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 |
|---|---|---|---|---|---|
| Norden Group LLC | 4,453 | $1.47M | 0.17% | −760−14.6% | Reduced |
| Old West Investment Management, LLC | 4,458 | $1.47M | 0.53% | +4,458 | New |
| RKL Wealth Management LLC | 4,462 | $1.47M | 0.14% | +20.0% | Added |
| Ascent Group, LLC | 4,467 | $1.47M | 0.06% | +2,828+172.5% | Added |
| BayBridge Capital Group, LLC | 4,473 | $1.48M | 1.06% | +2,469+123.2% | Added |
| SOL Capital Management CO | 4,487 | $1.48M | 0.16% | −20−0.4% | Reduced |
| Amussen Hunsaker Associates LLC | 4,488 | $1.48M | 0.20% | +150+3.5% | Added |
| Abc Arbitrage SA | 4,498 | $1.48M | 0.28% | +1,751+63.7% | Added |
| Western Wealth Management, LLC | 4,500 | $1.48M | 0.10% | −2,529−36.0% | Reduced |
| Inman Jager Wealth Management, LLC | 4,508 | $1.49M | 1.11% | −152−3.3% | Reduced |
| Widmann Financial Services, Inc. | 4,511 | $1.49M | 1.16% | +185+4.3% | Added |
| City State Bank | 4,513 | $1.49M | 0.49% | −37−0.8% | Reduced |
| Guerra Pan Advisors, LLC | 4,513 | $1.49M | 1.17% | +66+1.5% | Added |
| Kovack Advisors, Inc. | 4,515 | $1.49M | 0.16% | −779−14.7% | Reduced |
| Emprise Bank | 4,520 | $1.49M | 0.80% | −25−0.6% | Reduced |
| Colonial Trust Co | 4,522 | $1.49M | 0.23% | −48−1.1% | Reduced |
| Pitcairn Co | 4,548 | $1.50M | 0.09% | +571+14.4% | Added |
| Fundamentun, LLC | 4,553 | $1.50M | 0.08% | +1,192+35.5% | Added |
| Callan Family Office, LLC | 4,570 | $1.51M | 0.11% | −8,187−64.2% | Reduced |
| Evergreen Capital Management LLC | 4,571 | $1.51M | 0.05% | +103+2.3% | Added |
| Farmers Trust Co | 4,576 | $1.51M | 0.28% | 00.0% | Unchanged |
| Guardian Investment Management | 4,587 | $1.51M | 1.29% | −400−8.0% | Reduced |
| Canopy Partners, LLC | 4,588 | $1.51M | 0.59% | +7+0.2% | Added |
| Main Street Financial Solutions, LLC | 4,602 | $1.52M | 0.13% | −234−4.8% | Reduced |
| Cornerstone Wealth Group, LLC | 4,640 | $1.53M | 0.13% | +36+0.8% | Added |
| Donaldson Capital Management, LLC | 4,641 | $1.53M | 0.06% | −5−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,644 | $1.53M | 0.08% | +350+8.2% | Added |
| Simplicity Wealth,LLC | 4,646 | $1.53M | 0.12% | +2,447+111.3% | Added |
| InTrack Investment Management Inc | 4,656 | $1.54M | 1.39% | +848+22.3% | Added |
| Retirement Guys Formula LLC | 4,669 | $1.54M | 0.77% | +561+13.7% | Added |
| Westover Capital Advisors, LLC | 4,676 | $1.54M | 0.34% | +430+10.1% | Added |
| Tanglewood Legacy Advisors, LLC | 4,685 | $1.55M | 0.68% | 00.0% | Unchanged |
| First Manhattan Co | 4,689 | $1.55M | 0.00% | +361+8.3% | Added |
| Sunpointe, LLC | 4,699 | $1.55M | 0.83% | −330−6.6% | Reduced |
| Kerusso Capital Management LLC | 4,715 | $1.56M | 0.99% | +120+2.6% | Added |
| Institute for Wealth Management, LLC. | 4,715 | $1.56M | 0.20% | −313−6.2% | Reduced |
| Catalyst Financial Partners LLC | 4,749 | $1.57M | 0.29% | +85+1.8% | Added |
| Journey Advisory Group, LLC | 4,788 | $1.58M | 0.13% | −18−0.4% | Reduced |
| Nwam LLC | 4,792 | $1.58M | 0.14% | −12−0.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,373 | $1.59M | 0.52% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,830 | $1.59M | 0.12% | −378−7.3% | Reduced |
| KG&L Capital Management,LLC | 4,848 | $1.59M | 0.52% | +1,364+39.2% | Added |
| Cigna Investments Inc | 4,849 | $1.60M | 0.30% | −153−3.1% | Reduced |
| CFM Wealth Partners LLC | 4,853 | $1.60M | 0.28% | −556−10.3% | Reduced |
| Harbor Group, Inc. | 4,857 | $1.60M | 0.32% | +10.0% | Added |
| Diamant Asset Management, Inc. | 4,858 | $1.60M | 1.22% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,864 | $1.60M | 0.07% | +843+21.0% | Added |
| BankPlus Trust Department | 4,887 | $1.61M | 0.54% | +74+1.5% | Added |
| Pinnacle West Asset Management, Inc. | 4,895 | $1.61M | 1.17% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4,914 | $1.62M | 0.65% | +10.0% | Added |
| Larson Financial Group LLC | 4,923 | $1.62M | 0.08% | +493+11.1% | Added |
| Dumont & Blake Investment Advisors LLC | 4,929 | $1.63M | 0.46% | +20+0.4% | Added |
| West Oak Capital, LLC | 4,932 | $1.63M | 0.63% | −270−5.2% | Reduced |
| Princeton Capital Management LLC | 4,938 | $1.63M | 0.57% | −10.0% | Reduced |
| Bridgeway Capital Management, LLC | 4,940 | $1.63M | 0.04% | −1,000−16.8% | Reduced |
| Evelyn Partners Investment Management LLP | 4,953 | $1.63M | 0.05% | −90−1.8% | Reduced |
| Opes Wealth Management LLC | 4,957 | $1.63M | 0.33% | +10.0% | Added |
| High Falls Advisors, Inc | 4,974 | $1.64M | 0.39% | +59+1.2% | Added |
| Papp L Roy & Associates | 4,982 | $1.64M | 0.20% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 4,990 | $1.65M | 0.80% | −115−2.3% | Reduced |
| Charles Schwab Trust Co | 4,994 | $1.65M | 0.14% | −290−5.5% | Reduced |
| Cladis Investment Advisory, LLC | 5,000 | $1.65M | 1.19% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 5,002 | $1.65M | 0.46% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 5,016 | $1.65M | 0.35% | +204+4.2% | Added |
| WBH Advisory Inc | 5,031 | $1.66M | 0.15% | −390−7.2% | Reduced |
| Greenberg Financial Group | 2,345 | $1.66M | 0.70% | +2,345 | New |
| Sava Infond d.o.o. | 5,040 | $1.66M | 0.32% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 5,042 | $1.66M | 0.34% | +910+22.0% | Added |
| Advisory Alpha, LLC | 5,052 | $1.67M | 0.06% | +62+1.2% | Added |
| Corps Capital Advisors, LLC | 5,060 | $1.67M | 1.76% | +14+0.3% | Added |
| WD Rutherford LLC | 5,695 | $1.67M | 0.89% | −100−1.7% | Reduced |
| IFC Advisors LLC | 5,067 | $1.67M | 0.35% | −86−1.7% | Reduced |
| Moody National Bank Trust Division | 5,077 | $1.67M | 0.17% | +173+3.5% | Added |
| Beacon Investment Advisors LLC | 5,083 | $1.68M | 0.79% | +38+0.8% | Added |
| Y.D. More Investments Ltd | 5,088 | $1.68M | 0.15% | −312−5.8% | Reduced |
| Benedict Financial Advisors Inc | 5,090 | $1.68M | 0.39% | −103−2.0% | Reduced |
| Northern Financial Advisors Inc | 5,100 | $1.68M | 1.39% | −60−1.2% | Reduced |
| RD Lewis Holdings, Inc. | 5,224 | $1.69M | 1.91% | +20+0.4% | Added |
| Smartleaf Asset Management LLC | 5,139 | $1.69M | 0.16% | +292+6.0% | Added |
| Martingale Asset Management L P | 5,157 | $1.70M | 0.04% | −976−15.9% | Reduced |
| Exencial Wealth Advisors, LLC | 5,173 | $1.71M | 0.06% | +46+0.9% | Added |
| Wealth Group, Ltd. | 5,185 | $1.71M | 1.11% | +73+1.4% | Added |
| IFG Advisory, LLC | 5,193 | $1.71M | 0.09% | −165−3.1% | Reduced |
| CFC Planning Co LLC | 5,198 | $1.71M | 1.87% | +357+7.4% | Added |
| Wealthspire Advisors, LLC | 5,200 | $1.71M | 0.01% | −242−4.4% | Reduced |
| Applied Finance Capital Management, LLC | 5,225 | $1.72M | 0.13% | +283+5.7% | Added |
| True North Advisors, LLC | 5,227 | $1.72M | 0.31% | −228−4.2% | Reduced |
| Eldridge Investment Advisors, Inc. | 5,243 | $1.73M | 0.40% | −20−0.4% | Reduced |
| LGT Fund Management Co Ltd. | 5,249 | $1.73M | 0.16% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,257 | $1.73M | 0.07% | +1,745+49.7% | Added |
| Atlas Brown,Inc. | 5,276 | $1.74M | 0.61% | −65−1.2% | Reduced |
| Stratos Wealth Advisors, LLC | 5,298 | $1.75M | 0.10% | +337+6.8% | Added |
| Connecticut Wealth Management, LLC | 5,301 | $1.75M | 0.09% | −154−2.8% | Reduced |
| Golden State Equity Partners | 5,314 | $1.75M | 0.35% | +1,703+47.2% | Added |
| Frank, Rimerman Advisors LLC | 5,329 | $1.76M | 0.14% | +139+2.7% | Added |
| AdvisorNet Financial, Inc | 5,333 | $1.76M | 0.13% | −214−3.9% | Reduced |
| Patton Albertson Miller Group, LLC | 5,347 | $1.76M | 0.26% | +13+0.2% | Added |
| Garde Capital, Inc. | 5,357 | $1.77M | 0.10% | +10.0% | Added |
| Capital Investment Advisory Services, LLC | 5,384 | $1.78M | 0.16% | +360+7.2% | Added |
| Phoenix Holdings Ltd. | 5,368 | $1.78M | 0.03% | +2,667+98.7% | Added |