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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 2,789 | $919.8K | 0.03% | +221+8.6% | Added |
| Blueshift Asset Management, LLC | 2,792 | $920.8K | 0.36% | +886+46.5% | Added |
| Farmers National Bank | 2,794 | $921.5K | 0.26% | −34−1.2% | Reduced |
| Texas Capital Bancshares Inc | 2,797 | $922.5K | 0.39% | −36−1.3% | Reduced |
| Peoples Financial Services Corp. | 2,800 | $923.4K | 0.44% | −108−3.7% | Reduced |
| Peavine Capital, LLC | 2,800 | $923.4K | 0.24% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,800 | $923.5K | 0.07% | +10+0.4% | Added |
| Ballast, Inc. | 2,826 | $932.0K | 0.26% | −2−0.1% | Reduced |
| Denali Advisors LLC | 2,835 | $935.0K | 0.11% | −17−0.6% | Reduced |
| Kennebec Savings Bank | 2,852 | $940.6K | 1.00% | +127+4.7% | Added |
| Tudor Financial Inc. | 2,853 | $941.0K | 0.57% | −25−0.9% | Reduced |
| Compass Ion Advisors, LLC | 2,854 | $941.2K | 0.11% | −107−3.6% | Reduced |
| Heartwood Wealth Advisors LLC | 2,854 | $941.2K | 0.11% | −50−1.7% | Reduced |
| Chancellor Financial Group WB LP | 2,859 | $942.9K | 0.78% | +4+0.1% | Added |
| RFP Financial Group LLC | 2,859 | $943.0K | 0.38% | +2+0.1% | Added |
| Capstone Financial Advisors, Inc. | 2,860 | $943.2K | 0.06% | +4+0.1% | Added |
| Mechanics Financial Corp | 2,861 | $943.6K | 0.43% | 00.0% | Unchanged |
| Elevate Wealth Advisory, Inc | 2,862 | $943.9K | 0.67% | −1,051−26.9% | Reduced |
| Covenant Asset Management, LLC | 2,862 | $943.9K | 0.24% | −13−0.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,881 | $950.2K | 0.14% | +56+2.0% | Added |
| Rogco, LP | 2,890 | $953.1K | 0.38% | −88−3.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,894 | $954.4K | 0.02% | −2,362−44.9% | Reduced |
| Premier Path Wealth Partners, LLC | 2,899 | $956.0K | 0.15% | −353−10.9% | Reduced |
| GeoWealth Management, LLC | 2,905 | $958.1K | 0.04% | −418−12.6% | Reduced |
| Alexis Investment Partners, LLC | 2,911 | $959.7K | 0.46% | −459−13.6% | Reduced |
| Sawgrass Asset Management LLC | 2,917 | $962.2K | 0.12% | −36−1.2% | Reduced |
| US Asset Management LLC | 2,921 | $963.0K | 0.92% | −7−0.2% | Reduced |
| Claris Advisors, LLC | 2,922 | $963.7K | 0.36% | 00.0% | Unchanged |
| Wealth Effects LLC | 2,922 | $963.8K | 0.40% | −39−1.3% | Reduced |
| Washburn Capital Management, Inc. | 2,924 | $964.5K | 0.63% | +25+0.9% | Added |
| Keel Point, LLC | 2,929 | $966.1K | 0.08% | +218+8.0% | Added |
| Astoria Portfolio Advisors LLC. | 3,277 | $969.3K | 0.33% | −191−5.5% | Reduced |
| Harfst & Associates, Inc. | 2,941 | $969.9K | 0.22% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 2,942 | $970.3K | 0.31% | −2−0.1% | Reduced |
| First Heartland Consultants, Inc. | 2,944 | $971.1K | 0.10% | −314−9.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,916 | $972.9K | 0.03% | −1,887−39.3% | Reduced |
| Monograph Wealth Advisors, LLC | 2,959 | $975.9K | 0.13% | −96−3.1% | Reduced |
| Nabity-Jensen Investment Management Inc | 2,959 | $975.9K | 0.78% | +41+1.4% | Added |
| Ancora Advisors, LLC | 2,963 | $977.3K | 0.02% | +10.0% | Added |
| Aspen Investment Management Inc | 2,966 | $978.0K | 0.45% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 3,164 | $978.6K | 0.85% | +6+0.2% | Added |
| High Net Worth Advisory Group LLC | 2,976 | $981.9K | 0.28% | −162−5.2% | Reduced |
| Howard Capital Management Inc. | 2,987 | $985.1K | 0.02% | −369−11.0% | Reduced |
| Fiduciary Family Office, LLC | 2,989 | $985.8K | 0.33% | +2,989 | New |
| Birinyi Associates Inc | 3,000 | $989.0K | 0.32% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $989.4K | 0.31% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $989.4K | 0.20% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,293 | $991.3K | 0.03% | +2,455+293.0% | Added |
| TD Private Client Wealth LLC | 3,020 | $996.0K | 0.03% | +69+2.3% | Added |
| Vermillion Wealth Management, Inc. | 3,020 | $996.1K | 0.29% | +8+0.3% | Added |
| Ironwood Investment Counsel, LLC | 3,020 | $996.2K | 0.17% | +96+3.3% | Added |
| Forte Capital LLC | 3,026 | $998.0K | 0.12% | +1,292+74.5% | Added |
| Graham Capital Management, L.P. | 3,032 | $1.00M | 0.03% | +3,032 | New |
| White Lighthouse Investment Management Inc. | 3,041 | $1.00M | 0.18% | +490+19.2% | Added |
| Sage Mountain Advisors LLC | 3,052 | $1.01M | 0.07% | +421+16.0% | Added |
| Uncommon Cents Investing LLC | 3,053 | $1.01M | 0.30% | +43+1.4% | Added |
| Agf Management Ltd | 3,074 | $1.01M | 0.01% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 3,082 | $1.02M | 0.11% | −22−0.7% | Reduced |
| Menard Financial Group LLC | 3,174 | $1.02M | 0.67% | +32+1.0% | Added |
| Stiles Financial Services Inc | 3,096 | $1.02M | 0.39% | +216+7.5% | Added |
| Buck Wealth Strategies, LLC | 3,097 | $1.02M | 0.19% | +973+45.8% | Added |
| Prosperity Consulting Group, LLC | 3,103 | $1.02M | 0.08% | −232−7.0% | Reduced |
| Machina Capital S.A.S. | 3,104 | $1.02M | 0.30% | +3,104 | New |
| First County Bank | 3,111 | $1.03M | 0.57% | +86+2.8% | Added |
| Schechter Investment Advisors, LLC | 3,136 | $1.03M | 0.09% | −1,653−34.5% | Reduced |
| Chilton Capital Management LLC | 3,143 | $1.04M | 0.04% | −823−20.8% | Reduced |
| Tiemann Investment Advisors, LLC | 3,154 | $1.04M | 0.47% | −110−3.4% | Reduced |
| Evoke Wealth, LLC | 3,154 | $1.04M | 0.03% | −89−2.7% | Reduced |
| Rossby Financial, LCC | 3,397 | $1.04M | 0.45% | +2,214+187.2% | Added |
| Taurus Asset Management, LLC | 3,158 | $1.04M | 0.11% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 3,160 | $1.04M | 0.62% | +1,907+152.2% | Added |
| Benin Management CORP | 3,165 | $1.04M | 0.30% | +68+2.2% | Added |
| Barnes Dennig Private Wealth Management LLC | 3,174 | $1.05M | 1.58% | +3,174 | New |
| CORDA Investment Management, LLC. | 3,191 | $1.05M | 0.08% | −108−3.3% | Reduced |
| Provenance Wealth Advisors, LLC | 3,196 | $1.05M | 0.15% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 3,203 | $1.06M | 0.02% | −3,756−54.0% | Reduced |
| Telos Capital Management, Inc. | 3,211 | $1.06M | 0.12% | +40+1.3% | Added |
| Richwood Investment Advisors, LLC | 3,213 | $1.06M | 0.90% | +543+20.3% | Added |
| Constitution Capital LLC | 3,218 | $1.06M | 0.59% | +900+38.8% | Added |
| Well Done, LLC | 2,928 | $1.06M | 0.19% | +13+0.4% | Added |
| GKV Capital Management Co., Inc. | 3,230 | $1.07M | 0.53% | −100−3.0% | Reduced |
| Auxier Asset Management | 3,230 | $1.07M | 0.16% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 3,239 | $1.07M | 0.41% | +524+19.3% | Added |
| Alexander Labrunerie & Co., Inc. | 3,242 | $1.07M | 0.46% | −136−4.0% | Reduced |
| Montecito Bank & Trust | 3,244 | $1.07M | 0.19% | +9+0.3% | Added |
| RDA Financial Network | 3,245 | $1.07M | 0.32% | +298+10.1% | Added |
| Trustmark National Bank Trust Department | 3,248 | $1.07M | 0.08% | −69−2.1% | Reduced |
| LexAurum Advisors, LLC | 3,251 | $1.07M | 0.21% | +4+0.1% | Added |
| Keynote Financial Services LLC | 3,260 | $1.08M | 0.77% | +41+1.3% | Added |
| Founders Financial Alliance, LLC | 3,265 | $1.08M | 0.26% | +263+8.8% | Added |
| Orca Wealth Management, LLC | 3,278 | $1.08M | 0.97% | −2−0.1% | Reduced |
| Corundum Group, Inc. | 3,282 | $1.08M | 0.52% | −2,310−41.3% | Reduced |
| ABN AMRO Bank N.V. | 3,302 | $1.09M | 0.02% | 00.0% | Unchanged |
| Boston Family Office LLC | 3,302 | $1.09M | 0.08% | +10.0% | Added |
| Hudson Bay Capital Management LP | 3,312 | $1.09M | 0.01% | +3,312 | New |
| Advisor OS, LLC | 3,334 | $1.10M | 0.13% | −628−15.9% | Reduced |
| Abacus Planning Group, Inc. | 3,343 | $1.10M | 0.19% | +446+15.4% | Added |
| Mendel Money Management | 3,344 | $1.10M | 0.52% | +7+0.2% | Added |
| FIL Ltd | 3,344 | $1.10M | 0.00% | +2,230+200.2% | Added |
| Grimes & Company, Inc. | 3,351 | $1.11M | 0.03% | −3−0.1% | Reduced |