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 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,022 | $128.0B |
| Q1 2025 | 2,902 | $109.0B |
| Q4 2024 | 3,009 | $123.4B |
| Q3 2024 | 2,837 | $133.6B |
| Q2 2024 | 2,712 | $114.5B |
| Q1 2024 | 2,713 | $127.6B |
| Q4 2023 | 2,582 | $104.6B |
| Q3 2023 | 2,408 | $97.3B |
| Q2 2023 | 2,328 | $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 |
|---|---|---|---|---|---|
| J. W. Coons Advisors, LLC | 3,380 | $1.11M | 0.29% | −100−2.9% | Reduced |
| Total Investment Management Inc | 3,390 | $1.12M | 0.15% | −5−0.1% | Reduced |
| Ramirez Asset Management, Inc. | 3,390 | $1.12M | 0.23% | −2,848−45.7% | Reduced |
| Perfromance Wealth Partners, LLC | 3,391 | $1.12M | 0.04% | −135−3.8% | Reduced |
| Magnus Financial Group LLC | 3,392 | $1.12M | 0.11% | −260−7.1% | Reduced |
| Bath Savings Trust Co | 3,397 | $1.12M | 0.12% | −5−0.1% | Reduced |
| David Loasby | 3,886 | $1.12M | 0.11% | +19+0.5% | Added |
| Valmark Advisers, Inc. | 3,413 | $1.13M | 0.02% | +86+2.6% | Added |
| Quintet Private Bank (Europe) S.A. | 3,416 | $1.13M | 0.07% | −64−1.8% | Reduced |
| Legacy Advisors, LLC | 3,426 | $1.13M | 0.12% | +311+10.0% | Added |
| CRA Financial Services, LLC | 3,437 | $1.13M | 0.19% | −503−12.8% | Reduced |
| Security Financial Services, INC. | 3,438 | $1.13M | 0.23% | +30+0.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,462 | $1.14M | 0.17% | +222+6.9% | Added |
| AA Financial Advisors, LLC | 3,462 | $1.14M | 0.28% | −278−7.4% | Reduced |
| Roxbury Financial LLC | 3,328 | $1.14M | 1.12% | −18−0.5% | Reduced |
| King Wealth | 3,475 | $1.15M | 0.17% | +157+4.7% | Added |
| Gilbert & Cook, Inc. | 3,486 | $1.15M | 0.17% | −104−2.9% | Reduced |
| Caas Capital Management LP | 3,495 | $1.15M | 0.55% | +2,035+139.4% | Added |
| Sequent Asset Management, LLC | 3,498 | $1.15M | 0.64% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,498 | $1.15M | 0.23% | +214+6.5% | Added |
| BCJ Capital Management, LLC | 3,499 | $1.15M | 0.08% | +455+14.9% | Added |
| B&D White Capital Company, LLC | 3,500 | $1.15M | 0.17% | +3,500 | New |
| Live Oak Private Wealth LLC | 3,505 | $1.16M | 0.19% | −50−1.4% | Reduced |
| Probity Advisors, Inc. | 3,515 | $1.16M | 0.22% | −164−4.5% | Reduced |
| SummitTX Capital, L.P. | 3,518 | $1.16M | 0.05% | +3,518 | New |
| Hazlett, Burt & Watson, Inc. | 3,525 | $1.16M | 0.52% | +65+1.9% | Added |
| Xcel Wealth Management, LLC | 3,521 | $1.16M | 0.36% | −449−11.3% | Reduced |
| Wealth Management Partners, LLC | 3,521 | $1.16M | 0.54% | +514+17.1% | Added |
| Pathway Financial Advisors LLC | 3,523 | $1.16M | 0.21% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,525 | $1.16M | 0.05% | +111+3.3% | Added |
| Monticello Wealth Management, LLC | 3,526 | $1.16M | 0.10% | +15+0.4% | Added |
| SS&H Financial Advisors, Inc. | 3,525 | $1.16M | 0.43% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 3,537 | $1.17M | 0.08% | −354−9.1% | Reduced |
| SBI Securities Co., Ltd. | 3,540 | $1.17M | 0.04% | −55−1.5% | Reduced |
| Boston Research & Management Inc | 3,542 | $1.17M | 0.29% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 3,544 | $1.17M | 0.02% | −3,644−50.7% | Reduced |
| Insigneo Advisory Services, LLC | 3,544 | $1.17M | 0.12% | −1,433−28.8% | Reduced |
| Vanguard Capital Wealth Advisors | 3,548 | $1.17M | 1.43% | +78+2.2% | Added |
| Golden State Wealth Management, LLC | 3,558 | $1.17M | 0.17% | +232+7.0% | Added |
| Loomis Sayles & Co L P | 3,576 | $1.18M | 0.00% | −89−2.4% | Reduced |
| Avestar Capital, LLC | 3,577 | $1.18M | 0.11% | +26+0.7% | Added |
| Skopos Labs, Inc. | 3,582 | $1.18M | 0.26% | +710+24.7% | Added |
| Rehmann Capital Advisory Group | 3,585 | $1.18M | 0.07% | −28−0.8% | Reduced |
| Wrapmanager Inc | 3,590 | $1.18M | 0.31% | −1,133−24.0% | Reduced |
| Paradigm Asset Management Co LLC | 3,600 | $1.19M | 0.32% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,600 | $1.19M | 0.08% | +1,465+68.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,604 | $1.19M | 0.13% | +197+5.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,607 | $1.19M | 0.56% | −1,259−25.9% | Reduced |
| Waldron Private Wealth LLC | 3,608 | $1.19M | 0.06% | −6,186−63.2% | Reduced |
| Blackhawk Capital Partners LLC. | 3,628 | $1.20M | 0.62% | +3,628 | New |
| Marble Harbor Investment Counsel, LLC | 3,632 | $1.20M | 0.13% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 3,635 | $1.20M | 0.60% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,639 | $1.20M | 0.04% | −28−0.8% | Reduced |
| Circle Wealth Management, LLC | 3,641 | $1.20M | 0.03% | 00.0% | Unchanged |
| Cherokee Insurance Co | 3,650 | $1.20M | 0.53% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,654 | $1.21M | 0.42% | −35−0.9% | Reduced |
| First Citizens Bank & Trust Co | 3,660 | $1.21M | 0.03% | −401−9.9% | Reduced |
| Fairview Capital Investment Management, LLC | 3,660 | $1.21M | 0.06% | +400+12.3% | Added |
| First Citizens Financial Corp | 3,661 | $1.21M | 0.68% | −40−1.1% | Reduced |
| Quad-Cities Investment Group, LLC | 3,668 | $1.21M | 0.60% | +3+0.1% | Added |
| Capital Management Associates, Inc | 3,674 | $1.21M | 0.27% | +1,848+101.2% | Added |
| Capital Advisors Inc | 3,675 | $1.21M | 0.02% | +702+23.6% | Added |
| Rodgers Brothers Inc. | 3,676 | $1.21M | 0.16% | +36+1.0% | Added |
| Investment Partners, Ltd. | 3,685 | $1.22M | 0.50% | +260+7.6% | Added |
| Voleon Capital Management LP | 3,685 | $1.22M | 0.10% | +3,685 | New |
| Balentine LLC | 3,686 | $1.22M | 0.05% | +3,000+437.3% | Added |
| Silverlake Wealth Management LLC | 3,688 | $1.22M | 0.47% | +45+1.2% | Added |
| Richards, Merrill & Peterson, Inc. | 3,712 | $1.22M | 0.64% | +86+2.4% | Added |
| Souders Financial Advisors | 3,716 | $1.23M | 0.17% | +49+1.3% | Added |
| Fort Sheridan Advisors LLC | 3,721 | $1.23M | 0.19% | −165−4.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,739 | $1.23M | 0.92% | −5−0.1% | Reduced |
| Cypress Capital Group | 3,742 | $1.23M | 0.16% | +58+1.6% | Added |
| Strategic Blueprint, LLC | 3,746 | $1.24M | 0.07% | +212+6.0% | Added |
| 1858 Wealth Management, LLC | 3,751 | $1.24M | 1.05% | +416+12.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,751 | $1.24M | 0.10% | −85−2.2% | Reduced |
| XTX Topco Ltd | 3,763 | $1.24M | 0.06% | +2,809+294.4% | Added |
| Bullock Wealth Management Group | 3,761 | $1.24M | 0.70% | −31−0.8% | Reduced |
| Affinity Investment Advisors, LLC | 3,775 | $1.24M | 1.01% | −478−11.2% | Reduced |
| Nebula Research & Development LLC | 3,775 | $1.24M | 0.12% | +3,775 | New |
| Copley Financial Group, Inc. | 3,777 | $1.25M | 0.95% | 00.0% | Unchanged |
| Montis Financial, LLC | 3,778 | $1.25M | 0.37% | −40−1.0% | Reduced |
| HCR Wealth Advisors | 3,777 | $1.25M | 0.16% | −16−0.4% | Reduced |
| Gateway Wealth Partners, LLC | 3,779 | $1.25M | 0.28% | +117+3.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,780 | $1.25M | 0.83% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,780 | $1.25M | 0.33% | +2,880+320.0% | Added |
| Spreng Capital Management, Inc. | 3,792 | $1.25M | 0.57% | −218−5.4% | Reduced |
| Beech Hill Advisors, Inc. | 3,800 | $1.25M | 0.50% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,808 | $1.26M | 0.13% | +81+2.2% | Added |
| Savoie Capital LLC | 3,465 | $1.26M | 0.15% | 00.0% | Unchanged |
| Promethium Advisors,llc | 3,821 | $1.26M | 0.81% | +215+6.0% | Added |
| Transcend Wealth Collective, LLC | 3,824 | $1.26M | 0.09% | +197+5.4% | Added |
| Cim Investment Mangement Inc | 3,837 | $1.27M | 0.29% | −4−0.1% | Reduced |
| LRI Investments, LLC | 3,841 | $1.27M | 0.12% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 3,847 | $1.27M | 0.30% | −20−0.5% | Reduced |
| Berkshire Asset Management LLC | 3,915 | $1.27M | 0.06% | +402+11.4% | Added |
| Byrne Asset Management LLC | 3,852 | $1.27M | 0.95% | −283−6.8% | Reduced |
| Centiva Capital, LP | 3,855 | $1.27M | 0.07% | −1,308−25.3% | Reduced |
| Davis R M Inc | 3,858 | $1.27M | 0.03% | +20+0.5% | Added |
| Thomasville National Bank | 3,862 | $1.27M | 0.09% | +275+7.7% | Added |
| Cynosure Management, LLC | 3,872 | $1.28M | 0.18% | +520+15.5% | Added |