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
- 2,902
- −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
- 1,180 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 |
|---|---|---|---|---|---|
| Future Fund LLC | 2,446 | $806.7K | 1.04% | +2,446 | New |
| Brasada Capital Management, LP | 2,450 | $808.0K | 0.16% | +2,450 | New |
| Seelaus Asset Management LLC | 2,453 | $809.0K | 0.77% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,460 | $811.3K | 0.84% | −596−19.5% | Reduced |
| Quantbot Technologies LP | 2,484 | $819.2K | 0.03% | −88−3.4% | Reduced |
| Contravisory Investment Management, Inc. | 2,485 | $819.6K | 0.17% | −19,545−88.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,489 | $820.9K | 0.15% | +972+64.1% | Added |
| Puzo Michael J | 2,490 | $821.2K | 0.24% | −220−8.1% | Reduced |
| Talon Private Wealth, LLC | 2,495 | $822.7K | 0.11% | +2,421+3,271.6% | Added |
| Financial Management Network Inc | 2,943 | $824.3K | 0.19% | +2+0.1% | Added |
| Winebrenner Capital Management LLC | 2,500 | $824.5K | 0.74% | −140−5.3% | Reduced |
| Disciplined Equity Management, Inc. | 2,500 | $824.5K | 0.57% | −40−1.6% | Reduced |
| Sippican Capital Advisors | 2,500 | $824.5K | 0.62% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,500 | $824.5K | 0.61% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 3,692 | $825.5K | 0.67% | +1,153+45.4% | Added |
| Copperwynd Financial, LLC | 2,504 | $825.8K | 0.23% | +462+22.6% | Added |
| L.M. Kohn & Company | 2,505 | $826.3K | 0.22% | −144−5.4% | Reduced |
| Sentinus, LLC | 2,509 | $827.4K | 0.23% | +230+10.1% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2,525 | $827.9K | 0.85% | −456−15.3% | Reduced |
| Greenwich Wealth Management LLC | 2,517 | $830.0K | 0.06% | +151+6.4% | Added |
| Prestige Wealth Management Group LLC | 2,522 | $831.8K | 0.18% | +9+0.4% | Added |
| Fukoku Mutual Life Insurance Co | 2,524 | $832.4K | 0.06% | −30−1.2% | Reduced |
| First Command Advisory Services, Inc. | 2,529 | $834.1K | 0.01% | −102−3.9% | Reduced |
| SMART Wealth LLC | 2,531 | $834.6K | 0.30% | +257+11.3% | Added |
| Beverly Hills Private Wealth, LLC | 2,531 | $834.7K | 0.17% | +81+3.3% | Added |
| Stableford Capital II LLC | 2,837 | $834.8K | 0.35% | +360+14.5% | Added |
| PDS Planning, Inc | 2,543 | $838.7K | 0.07% | +173+7.3% | Added |
| BOS Asset Management, LLC | 2,545 | $839.3K | 0.29% | −18−0.7% | Reduced |
| Aspiriant, LLC | 2,545 | $839.5K | 0.03% | +77+3.1% | Added |
| Heck Capital Advisors, LLC | 2,547 | $840.0K | 0.09% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,547 | $840.0K | 0.04% | +556+27.9% | Added |
| Cortland Associates Inc | 2,549 | $841.0K | 0.10% | +3+0.1% | Added |
| Visionary Wealth Advisors | 2,552 | $841.7K | 0.05% | −60−2.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,847 | $842.1K | 0.01% | −7−0.2% | Reduced |
| Diversified Enterprises, LLC | 2,556 | $842.9K | 0.07% | +325+14.6% | Added |
| Rational Advisors LLC | 2,557 | $843.3K | 0.09% | +882+52.7% | Added |
| Sax Wealth Advisors, LLC | 2,562 | $844.9K | 0.06% | +356+16.1% | Added |
| Atwood & Palmer Inc | 2,565 | $845.9K | 0.06% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,568 | $846.9K | 0.29% | −1,413−35.5% | Reduced |
| Heritage Wealth Advisors | 2,568 | $846.9K | 0.04% | −2−0.1% | Reduced |
| Goldstone Financial Group, LLC | 2,573 | $848.5K | 0.13% | +531+26.0% | Added |
| KKM Financial LLC | 2,590 | $850.3K | 0.36% | −19−0.7% | Reduced |
| Northstar Group, Inc. | 2,586 | $853.0K | 0.14% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 2,583 | $853.1K | 0.15% | +2,583 | New |
| Plancorp, LLC | 2,600 | $857.6K | 0.03% | +145+5.9% | Added |
| Capital Advantage, Inc. | 2,371 | $860.0K | 0.16% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 2,608 | $860.1K | 0.15% | +2,608 | New |
| CVA Family Office, LLC | 2,609 | $860.3K | 0.13% | +180+7.4% | Added |
| Kercheville Advisors, LLC | 2,612 | $861.4K | 0.35% | +112+4.5% | Added |
| Palumbo Wealth Management LLC | 2,615 | $862.5K | 0.29% | +61+2.4% | Added |
| Aviso Wealth Management | 2,616 | $862.8K | 0.46% | +579+28.4% | Added |
| Brown, Lisle/Cummings, Inc. | 2,618 | $863.4K | 0.25% | +3+0.1% | Added |
| Harbor Investment Advisory, LLC | 2,621 | $864.5K | 0.08% | +13+0.5% | Added |
| Klingenstein Fields & Co LP | 2,626 | $866.1K | 0.04% | −17−0.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,634 | $868.7K | 0.10% | −10−0.4% | Reduced |
| Yoffe Investment Management, LLC | 2,637 | $869.7K | 1.28% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 2,640 | $870.7K | 0.23% | −22−0.8% | Reduced |
| Ted Buchan & Co | 2,641 | $871.0K | 0.41% | −70−2.6% | Reduced |
| Ullmann Financial Group, Inc. | 2,641 | $871.0K | 0.12% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2,644 | $872.0K | 0.44% | +23+0.9% | Added |
| DMG Group, LLC | 2,648 | $873.3K | 0.71% | −488−15.6% | Reduced |
| Gleason Group, Inc. | 2,649 | $873.6K | 0.16% | −404−13.2% | Reduced |
| Generali Investments, Management Co LLC | 2,650 | $874.0K | 0.25% | +223+9.2% | Added |
| Eagle Bluffs Wealth Management LLC | 2,652 | $874.6K | 0.46% | −42−1.6% | Reduced |
| Baring Financial LLC | 2,655 | $875.7K | 0.74% | +249+10.3% | Added |
| Coastal Investment Advisors, Inc. | 2,658 | $876.6K | 0.40% | +270+11.3% | Added |
| TRUE Private Wealth Advisors | 2,661 | $877.6K | 0.11% | −66−2.4% | Reduced |
| Chesapeake Wealth Management | 2,661 | $877.6K | 0.31% | +94+3.7% | Added |
| Capital Planning Advisors, LLC | 2,668 | $879.9K | 0.14% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,672 | $881.1K | 0.11% | −83−3.0% | Reduced |
| Armstrong Advisory Group, Inc | 2,436 | $883.7K | 0.07% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,680 | $883.7K | 0.09% | −72−2.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,683 | $884.9K | 0.08% | +282+11.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,699 | $890.1K | 0.03% | +18+0.7% | Added |
| Waycross Partners, LLC | 2,700 | $890.5K | 0.10% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 2,700 | $890.5K | 0.78% | +45+1.7% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,702 | $891.1K | 0.49% | −380−12.3% | Reduced |
| CMG Global Holdings, LLC | 2,911 | $893.3K | 0.58% | −52−1.8% | Reduced |
| Somerville Kurt F | 2,715 | $895.4K | 0.16% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,718 | $896.4K | 0.31% | +80+3.0% | Added |
| Washington Trust Advisors, Inc. | 2,726 | $899.0K | 0.08% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,729 | $900.1K | 0.04% | +10.0% | Added |
| Herold Advisors, Inc. | 2,730 | $900.4K | 0.20% | +649+31.2% | Added |
| Titleist Asset Management, LLC | 2,732 | $901.0K | 0.10% | −330−10.8% | Reduced |
| Hall Laurie J Trustee | 2,733 | $901.3K | 0.32% | −47−1.7% | Reduced |
| Key Financial Inc | 2,738 | $903.0K | 0.20% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,739 | $903.3K | 0.08% | +43+1.6% | Added |
| Synergy Financial Management, LLC | 2,747 | $906.0K | 0.11% | +10.0% | Added |
| Audent Global Asset Management, LLC | 2,747 | $906.0K | 0.75% | +1,261+84.9% | Added |
| Rooted Wealth Advisors, Inc. | 3,145 | $906.1K | 0.39% | +35+1.1% | Added |
| Heartland Bank & Trust Co | 2,748 | $906.3K | 0.47% | −204−6.9% | Reduced |
| Trace Wealth Advisors, LLC | 2,750 | $907.0K | 0.81% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 2,751 | $907.2K | 0.47% | −59−2.1% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,751 | $907.4K | 0.20% | +1,281+87.1% | Added |
| Saxon Interests, Inc. | 2,752 | $907.5K | 0.42% | −539−16.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,755 | $908.6K | 0.25% | −47−1.7% | Reduced |
| Sittner & Nelson, LLC | 2,766 | $912.3K | 0.39% | +10.0% | Added |
| Woodward Diversified Capital, LLC | 2,769 | $913.3K | 0.65% | +155+5.9% | Added |
| KLCM Advisors, Inc. | 2,777 | $915.9K | 0.11% | 00.0% | Unchanged |
| Creekside Partners | 2,778 | $916.3K | 0.48% | +2+0.1% | Added |