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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.

Q1 2025 vs. Q4 2024

How the institutions holding Caterpillar Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of CAT: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders3,009542,902−53
Shares340.2M2.66M330.7M−6.86M (−2.0%)
Value$123.4B$963.9M$109.0B−$13.4B (−11.0%)

54 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (151)

Institutions that held Caterpillar Inc at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 151 by value.

Institutions new to CAT in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC1,281,306$391.8M0.12%
Arrowstreet Capital, Limited Partnership187,486$61.8M0.05%
Virginia Retirement Systems Et Al122,412$40.4M0.30%
Twin Tree Management, LP91,734$30.3M0.67%
ASR Vermogensbeheer N.V.56,561$18.7M0.28%
OP Asset Management Ltd50,374$16.6M0.28%
Capital Fund Management S.A.48,277$15.9M0.20%
Rakuten Investment Management, Inc.43,818$14.4M0.07%
Freestone Grove Partners LP38,617$12.7M0.13%
Group One Trading, L.P.31,678$10.4M0.44%
Brevan Howard Capital Management LP31,261$10.3M0.29%
Banque Cantonale Vaudoise29,201$9.63M0.42%
Walleye Trading LLC27,609$9.11M0.26%
Investment Management Corp of Ontario24,075$7.94M0.16%
Cartenna Capital, LP23,500$7.75M0.62%
Entropy Technologies, LP22,173$7.31M0.71%
AG2R la Mondiale Gestion D'Actifs17,876$6.22M0.34%
Bell Asset Management Ltd14,981$4.94M0.91%
Private Wealth Asset Management, LLC14,203$4.68M0.67%
L & S Advisors Inc12,473$4.11M0.51%
Stokes Capital Advisors, LLC10,933$3.61M0.92%
Rokos Capital Management LLP10,558$3.48M0.09%
VestGen Advisors, LLC10,214$3.37M0.15%
Credit Industriel Et Commercial9,604$3.17M0.57%
Petredis Investment Advisors LLC7,868$2.59M0.27%
Aigen Investment Management, LP6,710$2.21M0.35%
Portman Square Capital LLP6,464$2.13M0.29%
Advisors Preferred, LLC6,300$2.08M0.28%
Solidarilty Wealth, LLC6,074$2.00M0.49%
Healthcare of Ontario Pension Plan Trust Fund5,699$1.88M0.00%
Littlejohn Financial Services, Inc.5,513$1.82M1.44%
Twinbeech Capital LP5,489$1.81M0.03%
SCS Capital Management LLC5,445$1.80M0.02%
Greenberg Financial Group2,345$1.66M0.70%
Old West Investment Management, LLC4,458$1.47M0.53%
Boothbay Fund Management, LLC4,240$1.40M0.05%
Redwood Investment Management, LLC4,198$1.38M0.15%
Vista Private Wealth Partners. LLC4,150$1.37M0.49%
Inscription Capital, LLC3,732$1.37M0.23%
Nebula Research & Development LLC3,775$1.24M0.12%
Voleon Capital Management LP3,685$1.22M0.10%
Blackhawk Capital Partners LLC.3,628$1.20M0.62%
SummitTX Capital, L.P.3,518$1.16M0.05%
B&D White Capital Company, LLC3,500$1.15M0.17%
Hudson Bay Capital Management LP3,312$1.09M0.01%
Barnes Dennig Private Wealth Management LLC3,174$1.05M1.58%
Machina Capital S.A.S.3,104$1.02M0.30%
Graham Capital Management, L.P.3,032$1.00M0.03%
Fiduciary Family Office, LLC2,989$985.8K0.33%
Brookwood Investment Group LLC2,608$860.1K0.15%
Lineweaver Wealth Advisors, LLC2,583$853.1K0.15%
Brasada Capital Management, LP2,450$808.0K0.16%
Future Fund LLC2,446$806.7K1.04%
Elyxium Wealth, LLC2,427$800.4K0.35%
111 Capital2,361$778.7K0.15%
Counterpoint Mutual Funds LLC2,292$755.9K0.11%
Advisor Resource Council2,338$754.8K0.06%
CenterStar Asset Management, LLC2,185$721.4K1.04%
Verity Asset Management, Inc.2,182$719.4K0.29%
3Chopt Investment Partners, LLC2,181$719.3K0.19%
Wulff, Hansen & Co.2,145$707.4K0.65%
Bridgewater Advisors Inc.2,241$688.9K0.06%
Castellan Group, LLC2,052$676.8K0.19%
Jackson Hole Capital Partners, LLC1,983$653.9K0.13%
Base Wealth Management LLC1,724$568.6K0.43%
Semanteon Capital Management, LP1,698$560.0K0.30%
Waratah Capital Advisors Ltd.1,589$524.1K0.04%
Jain Global LLC1,560$514.5K0.01%
Vicus Capital1,553$512.0K0.05%
Koss-Olinger Consulting, LLC1,473$486.0K0.04%
Caxton Associates LLP1,465$483.2K0.02%
Whitaker-Myers Wealth Managers, LTD.1,418$467.8K0.13%
MQS Management LLC1,407$464.0K0.27%
Sweeney & Michel, LLC1,585$434.2K0.19%
Zions Bancorporation, National Association1,264$416.9K0.03%
American Alpha Advisors, LLC1,231$406.0K0.36%
Henderson Brothers Financial Partners, LLC687$393.6K0.20%
White Knight Strategic Wealth Advisors, LLC1,190$392.4K0.36%
Mission Financial Group, LLC509$360.9K0.33%
Clarity Wealth Advisors, LLC1,083$357.2K0.10%
OneAscent Investment Solutions LLC1,078$356.0K0.42%
Okabena Investment Services Inc1,020$336.4K0.08%
Good Steward Wealth Advisors,LLC1,008$332.4K0.30%
Ping Capital Management, Inc.1,000$329.8K0.22%
DeDora Capital, Inc.991$326.7K0.09%
MBB Public Markets I LLC937$309.0K0.04%
Strategies Wealth Advisors, LLC882$291.0K0.04%
LifePlan Financial, LLC879$289.9K0.25%
BluePointe Capital Management, LLC853$281.3K0.11%
Harel Insurance Investments & Financial Services Ltd.818$270.0K0.00%
QTR Family Wealth, LLC818$269.6K0.20%
Berry Wealth Group, LP816$269.2K0.21%
Manske Wealth Management784$258.6K0.10%
Victory Financial Group, LLC725$241.1K0.05%
Capitol Family Office, Inc.728$240.1K0.34%
Mayport, LLC722$238.3K0.07%
Aletheian Wealth Advisors LLC715$235.8K0.13%
Millburn Ridgefield Corp713$235.1K0.01%
Kiker Wealth Management, LLC685$225.9K0.15%
Penobscot Wealth Management677$223.3K0.09%

Sold out (204)

Institutions that held Caterpillar Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Showing the largest 100 of 204 by value.

Institutions that sold out of CAT in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Zurich Insurance Group Ltd154,835$56.2M
Railway Pension Investments Ltd69,600$25.2M
Tredje AP-fonden56,200$20.4M
Dnca Finance40,000$14.5M
Strategic Wealth Designers59,128$12.6M
Cadinha & Co LLC30,553$11.1M
Canada Post Corp Registered Pension Plan27,926$10.1M
Castleark Management LLC27,470$9.97M
Wolverine Trading, LLC25,990$9.43M
Strategic Global Advisors, LLC25,251$9.16M
IMC-Chicago, LLC23,644$8.58M
ExodusPoint Capital Management, LP22,423$8.13M
Laurion Capital Management LP20,098$7.29M
CTC LLC18,678$6.78M
Massachusetts Institute of Technology16,714$6.06M
Blackston Financial Advisory Group, LLC15,003$5.44M
Tower View Investment Management & Research LLC14,991$5.44M
Trexquant Investment LP13,119$4.76M
Leuthold Group, LLC12,800$4.64M
FORA Capital, LLC12,311$4.47M
Investor's Fiduciary Advisor Network, LLC10,205$3.70M
Ibex Wealth Advisors9,961$3.61M
Brendel Financial Advisors LLC9,403$3.41M
Graphene Investments SAS8,200$2.97M
Boston Private Wealth LLC6,978$2.53M
Proequities, Inc.5,921$2.36M
Pinnacle Wealth Management, LLC6,425$2.33M
Pacific Wealth Strategies Group, Inc.5,899$2.14M
Camarda Financial Advisors, LLC5,746$2.08M
Mirabaud & Cie SA4,706$1.71M
WMS Partners, LLC4,578$1.66M
Betterment LLC4,528$1.64M
Myriad Asset Management US LP4,243$1.54M
Fiducient Advisors LLC4,216$1.53M
Aspire Private Capital, LLC3,266$1.18M
Virtus ETF Advisers LLC2,950$1.07M
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2,928$1.06M
WealthTrust Asset Management, LLC2,581$936.3K
Monetta Financial Services Inc2,500$906.9K
Live Oak Investment Partners–$901.5K
Curated Wealth Partners LLC2,418$877.2K
Oxford Asset Management LLP2,277$826.0K
Summit Global Investments2,220$805.0K
Harvest Investment Services, LLC2,114$767.0K
Bienville Capital Management, LLC2,007$728.2K
Flow Traders U.S. LLC1,942$704.0K
Bridgewealth Advisory Group, LLC1,896$670.6K
Essential Planning, LLC.1,690$655.5K
Transcendent Capital Group LLC1,648$597.8K
Unique Wealth Strategies, LLC1,635$593.0K
Board of the Pension Protection Fund1,600$580.4K
Objective Capital Management, LLC1,501$544.6K
Morton Community Bank1,493$541.6K
Andina Capital Management, LLC1,466$531.6K
Morningstar Investment Management LLC1,348$489.0K
Blueprint Investment Partners LLC1,332$483.1K
Leo Wealth, LLC1,293$469.2K
AdvisorShares Investments LLC1,270$460.7K
W.H. Cornerstone Investments Inc.1,262$458.0K
Western Financial Corp1,194$433.1K
Armstrong, Fleming & Moore, Inc1,184$429.4K
Sutton Place Investors LLC1,181$428.4K
Sherbrooke Park Advisers LLC1,131$410.3K
Driehaus Capital Management LLC1,114$404.1K
New Wave Wealth Advisors LLC1,106$401.2K
Greenup Street Wealth Management LLC1,099$398.7K
Legacy Advisory Services, LLC1,064$386.0K
Secure Asset Management, LLC1,040$377.4K
Scientech Research LLC978$354.8K
Diametric Capital, LP964$349.7K
Jmac Enterprises LLC960$348.3K
Clarendon Private LLC953$345.5K
Northstar Advisory Group, LLC912$330.8K
PCA Investment Advisory Services Inc.891$323.4K
Optiver Holding B.V.880$319.2K
Sabal Trust CO849$308.0K
Brightwater Advisory LLC840$304.9K
CFO4Life Group, LLC814$295.4K
PMG Wealth Management, Inc.810$293.8K
ASB Consultores, LLC804$291.7K
CMT Capital Markets Trading GmbH798$289.0K
Rothschild Capital Partners, LLC790$286.6K
American Trust784$284.4K
Brandywine Oak Private Wealth LLC761$276.1K
Millennium Capital Advisors, LLC750$272.1K
Forza Wealth Management, LLC738$267.7K
Dahring | Cusmano LLC733$265.9K
MKT Advisors LLC684$264.2K
Howard Bailey Securities, LLC728$264.1K
Clare Market Investments LLC728$264.1K
Heritage Wealth Partners, LLC720$261.2K
Hyperion Capital Advisors LP720$261.2K
Capital Markets Trading UK LLP715$259.0K
Orgel Wealth Management, LLC706$256.1K
Roehl & Yi Investment Advisors, LLC703$255.1K
Bravias Capital Group, LLC684$254.1K
Two Sigma Advisers, LP700$253.9K
Stone Run Capital, LLC700$253.9K
Seeds Investor LLC684$248.2K
Maia Wealth LLC625$247.0K

Not filed for Q1 2025 yet (54)

Institutions that held Caterpillar Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CAT in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC2,198,389$797.5M
Swedbank AB281,628$102.2M
Madison Investment Advisors, LLC23,476$8.52M
Global Retirement Partners, LLC20,258$7.35M
Lake Street Advisors Group, LLC16,257$5.90M
Vise Technologies, Inc.13,776$5.00M
Wetherby Asset Management Inc11,886$4.31M
Avitas Wealth Management LLC9,539$3.46M
WR Wealth Planners, LLC9,285$3.37M
Fairhaven Wealth Management, LLC6,580$2.39M
IronOak Wealth LLC.5,565$2.02M
Cornerstone Planning, LLC5,505$2.00M
Stenger Family Office, LLC4,876$1.77M
Lantern Wealth Advisors, LLC3,430$1.24M
Edge Capital Group, LLC3,410$1.24M
SignalPoint Asset Management, LLC3,154$1.14M
Arrowroot Family Office, LLC3,148$1.14M
Gray Wealth Management Inc.3,024$1.10M
Hilltop National Bank2,502$907.6K
RE Dickinson Investment Advisors, LLC2,467$894.9K
Sterling Wealth Management, Inc.2,169$786.8K
Executive Wealth Management, LLC2,162$784.4K
Fernwood Investment Management, LLC1,957$709.9K
Geller Advisors LLC1,850$671.1K
Lakeview Capital Partners, LLC1,720$623.8K
Caxton Associates LP1,697$615.6K
Boston Financial Mangement LLC1,573$570.6K
Buckingham Capital Management, Inc.1,570$569.6K
TrinityPoint Wealth, LLC1,537$557.6K
Strategic Wealth Partners, Ltd.1,223$432.7K
Sugarloaf Wealth Management, LLC1,025$371.8K
Private Portfolio Partners LLC982$356.2K
HTLF Bank941$341.4K
Zions Bancorporation, N.A.923$334.8K
Private Capital Management LLC898$325.8K
Dechtman Wealth Management, LLC852$309.1K
Daner Wealth Management, LLC703$263.8K
Kolinsky Wealth Management, LLC675$244.9K
Blue Capital, Inc.661$239.8K
Coordinated Financial Services, Inc.645$234.0K
Northwest Bank & Trust Co557$226.2K
Carlson Capital Management604$219.1K
Wintrust Investments LLC504$183.0K
Cassady Schiller Wealth Management, LLC273$98.9K
Kiely Wealth Advisory Group, Inc.250$90.8K
Bray Capital Advisors224$81.3K
Oliver Lagore Vanvalin Investment Group212$76.8K
HBC Financial Services, PLLC168$61.0K
AlphaMark Advisors, LLC65$24.0K
Legacy Investment Solutions, LLC59$21.5K
Chapman Financial Group, LLC42$15.2K
Financial Gravity Companies, Inc.39$14.1K
Criterion Capital Advisors, LLC15$5.00K
Sanctuary Wealth Management, L.L.C.4$1.45K