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
- 3,010
- +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
- 1,095 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 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $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 |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 36,500 | $13.2M | 0.53% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 36,493 | $13.2M | 0.72% | +665+1.9% | Added |
| Advisory Services Network, LLC | 36,066 | $13.1M | 0.24% | −131−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,901 | $13.0M | 0.11% | −1,288−3.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 35,566 | $12.9M | 0.49% | −238−0.7% | Reduced |
| Lyell Wealth Management, LP | 35,402 | $12.8M | 1.15% | +52+0.1% | Added |
| Consolidated Planning Corp | 35,172 | $12.8M | 1.74% | +505+1.5% | Added |
| Cullinan Associates Inc | 35,043 | $12.7M | 0.82% | −5,473−13.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 34,996 | $12.7M | 0.31% | −123−0.4% | Reduced |
| Braun Stacey Associates Inc | 34,837 | $12.6M | 0.47% | +963+2.8% | Added |
| Strategic Wealth Designers | 59,128 | $12.6M | 0.80% | +59,128 | New |
| Vantage Investment Partners, LLC | 34,461 | $12.5M | 1.09% | −1,828−5.0% | Reduced |
| TownSquare Capital, LLC | 34,267 | $12.4M | 0.14% | +6,829+24.9% | Added |
| Greenwood Gearhart Inc | 34,252 | $12.4M | 0.86% | +1,177+3.6% | Added |
| Shelton Capital Management | 34,165 | $12.4M | 0.31% | −223−0.6% | Reduced |
| Henshaw Capital LLC | 34,060 | $12.4M | 0.51% | 00.0% | Unchanged |
| CSM Advisors, LLC | 33,840 | $12.3M | 0.57% | −547−1.6% | Reduced |
| Atria Wealth Solutions, Inc. | 33,654 | $12.2M | 0.13% | −1,467−4.2% | Reduced |
| Benjamin Edwards Inc | 33,632 | $12.2M | 0.17% | +1,836+5.8% | Added |
| German American Bancorp, Inc. | 33,396 | $12.1M | 1.27% | +447+1.4% | Added |
| Kentucky Retirement Systems | 33,322 | $12.1M | 0.36% | −459−1.4% | Reduced |
| Man Group plc | 33,300 | $12.1M | 0.04% | +9,567+40.3% | Added |
| Jamison Private Wealth Management, Inc. | 33,273 | $12.1M | 1.78% | +237+0.7% | Added |
| M&G Plc | 33,045 | $12.0M | 0.07% | −9,943−23.1% | Reduced |
| Norinchukin Bank, The | 32,006 | $11.6M | 0.25% | +1,204+3.9% | Added |
| Tower Research Capital LLC (TRC) | 31,778 | $11.5M | 0.23% | −9,416−22.9% | Reduced |
| James Investment Research Inc | 31,613 | $11.5M | 1.37% | −381−1.2% | Reduced |
| Sienna Gestion | 31,411 | $11.4M | 0.77% | +28,947+1,174.8% | Added |
| Polar Capital Holdings Plc | 31,325 | $11.4M | 0.06% | +31,325 | New |
| Brookstone Capital Management | 31,276 | $11.3M | 0.17% | −2,649−7.8% | Reduced |
| First American Trust, FSB | 31,190 | $11.3M | 1.13% | +1,075+3.6% | Added |
| LMCG Investments, LLC | 31,178 | $11.3M | 0.69% | −748−2.3% | Reduced |
| Vident Advisory, LLC | 31,153 | $11.3M | 0.20% | +3,830+14.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 31,115 | $11.3M | 1.18% | −560−1.8% | Reduced |
| United Capital Management of KS, Inc. | 31,068 | $11.3M | 2.05% | +658+2.2% | Added |
| Paradiem, LLC | 30,839 | $11.2M | 3.00% | −434−1.4% | Reduced |
| Shelter Mutual Insurance Co | 30,780 | $11.2M | 2.78% | 00.0% | Unchanged |
| Atria Investments LLC | 30,741 | $11.2M | 0.14% | −3,112−9.2% | Reduced |
| Cadinha & Co LLC | 30,553 | $11.1M | 1.84% | +30,553 | New |
| U.S. Capital Wealth Advisors, LLC | 30,364 | $11.0M | 0.34% | +16,556+119.9% | Added |
| Illinois Municipal Retirement Fund | 30,332 | $11.0M | 0.16% | +347+1.2% | Added |
| Eagle Global Advisors LLC | 30,142 | $10.9M | 0.45% | +375+1.3% | Added |
| Zimmer Partners, LP | 30,120 | $10.9M | 0.19% | +10,120+50.6% | Added |
| Omers Administration Corp | 30,107 | $10.9M | 0.10% | −2,370−7.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 29,850 | $10.9M | 0.11% | −7,465−20.0% | Reduced |
| Simmons Bank | 29,883 | $10.8M | 0.79% | −1,531−4.9% | Reduced |
| Hartford Investment Management Co | 29,845 | $10.8M | 0.35% | −680−2.2% | Reduced |
| Venture Visionary Partners LLC | 29,307 | $10.6M | 0.45% | +970+3.4% | Added |
| Empowered Funds, LLC | 29,189 | $10.6M | 0.15% | −22,126−43.1% | Reduced |
| Freestone Capital Holdings, LLC | 29,103 | $10.6M | 0.37% | −193−0.7% | Reduced |
| National Asset Management, Inc. | 29,096 | $10.6M | 0.35% | −6,697−18.7% | Reduced |
| Woodline Partners LP | 28,994 | $10.5M | 0.07% | +28,994 | New |
| UniSuper Management Pty Ltd | 28,670 | $10.4M | 0.07% | +6,145+27.3% | Added |
| MainStreet Investment Advisors LLC | 28,528 | $10.3M | 1.45% | −854−2.9% | Reduced |
| Kanawha Capital Management LLC | 28,038 | $10.2M | 0.80% | −250−0.9% | Reduced |
| Bogart Wealth, LLC | 27,991 | $10.2M | 0.48% | −9,184−24.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 27,926 | $10.1M | 0.60% | +27,926 | New |
| Drexel Morgan & Co. | 27,886 | $10.1M | 2.09% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 27,753 | $10.1M | 0.41% | +27,753 | New |
| Castleark Management LLC | 27,470 | $9.97M | 0.35% | +26,180+2,029.5% | Added |
| Knights of Columbus Asset Advisors LLC | 27,409 | $9.94M | 0.66% | −36−0.1% | Reduced |
| Hantz Financial Services, Inc. | 27,292 | $9.90M | 0.17% | −1,694−5.8% | Reduced |
| RSM US Wealth Management LLC | 27,164 | $9.86M | 0.14% | −252−0.9% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 27,093 | $9.83M | 0.24% | −60,602−69.1% | Reduced |
| Philadelphia Trust Co | 27,074 | $9.82M | 0.72% | −2,167−7.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 27,052 | $9.81M | 0.52% | +22,850+543.8% | Added |
| Farmers & Merchants Investments Inc | 26,806 | $9.72M | 0.30% | −186−0.7% | Reduced |
| Independent Wealth Network Inc. | 26,607 | $9.65M | 3.92% | −120.0% | Reduced |
| Brinker Capital Investments, LLC | 26,573 | $9.64M | 0.10% | −480−1.8% | Reduced |
| Orion Portfolio Solutions, LLC | 26,573 | $9.64M | 0.10% | −480−1.8% | Reduced |
| Maryland State Retirement & Pension System | 26,404 | $9.58M | 0.21% | −1,797−6.4% | Reduced |
| Sigma Planning Corp | 26,353 | $9.56M | 0.30% | +1,508+6.1% | Added |
| Addenda Capital Inc. | 26,158 | $9.49M | 0.33% | −74−0.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 26,143 | $9.48M | 0.97% | −131−0.5% | Reduced |
| Wolverine Trading, LLC | 25,990 | $9.43M | 0.21% | +24,712+1,933.6% | Added |
| Louisiana State Employees Retirement System | 26,000 | $9.43M | 0.18% | −1,300−4.8% | Reduced |
| Coldstream Capital Management Inc | 25,977 | $9.42M | 0.20% | +353+1.4% | Added |
| Securian Asset Management, Inc | 25,949 | $9.41M | 0.27% | −870−3.2% | Reduced |
| Concurrent Investment Advisors, LLC | 25,747 | $9.34M | 0.25% | +3,921+18.0% | Added |
| Prime Capital Investment Advisors, LLC | 25,736 | $9.34M | 0.14% | −3,333−11.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 25,729 | $9.33M | 2.16% | −183−0.7% | Reduced |
| Apollon Wealth Management, LLC | 25,604 | $9.29M | 0.21% | +2,763+12.1% | Added |
| Sigma Investment Counselors Inc | 25,552 | $9.27M | 0.54% | −951−3.6% | Reduced |
| Tufton Capital Management | 25,464 | $9.24M | 1.75% | −136−0.5% | Reduced |
| CX Institutional | 25,395 | $9.21M | 0.37% | −1,393−5.2% | Reduced |
| Integris Wealth Management, LLC | 25,328 | $9.19M | 2.59% | −770−3.0% | Reduced |
| Strategic Global Advisors, LLC | 25,251 | $9.16M | 1.67% | +1,001+4.1% | Added |
| AE Wealth Management LLC | 25,173 | $9.13M | 0.08% | +385+1.6% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 25,118 | $9.11M | 3.06% | 00.0% | Unchanged |
| Narwhal Capital Management | 24,809 | $9.00M | 0.80% | +2,235+9.9% | Added |
| American National Bank | 24,793 | $8.99M | 1.00% | +133+0.5% | Added |
| Jefferies Financial Group Inc. | 24,628 | $8.93M | 0.10% | +202+0.8% | Added |
| Silver Oak Securities, Inc | 24,404 | $8.86M | 0.82% | +1,880+8.3% | Added |
| MAI Capital Management | 24,287 | $8.81M | 0.07% | +7,163+41.8% | Added |
| Financial Partners Group, LLC | 24,136 | $8.76M | 3.64% | −2,319−8.8% | Reduced |
| Signet Financial Management, LLC | 23,948 | $8.69M | 1.11% | +29+0.1% | Added |
| Logan Capital Management Inc | 23,924 | $8.68M | 0.36% | −1,437−5.7% | Reduced |
| Americana Partners, LLC | 23,806 | $8.64M | 0.35% | +6,667+38.9% | Added |
| IMC-Chicago, LLC | 23,644 | $8.58M | 0.23% | +23,644 | New |
| Metis Global Partners, LLC | 23,592 | $8.56M | 0.26% | +323+1.4% | Added |