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 |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 23,549 | $8.54M | 1.29% | −1,663−6.6% | Reduced |
| Dynamic Advisor Solutions LLC | 23,523 | $8.53M | 0.37% | −237−1.0% | Reduced |
| Madison Asset Management, LLC | 23,476 | $8.52M | 0.10% | −1,290−5.2% | Reduced |
| Madison Investment Advisors, LLC | 23,476 | $8.52M | 0.10% | +23,476 | New |
| Fusion Capital, LLC | 23,322 | $8.46M | 3.41% | +97+0.4% | Added |
| StoneX Group Inc. | 23,286 | $8.45M | 0.46% | +9,701+71.4% | Added |
| TruWealth Advisors, LLC | 23,221 | $8.42M | 0.51% | −19−0.1% | Reduced |
| Atomi Financial Group, Inc. | 23,193 | $8.41M | 0.43% | +871+3.9% | Added |
| New Mexico Educational Retirement Board | 23,102 | $8.38M | 0.28% | −800−3.3% | Reduced |
| Pinebridge Investments, L.P. | 23,026 | $8.35M | 0.06% | −129,865−84.9% | Reduced |
| McGuire Investment Group, LLC | 22,960 | $8.33M | 1.20% | +128+0.6% | Added |
| Kavar Capital Partners Group, LLC | 22,944 | $8.32M | 1.41% | +50.0% | Added |
| Kingswood Wealth Advisors, LLC | 22,906 | $8.31M | 0.62% | −433−1.9% | Reduced |
| Miracle Mile Advisors, LLC | 22,887 | $8.30M | 0.17% | +18,396+409.6% | Added |
| Tiaa Trust, National Association | 22,868 | $8.30M | 0.03% | +1,686+8.0% | Added |
| Hixon Zuercher, LLC | 22,868 | $8.30M | 3.19% | −312−1.3% | Reduced |
| Baader Bank INC | 22,837 | $8.28M | 0.76% | −193−0.8% | Reduced |
| Capital Investment Counsel, LLC | 22,691 | $8.23M | 1.37% | −293−1.3% | Reduced |
| BNP Paribas | 5,615 | $8.19M | 0.33% | +1,359+31.9% | Added |
| Park Avenue Securities LLC | 22,526 | $8.17M | 0.08% | +1,764+8.5% | Added |
| Beacon Investment Advisory Services, Inc. | 22,520 | $8.17M | 0.35% | +1,441+6.8% | Added |
| Bryn Mawr Trust Co | 22,432 | $8.14M | 0.15% | +1,303+6.2% | Added |
| ExodusPoint Capital Management, LP | 22,423 | $8.13M | 0.08% | +22,423 | New |
| Hartford Financial Management Inc. | 22,287 | $8.08M | 1.66% | −112−0.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 22,130 | $8.03M | 0.15% | −218−1.0% | Reduced |
| First Financial Bank - Trust Division | 22,114 | $8.02M | 0.75% | −291−1.3% | Reduced |
| Wesbanco Bank Inc | 22,065 | $8.00M | 0.27% | −366−1.6% | Reduced |
| Contravisory Investment Management, Inc. | 22,030 | $7.99M | 1.71% | +20,749+1,619.8% | Added |
| BKD Wealth Advisors, LLC | 21,979 | $7.97M | 0.18% | −693−3.1% | Reduced |
| Hodges Capital Management Inc. | 21,970 | $7.97M | 0.48% | −652−2.9% | Reduced |
| Crestwood Advisors Group LLC | 21,946 | $7.96M | 0.15% | +218+1.0% | Added |
| Principle Wealth Partners LLC | 21,696 | $7.87M | 0.55% | −554−2.5% | Reduced |
| Welch & Forbes LLC | 21,589 | $7.83M | 0.10% | −1,065−4.7% | Reduced |
| City Holding Co | 21,566 | $7.82M | 1.11% | −639−2.9% | Reduced |
| Perigon Wealth Management, LLC | 20,540 | $7.82M | 0.19% | −2,119−9.4% | Reduced |
| Warren Averett Asset Management, LLC | 21,529 | $7.81M | 0.12% | +6,978+48.0% | Added |
| Aull & Monroe Investment Management Corp | 21,464 | $7.79M | 3.97% | −1,390−6.1% | Reduced |
| Trifecta Capital Advisors, LLC | 21,333 | $7.74M | 1.53% | +315+1.5% | Added |
| Spinnaker Trust | 21,310 | $7.73M | 0.49% | −1,900−8.2% | Reduced |
| Stratos Wealth Partners, LTD. | 21,263 | $7.71M | 0.11% | +669+3.2% | Added |
| Citizens National Bank Trust Department | 21,225 | $7.70M | 1.63% | −373−1.7% | Reduced |
| Moors & Cabot, Inc. | 21,201 | $7.69M | 0.37% | −543−2.5% | Reduced |
| Howe & Rusling Inc | 21,082 | $7.65M | 0.66% | −118−0.6% | Reduced |
| Knuff & Co LLC | 21,069 | $7.64M | 2.32% | −38−0.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 20,856 | $7.57M | 0.06% | −756−3.5% | Reduced |
| Voloridge Investment Management, LLC | 20,803 | $7.55M | 0.03% | +20,803 | New |
| Compagnie Lombard Odier SCmA | 20,751 | $7.53M | 0.11% | −883−4.1% | Reduced |
| Axxcess Wealth Management, LLC | 20,706 | $7.51M | 0.19% | +549+2.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 20,540 | $7.45M | 0.21% | −2,500−10.9% | Reduced |
| Anderson Hoagland & Co | 19,182 | $7.40M | 0.76% | 00.0% | Unchanged |
| Groupama Asset Managment | 20,391 | $7.40M | 0.15% | −1,150−5.3% | Reduced |
| Union Bancaire Privee, UBP SA | 21,460 | $7.40M | 0.13% | +21,460 | New |
| Searle & Co. | 20,353 | $7.38M | 2.13% | −20−0.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 20,295 | $7.36M | 1.70% | +181+0.9% | Added |
| Global Retirement Partners, LLC | 20,258 | $7.35M | 0.21% | −2,706−11.8% | Reduced |
| Merit Financial Group, LLC | 20,178 | $7.32M | 0.13% | +4,737+30.7% | Added |
| Creekmur Asset Management LLC | 20,172 | $7.32M | 1.68% | +62+0.3% | Added |
| Northeast Investment Management | 20,154 | $7.31M | 0.32% | +896+4.7% | Added |
| Laurion Capital Management LP | 20,098 | $7.29M | 0.45% | +20,098 | New |
| Churchill Management Corp | 20,016 | $7.26M | 0.08% | −171−0.8% | Reduced |
| Valeo Financial Advisors, LLC | 19,935 | $7.23M | 0.20% | +215+1.1% | Added |
| Parcion Private Wealth LLC | 19,643 | $7.13M | 0.54% | −45−0.2% | Reduced |
| Koshinski Asset Management, Inc. | 19,585 | $7.10M | 0.61% | −206−1.0% | Reduced |
| Sagespring Wealth Partners, LLC | 19,539 | $7.09M | 0.19% | +19,539 | New |
| Boit C F David | 19,500 | $7.07M | 3.57% | −1,900−8.9% | Reduced |
| Bleakley Financial Group, LLC | 19,360 | $7.02M | 0.21% | +136+0.7% | Added |
| Wedbush Securities Inc | 19,321 | $7.01M | 0.25% | +2,793+16.9% | Added |
| Pinnacle Financial Partners Inc | 18,553 | $7.01M | 0.14% | +58+0.3% | Added |
| Principal Securities, Inc. | 19,242 | $6.98M | 0.16% | +932+5.1% | Added |
| Spears Abacus Advisors LLC | 19,225 | $6.97M | 0.14% | +109+0.6% | Added |
| Community Bank of Raymore | 19,111 | $6.93M | 5.45% | −4,242−18.2% | Reduced |
| Citizens Financial Group Inc | 19,097 | $6.93M | 0.14% | +5,195+37.4% | Added |
| Vinva Investment Management Ltd | 19,063 | $6.92M | 0.27% | −1,079−5.4% | Reduced |
| Vivaldi Capital Management, LLC | 17,336 | $6.84M | 1.05% | +16,714+2,687.1% | Added |
| iA Global Asset Management Inc. | 18,836 | $6.83M | 0.12% | +956+5.3% | Added |
| Assetmark, Inc | 18,802 | $6.82M | 0.02% | +2,029+12.1% | Added |
| One River Asset Management, LLC | 18,768 | $6.81M | 10.20% | +18,768 | New |
| Transform Wealth, LLC | 18,743 | $6.80M | 0.38% | +5,737+44.1% | Added |
| CTC LLC | 18,678 | $6.78M | 0.68% | −2,695−12.6% | Reduced |
| King Luther Capital Management Corp | 18,670 | $6.77M | 0.03% | −50−0.3% | Reduced |
| Caldwell Trust Co | 18,605 | $6.75M | 0.70% | −173−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 18,543 | $6.73M | 0.08% | −672−3.5% | Reduced |
| Ieq Capital, LLC | 18,530 | $6.72M | 0.06% | −9,830−34.7% | Reduced |
| Mutual Advisors, LLC | 17,600 | $6.70M | 0.19% | −1,301−6.9% | Reduced |
| Kiley Juergens Wealth Management, LLC | 18,410 | $6.68M | 1.67% | −193−1.0% | Reduced |
| Physicians Financial Services, Inc. | 18,383 | $6.67M | 2.02% | +399+2.2% | Added |
| Neville Rodie & Shaw Inc | 18,320 | $6.65M | 0.48% | −50.0% | Reduced |
| Sentry LLC | 18,281 | $6.63M | 1.29% | −2,490−12.0% | Reduced |
| Integrated Wealth Concepts LLC | 18,224 | $6.61M | 0.08% | +2,784+18.0% | Added |
| Ameritas Advisory Services, LLC | 18,189 | $6.60M | 0.23% | +1,727+10.5% | Added |
| Reuter James Wealth Management, LLC | 18,108 | $6.57M | 1.22% | −527−2.8% | Reduced |
| Trinity Legacy Partners, LLC | 17,999 | $6.53M | 1.68% | +560+3.2% | Added |
| Aries Wealth Management | 17,992 | $6.53M | 1.80% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 17,923 | $6.50M | 1.66% | +109+0.6% | Added |
| Vestcor Inc | 17,768 | $6.45M | 0.21% | −940−5.0% | Reduced |
| Greenleaf Trust | 17,741 | $6.44M | 0.06% | +436+2.5% | Added |
| Oak Harbor Wealth Partners, LLC | 17,713 | $6.43M | 1.86% | −22−0.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,691 | $6.42M | 1.54% | −15−0.1% | Reduced |
| NewSquare Capital LLC | 17,622 | $6.39M | 0.51% | +906+5.4% | Added |
| EP Wealth Advisors, LLC | 17,613 | $6.39M | 0.05% | −419−2.3% | Reduced |