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 |
|---|---|---|---|---|---|
| Legacy Financial Strategies, LLC | 3,893 | $1.28M | 0.28% | −6,760−63.5% | Reduced |
| South State Corp. | 3,897 | $1.29M | 0.06% | +987+33.9% | Added |
| Rossmore Private Capital | 3,898 | $1.29M | 0.16% | +82+2.1% | Added |
| Burford Brothers, Inc. | 3,898 | $1.29M | 0.62% | +185+5.0% | Added |
| Patten & Patten Inc | 3,899 | $1.29M | 0.09% | −25−0.6% | Reduced |
| Douglas Lane & Associates, LLC | 3,912 | $1.29M | 0.02% | −785−16.7% | Reduced |
| Mayflower Financial Advisors, LLC | 3,918 | $1.29M | 0.20% | −28−0.7% | Reduced |
| EPG Wealth Management LLC | 3,921 | $1.29M | 0.36% | +3,355+592.8% | Added |
| Evernest Financial Advisors, LLC | 3,921 | $1.29M | 0.46% | −113−2.8% | Reduced |
| Bank & Trust Co | 3,924 | $1.29M | 1.05% | +24+0.6% | Added |
| Everett Harris & Co | 3,927 | $1.30M | 0.02% | −30−0.8% | Reduced |
| Granite Investment Partners, LLC | 3,929 | $1.30M | 0.07% | 00.0% | Unchanged |
| ING Groep NV | 3,931 | $1.30M | 0.01% | −100,829−96.2% | Reduced |
| Lindbrook Capital, LLC | 3,937 | $1.30M | 0.12% | −573−12.7% | Reduced |
| Hohimer Wealth Management, LLC | 3,941 | $1.30M | 0.25% | −1,001−20.3% | Reduced |
| Avidian Wealth Solutions, LLC | 3,948 | $1.30M | 0.06% | −697−15.0% | Reduced |
| Van Strum & Towne Inc. | 3,965 | $1.31M | 0.44% | +970+32.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,968 | $1.31M | 0.21% | +341+9.4% | Added |
| World Equity Group, Inc. | 3,871 | $1.31M | 0.37% | +78+2.1% | Added |
| L2 Asset Management, LLC | 3,975 | $1.31M | 0.27% | −5,122−56.3% | Reduced |
| Everhart Financial Group, Inc. | 3,976 | $1.31M | 0.18% | −36−0.9% | Reduced |
| Allegheny Financial Group LTD | 3,977 | $1.31M | 0.34% | +602+17.8% | Added |
| Sterling Capital Management LLC | 3,996 | $1.32M | 0.02% | −220−5.2% | Reduced |
| Viking Fund Management LLC | 4,000 | $1.32M | 0.19% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,009 | $1.32M | 0.05% | −25−0.6% | Reduced |
| Delta Investment Management, LLC | 4,009 | $1.32M | 0.27% | +10+0.3% | Added |
| Allen Wealth Management, LLC | 4,010 | $1.32M | 0.91% | +30+0.8% | Added |
| Security National Bank | 4,014 | $1.32M | 0.25% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,030 | $1.33M | 0.09% | −52−1.3% | Reduced |
| Mainstay Capital Management LLC | 4,033 | $1.33M | 0.18% | −83−2.0% | Reduced |
| Cornercap Investment Counsel Inc | 4,037 | $1.33M | 0.70% | −52−1.3% | Reduced |
| Fire Capital Management LLC | 4,041 | $1.33M | 0.98% | +120+3.1% | Added |
| Guardian Wealth Advisors, LLC | 4,055 | $1.34M | 0.11% | +1,239+44.0% | Added |
| Cobblestone Capital Advisors LLC | 4,062 | $1.34M | 0.07% | −224−5.2% | Reduced |
| Birch Hill Investment Advisors LLC | 4,098 | $1.35M | 0.06% | −21−0.5% | Reduced |
| Counterweight Ventures, LLC | 4,108 | $1.35M | 0.97% | +142+3.6% | Added |
| Westhampton Capital, LLC | 4,110 | $1.36M | 0.74% | −400−8.9% | Reduced |
| Optimum Investment Advisors | 4,111 | $1.36M | 0.64% | −172−4.0% | Reduced |
| Texas Yale Capital Corp. | 4,112 | $1.36M | 0.06% | +448+12.2% | Added |
| K.J. Harrison & Partners Inc | 4,125 | $1.36M | 0.27% | +125+3.1% | Added |
| Lantz Financial LLC | 4,131 | $1.36M | 0.37% | +10+0.2% | Added |
| Inscription Capital, LLC | 3,732 | $1.37M | 0.23% | +3,732 | New |
| BBR Partners, LLC | 4,147 | $1.37M | 0.10% | −15−0.4% | Reduced |
| Philadelphia Trust Co | 4,148 | $1.37M | 0.12% | −22,926−84.7% | Reduced |
| Vista Private Wealth Partners. LLC | 4,150 | $1.37M | 0.49% | +4,150 | New |
| Hardy Reed LLC | 4,151 | $1.37M | 0.12% | +58+1.4% | Added |
| Washington Trust Co | 4,165 | $1.37M | 0.05% | −130−3.0% | Reduced |
| Acorn Wealth Advisors, LLC | 4,166 | $1.37M | 0.57% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 4,170 | $1.38M | 0.20% | −100−2.3% | Reduced |
| Midland Wealth Advisors LLC | 4,173 | $1.38M | 0.08% | −67−1.6% | Reduced |
| Allen Capital Group, LLC | 4,173 | $1.38M | 0.16% | −74−1.7% | Reduced |
| Aureus Asset Management, LLC | 4,178 | $1.38M | 0.10% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,683 | $1.38M | 0.08% | −407−8.0% | Reduced |
| Redwood Investment Management, LLC | 4,198 | $1.38M | 0.15% | +4,198 | New |
| Solstein Capital, LLC | 4,214 | $1.39M | 0.81% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 4,217 | $1.39M | 0.88% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 4,226 | $1.39M | 0.64% | −10−0.2% | Reduced |
| Cardiff Park Advisors, LLC | 4,233 | $1.40M | 0.14% | −17−0.4% | Reduced |
| Portside Wealth Group, LLC | 4,239 | $1.40M | 0.23% | −315−6.9% | Reduced |
| Boothbay Fund Management, LLC | 4,240 | $1.40M | 0.05% | +4,240 | New |
| Trinity Legacy Partners, LLC | 3,968 | $1.40M | 0.35% | −14,031−78.0% | Reduced |
| Smithfield Trust Co | 4,252 | $1.40M | 0.07% | +140+3.4% | Added |
| Signal Advisors Wealth, LLC | 4,249 | $1.40M | 0.14% | −85−2.0% | Reduced |
| IVC Wealth Advisors LLC | 4,253 | $1.40M | 0.75% | +268+6.7% | Added |
| Univest Financial Corp | 4,257 | $1.40M | 0.09% | −141−3.2% | Reduced |
| Courier Capital LLC | 4,262 | $1.41M | 0.09% | −72−1.7% | Reduced |
| Motiv8 Investments LLC | 4,262 | $1.41M | 0.93% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,266 | $1.41M | 0.12% | −46−1.1% | Reduced |
| Savvy Advisors, Inc. | 4,267 | $1.41M | 0.14% | +227+5.6% | Added |
| RNC Capital Management LLC | 4,280 | $1.41M | 0.07% | +1,948+83.5% | Added |
| Tower Bridge Advisors | 4,293 | $1.42M | 0.16% | +200+4.9% | Added |
| Roman Butler Fullerton & Co | 4,828 | $1.42M | 0.55% | −87−1.8% | Reduced |
| BTG Pactual Asset Management US LLC | 4,298 | $1.42M | 0.18% | −5,668−56.9% | Reduced |
| Sit Investment Associates Inc | 4,300 | $1.42M | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4,299 | $1.42M | 0.14% | +135+3.2% | Added |
| GPS Wealth Strategies Group, LLC | 4,311 | $1.42M | 0.19% | −420−8.9% | Reduced |
| Oak Harvest Investment Services | 4,319 | $1.42M | 0.20% | −36−0.8% | Reduced |
| Secured Retirement Advisors, LLC | 4,324 | $1.43M | 0.92% | −7,512−63.5% | Reduced |
| RiverFront Investment Group, LLC | 4,324 | $1.43M | 0.03% | +1,395+47.6% | Added |
| Diligent Investors, LLC | 4,325 | $1.43M | 0.35% | −475−9.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,330 | $1.43M | 0.35% | −61−1.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,332 | $1.43M | 0.09% | −837−16.2% | Reduced |
| Amarillo National Bank | 4,334 | $1.43M | 0.28% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 4,342 | $1.43M | 0.21% | −255−5.5% | Reduced |
| Rockland Trust Co | 4,352 | $1.44M | 0.07% | −598−12.1% | Reduced |
| Flagship Harbor Advisors, LLC | 4,358 | $1.44M | 0.08% | +6+0.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $1.44M | 0.05% | 00.0% | Unchanged |
| XML Financial, LLC | 4,375 | $1.44M | 0.13% | +74+1.7% | Added |
| NBC Securities, Inc. | 4,376 | $1.44M | 0.12% | +4,370+72,833.3% | Added |
| Blue Chip Partners, Inc. | 4,378 | $1.44M | 0.12% | −4−0.1% | Reduced |
| Founders Financial Securities LLC | 4,712 | $1.45M | 0.12% | +1,052+28.7% | Added |
| Burke & Herbert Bank & Trust Co | 4,415 | $1.46M | 0.35% | +215+5.1% | Added |
| Sunbelt Securities, Inc. | 4,421 | $1.46M | 0.13% | +713+19.2% | Added |
| Am Investment Strategies LLC | 4,429 | $1.46M | 0.35% | +45+1.0% | Added |
| RS Crum Inc. | 4,430 | $1.46M | 0.39% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4,432 | $1.46M | 0.60% | +989+28.7% | Added |
| Venturi Wealth Management, LLC | 4,437 | $1.46M | 0.08% | −80−1.8% | Reduced |
| Norway Savings Bank | 4,445 | $1.47M | 0.83% | −18−0.4% | Reduced |
| Charter Research & Investment Group, Inc. | 4,450 | $1.47M | 1.12% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 4,453 | $1.47M | 0.68% | −657−12.9% | Reduced |