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 | 3,773 | $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, 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 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 2,117 | $698.0K | 0.06% | +10.0% | Added |
| GSB Wealth Management, LLC | 2,117 | $698.2K | 0.18% | +51+2.5% | Added |
| Invesco, LLC | 2,121 | $699.5K | 0.29% | +774+57.5% | Added |
| Austin Private Wealth, LLC | 2,124 | $700.4K | 0.06% | +185+9.5% | Added |
| Prosperity Financial Group, Inc. | 2,127 | $701.5K | 0.35% | −22−1.0% | Reduced |
| Intrust Bank NA | 2,129 | $702.1K | 0.07% | −76−3.4% | Reduced |
| Cable Hill Partners, LLC | 2,263 | $703.1K | 0.07% | +238+11.8% | Added |
| Wulff, Hansen & Co. | 2,145 | $707.4K | 0.65% | +2,145 | New |
| LVW Advisors, LLC | 2,146 | $707.8K | 0.09% | −119−5.3% | Reduced |
| Legacy Financial Advisors, Inc. | 2,156 | $711.1K | 0.12% | +10.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,160 | $712.2K | 0.12% | −110−4.8% | Reduced |
| Goepper Burkhardt LLC | 2,160 | $712.4K | 0.28% | 00.0% | Unchanged |
| W Advisors, LLC | 2,163 | $713.4K | 0.45% | +36+1.7% | Added |
| Marion Wealth Management | 2,168 | $715.1K | 0.19% | +5+0.2% | Added |
| Independence Bank of Kentucky | 2,172 | $716.3K | 0.11% | +42+2.0% | Added |
| YANKCOM Partnership | 2,176 | $717.6K | 0.39% | +63+3.0% | Added |
| Bill Few Associates, Inc. | 2,176 | $717.7K | 0.26% | +72+3.4% | Added |
| Tyler-Stone Wealth Management | 2,180 | $718.8K | 0.13% | −84−3.7% | Reduced |
| Cercano Management LLC | 2,180 | $719.0K | 0.02% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 2,181 | $719.3K | 0.64% | −140−6.0% | Reduced |
| 3Chopt Investment Partners, LLC | 2,181 | $719.3K | 0.19% | +2,181 | New |
| Verity Asset Management, Inc. | 2,182 | $719.4K | 0.29% | +2,182 | New |
| Aberdeen Wealth Management LLC | 2,183 | $719.8K | 0.50% | +10.0% | Added |
| Home Federal Bank of Tennessee | 2,184 | $720.3K | 0.21% | +500+29.7% | Added |
| KPP Advisory Services LLC | 2,184 | $720.3K | 0.14% | +1,602+275.3% | Added |
| CenterStar Asset Management, LLC | 2,185 | $721.4K | 1.04% | +2,185 | New |
| Hexagon Capital Partners LLC | 2,192 | $722.9K | 0.14% | +172+8.5% | Added |
| Fortem Financial Group, LLC | 2,196 | $724.4K | 0.28% | −339−13.4% | Reduced |
| Cetera Trust Company, N.A | 2,198 | $724.9K | 0.46% | +1,839+512.3% | Added |
| Addison Advisors LLC | 2,199 | $725.2K | 0.20% | +16+0.7% | Added |
| Quadrant Private Wealth Management, LLC | 2,207 | $727.9K | 0.18% | −395−15.2% | Reduced |
| NVWM, LLC | 2,214 | $730.2K | 0.19% | −1,215−35.4% | Reduced |
| Acropolis Investment Management, LLC | 2,215 | $730.5K | 0.04% | +3+0.1% | Added |
| KFA Private Wealth Group, LLC | 2,216 | $730.7K | 0.26% | +813+57.9% | Added |
| Horizon Wealth Management, LLC | 2,222 | $732.8K | 0.12% | +25+1.1% | Added |
| Proficio Capital Partners LLC | 2,224 | $733.3K | 0.06% | +6+0.3% | Added |
| Virtue Capital Management, LLC | 2,226 | $734.3K | 0.09% | +1,140+105.0% | Added |
| Belpointe Asset Management LLC | 2,227 | $734.6K | 0.04% | −1,455−39.5% | Reduced |
| Cranbrook Wealth Management, LLC | 2,228 | $734.8K | 0.17% | −19−0.8% | Reduced |
| Hamel Associates, Inc. | 2,228 | $735.1K | 0.25% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,232 | $736.1K | 0.04% | +109+5.1% | Added |
| LaSalle St. Investment Advisors, LLC | 2,245 | $740.0K | 0.17% | +271+13.7% | Added |
| Mechanics Bank Trust Department | 2,250 | $742.0K | 0.10% | −123−5.2% | Reduced |
| Cascades Capital Asset Management, LLC | 2,255 | $743.8K | 0.40% | +6+0.3% | Added |
| Diversify Advisory Services, LLC | 2,423 | $744.8K | 0.05% | −120−4.7% | Reduced |
| First Foundation Advisors | 2,267 | $747.7K | 0.03% | −232−9.3% | Reduced |
| West Michigan Advisors, LLC | 2,271 | $748.9K | 0.25% | −59−2.5% | Reduced |
| LVM Capital Management Ltd | 2,271 | $749.0K | 0.08% | −281−11.0% | Reduced |
| Cahaba Wealth Management, Inc. | 2,272 | $749.4K | 0.06% | +85+3.9% | Added |
| Fiduciary Group LLC | 2,273 | $749.5K | 0.08% | −5−0.2% | Reduced |
| GHP Investment Advisors, Inc. | 2,287 | $754.4K | 0.04% | +85+3.9% | Added |
| Accredited Investors Inc. | 2,288 | $754.6K | 0.05% | +2+0.1% | Added |
| Advisor Resource Council | 2,338 | $754.8K | 0.06% | +2,338 | New |
| Garner Asset Management Corp | 2,291 | $755.7K | 0.33% | −46−2.0% | Reduced |
| Counterpoint Mutual Funds LLC | 2,292 | $755.9K | 0.11% | +2,292 | New |
| Means Investment Co., Inc. | 2,292 | $756.0K | 0.08% | −417−15.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,297 | $757.6K | 0.10% | +138+6.4% | Added |
| Windsor Capital Management, LLC | 2,298 | $757.8K | 0.23% | −47−2.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,297 | $758.0K | 0.04% | −15−0.6% | Reduced |
| Platform Technology Partners | 2,301 | $758.7K | 0.22% | +9+0.4% | Added |
| Wayfinding Financial, LLC | 2,303 | $759.0K | 0.33% | −15−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 2,300 | $759.0K | 0.12% | −5−0.2% | Reduced |
| Centaurus Financial, Inc. | 2,305 | $760.0K | 0.05% | +184+8.7% | Added |
| Archer Investment Corp | 2,306 | $760.4K | 0.20% | +10.0% | Added |
| Guardian Wealth Management, Inc. | 2,316 | $764.0K | 0.51% | −4−0.2% | Reduced |
| GTS Securities LLC | 2,321 | $765.5K | 0.03% | +557+31.6% | Added |
| Veracity Capital LLC | 2,328 | $767.8K | 0.30% | −208−8.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,335 | $770.2K | 0.39% | +21+0.9% | Added |
| Bank of Stockton | 2,337 | $770.7K | 0.25% | +374+19.1% | Added |
| Clarus Wealth Advisors | 2,561 | $770.8K | 0.41% | −190−6.9% | Reduced |
| E&G Advisors, LP | 2,342 | $772.4K | 0.22% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,343 | $772.7K | 0.12% | −1,465−38.5% | Reduced |
| Evermay Wealth Management LLC | 2,345 | $773.3K | 0.10% | −83−3.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,345 | $773.4K | 0.23% | +65+2.9% | Added |
| Addison Capital Co | 2,346 | $773.6K | 0.30% | +10.0% | Added |
| Armis Advisers, LLC | 2,403 | $773.6K | 0.07% | +891+58.9% | Added |
| North Star Asset Management Inc | 2,346 | $773.7K | 0.04% | +85+3.8% | Added |
| 111 Capital | 2,361 | $778.7K | 0.15% | +2,361 | New |
| Fermata Advisors, LLC | 2,375 | $783.2K | 0.14% | +544+29.7% | Added |
| Wimmer Associates 1, LLC | 2,222 | $783.3K | 0.41% | −163−6.8% | Reduced |
| Fortress Wealth Group, LLC | 2,549 | $783.4K | 0.39% | −106−4.0% | Reduced |
| Ci Investments Inc. | 2,385 | $787.0K | 0.00% | −1,119−31.9% | Reduced |
| Grandview Asset Management LLC | 2,387 | $787.0K | 0.30% | +174+7.9% | Added |
| Alta Advisers Ltd | 2,391 | $788.6K | 0.34% | +800+50.3% | Added |
| Marcum Wealth, LLC | 2,392 | $788.9K | 0.07% | −192−7.4% | Reduced |
| Orrstown Financial Services Inc | 2,396 | $790.2K | 0.19% | −121−4.8% | Reduced |
| Cidel Asset Management Inc | 2,396 | $790.2K | 0.05% | +67+2.9% | Added |
| Gryphon Financial Partners LLC | 2,400 | $791.5K | 0.11% | +524+27.9% | Added |
| Burns J W & Co Inc | 2,405 | $793.2K | 0.10% | −100−4.0% | Reduced |
| Quotient Wealth Partners, LLC | 2,410 | $794.7K | 0.03% | −63−2.5% | Reduced |
| REDW Wealth LLC | 2,418 | $797.5K | 0.30% | +81+3.5% | Added |
| Sompo Asset Management Co., Ltd. | 2,420 | $798.1K | 0.15% | −230−8.7% | Reduced |
| Accredited Wealth Management, LLC | 2,422 | $798.8K | 0.67% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,422 | $798.8K | 0.11% | +6+0.2% | Added |
| BSW Wealth Partners | 2,425 | $799.6K | 0.12% | −417−14.7% | Reduced |
| Chicago Partners Investment Group LLC | 2,497 | $799.8K | 0.03% | +108+4.5% | Added |
| Pine Haven Investment Counsel, Inc | 2,426 | $800.1K | 0.67% | −85−3.4% | Reduced |
| Elyxium Wealth, LLC | 2,427 | $800.4K | 0.35% | +2,427 | New |
| Trillium Asset Management, LLC | 2,434 | $803.0K | 0.02% | −10−0.4% | Reduced |
| Arbor Wealth Advisors LLC | 2,437 | $803.7K | 0.72% | 00.0% | Unchanged |