | +1,695 | New |
| Cornerstone Select Advisors, LLC | 1,694 | $614.5K | 0.59% | +1,694 | New |
| Relyea Zuckerberg Hanson LLC | 1,689 | $612.7K | 0.08% | +108+6.8% | Added |
| Peterson Wealth Management | 1,686 | $611.6K | 0.36% | +82+5.1% | Added |
| Trinity Financial Advisors LLC | 1,700 | $611.6K | 0.23% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 1,684 | $610.9K | 0.18% | 00.0% | Unchanged |
| Fca Corp | 1,782 | $610.8K | 0.19% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,680 | $609.4K | 0.21% | −21−1.2% | Reduced |
| Everpar Advisors LLC | 1,680 | $609.4K | 0.31% | +181+12.1% | Added |
| Bank of Jackson Hole Trust | 1,678 | $608.7K | 0.41% | +1,678 | New |
| Kaydan Wealth Management, Inc. | 1,677 | $608.3K | 0.20% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,675 | $607.6K | 0.06% | +1,545+1,188.5% | Added |
| Summit Wealth Partners, LLC | 1,674 | $607.3K | 0.12% | −10−0.6% | Reduced |
| Advisory Resource Group | 1,674 | $607.3K | 0.13% | 00.0% | Unchanged |
| Charis Legacy Partners, LLC | 1,670 | $605.8K | 1.24% | +1,670 | New |
| Reliant Investment Partners, LLC | 1,670 | $605.8K | 0.54% | +1,670 | New |
| YHB Investment Advisors, Inc. | 1,666 | $604.4K | 0.05% | −50−2.9% | Reduced |
| Jeppson Wealth Management, LLC | 1,661 | $602.5K | 0.22% | +1+0.1% | Added |
| Smith Shellnut Wilson LLC | 1,661 | $602.5K | 0.27% | +111+7.2% | Added |
| South Plains Financial, Inc. | 1,660 | $602.2K | 0.46% | +1,660 | New |
| Obsidian Personal Planning Solutions LLC | 1,620 | $601.7K | 0.29% | +72+4.7% | Added |
| Disciplined Investors, L.L.C. | 1,660 | $601.7K | 0.58% | +1,660 | New |
| Union Savings Bank | 1,657 | $601.1K | 0.30% | −49−2.9% | Reduced |
| Pacitti Group Inc. | 1,656 | $600.8K | 0.28% | +2+0.1% | Added |
| Gould Asset Management LLC | 1,655 | $600.4K | 0.13% | +165+11.1% | Added |