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 |
|---|---|---|---|---|---|
| Anchor Capital Advisors LLC | 1,127 | $408.8K | 0.01% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,127 | $408.8K | 0.01% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 1,127 | $408.8K | 0.11% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 1,125 | $408.1K | 0.03% | −50−4.3% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 1,124 | $407.7K | 0.39% | +1,124 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,123 | $407.5K | 0.08% | +497+79.4% | Added |
| Castleview Partners, LLC | 1,132 | $407.3K | 0.22% | +88+8.4% | Added |
| Hengehold Capital Management LLC | 1,120 | $406.3K | 0.04% | +5+0.4% | Added |
| Spring Capital Management, LLC | 1,120 | $406.3K | 0.24% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,119 | $405.9K | 0.21% | +22+2.0% | Added |
| FIL Ltd | 1,114 | $404.1K | 0.00% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 1,114 | $404.1K | 0.00% | +202+22.1% | Added |
| SPC Financial, Inc. | 1,112 | $403.5K | 0.04% | +97+9.6% | Added |
| New Wave Wealth Advisors LLC | 1,106 | $401.2K | 0.16% | −12−1.1% | Reduced |
| Bristlecone Advisors, LLC | 1,106 | $401.2K | 0.03% | +1+0.1% | Added |
| Petros Family Wealth, LLC | 1,100 | $399.0K | 0.43% | +1,100 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 1,100 | $399.0K | 0.03% | −26−2.3% | Reduced |
| Royal Capital Wealth Management, LLC | 1,100 | $399.0K | 0.28% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 1,100 | $399.0K | 0.03% | +100+10.0% | Added |
| Greenup Street Wealth Management LLC | 1,099 | $398.7K | 0.08% | +3+0.3% | Added |
| Elgethun Capital Management | 1,097 | $397.9K | 0.10% | +155+16.5% | Added |
| Financial Advisors Network, Inc. | 1,094 | $396.8K | 0.07% | +1,094 | New |
| Sivia Capital Partners, LLC | 1,092 | $396.3K | 0.20% | −16−1.4% | Reduced |
| Financial Advisors, LLC | 1,090 | $395.4K | 0.08% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,086 | $394.0K | 0.08% | −50−4.4% | Reduced |
| Asset Planning,Inc | 1,085 | $393.4K | 0.30% | +1,085 | New |
| Bender Robert & Associates | 1,084 | $393.4K | 0.09% | −5−0.5% | Reduced |
| Purus Wealth Management, LLC | 1,084 | $393.4K | 0.16% | +118+12.2% | Added |
| Maxele Advisors, LLC | 1,084 | $393.3K | 0.38% | +1,084 | New |
| Consilium Wealth Advisory, LLC | 1,081 | $392.1K | 0.19% | +2+0.2% | Added |
| Compass Financial Group, INC | 1,079 | $391.4K | 0.07% | +2+0.2% | Added |
| Register Financial Advisors LLC | 1,079 | $391.4K | 0.20% | −45−4.0% | Reduced |
| 4WEALTH Advisors, Inc. | 1,078 | $391.0K | 0.40% | +1,078 | New |
| Silvant Capital Management LLC | 1,076 | $390.3K | 0.02% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 1,074 | $389.6K | 0.05% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,074 | $389.6K | 0.58% | +1,074 | New |
| Arlington Trust Co LLC | 1,070 | $388.2K | 0.08% | +314+41.5% | Added |
| Wallace Advisory Group, LLC | 992 | $388.1K | 0.27% | +86+9.5% | Added |
| Morey & Quinn Wealth Partners, LLC | 1,067 | $387.1K | 0.33% | +1,067 | New |
| Legacy Financial Group, Inc. | 1,065 | $386.3K | 0.12% | −18−1.7% | Reduced |
| Legacy Advisory Services, LLC | 1,064 | $386.0K | 0.33% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,063 | $385.6K | 0.15% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,062 | $385.4K | 0.06% | −4−0.4% | Reduced |
| Convergence Financial, LLC | 1,060 | $384.5K | 0.08% | +239+29.1% | Added |
| Aspire Growth Partners LLC | 1,059 | $384.3K | 0.38% | +1,059 | New |
| Gries Financial LLC | 1,056 | $383.1K | 0.07% | −552−34.3% | Reduced |
| Precision Wealth Strategies, LLC | 1,055 | $382.7K | 0.30% | +92+9.6% | Added |
| Stonebrook Private Inc. | 1,054 | $382.3K | 0.10% | +51+5.1% | Added |
| Antonelli Financial Advisors, LLC | 1,053 | $382.1K | 0.32% | +1,053 | New |
| Northside Capital Management, LLC | 1,053 | $382.0K | 0.10% | +353+50.4% | Added |
| Sym Financial Corp | 1,051 | $381.2K | 0.05% | +175+20.0% | Added |
| Oxford Financial Group Ltd | 1,050 | $380.8K | 0.02% | −618−37.1% | Reduced |
| Silver Coast Investments LLC | 1,049 | $380.5K | 0.14% | −64−5.8% | Reduced |
| Northern Oak Wealth Management Inc | 1,049 | $380.5K | 0.05% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,048 | $380.2K | 0.05% | −1,292−55.2% | Reduced |
| Financial Perspectives, Inc | 1,048 | $380.2K | 0.13% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,047 | $379.8K | 0.25% | −14,723−93.4% | Reduced |
| Wall Street Access Asset Management, LLC | 1,047 | $379.8K | 0.14% | −167−13.8% | Reduced |
| Onyx Financial Advisors, LLC | 1,047 | $379.7K | 0.21% | +4+0.4% | Added |
| Richard W. Paul & Associates, LLC | 1,047 | $379.7K | 0.14% | −37−3.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,044 | $378.9K | 0.15% | −100−8.7% | Reduced |
| Secure Asset Management, LLC | 1,040 | $377.4K | 0.06% | −298−22.3% | Reduced |
| Childress Capital Advisors, LLC | 1,038 | $376.6K | 0.11% | +20+2.0% | Added |
| DF Dent & Co Inc | 1,036 | $375.8K | 0.00% | −8−0.8% | Reduced |
| LBMC Investment Advisors, LLC | 1,036 | $375.8K | 0.03% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,034 | $375.1K | 0.15% | +2+0.2% | Added |
| Smallwood Wealth Investment Management, LLC | 1,028 | $373.1K | 0.26% | −9−0.9% | Reduced |
| N.E.W. Advisory Services LLC | 1,026 | $372.3K | 0.04% | −403−28.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,025 | $371.8K | 0.07% | +1+0.1% | Added |
| AlphaCore Capital LLC | 1,024 | $371.5K | 0.08% | −2−0.2% | Reduced |
| Community Trust & Investment Co | 1,024 | $371.5K | 0.02% | +4+0.4% | Added |
| Accel Wealth Management | 1,021 | $370.5K | 0.14% | −46−4.3% | Reduced |
| Lynx Investment Advisory | 1,021 | $370.2K | 0.25% | −55−5.1% | Reduced |
| Vision Capital Management, Inc. | 1,020 | $370.0K | 0.05% | +50+5.2% | Added |
| Centerpoint Advisory Group | 1,020 | $370.0K | 0.36% | +1,020 | New |
| NorthStar Asset Management LLC | 1,017 | $369.1K | 0.24% | +1,017 | New |
| Hutchinson Capital Management | 1,017 | $368.9K | 0.07% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 1,017 | $368.9K | 0.24% | 00.0% | Unchanged |
| Crane Advisory, LLC | 1,014 | $368.9K | 0.06% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,012 | $367.2K | 0.08% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 1,011 | $366.8K | 0.19% | +16+1.6% | Added |
| Gallacher Capital Management LLC | 1,009 | $366.0K | 0.18% | +58+6.1% | Added |
| NTV Asset Management LLC | 1,005 | $364.7K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,005 | $364.6K | 0.04% | −2,300−69.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,005 | $364.6K | 0.27% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,004 | $364.2K | 0.12% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 1,003 | $363.8K | 0.24% | +1,003 | New |
| Delta Capital Management LLC | 1,000 | $363.0K | 0.21% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 1,000 | $362.8K | 0.18% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,000 | $362.8K | 0.25% | 00.0% | Unchanged |
| Prodigy Asset Management LLC | 1,000 | $362.8K | 0.31% | +1,000 | New |
| Challenger Wealth Management | 1,000 | $362.8K | 0.31% | +1,000 | New |
| Summit X, LLC | 993 | $361.4K | 0.08% | −145−12.7% | Reduced |
| Basepoint Wealth LLC | 996 | $361.3K | 0.29% | +202+25.4% | Added |
| Vestia Personal Wealth Advisors | 996 | $361.1K | 0.30% | +18+1.8% | Added |
| Meridian Financial Partners LLC | 994 | $361.0K | 0.19% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 994 | $360.5K | 0.05% | +6+0.6% | Added |
| Annex Advisory Services, LLC | 993 | $360.3K | 0.01% | +19+2.0% | Added |
| Planning Alternatives Ltd | 989 | $358.8K | 0.06% | +2+0.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 988 | $358.4K | 0.03% | 00.0% | Unchanged |