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 |
|---|---|---|---|---|---|
| Smart Portfolios, LLC | 1,603 | $528.7K | 0.57% | +137+9.3% | Added |
| Klingman & Associates, LLC | 1,606 | $529.7K | 0.03% | +903+128.4% | Added |
| Vishria Bird Financial Group, LLC | 1,607 | $529.9K | 0.18% | +1+0.1% | Added |
| Sound Income Strategies, LLC | 1,608 | $530.2K | 0.03% | −256−13.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,608 | $530.3K | 0.40% | +5+0.3% | Added |
| Redhawk Wealth Advisors, Inc. | 1,610 | $530.9K | 0.07% | +1+0.1% | Added |
| WealthTrust Axiom LLC | 1,613 | $531.9K | 0.16% | +14+0.9% | Added |
| Camden National Bank | 1,616 | $533.0K | 0.08% | −800−33.1% | Reduced |
| Jeppson Wealth Management, LLC | 1,618 | $533.6K | 0.20% | −43−2.6% | Reduced |
| One Degree Advisors Inc | 1,621 | $534.0K | 0.22% | +6+0.4% | Added |
| Bigelow Investment Advisors, LLC | 1,622 | $534.9K | 0.25% | +124+8.3% | Added |
| Wealth Alliance | 1,624 | $535.7K | 0.06% | −8−0.5% | Reduced |
| Diversify Wealth Management, LLC | 1,743 | $535.9K | 0.04% | −249−12.5% | Reduced |
| New Republic Capital, LLC | 1,627 | $536.7K | 0.23% | +49+3.1% | Added |
| ROI Financial Advisors, LLC | 1,628 | $536.9K | 0.39% | +759+87.3% | Added |
| Fiduciary Alliance LLC | 1,632 | $538.2K | 0.05% | −113−6.5% | Reduced |
| Cooper/Haims Advisors, LLC | 1,636 | $539.5K | 0.29% | +1+0.1% | Added |
| Liberty Square Wealth Partners LLC | 1,636 | $539.6K | 0.21% | +90+5.8% | Added |
| Advisory Resource Group | 1,638 | $540.2K | 0.11% | −36−2.2% | Reduced |
| Frisch Financial Group, Inc. | 1,640 | $541.0K | 0.15% | +175+11.9% | Added |
| Warther Private Wealth, LLC | 1,643 | $541.9K | 0.18% | +313+23.5% | Added |
| Regal Investment Advisors LLC | 1,650 | $544.2K | 0.04% | −1,302−44.1% | Reduced |
| AXS Investments LLC | 1,651 | $544.5K | 0.15% | +68+4.3% | Added |
| Citizens Business Bank | 1,651 | $544.5K | 0.12% | +1,084+191.2% | Added |
| Cornerstone Advisory, LLC | 1,699 | $545.3K | 0.06% | −56−3.2% | Reduced |
| Capital Square, LLC | 1,654 | $545.3K | 0.32% | −148−8.2% | Reduced |
| Gould Asset Management LLC | 1,655 | $545.8K | 0.11% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,655 | $545.8K | 0.29% | +245+17.4% | Added |
| Union Savings Bank | 1,657 | $546.5K | 0.27% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 1,658 | $546.8K | 0.43% | −2−0.1% | Reduced |
| Pacitti Group Inc. | 1,658 | $546.9K | 0.26% | +2+0.1% | Added |
| Disciplined Investors, L.L.C. | 1,661 | $547.9K | 0.49% | +1+0.1% | Added |
| West Family Investments, Inc. | 1,662 | $548.1K | 0.21% | −18−1.1% | Reduced |
| Hilton Capital Management, LLC | 1,663 | $548.5K | 0.05% | −5,120−75.5% | Reduced |
| Stokes Family Office, LLC | 1,668 | $550.1K | 0.06% | +50+3.1% | Added |
| Charis Legacy Partners, LLC | 1,670 | $550.8K | 1.04% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 1,670 | $550.8K | 0.56% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,802 | $550.8K | 0.25% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,673 | $552.0K | 0.24% | −97−5.5% | Reduced |
| Harbour Trust & Investment Management Co | 1,674 | $552.1K | 0.07% | −139−7.7% | Reduced |
| Summit Wealth Partners, LLC | 1,674 | $552.1K | 0.11% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,677 | $553.1K | 0.18% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,680 | $554.0K | 0.01% | +44+2.7% | Added |
| Abacus Wealth Partners, LLC | 1,681 | $554.4K | 0.08% | −63−3.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,682 | $554.6K | 0.07% | −7−0.4% | Reduced |
| Athena Investment Management | 1,684 | $555.4K | 0.34% | −25−1.5% | Reduced |
| YHB Investment Advisors, Inc. | 1,692 | $558.2K | 0.05% | +26+1.6% | Added |
| Ofc Financial Planning, LLC | 1,695 | $559.0K | 0.63% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,696 | $559.4K | 0.06% | −2,568−60.2% | Reduced |
| Semanteon Capital Management, LP | 1,698 | $560.0K | 0.30% | +1,698 | New |
| Perpetual Ltd | 1,700 | $560.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 1,700 | $560.7K | 0.53% | +6+0.4% | Added |
| Root Financial Partners, LLC | 1,701 | $560.9K | 0.06% | −273−13.8% | Reduced |
| Opal Wealth Advisors, LLC | 1,705 | $562.3K | 0.17% | −66−3.7% | Reduced |
| Atlantic Trust, LLC | 1,707 | $563.0K | 0.13% | −100−5.5% | Reduced |
| Taylor Hoffman Capital Management LLC | 1,711 | $565.6K | 0.21% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 1,716 | $565.9K | 0.43% | +1,002+140.3% | Added |
| Check Capital Management Inc | 1,717 | $566.3K | 0.04% | 00.0% | Unchanged |
| Base Wealth Management LLC | 1,724 | $568.6K | 0.43% | +1,724 | New |
| Impact Capital Partners LLC | 1,727 | $569.6K | 0.21% | +73+4.4% | Added |
| LifeSteps Financial, Inc. | 1,734 | $571.9K | 0.46% | −45−2.5% | Reduced |
| SFMG, LLC | 1,736 | $572.4K | 0.05% | +275+18.8% | Added |
| Lafayette Investments, Inc. | 1,736 | $572.4K | 0.12% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,736 | $572.6K | 0.14% | +16+0.9% | Added |
| Mount Yale Investment Advisors, LLC | 1,739 | $573.5K | 0.05% | −194−10.0% | Reduced |
| Arvest Bank Trust Division | 1,744 | $575.2K | 0.04% | +170+10.8% | Added |
| Argus Investors' Counsel, Inc. | 1,745 | $575.5K | 0.44% | −800−31.4% | Reduced |
| Peterson Wealth Management | 1,749 | $576.7K | 0.39% | +63+3.7% | Added |
| Bank of Jackson Hole Trust | 1,678 | $577.1K | 0.37% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,752 | $577.8K | 0.44% | +36+2.1% | Added |
| Wealth Quarterback LLC | 1,758 | $579.9K | 0.33% | −1,220−41.0% | Reduced |
| Moment Partners, LLC | 1,760 | $580.4K | 0.12% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,768 | $583.0K | 0.05% | +126+7.7% | Added |
| Vega Investment Solutions | 1,886 | $583.3K | 0.11% | +689+57.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,770 | $583.8K | 0.28% | −246−12.2% | Reduced |
| Lakeridge Wealth Management LLC | 1,770 | $583.8K | 0.29% | +44+2.5% | Added |
| Charter Oak Capital Management, LLC | 1,771 | $584.2K | 0.05% | +20+1.1% | Added |
| Stonebridge Capital Advisors LLC | 1,774 | $585.1K | 0.05% | −63−3.4% | Reduced |
| Sanders Morris Harris LLC | 1,775 | $585.4K | 0.09% | 00.0% | Unchanged |
| TFG Advisers LLC | 1,783 | $588.2K | 0.21% | −51−2.8% | Reduced |
| Global Assets Advisory, LLC | 1,950 | $588.6K | 0.11% | +1,300+200.0% | Added |
| Operose Advisors LLC | 1,785 | $588.7K | 0.19% | +5+0.3% | Added |
| Lakeside Advisors, INC. | 1,786 | $588.9K | 0.39% | +1+0.1% | Added |
| Grove Bank & Trust | 1,786 | $589.0K | 0.08% | +400+28.9% | Added |
| Benchmark Wealth Management, LLC | 1,787 | $589.3K | 0.29% | +1+0.1% | Added |
| New Century Financial Group, LLC | 1,790 | $590.3K | 0.68% | −357−16.6% | Reduced |
| Sovran Advisors, LLC | 2,014 | $592.7K | 0.08% | −69−3.3% | Reduced |
| Montz Harcus Wealth Management LLC | 1,797 | $592.7K | 0.32% | +7+0.4% | Added |
| Bensler, LLC | 1,798 | $592.8K | 0.07% | −139−7.2% | Reduced |
| Barr E S & Co | 1,800 | $593.6K | 0.04% | −50−2.7% | Reduced |
| North Berkeley Wealth Management, LLC | 1,800 | $593.6K | 0.62% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 1,801 | $594.1K | 0.40% | −1,503−45.5% | Reduced |
| Curbstone Financial Management Corp | 1,802 | $594.3K | 0.13% | +230+14.6% | Added |
| Resonant Capital Advisors, LLC | 1,805 | $595.3K | 0.04% | −21−1.2% | Reduced |
| Taylor Financial Group, Inc. | 1,805 | $595.3K | 0.41% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 1,806 | $595.6K | 0.34% | 00.0% | Unchanged |
| Novem Group | 1,808 | $596.3K | 0.08% | +71+4.1% | Added |
| Aft, Forsyth & Company, Inc. | 1,815 | $598.6K | 0.32% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,816 | $599.0K | 0.05% | +792+77.3% | Added |
| Meriwether Wealth & Planning, LLC | 1,818 | $599.6K | 0.39% | +6+0.3% | Added |