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 |
|---|---|---|---|---|---|
| Impact Capital Partners LLC | 1,654 | $600.0K | 0.21% | +1,654 | New |
| Coastwise Capital Group, LLC | 1,649 | $598.0K | 0.48% | −100−5.7% | Reduced |
| Transcendent Capital Group LLC | 1,648 | $597.8K | 0.31% | +324+24.5% | Added |
| Appleton Partners Inc | 1,642 | $596.0K | 0.04% | +1+0.1% | Added |
| United Bank | 1,640 | $594.9K | 0.07% | −50−3.0% | Reduced |
| Ascent Group, LLC | 1,639 | $594.6K | 0.04% | +501+44.0% | Added |
| Arcataur Capital Management LLC | 1,637 | $593.8K | 0.20% | −10−0.6% | Reduced |
| Cooper/Haims Advisors, LLC | 1,635 | $593.2K | 0.34% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,636 | $593.2K | 0.01% | −362−18.1% | Reduced |
| Unique Wealth Strategies, LLC | 1,635 | $593.0K | 0.26% | +1,635 | New |
| Van Hulzen Asset Management, LLC | 1,634 | $592.9K | 0.04% | +58+3.7% | Added |
| Wealth Alliance | 1,632 | $591.9K | 0.07% | +215+15.2% | Added |
| Soltis Investment Advisors LLC | 1,629 | $590.9K | 0.05% | +228+16.3% | Added |
| Stokes Family Office, LLC | 1,618 | $586.9K | 0.06% | −97−5.7% | Reduced |
| One Degree Advisors Inc | 1,615 | $585.0K | 0.24% | 00.0% | Unchanged |
| MJP Associates Inc | 1,610 | $584.1K | 0.10% | +618+62.3% | Added |
| Redhawk Wealth Advisors, Inc. | 1,609 | $583.5K | 0.08% | +978+155.0% | Added |
| Vishria Bird Financial Group, LLC | 1,606 | $583.0K | 0.20% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,603 | $581.5K | 0.42% | +5+0.3% | Added |
| Icapital Wealth LLC | 1,600 | $580.4K | 0.33% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 1,600 | $580.4K | 0.06% | +1,600 | New |
| Board of the Pension Protection Fund | 1,600 | $580.4K | 0.67% | +1,600 | New |
| WealthTrust Axiom LLC | 1,599 | $579.9K | 0.17% | −15−0.9% | Reduced |
| Bell Bank | 1,598 | $579.7K | 0.04% | −3−0.2% | Reduced |
| Alteri Wealth LLC | 1,598 | $579.6K | 0.16% | +1,598 | New |
| Baker Ellis Asset Management LLC | 1,597 | $579.3K | 0.09% | −100−5.9% | Reduced |
| Pacific Point Advisors, LLC | 1,600 | $579.1K | 0.35% | +1,600 | New |
| Fagan Associates, Inc. | 1,595 | $578.6K | 0.09% | +40+2.6% | Added |
| Mustard Seed Financial, LLC | 1,592 | $577.6K | 0.47% | −295−15.6% | Reduced |
| Alta Advisers Ltd | 1,591 | $577.2K | 0.36% | +191+13.6% | Added |
| Spirepoint Private Client, LLC | 1,590 | $576.8K | 0.07% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,585 | $576.7K | 0.13% | −89−5.3% | Reduced |
| One Capital Management, LLC | 1,588 | $576.1K | 0.02% | −112−6.6% | Reduced |
| McGowan Group Asset Management, Inc. | 1,587 | $575.7K | 0.08% | +224+16.4% | Added |
| Sandy Cove Advisors, LLC | 1,585 | $575.0K | 0.23% | +102+6.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,584 | $574.6K | 0.07% | +2+0.1% | Added |
| AXS Investments LLC | 1,583 | $574.2K | 0.16% | −3,625−69.6% | Reduced |
| Retirement Planning Group | 1,580 | $573.0K | 0.03% | +347+28.1% | Added |
| New Republic Capital, LLC | 1,578 | $572.5K | 0.37% | −448−22.1% | Reduced |
| J2 Capital Management Inc | 1,577 | $572.1K | 0.54% | +1,577 | New |
| Arvest Bank Trust Division | 1,574 | $571.0K | 0.03% | +14+0.9% | Added |
| Boston Financial Mangement LLC | 1,573 | $570.6K | 0.02% | +3+0.2% | Added |
| Vertex Planning Partners, LLC | 1,573 | $570.6K | 0.13% | +16+1.0% | Added |
| Curbstone Financial Management Corp | 1,572 | $570.3K | 0.12% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 1,570 | $569.6K | 0.07% | +2+0.1% | Added |
| Regent Peak Wealth Advisors LLC | 1,570 | $569.5K | 0.13% | +17+1.1% | Added |
| Pettyjohn, Wood & White, Inc | 1,565 | $567.7K | 0.10% | +500+46.9% | Added |
| SeaBridge Investment Advisors LLC | 1,565 | $567.7K | 0.12% | +655+72.0% | Added |
| Canal Capital Management, LLC | 1,561 | $566.3K | 0.09% | +3+0.2% | Added |
| Isthmus Partners, LLC | 1,557 | $564.8K | 0.07% | +450+40.7% | Added |
| DRW Securities, LLC | 1,556 | $564.5K | 0.04% | −3,945−71.7% | Reduced |
| Quantum Financial Advisors, LLC | 1,550 | $562.4K | 0.09% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,545 | $560.5K | 0.38% | +1,545 | New |
| Citizens Business Bank | 567 | $560.1K | 0.10% | −989−63.6% | Reduced |
| SAM Advisors, LLC | 1,540 | $558.6K | 0.20% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,537 | $557.6K | 0.03% | −3,140−67.1% | Reduced |
| TrinityPoint Wealth, LLC | 1,537 | $557.6K | 0.08% | +42+2.8% | Added |
| DnB Asset Management AS | 1,536 | $557.2K | 0.00% | +293+23.6% | Added |
| Fairfield, Bush & Co. | 1,534 | $556.5K | 0.33% | −109−6.6% | Reduced |
| Morris Retirement Advisors, LLC | 1,534 | $556.4K | 0.29% | +31+2.1% | Added |
| Stonebridge Financial Group, LLC | 1,533 | $556.1K | 0.06% | +1,533 | New |
| Affinity Capital Advisors, LLC | 1,532 | $556.1K | 0.10% | +3+0.2% | Added |
| Beach Investment Counsel Inc | 1,533 | $556.0K | 0.08% | −22,486−93.6% | Reduced |
| Kaizen Financial Strategies | 1,531 | $555.2K | 0.31% | +3+0.2% | Added |
| Olistico Wealth, LLC | 1,530 | $555.0K | 0.32% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 1,527 | $553.8K | 0.08% | +22+1.5% | Added |
| Sepio Capital, LP | 1,525 | $553.2K | 0.04% | −47−3.0% | Reduced |
| Tectonic Advisors LLC | 1,523 | $552.7K | 0.04% | −23−1.5% | Reduced |
| Integrity Alliance, LLC. | 1,523 | $552.6K | 0.06% | +1,523 | New |
| Strategic Equity Management | 1,520 | $551.4K | 0.23% | +11+0.7% | Added |
| Sanchez Wealth Management Group | 1,518 | $550.7K | 0.15% | −43−2.8% | Reduced |
| Doliver Advisors, LP | 1,518 | $550.7K | 0.15% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 1,517 | $550.3K | 0.09% | +10+0.7% | Added |
| Armis Advisers, LLC | 1,512 | $548.6K | 0.07% | +1,512 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 1,510 | $547.8K | 0.20% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 1,398 | $546.8K | 0.10% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,507 | $546.7K | 0.16% | −39−2.5% | Reduced |
| Liberty Square Wealth Partners LLC | 1,546 | $546.2K | 0.20% | +1,546 | New |
| M1 Capital Management LLC | 1,505 | $546.0K | 0.29% | +1,505 | New |
| Marex Group plc | 1,504 | $545.6K | 0.01% | −914−37.8% | Reduced |
| Objective Capital Management, LLC | 1,501 | $544.6K | 0.36% | −331−18.1% | Reduced |
| Rbo & Co LLC | 1,500 | $544.1K | 0.09% | 00.0% | Unchanged |
| Fractal Investments LLC | 1,500 | $544.1K | 0.08% | +800+114.3% | Added |
| Chickasaw Capital Management LLC | 1,500 | $544.0K | 0.02% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,498 | $543.4K | 0.25% | −79−5.0% | Reduced |
| Center For Asset Management LLC | 1,497 | $543.0K | 0.35% | +1+0.1% | Added |
| Morton Community Bank | 1,493 | $541.6K | 0.14% | +647+76.5% | Added |
| Audent Global Asset Management, LLC | 1,486 | $539.1K | 0.35% | +1,486 | New |
| Costello Asset Management, INC | 1,481 | $537.2K | 0.36% | −1,560−51.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,479 | $537.0K | 0.02% | +270+22.3% | Added |
| Leisure Capital Management | 1,478 | $536.3K | 0.21% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,476 | $535.4K | 0.31% | 00.0% | Unchanged |
| IMS Capital Management | 1,475 | $535.1K | 0.25% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,475 | $534.9K | 0.06% | +60+4.2% | Added |
| Quent Capital, LLC | 1,474 | $534.9K | 0.06% | −69−4.5% | Reduced |
| Fortitude Family Office, LLC | 1,474 | $534.7K | 0.19% | +51+3.6% | Added |
| Acima Private Wealth, LLC | 1,473 | $534.3K | 0.18% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 1,470 | $533.4K | 0.12% | +295+25.1% | Added |
| Landaas & Co | 1,470 | $533.0K | 0.15% | +172+13.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 1,469 | $532.9K | 0.10% | −151−9.3% | Reduced |