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, Q1 2025
Institutional positions in Caterpillar Inc as of Mar 31, 2025. 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
- 2,903
- −53 vs. Q4 2024
- Shares held
- 330.7M
- −6.86M (−2.0%) vs. Q4 2024
- Total value
- $109.0B
- −$13.4B (−11.0%) vs. Q4 2024
- New holders
- 151
- 1,181 more added
- Sold out
- 204
- 1,120 more reduced
54 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Planning Group | 1,406 | $463.9K | 0.02% | −174−11.0% | Reduced |
| Apollon Financial, LLC | 1,406 | $463.9K | 0.11% | +97+7.4% | Added |
| MQS Management LLC | 1,407 | $464.0K | 0.27% | +1,407 | New |
| Blankinship & Foster, LLC | 1,411 | $465.3K | 0.12% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,412 | $465.7K | 0.12% | +54+4.0% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 1,418 | $467.8K | 0.13% | +1,418 | New |
| WSFS Capital Management, LLC | 1,424 | $469.6K | 0.03% | −511−26.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 1,425 | $470.0K | 0.04% | +300+26.7% | Added |
| MRP Capital Investments, LLC | 1,425 | $470.0K | 0.44% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,434 | $473.1K | 0.11% | +188+15.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,434 | $473.2K | 0.27% | +1+0.1% | Added |
| Burton Enright Welch | 1,435 | $473.3K | 0.10% | +100+7.5% | Added |
| Kaizen Financial Strategies | 1,436 | $473.6K | 0.27% | −95−6.2% | Reduced |
| Kozak & Associates, Inc. | 1,592 | $474.5K | 0.12% | +7+0.4% | Added |
| Seed Wealth Management, Inc. | 1,440 | $474.9K | 0.39% | 00.0% | Unchanged |
| Channel Wealth LLC | 1,441 | $475.2K | 0.15% | −27−1.8% | Reduced |
| Wendell David Associates Inc | 1,443 | $476.0K | 0.05% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,446 | $476.9K | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,446 | $477.1K | 0.08% | +36+2.6% | Added |
| Van Hulzen Asset Management, LLC | 1,449 | $477.9K | 0.04% | −185−11.3% | Reduced |
| Versant Capital Management, Inc | 1,455 | $480.0K | 0.08% | +299+25.9% | Added |
| Spirepoint Private Client, LLC | 1,456 | $480.2K | 0.06% | −134−8.4% | Reduced |
| Mirador Capital Partners LP | 1,460 | $481.5K | 0.08% | +705+93.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,460 | $481.5K | 0.02% | +81+5.9% | Added |
| Hara Capital LLC | 1,465 | $483.2K | 0.33% | 00.0% | Unchanged |
| Caxton Associates LLP | 1,465 | $483.2K | 0.02% | +1,465 | New |
| Financial & Tax Architects, LLC | 1,465 | $483.3K | 0.12% | −16,458−91.8% | Reduced |
| West Paces Advisors Inc. | 1,467 | $483.8K | 0.11% | 00.0% | Unchanged |
| Landaas & Co | 1,470 | $485.0K | 0.13% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,471 | $485.1K | 0.01% | −227−13.4% | Reduced |
| Acima Private Wealth, LLC | 1,473 | $485.8K | 0.17% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 1,473 | $486.0K | 0.07% | −60−3.9% | Reduced |
| Koss-Olinger Consulting, LLC | 1,473 | $486.0K | 0.04% | +1,473 | New |
| Lazari Capital Management, Inc. | 1,474 | $486.1K | 0.20% | +31+2.1% | Added |
| Morse Asset Management, Inc | 1,474 | $486.1K | 0.12% | −1,505−50.5% | Reduced |
| IMS Capital Management | 1,475 | $486.5K | 0.25% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,476 | $486.8K | 0.31% | 00.0% | Unchanged |
| Leisure Capital Management | 1,478 | $487.4K | 0.20% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,480 | $488.0K | 0.02% | +604+68.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 1,483 | $489.1K | 0.17% | −27−1.8% | Reduced |
| Global X Japan Co., Ltd. | 1,485 | $489.8K | 0.06% | +141+10.5% | Added |
| Alteri Wealth LLC | 1,485 | $489.8K | 0.22% | −113−7.1% | Reduced |
| Center For Asset Management LLC | 1,498 | $494.0K | 0.30% | +1+0.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,498 | $494.1K | 0.02% | +83+5.9% | Added |
| Rbo & Co LLC | 1,500 | $494.7K | 0.08% | 00.0% | Unchanged |
| Fractal Investments LLC | 1,500 | $494.7K | 0.07% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 1,500 | $495.0K | 0.02% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,505 | $496.3K | 0.04% | −20−1.3% | Reduced |
| Empirical Asset Management, LLC | 1,507 | $497.0K | 0.17% | −6,117−80.2% | Reduced |
| TFB Advisors LLC | 1,509 | $497.7K | 0.14% | +2+0.1% | Added |
| ORG Wealth Partners, LLC | 1,505 | $497.9K | 0.15% | −940−38.4% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 1,511 | $498.3K | 0.40% | +387+34.4% | Added |
| DRW Securities, LLC | 1,516 | $498.8K | 0.04% | −40−2.6% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,614 | $499.2K | 0.22% | −6−0.4% | Reduced |
| Linscomb & Williams, Inc. | 1,514 | $499.3K | 0.02% | −1,399−48.0% | Reduced |
| Beacon Capital Management, LLC | 1,516 | $499.8K | 0.07% | +84+5.9% | Added |
| MFA Wealth Services | 1,522 | $501.9K | 0.41% | −239−13.6% | Reduced |
| Wallace Advisory Group, LLC | 1,386 | $502.6K | 0.35% | +394+39.7% | Added |
| Sanchez Wealth Management Group | 1,524 | $502.7K | 0.14% | +6+0.4% | Added |
| Financial Engines Advisors L.L.C. | 1,527 | $503.0K | 0.00% | −1,357−47.1% | Reduced |
| Strategic Equity Management | 1,526 | $503.3K | 0.21% | +6+0.4% | Added |
| Financial Partners Group, Inc | 1,528 | $504.0K | 0.08% | +1+0.1% | Added |
| RMR Wealth Builders | 1,529 | $504.3K | 0.05% | +54+3.7% | Added |
| Tectonic Advisors LLC | 1,530 | $504.5K | 0.03% | +7+0.5% | Added |
| Olistico Wealth, LLC | 1,530 | $504.6K | 0.31% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,536 | $506.5K | 0.08% | −25−1.6% | Reduced |
| TBH Global Asset Management, LLC | 1,539 | $507.7K | 0.10% | −562−26.7% | Reduced |
| SAM Advisors, LLC | 1,540 | $507.9K | 0.19% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,547 | $510.2K | 0.10% | −166−9.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,549 | $510.9K | 0.12% | −21−1.3% | Reduced |
| Quent Capital, LLC | 1,550 | $511.1K | 0.05% | +76+5.2% | Added |
| Quantum Financial Advisors, LLC | 1,550 | $511.3K | 0.08% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 1,552 | $511.9K | 0.17% | −85−5.2% | Reduced |
| Vicus Capital | 1,553 | $512.0K | 0.05% | +1,553 | New |
| Vertex Planning Partners, LLC | 1,553 | $512.2K | 0.11% | −20−1.3% | Reduced |
| Isthmus Partners, LLC | 1,557 | $513.5K | 0.06% | 00.0% | Unchanged |
| Jain Global LLC | 1,560 | $514.5K | 0.01% | +1,560 | New |
| Stonebridge Financial Group, LLC | 1,562 | $515.2K | 0.05% | +29+1.9% | Added |
| SeaBridge Investment Advisors LLC | 1,565 | $516.1K | 0.11% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,570 | $517.8K | 0.24% | −91−5.5% | Reduced |
| Keystone Wealth Services, LLC | 1,575 | $519.5K | 0.14% | +125+8.6% | Added |
| Trinity Financial Advisors LLC | 1,700 | $519.8K | 0.19% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,578 | $520.3K | 0.05% | −51−3.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,582 | $521.7K | 0.06% | −2−0.1% | Reduced |
| McGowan Group Asset Management, Inc. | 1,589 | $524.0K | 0.07% | +2+0.1% | Added |
| Waratah Capital Advisors Ltd. | 1,589 | $524.1K | 0.04% | +1,589 | New |
| FSA Advisors, Inc. | 1,590 | $524.3K | 0.42% | +317+24.9% | Added |
| Forbes J M & Co LLP | 1,591 | $524.7K | 0.05% | −110−6.5% | Reduced |
| Mustard Seed Financial, LLC | 1,592 | $525.1K | 0.42% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 1,597 | $526.7K | 0.08% | 00.0% | Unchanged |
| Bell Bank | 1,598 | $527.0K | 0.03% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,600 | $527.7K | 0.02% | −1,800−52.9% | Reduced |
| WESCAP Management Group, Inc. | 1,600 | $527.7K | 0.13% | −1,100−40.7% | Reduced |
| United Bank | 1,600 | $527.7K | 0.07% | −40−2.4% | Reduced |
| Penn Davis McFarland Inc | 1,600 | $527.7K | 0.06% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,600 | $527.7K | 0.32% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 1,600 | $527.7K | 0.30% | 00.0% | Unchanged |
| Challenger Wealth Management | 1,600 | $527.7K | 0.42% | +600+60.0% | Added |
| DnB Asset Management AS | 1,602 | $528.3K | 0.00% | +66+4.3% | Added |
| Peoples Bank | 1,603 | $528.6K | 0.36% | −1,105−40.8% | Reduced |