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 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $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 |
|---|---|---|---|---|---|
| Wright Investors Service Inc | 17,573 | $6.37M | 2.07% | +3,454+24.5% | Added |
| Robertson Stephens Wealth Management, LLC | 17,540 | $6.36M | 0.23% | +3,513+25.0% | Added |
| Summitry LLC | 17,490 | $6.34M | 0.31% | +502+3.0% | Added |
| Empirical Finance, LLC | 17,486 | $6.34M | 0.37% | −242−1.4% | Reduced |
| Advocate Group LLC | 17,442 | $6.33M | 1.19% | −478−2.7% | Reduced |
| Bridge Creek Capital Management LLC | 17,361 | $6.30M | 1.94% | −200−1.1% | Reduced |
| Romano Brothers and Company | 17,224 | $6.25M | 0.79% | −722−4.0% | Reduced |
| EagleClaw Capital Managment, LLC | 17,150 | $6.22M | 0.99% | +250+1.5% | Added |
| Williams Jones Wealth Management, LLC. | 17,139 | $6.22M | 0.07% | −148−0.9% | Reduced |
| Griffin Asset Management, Inc. | 17,098 | $6.20M | 0.73% | +210+1.2% | Added |
| Colonial Trust Advisors | 17,074 | $6.19M | 0.55% | −1,777−9.4% | Reduced |
| Country Club Bank | 17,061 | $6.19M | 0.41% | −25−0.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 17,039 | $6.18M | 1.17% | −1,320−7.2% | Reduced |
| Foster & Motley Inc | 16,949 | $6.15M | 0.40% | +290+1.7% | Added |
| Columbia Asset Management | 16,946 | $6.15M | 1.18% | −1,184−6.5% | Reduced |
| Jackson Square Capital, LLC | 16,889 | $6.13M | 1.48% | +308+1.9% | Added |
| Massachusetts Institute of Technology | 16,714 | $6.06M | 0.86% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 16,708 | $6.06M | 0.11% | −362−2.1% | Reduced |
| Mairs & Power Inc | 16,693 | $6.06M | 0.06% | +115+0.7% | Added |
| Ellsworth Advisors, LLC | 16,686 | $6.05M | 1.59% | −937−5.3% | Reduced |
| Community Bank, N.A. | 16,635 | $6.03M | 0.77% | −200−1.2% | Reduced |
| Highland Capital Management, LLC | 16,599 | $6.02M | 0.34% | −430−2.5% | Reduced |
| Family Legacy, Inc. | 16,665 | $6.02M | 2.04% | −491−2.9% | Reduced |
| Snowden Capital Advisors LLC | 16,525 | $5.99M | 0.19% | −8,278−33.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,500 | $5.99M | 0.52% | +9,262+128.0% | Added |
| Montag A & Associates Inc | 16,433 | $5.96M | 0.28% | +39+0.2% | Added |
| Groupe la Francaise | 14,922 | $5.94M | 0.15% | +14,922 | New |
| Flputnam Investment Management Co | 16,328 | $5.92M | 0.11% | +600+3.8% | Added |
| Lake Street Advisors Group, LLC | 16,257 | $5.90M | 0.27% | +7,803+92.3% | Added |
| Wells Trecaso Financial Group, LLC | 16,211 | $5.88M | 1.92% | +146+0.9% | Added |
| Beese Fulmer Investment Management, Inc. | 16,209 | $5.88M | 0.50% | +53+0.3% | Added |
| Roundview Capital LLC | 16,186 | $5.87M | 0.41% | +274+1.7% | Added |
| Guyasuta Investment Advisors Inc | 16,178 | $5.87M | 0.37% | +1,731+12.0% | Added |
| Holderness Investments Co | 16,149 | $5.86M | 1.29% | +92+0.6% | Added |
| Ascent Wealth Partners, LLC | 16,137 | $5.85M | 0.79% | −187−1.1% | Reduced |
| Level Four Advisory Services, LLC | 16,061 | $5.83M | 0.24% | −242−1.5% | Reduced |
| Twin Capital Management Inc | 16,016 | $5.81M | 0.64% | +81+0.5% | Added |
| Sandhill Capital Partners LLC | 15,978 | $5.80M | 0.45% | −79−0.5% | Reduced |
| Siemens Fonds Invest GmbH | 15,919 | $5.78M | 0.61% | +254+1.6% | Added |
| Pallas Capital Advisors LLC | 15,921 | $5.78M | 0.25% | −391−2.4% | Reduced |
| Sonora Investment Management Group, LLC | 15,797 | $5.73M | 0.44% | +13,158+498.6% | Added |
| Ronald Blue Trust, Inc. | 15,786 | $5.73M | 0.07% | −2,297−12.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 15,714 | $5.70M | 0.31% | +755+5.0% | Added |
| Cary Street Partners Financial LLC | 15,663 | $5.68M | 0.18% | +15,663 | New |
| Goelzer Investment Management, Inc. | 15,639 | $5.67M | 0.33% | +395+2.6% | Added |
| Alps Advisors Inc | 15,631 | $5.67M | 0.04% | −83−0.5% | Reduced |
| Legacy CG, LLC | 15,454 | $5.61M | 1.72% | −890−5.4% | Reduced |
| Keeler Thomas Management LLC | 15,447 | $5.60M | 2.00% | −273−1.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,329 | $5.56M | 0.12% | −39−0.3% | Reduced |
| Equitable Holdings, Inc. | 15,295 | $5.55M | 0.05% | +587+4.0% | Added |
| Equitable Trust Co | 15,271 | $5.54M | 0.31% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 15,143 | $5.49M | 0.54% | −80−0.5% | Reduced |
| Chicago Capital, LLC | 15,139 | $5.49M | 0.15% | +383+2.6% | Added |
| TCI Wealth Advisors, Inc. | 15,115 | $5.48M | 0.46% | −476−3.1% | Reduced |
| Richard Bernstein Advisors LLC | 15,072 | $5.47M | 0.12% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 15,003 | $5.44M | 2.71% | −97−0.6% | Reduced |
| RBF Capital, LLC | 15,000 | $5.44M | 0.28% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $5.44M | 1.22% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 14,991 | $5.44M | 2.87% | +130+0.9% | Added |
| Geneos Wealth Management Inc. | 14,972 | $5.43M | 0.19% | −274−1.8% | Reduced |
| Monument Capital Management | 14,924 | $5.41M | 1.49% | +42+0.3% | Added |
| CAPROCK Group, Inc. | 14,914 | $5.41M | 0.18% | +1,977+15.3% | Added |
| Steel Peak Wealth Management LLC | 14,913 | $5.41M | 0.22% | −2,824−15.9% | Reduced |
| Burney Co | 14,857 | $5.39M | 0.19% | −410−2.7% | Reduced |
| Wealthcare Advisory Partners LLC | 14,830 | $5.38M | 0.15% | +214+1.5% | Added |
| Studio Investment Management LLC | 14,790 | $5.37M | 1.14% | −464−3.0% | Reduced |
| Covington Investment Advisors Inc. | 1,475 | $5.35M | 0.80% | −13,070−89.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,719 | $5.34M | 0.02% | −2,339−13.7% | Reduced |
| Malaga Cove Capital, LLC | 14,679 | $5.32M | 2.09% | −147−1.0% | Reduced |
| First Business Financial Services, Inc. | 14,667 | $5.32M | 0.53% | +14,000+2,099.0% | Added |
| Terry L. Blaker | 14,660 | $5.32M | 0.20% | +700+5.0% | Added |
| Plato Investment Management Ltd | 14,594 | $5.31M | 0.39% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 14,547 | $5.28M | 1.15% | +295+2.1% | Added |
| Robbins Farley LLC | 14,543 | $5.28M | 2.57% | +186+1.3% | Added |
| Bank of Hawaii | 14,494 | $5.26M | 0.29% | −204−1.4% | Reduced |
| Sandy Spring Bank | 14,490 | $5.26M | 0.21% | −195−1.3% | Reduced |
| Eukles Asset Management | 14,394 | $5.22M | 2.22% | −1,175−7.5% | Reduced |
| Allstate Corp | 14,393 | $5.22M | 0.15% | +14,393 | New |
| Montgomery Investment Management Inc | 14,373 | $5.21M | 2.05% | −1,107−7.2% | Reduced |
| Leavell Investment Management, Inc. | 14,358 | $5.21M | 0.26% | +180+1.3% | Added |
| FRG Family Wealth Advisors LLC | 14,324 | $5.20M | 0.94% | 00.0% | Unchanged |
| Bailard, Inc. | 14,297 | $5.19M | 0.13% | +937+7.0% | Added |
| GAM Holding AG | 14,243 | $5.17M | 0.39% | −987−6.5% | Reduced |
| Mathes Company, Inc. | 14,214 | $5.16M | 1.88% | −410−2.8% | Reduced |
| Financial Advocates Investment Management | 14,195 | $5.15M | 0.29% | −50−0.4% | Reduced |
| Eastern Bank | 14,194 | $5.15M | 0.10% | −73−0.5% | Reduced |
| Virtu Financial LLC | 14,191 | $5.15M | 0.27% | +14,191 | New |
| Johnson Financial Group, Inc. | 13,714 | $5.11M | 0.24% | −1,285−8.6% | Reduced |
| Asset Dedication, LLC | 14,091 | $5.11M | 0.40% | −3,132−18.2% | Reduced |
| Independent Financial Group, LLC | 14,073 | $5.11M | 0.17% | +3,823+37.3% | Added |
| Gouws Capital LLC | 14,062 | $5.10M | 3.50% | +1,405+11.1% | Added |
| We Are One Seven, LLC | 14,010 | $5.08M | 0.20% | +3,997+39.9% | Added |
| Pflug Koory, LLC | 13,950 | $5.06M | 2.56% | −8−0.1% | Reduced |
| Banque Pictet & Cie SA | 13,921 | $5.05M | 0.05% | +13,359+2,377.0% | Added |
| Tokio Marine Asset Management Co Ltd | 13,901 | $5.04M | 0.18% | +434+3.2% | Added |
| Blue Edge Capital, LLC | 13,881 | $5.04M | 0.79% | +375+2.8% | Added |
| Reliant Investment Management, LLC | 13,875 | $5.03M | 2.22% | +515+3.9% | Added |
| Teamwork Financial Advisors, LLC | 13,868 | $5.03M | 0.66% | −26,478−65.6% | Reduced |
| Anchor Investment Management, LLC | 13,852 | $5.02M | 0.47% | +535+4.0% | Added |
| Seascape Capital Management | 13,817 | $5.01M | 1.75% | +189+1.4% | Added |