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 |
|---|---|---|---|---|---|
| Channel Wealth LLC | 1,468 | $532.5K | 0.17% | +27+1.9% | Added |
| West Paces Advisors Inc. | 1,467 | $532.2K | 0.13% | −175−10.7% | Reduced |
| Frisch Financial Group, Inc. | 1,465 | $532.0K | 0.16% | −68−4.4% | Reduced |
| Smart Portfolios, LLC | 1,466 | $531.8K | 0.56% | −15−1.0% | Reduced |
| Andina Capital Management, LLC | 1,466 | $531.6K | 0.43% | −23−1.5% | Reduced |
| Hara Capital LLC | 1,465 | $531.4K | 0.34% | 00.0% | Unchanged |
| Planning Center, Inc. | 1,463 | $530.7K | 0.07% | −50−3.3% | Reduced |
| SFMG, LLC | 1,461 | $530.2K | 0.04% | +3+0.2% | Added |
| Caas Capital Management LP | 1,460 | $529.6K | 0.44% | +1,460 | New |
| Keystone Wealth Services, LLC | 1,450 | $525.9K | 0.14% | −107−6.9% | Reduced |
| Nadler Financial Group, Inc. | 1,446 | $524.6K | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,443 | $523.5K | 0.07% | +281+24.2% | Added |
| Lazari Capital Management, Inc. | 1,443 | $523.4K | 0.21% | +36+2.6% | Added |
| Wendell David Associates Inc | 1,443 | $523.0K | 0.05% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,440 | $522.4K | 0.42% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,438 | $521.5K | 0.22% | +1+0.1% | Added |
| Rise Advisors, LLC | 1,435 | $520.7K | 0.25% | −53−3.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,433 | $520.2K | 0.30% | +1+0.1% | Added |
| Watts Gwilliam & Co., LLC | 1,433 | $520.0K | 0.11% | −36−2.5% | Reduced |
| Beacon Capital Management, LLC | 1,432 | $519.5K | 0.07% | +29+2.1% | Added |
| MRP Capital Investments, LLC | 1,425 | $517.0K | 0.47% | +10+0.7% | Added |
| Empirical Asset Management, LLC | 7,624 | $516.8K | 0.17% | +6,251+455.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,415 | $513.3K | 0.02% | +82+6.2% | Added |
| Blankinship & Foster, LLC | 1,411 | $511.9K | 0.13% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,410 | $511.7K | 0.09% | +5+0.4% | Added |
| Cove Private Wealth, LLC | 1,410 | $511.5K | 0.31% | +1,410 | New |
| Fingerlakes Wealth Management, Inc. | 1,410 | $511.3K | 0.41% | +12+0.9% | Added |
| Intrua Financial, LLC | 1,409 | $511.1K | 0.08% | −1,802−56.1% | Reduced |
| First Financial Corp | 1,408 | $510.8K | 0.24% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,403 | $509.1K | 0.21% | +627+80.8% | Added |
| First Pacific Financial | 1,402 | $508.6K | 0.12% | +788+128.3% | Added |
| VSM Wealth Advisory, LLC | 1,401 | $508.1K | 0.18% | +1,401 | New |
| Ironwood Investment Management LLC | 1,400 | $507.9K | 0.25% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 1,398 | $507.3K | 0.18% | +68+5.1% | Added |
| Ransom Advisory, Ltd | 1,395 | $506.1K | 0.23% | +25+1.8% | Added |
| Grant Street Asset Management, Inc. | 1,394 | $505.7K | 0.13% | +150+12.1% | Added |
| Firestone Capital Management | 1,391 | $504.7K | 0.13% | 00.0% | Unchanged |
| apricus wealth, LLC | 1,389 | $503.9K | 0.33% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,386 | $502.8K | 0.07% | −96−6.5% | Reduced |
| WestHill Financial Advisors, Inc. | 1,386 | $502.8K | 0.11% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 1,385 | $502.6K | 0.10% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,379 | $500.2K | 0.02% | −569−29.2% | Reduced |
| Optas, LLC | 1,372 | $497.7K | 0.11% | +77+5.9% | Added |
| Private Wealth Advisors | 1,365 | $495.2K | 0.22% | −681−33.3% | Reduced |
| Moloney Securities Asset Management, LLC | 1,365 | $495.0K | 0.07% | +645+89.6% | Added |
| Acas, LLC | 1,377 | $494.0K | 0.37% | −30−2.1% | Reduced |
| Bard Financial Services, Inc. | 1,360 | $493.4K | 0.06% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,371 | $493.2K | 0.17% | −20−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,358 | $492.6K | 0.13% | +176+14.9% | Added |
| Enterprise Financial Services Corp | 1,355 | $491.5K | 0.27% | +142+11.7% | Added |
| SJS Investment Consulting Inc. | 1,354 | $491.2K | 0.08% | −14−1.0% | Reduced |
| BankPlus Wealth Management LLC | 1,352 | $490.4K | 0.37% | +1,352 | New |
| Thomas Story & Son LLC | 1,350 | $490.0K | 0.21% | 00.0% | Unchanged |
| First Community Trust NA | 1,350 | $489.7K | 0.35% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,350 | $489.7K | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 1,348 | $489.0K | 0.04% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,348 | $489.0K | 0.15% | +1+0.1% | Added |
| Invesco, LLC | 1,347 | $488.6K | 0.19% | +21+1.6% | Added |
| Hardin Capital Partners, LLC | 1,347 | $488.6K | 0.29% | −120−8.2% | Reduced |
| Sendero Wealth Management, LLC | 1,344 | $487.6K | 0.07% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 1,344 | $487.5K | 0.06% | +89+7.1% | Added |
| Claro Advisors LLC | 1,342 | $486.7K | 0.07% | −412−23.5% | Reduced |
| VeraBank, N.A. | 1,336 | $484.6K | 0.14% | +10+0.8% | Added |
| American Money Management, LLC | 1,335 | $484.4K | 0.09% | −59−4.2% | Reduced |
| Burton Enright Welch | 1,335 | $484.3K | 0.10% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 1,334 | $483.9K | 0.03% | +19+1.4% | Added |
| Formidable Asset Management, LLC | 1,332 | $483.2K | 0.08% | −4−0.3% | Reduced |
| Winton Group Ltd | 1,332 | $483.2K | 0.03% | −166−11.1% | Reduced |
| Blueprint Investment Partners LLC | 1,332 | $483.1K | 0.08% | +135+11.3% | Added |
| Warther Private Wealth, LLC | 1,330 | $482.6K | 0.16% | +9+0.7% | Added |
| MinichMacGregor Wealth Management, LLC | 1,327 | $481.2K | 0.10% | +101+8.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,327 | $481.2K | 0.18% | −23−1.7% | Reduced |
| Kestra Investment Management, LLC | 1,323 | $479.9K | 0.02% | +318+31.6% | Added |
| Westshore Wealth, LLC | 1,323 | $479.9K | 0.19% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,320 | $478.8K | 0.18% | +300+29.4% | Added |
| Waters Parkerson & Co., LLC | 1,319 | $478.5K | 0.03% | 00.0% | Unchanged |
| Onefund, LLC | 1,316 | $477.4K | 0.46% | +42+3.3% | Added |
| Reyes Financial Architecture, Inc. | 1,315 | $477.0K | 0.38% | +1,315 | New |
| Birchcreek Wealth Management, LLC | 1,314 | $476.7K | 0.30% | 00.0% | Unchanged |
| First National Corp | 1,312 | $476.1K | 0.11% | −6−0.5% | Reduced |
| Petix & Botte Co | 1,312 | $475.9K | 0.13% | 00.0% | Unchanged |
| McMill Wealth Management | 1,311 | $475.6K | 0.19% | +1,311 | New |
| Northstar Financial Companies, Inc. | 1,310 | $475.1K | 0.45% | +1,310 | New |
| Apollon Financial, LLC | 1,309 | $474.9K | 0.12% | −31−2.3% | Reduced |
| Chesley Taft & Associates LLC | 1,306 | $473.8K | 0.02% | +35+2.8% | Added |
| Gradient Capital Advisors, LLC | 1,305 | $473.5K | 0.15% | −18−1.4% | Reduced |
| Schulhoff & Co Inc | 1,305 | $473.4K | 0.21% | −95−6.8% | Reduced |
| Wellington Shields Capital Management, LLC | 1,300 | $471.6K | 0.08% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,294 | $469.4K | 0.18% | +206+18.9% | Added |
| Leo Wealth, LLC | 1,293 | $469.2K | 0.04% | −97−7.0% | Reduced |
| LM Advisors LLC | 1,286 | $467.0K | 0.08% | +1,286 | New |
| Rockingstone Advisors LLC | 1,283 | $465.4K | 0.21% | +34+2.7% | Added |
| Foster Group, Inc. | 1,281 | $464.7K | 0.02% | +217+20.4% | Added |
| Bay Capital Advisors, LLC | 1,281 | $464.7K | 0.37% | +1,281 | New |
| Prostatis Group LLC | 1,279 | $463.9K | 0.14% | +173+15.6% | Added |
| BlueStem Wealth Partners, LLC | 1,276 | $463.0K | 0.06% | +1,276 | New |
| SageView Advisory Group, LLC | 1,276 | $462.9K | 0.02% | −153−10.7% | Reduced |
| Kornitzer Capital Management Inc | 1,275 | $462.5K | 0.01% | +3+0.2% | Added |
| WealthPLAN Partners, LLC | 1,274 | $462.1K | 0.07% | +115+9.9% | Added |
| FSA Advisors, Inc. | 1,273 | $461.8K | 0.56% | +8+0.6% | Added |