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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 6,521 | $2.15M | 0.27% | +234+3.7% | Added |
| AMG National Trust Bank | 6,546 | $2.16M | 0.06% | −60−0.9% | Reduced |
| Syon Capital LLC | 6,566 | $2.17M | 0.18% | +513+8.5% | Added |
| Garrett Investment Advisors LLC | 6,588 | $2.17M | 0.21% | +173+2.7% | Added |
| Mfg Wealth Management, Inc. | 6,589 | $2.17M | 2.08% | +226+3.6% | Added |
| Nemes Rush Group LLC | 6,619 | $2.18M | 0.28% | −126−1.9% | Reduced |
| Southeast Asset Advisors Inc. | 6,626 | $2.19M | 0.27% | +3,004+82.9% | Added |
| Court Place Advisors, LLC | 6,635 | $2.19M | 0.73% | −276−4.0% | Reduced |
| Heritage Wealth Management, Inc. | 6,638 | $2.19M | 0.75% | −437−6.2% | Reduced |
| Greenfield Savings Bank | 6,646 | $2.19M | 1.08% | +157+2.4% | Added |
| Old Mission Investment Co LLC | 6,650 | $2.19M | 0.66% | +225+3.5% | Added |
| Stamos Capital Partners, L.P. | 6,651 | $2.19M | 0.57% | −959−12.6% | Reduced |
| Redmond Asset Management, LLC | 6,661 | $2.20M | 0.57% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 6,693 | $2.21M | 0.29% | +330+5.2% | Added |
| Eagle Rock Investment Company, LLC | 6,700 | $2.21M | 0.38% | +775+13.1% | Added |
| Ar Asset Management Inc | 6,700 | $2.21M | 0.50% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,710 | $2.21M | 0.35% | +6,710 | New |
| Trust Investment Advisors | 6,767 | $2.23M | 1.44% | −454−6.3% | Reduced |
| Trueblood Wealth Management, LLC | 6,786 | $2.24M | 1.04% | +33+0.5% | Added |
| Chapin Davis, Inc. | 6,786 | $2.24M | 0.76% | −384−5.4% | Reduced |
| Staley Capital Advisers Inc | 6,800 | $2.24M | 0.10% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 6,814 | $2.25M | 2.02% | −15−0.2% | Reduced |
| Slagle Financial, LLC | 6,828 | $2.25M | 1.00% | −30−0.4% | Reduced |
| RFG Advisory, LLC | 6,863 | $2.26M | 0.06% | +124+1.8% | Added |
| Triangle Securities Wealth Management | 6,869 | $2.27M | 0.58% | +201+3.0% | Added |
| BCM Advisors, LLC | 7,001 | $2.27M | 0.51% | −42−0.6% | Reduced |
| Sargent Investment Group, LLC | 6,906 | $2.28M | 0.36% | +394+6.1% | Added |
| Camden Capital, LLC | 6,914 | $2.28M | 0.24% | +878+14.5% | Added |
| Valley National Advisers Inc | 6,926 | $2.28M | 0.41% | +276+4.2% | Added |
| Clearbridge Investments, LLC | 6,945 | $2.29M | 0.00% | +1,351+24.2% | Added |
| Gladstone Institutional Advisory LLC | 6,948 | $2.29M | 0.11% | −2,424−25.9% | Reduced |
| Modera Wealth Management, LLC | 6,953 | $2.29M | 0.03% | −171−2.4% | Reduced |
| Franklin Street Advisors Inc | 6,961 | $2.30M | 0.16% | −43−0.6% | Reduced |
| Quest Investment Management LLC | 6,968 | $2.30M | 0.28% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,972 | $2.30M | 1.28% | −176−2.5% | Reduced |
| Schear Investment Advisers, LLC | 6,981 | $2.30M | 1.33% | +117+1.7% | Added |
| Ostrum Asset Management | 6,999 | $2.31M | 0.12% | +1,751+33.4% | Added |
| Hennessy Advisors Inc | 7,000 | $2.31M | 0.08% | −1,600−18.6% | Reduced |
| Sumitomo Life Insurance Co | 7,009 | $2.31M | 0.08% | −108−1.5% | Reduced |
| Forefront Wealth Management Inc. | 7,011 | $2.31M | 2.14% | +31+0.4% | Added |
| Vivid Wealth Management, LLC | 7,027 | $2.32M | 1.16% | +419+6.3% | Added |
| Cross Staff Investments Inc | 7,066 | $2.33M | 1.76% | −38−0.5% | Reduced |
| Stone Point Wealth LLC | 7,077 | $2.33M | 0.79% | +325+4.8% | Added |
| Capital & Planning, LLC | 7,119 | $2.35M | 1.74% | +395+5.9% | Added |
| Fieldview Capital Management, LLC | 7,160 | $2.36M | 0.33% | −830−10.4% | Reduced |
| Forum Financial Management, LP | 7,177 | $2.37M | 0.04% | +129+1.8% | Added |
| Umpqua Bank | 7,202 | $2.38M | 0.82% | −72−1.0% | Reduced |
| Glen Eagle Advisors, LLC | 7,209 | $2.38M | 0.39% | +410+6.0% | Added |
| G&S Capital LLC | 7,293 | $2.41M | 1.02% | +172+2.4% | Added |
| Argent Advisors, Inc. | 7,319 | $2.41M | 0.81% | +340+4.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,324 | $2.42M | 1.35% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 7,333 | $2.42M | 0.77% | −906−11.0% | Reduced |
| Arrow Financial Corp | 7,337 | $2.42M | 0.27% | −6,376−46.5% | Reduced |
| Berkshire Bank | 7,356 | $2.43M | 0.59% | −146−1.9% | Reduced |
| Tyche Wealth Partners LLC | 7,409 | $2.44M | 0.53% | +172+2.4% | Added |
| Brighton Jones LLC | 7,431 | $2.45M | 0.08% | +22+0.3% | Added |
| Rollins Financial Advisors, LLC | 7,440 | $2.45M | 0.43% | +242+3.4% | Added |
| Indiana Trust & Investment Management CO | 7,454 | $2.46M | 0.89% | +155+2.1% | Added |
| Linden Thomas Advisory Services, LLC | 7,489 | $2.47M | 0.32% | +501+7.2% | Added |
| Banque Transatlantique SA | 7,530 | $2.48M | 0.08% | −906−10.7% | Reduced |
| Becker Capital Management Inc | 7,536 | $2.49M | 0.08% | −259−3.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,539 | $2.49M | 0.14% | +86+1.2% | Added |
| D. Scott Neal, Inc. | 7,549 | $2.49M | 1.38% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 7,560 | $2.49M | 1.26% | −75−1.0% | Reduced |
| Exchange Bank | 7,575 | $2.50M | 2.02% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 7,581 | $2.50M | 0.45% | +168+2.3% | Added |
| JBR Co Financial Management Inc | 7,612 | $2.51M | 1.47% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 7,622 | $2.51M | 1.39% | +187+2.5% | Added |
| Pine Valley Investments Ltd Liability Co | 7,639 | $2.52M | 0.16% | +128+1.7% | Added |
| Orleans Capital Management Corp | 7,663 | $2.53M | 1.49% | +45+0.6% | Added |
| Leonteq Securities AG | 7,727 | $2.53M | 0.19% | +1,776+29.8% | Added |
| Choate Investment Advisors | 7,681 | $2.53M | 0.06% | +244+3.3% | Added |
| Maven Securities LTD | 7,704 | $2.54M | 0.56% | +6,776+730.2% | Added |
| Lake Street Financial LLC | 7,711 | $2.54M | 0.41% | +532+7.4% | Added |
| MB, Levis & Associates, LLC | 7,724 | $2.55M | 1.18% | +10+0.1% | Added |
| Old Port Advisors | 7,724 | $2.55M | 0.76% | −150−1.9% | Reduced |
| Little House Capital LLC | 7,731 | $2.55M | 0.70% | +432+5.9% | Added |
| St Germain D J Co Inc | 7,731 | $2.55M | 0.12% | −614−7.4% | Reduced |
| Harbor Capital Advisors, Inc. | 7,737 | $2.55M | 0.12% | −3,106−28.6% | Reduced |
| Private Trust Co NA | 7,762 | $2.56M | 0.26% | −691−8.2% | Reduced |
| Oxbow Advisors, LLC | 7,768 | $2.56M | 0.27% | −76−1.0% | Reduced |
| Gifford Fong Associates | 7,800 | $2.57M | 0.64% | 00.0% | Unchanged |
| Valley Brook Capital Group | 7,801 | $2.57M | 2.02% | −129−1.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,805 | $2.57M | 0.17% | +4+0.1% | Added |
| Howland Capital Management LLC | 7,817 | $2.58M | 0.11% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7,829 | $2.58M | 0.16% | −136−1.7% | Reduced |
| Field & Main Bank | 7,857 | $2.59M | 0.91% | −24−0.3% | Reduced |
| Petredis Investment Advisors LLC | 7,868 | $2.59M | 0.27% | +7,868 | New |
| Loudon Investment Management, LLC | 7,888 | $2.60M | 1.49% | −100−1.3% | Reduced |
| Fruth Investment Management | 7,898 | $2.60M | 0.72% | −5−0.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 7,918 | $2.61M | 0.03% | −25−0.3% | Reduced |
| First Horizon Advisors, Inc. | 7,921 | $2.61M | 0.07% | −46−0.6% | Reduced |
| Adirondack Trust Co | 7,953 | $2.62M | 1.02% | −134−1.7% | Reduced |
| Focused Wealth Management, Inc | 7,962 | $2.63M | 0.36% | +224+2.9% | Added |
| MidWestOne Financial Group, Inc. | 7,987 | $2.63M | 0.37% | +68+0.9% | Added |
| Stonegate Investment Group, LLC | 7,992 | $2.64M | 0.07% | −71−0.9% | Reduced |
| Concord Asset Management, LLC | 8,992 | $2.66M | 0.59% | +2,903+47.7% | Added |
| Oddo BHF Asset Management SAS | 8,093 | $2.67M | 0.11% | −1,903−19.0% | Reduced |
| Gables Capital Management Inc. | 8,115 | $2.68M | 1.32% | +525+6.9% | Added |
| Boltwood Capital Management | 8,195 | $2.70M | 0.82% | −40−0.5% | Reduced |