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; 4,069 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
- 2,903
- −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
- 1,181 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 | 4,069 | $351.1B |
| Q1 2026 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $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 |
|---|---|---|---|---|---|
| Financial Network Wealth Advisors LLC | 114 | $37.6K | 0.05% | +14+14.0% | Added |
| Trivant Custom Portfolio Group, LLC | 115 | $37.9K | 0.02% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 117 | $38.6K | 0.02% | −51−30.4% | Reduced |
| Quarry LP | 117 | $38.6K | 0.01% | +20+20.6% | Added |
| Millstone Evans Group, LLC | 120 | $39.6K | 0.03% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 436 | $40.2K | 0.02% | +337+340.4% | Added |
| Robinswood Financial LLC | 124 | $40.9K | 0.02% | +124 | New |
| Riggs Asset Managment Co. Inc. | 124 | $40.9K | 0.01% | −1−0.8% | Reduced |
| CGC Financial Services, LLC | 126 | $41.6K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 133 | $44.0K | 0.00% | −10,621−98.8% | Reduced |
| Syntax Research, Inc. | 135 | $44.5K | 0.03% | −3−2.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 136 | $44.9K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 137 | $45.2K | 0.01% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 137 | $45.2K | 0.04% | +137 | New |
| Bellwether Advisors, LLC | 140 | $46.2K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 144 | $47.5K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 145 | $47.8K | 0.01% | +145 | New |
| IMA Wealth, Inc. | 145 | $47.8K | 0.01% | +145 | New |
| Iron Horse Wealth Management, LLC | 146 | $48.2K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 149 | $49.2K | 0.05% | −32−17.7% | Reduced |
| HWG Holdings LP | 150 | $49.5K | 0.02% | +150 | New |
| Private Wealth Management Group, LLC | 151 | $49.8K | 0.02% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 152 | $50.1K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 152 | $50.1K | 0.03% | +10+7.0% | Added |
| Banque de Luxembourg S.A. | 157 | $51.8K | 0.03% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 157 | $51.8K | 0.04% | +157 | New |
| Tacita Capital Inc | 159 | $52.4K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 159 | $52.4K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 164 | $54.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 174 | $57.4K | 0.00% | −78−31.0% | Reduced |
| eCIO, Inc. | 176 | $58.0K | 0.02% | +176 | New |
| Founders Capital Management | 180 | $59.4K | 0.04% | −47−20.7% | Reduced |
| Morgan Dempsey Capital Management LLC | 180 | $59.4K | 0.02% | −20−10.0% | Reduced |
| Dunhill Financial, LLC | 185 | $61.1K | 0.03% | −20−9.8% | Reduced |
| Capital A Wealth Management, LLC | 187 | $61.5K | 0.06% | +1+0.5% | Added |
| Proathlete Wealth Management LLC | 188 | $62.0K | 0.02% | +188 | New |
| Murphy & Mullick Capital Management Corp | 189 | $62.3K | 0.06% | +25+15.2% | Added |
| New England Capital Financial Advisors LLC | 189 | $62.4K | 0.03% | 00.0% | Unchanged |
| Saudi Central Bank | 190 | $62.7K | 0.33% | +190 | New |
| Godsey & Gibb Associates | 193 | $63.7K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 200 | $66.0K | 0.04% | 00.0% | Unchanged |
| Estabrook Capital Management | 200 | $66.0K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $66.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 202 | $67.0K | 0.01% | +2+1.0% | Added |
| TruNorth Capital Management, LLC | 204 | $67.3K | 0.02% | +59+40.7% | Added |
| Evelyn Partners Investment Management Services Ltd | 213 | $70.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 214 | $70.5K | 0.05% | +1+0.5% | Added |
| Centerpoint Advisors, LLC | 215 | $71.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 218 | $71.9K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 217 | $72.0K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 220 | $72.6K | 0.04% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 222 | $73.4K | 0.01% | +222 | New |
| Marshall & Sterling Wealth Advisors Inc. | 223 | $73.6K | 0.05% | +8+3.7% | Added |
| Elite Financial, Inc. | 225 | $74.0K | 0.04% | +225 | New |
| Horrell Capital Management, Inc. | 226 | $74.5K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 228 | $75.2K | 0.03% | 00.0% | Unchanged |
| One River Asset Management, LLC | 226 | $75.6K | 0.28% | −18,542−98.8% | Reduced |
| Mizuho Securities Co. Ltd. | 230 | $75.9K | 0.90% | −140−37.8% | Reduced |
| Sachetta, LLC | 234 | $77.2K | 0.03% | −6−2.5% | Reduced |
| Wolff Wiese Magana LLC | 234 | $77.2K | 0.05% | +43+22.5% | Added |
| NewSquare Capital LLC | 235 | $77.5K | 0.01% | −17,387−98.7% | Reduced |
| McClarren Financial Advisors, Inc. | 331 | $78.0K | 0.05% | +331 | New |
| Kings Path Partners LLC | 237 | $78.2K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 245 | $80.8K | 0.08% | +54+28.3% | Added |
| Horizons Wealth Management | 249 | $82.1K | 0.06% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 250 | $82.5K | 0.01% | −1,050−80.8% | Reduced |
| St. Johns Investment Management Company, LLC | 250 | $82.5K | 0.04% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 250 | $82.5K | 0.02% | 00.0% | Unchanged |
| Caption Management, LLC | 250 | $82.5K | 0.00% | +250 | New |
| TSFG, LLC | 254 | $84.0K | 0.02% | +25+10.9% | Added |
| Hurley Capital, LLC | 257 | $84.8K | 0.06% | +1+0.4% | Added |
| Centennial Bank | 261 | $86.1K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 268 | $88.5K | 0.04% | +37+16.0% | Added |
| Future Financial Wealth Managment LLC | 269 | $88.7K | 0.07% | −50−15.7% | Reduced |
| Bruce G. Allen Investments, LLC | 271 | $89.4K | 0.07% | −104−27.7% | Reduced |
| Wood Tarver Financial Group, LLC | 274 | $90.2K | 0.03% | +1+0.4% | Added |
| Fourth Dimension Wealth, LLC | 275 | $90.7K | 0.04% | +39+16.5% | Added |
| Ossiam | 281 | $92.7K | 0.00% | −4,407−94.0% | Reduced |
| GW&K Investment Management, LLC | 283 | $93.0K | 0.00% | +36+14.6% | Added |
| TCTC Holdings, LLC | 292 | $96.3K | 0.00% | +96+49.0% | Added |
| BFSG, LLC | 296 | $97.6K | 0.01% | −7−2.3% | Reduced |
| Global Wealth Strategies & Associates | 298 | $98.3K | 0.03% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 300 | $98.9K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 300 | $98.9K | 0.04% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 301 | $99.0K | 0.03% | −5−1.6% | Reduced |
| Winthrop Capital Management, LLC | 304 | $100.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 306 | $100.9K | 0.03% | 00.0% | Unchanged |
| Graney & King, LLC | 310 | $102.1K | 0.08% | +2+0.6% | Added |
| Morton Brown Family Wealth, LLC | 311 | $102.6K | 0.03% | +21+7.2% | Added |
| SOA Wealth Advisors, LLC. | 315 | $103.7K | 0.02% | +82+35.2% | Added |
| Clark Wealth Partners | 316 | $104.2K | 0.08% | −17−5.1% | Reduced |
| Darwin Advisors, LLC | 289 | $105.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 319 | $105.1K | 0.02% | −2−0.6% | Reduced |
| Sierra Ocean, LLC | 326 | $107.7K | 0.09% | +3+0.9% | Added |
| Bear Mountain Capital, Inc. | 352 | $108.2K | 0.04% | +7+2.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 329 | $108.6K | 0.00% | −17−4.9% | Reduced |
| Itau Unibanco Holding S.A. | 337 | $111.0K | 0.00% | +337 | New |
| JNBA Financial Advisors | 339 | $111.8K | 0.01% | +100+41.8% | Added |
| Ameliora Wealth Management Ltd. | 342 | $112.8K | 0.04% | −223−39.5% | Reduced |
| Center for Financial Planning, Inc. | 350 | $115.4K | 0.01% | 00.0% | Unchanged |