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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 1,830 | $603.4K | 0.05% | −240−11.6% | Reduced |
| Westmount Partners, LLC | 1,834 | $604.7K | 0.18% | −751−29.1% | Reduced |
| Breakwater Capital Group | 1,840 | $606.8K | 0.11% | +142+8.4% | Added |
| Patten Group, Inc. | 1,843 | $607.9K | 0.14% | −27−1.4% | Reduced |
| McAdam, LLC | 1,843 | $607.9K | 0.04% | +111+6.4% | Added |
| Sterling Investment Advisors, Ltd. | 1,845 | $608.4K | 0.15% | +96+5.5% | Added |
| State of Wyoming | 1,845 | $608.5K | 0.08% | −54−2.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,854 | $611.3K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,859 | $613.1K | 0.30% | +38+2.1% | Added |
| Firethorn Wealth Partners, LLC | 1,868 | $616.1K | 0.29% | +15+0.8% | Added |
| Waterway Wealth Management, LLC | 1,872 | $617.5K | 0.26% | +85+4.8% | Added |
| Paulson Wealth Management Inc. | 1,877 | $619.0K | 0.17% | −21−1.1% | Reduced |
| Summit Financial Strategies, Inc. | 1,878 | $619.4K | 0.06% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,880 | $620.0K | 0.00% | −40−2.1% | Reduced |
| PSI Advisors, LLC | 1,880 | $620.1K | 0.20% | −593−24.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,881 | $620.4K | 0.04% | −361−16.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,887 | $622.3K | 0.19% | +104+5.8% | Added |
| Dale Q Rice Investment Management Ltd | 1,888 | $622.7K | 0.32% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,889 | $623.0K | 0.12% | −32−1.7% | Reduced |
| Carret Asset Management, LLC | 1,891 | $623.7K | 0.07% | −150−7.3% | Reduced |
| Fagan Associates, Inc. | 1,895 | $625.0K | 0.10% | +300+18.8% | Added |
| Bedel Financial Consulting, Inc. | 1,948 | $625.2K | 0.09% | +48+2.5% | Added |
| Davis Investment Partners, LLC | 2,106 | $627.9K | 0.28% | +3+0.1% | Added |
| Jacksonville Wealth Management, LLC | 1,907 | $628.8K | 0.62% | +138+7.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,909 | $629.7K | 0.08% | −65−3.3% | Reduced |
| Kathmere Capital Management, LLC | 1,917 | $632.1K | 0.05% | −106−5.2% | Reduced |
| Capital Insight Partners, LLC | 1,918 | $632.6K | 0.11% | +63+3.4% | Added |
| Dogwood Wealth Management LLC | 1,919 | $632.8K | 0.33% | +221+13.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,921 | $633.7K | 0.03% | +24+1.3% | Added |
| Raleigh Capital Management Inc. | 1,922 | $633.8K | 0.29% | −1,269−39.8% | Reduced |
| Guardian Asset Advisors, LLC | 1,940 | $639.9K | 0.42% | +31+1.6% | Added |
| Horst & Graben Wealth Management LLC | 1,942 | $640.3K | 0.11% | +18+0.9% | Added |
| BlueSky Wealth Advisors, LLC | 1,942 | $640.5K | 0.10% | 00.0% | Unchanged |
| LCNB Corp | 1,951 | $643.4K | 0.24% | −26−1.3% | Reduced |
| Beaumont Financial Advisors, LLC | 1,952 | $643.6K | 0.05% | −27−1.4% | Reduced |
| Baldwin Brothers Inc | 1,955 | $644.8K | 0.05% | +30+1.6% | Added |
| First Financial Bankshares Inc | 1,956 | $645.1K | 0.01% | −57−2.8% | Reduced |
| United Bank | 1,958 | $645.7K | 0.27% | +16+0.8% | Added |
| Aprio Wealth Management, LLC | 1,958 | $645.9K | 0.08% | +65+3.4% | Added |
| Revisor Wealth Management LLC | 1,965 | $648.0K | 0.29% | +1,099+126.9% | Added |
| Excalibur Management Corp | 1,966 | $648.4K | 0.25% | +52+2.7% | Added |
| Oak Hill Wealth Advisors, LLC | 1,969 | $649.4K | 0.15% | +50+2.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,969 | $649.4K | 0.03% | +1,304+196.1% | Added |
| Beacon Financial Advisory LLC | 1,979 | $652.7K | 0.20% | +22+1.1% | Added |
| MBL Wealth, LLC | 1,979 | $652.7K | 0.07% | +92+4.9% | Added |
| Close Asset Management Ltd | 1,978 | $653.0K | 0.02% | −223−10.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,983 | $653.9K | 0.13% | +1,983 | New |
| Delta Financial Group, Inc. | 1,914 | $654.0K | 0.15% | −13−0.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,984 | $654.3K | 0.34% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,987 | $655.2K | 0.15% | +189+10.5% | Added |
| Worth Financial Advisory Group, LLC | 1,990 | $656.3K | 0.42% | −186−8.5% | Reduced |
| Centurion Wealth Management LLC | 1,810 | $656.4K | 0.21% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 1,996 | $658.0K | 0.19% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 1,997 | $658.6K | 0.22% | +7+0.4% | Added |
| Saybrook Capital | 2,000 | $659.6K | 0.18% | 00.0% | Unchanged |
| Callan Capital, LLC | 2,012 | $663.6K | 0.05% | +30+1.5% | Added |
| One Capital Management, LLC | 2,013 | $663.9K | 0.02% | +425+26.8% | Added |
| Doliver Advisors, LP | 2,014 | $664.2K | 0.19% | +496+32.7% | Added |
| Winthrop Advisory Group LLC | 2,015 | $664.6K | 0.08% | +2+0.1% | Added |
| Townsend Asset Management Corp | 2,016 | $664.9K | 0.26% | 00.0% | Unchanged |
| Trust Co of Virginia | 2,019 | $665.9K | 0.06% | +46+2.3% | Added |
| Tompkins Financial Corp | 2,019 | $665.9K | 0.06% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,298 | $666.7K | 0.28% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 2,022 | $666.9K | 0.10% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,029 | $669.2K | 0.10% | −14−0.7% | Reduced |
| NCM Capital Management, LLC | 2,030 | $669.5K | 0.30% | −25−1.2% | Reduced |
| Zullo Investment Group, Inc. | 2,032 | $670.2K | 0.29% | +135+7.1% | Added |
| 626 Financial, LLC | 2,033 | $670.4K | 0.35% | +10.0% | Added |
| Woodstock Corp | 2,035 | $671.1K | 0.07% | −45−2.2% | Reduced |
| Latitude Advisors, LLC | 2,036 | $671.5K | 0.39% | −145−6.6% | Reduced |
| RMB Capital Management, LLC | 2,038 | $672.1K | 0.02% | −2,766−57.6% | Reduced |
| Options Solutions, LLC | 2,049 | $675.8K | 0.32% | −10.0% | Reduced |
| Marietta Investment Partners LLC | 2,050 | $676.1K | 0.16% | −110−5.1% | Reduced |
| Two Sigma Investments, LP | 2,052 | $676.8K | 0.00% | +152+8.0% | Added |
| Castellan Group, LLC | 2,052 | $676.8K | 0.19% | +2,052 | New |
| TFR Capital, LLC. | 2,053 | $677.1K | 0.28% | +1,285+167.3% | Added |
| CFS Investment Advisory Services, LLC | 2,056 | $678.0K | 0.06% | +36+1.8% | Added |
| Kestra Investment Management, LLC | 2,060 | $679.4K | 0.02% | +737+55.7% | Added |
| AF Advisors, Inc. | 2,061 | $679.7K | 0.13% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,062 | $680.0K | 0.25% | +2+0.1% | Added |
| Severin Investments, LLC | 2,065 | $681.0K | 0.68% | +23+1.1% | Added |
| BancorpSouth Bank | 2,068 | $682.0K | 0.05% | −46−2.2% | Reduced |
| Tarbox Family Office, Inc. | 2,068 | $682.0K | 0.11% | −4−0.2% | Reduced |
| First Commonwealth Financial Corp | 2,069 | $682.4K | 0.16% | +15+0.7% | Added |
| MSH Capital Advisors LLC | 2,074 | $684.0K | 0.21% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 2,074 | $684.1K | 0.87% | +60+3.0% | Added |
| Gibbs Wealth Management | 2,077 | $685.0K | 0.17% | +48+2.4% | Added |
| Carnegie Capital Asset Management, LLC | 2,431 | $685.1K | 0.02% | −258−9.6% | Reduced |
| Dudley Capital Management, LLC | 2,083 | $687.0K | 0.37% | −74−3.4% | Reduced |
| ZEGA Investments, LLC | 2,087 | $688.3K | 0.20% | −1,324−38.8% | Reduced |
| Bridgewater Advisors Inc. | 2,241 | $688.9K | 0.06% | +2,241 | New |
| Marks Group Wealth Management, Inc | 2,094 | $690.6K | 0.07% | −117−5.3% | Reduced |
| BCS Wealth Management | 2,096 | $691.0K | 0.18% | +2+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 2,098 | $691.9K | 0.02% | −15−0.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,103 | $693.7K | 0.05% | −55−2.5% | Reduced |
| Smith Anglin Financial, LLC | 2,106 | $694.4K | 0.07% | +103+5.1% | Added |
| Adell Harriman & Carpenter Inc | 2,107 | $695.0K | 0.05% | −149−6.6% | Reduced |
| First American Bank | 2,109 | $695.5K | 0.05% | +92+4.6% | Added |
| Martin Capital Advisors, LLP | 2,111 | $696.2K | 0.50% | −200−8.7% | Reduced |
| Fairvoy Private Wealth, LLC | 2,112 | $696.6K | 0.19% | +20+1.0% | Added |