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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 8,195 | $2.70M | 0.13% | −272−3.2% | Reduced |
| Monetary Management Group Inc | 8,212 | $2.71M | 0.73% | −2,015−19.7% | Reduced |
| Hudock, Inc. | 8,213 | $2.71M | 0.47% | −1,098−11.8% | Reduced |
| Qtron Investments LLC | 8,216 | $2.71M | 0.41% | −371−4.3% | Reduced |
| Park National Corp | 8,222 | $2.71M | 0.10% | −76−0.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 8,246 | $2.72M | 0.56% | −8,793−51.6% | Reduced |
| Tradewinds, LLC. | 8,252 | $2.72M | 0.77% | +16+0.2% | Added |
| Graypoint LLC | 8,258 | $2.72M | 0.17% | −2,408−22.6% | Reduced |
| Ballentine Partners, LLC | 8,291 | $2.73M | 0.05% | −195−2.3% | Reduced |
| Radnor Capital Management, LLC | 8,312 | $2.74M | 0.46% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 8,323 | $2.74M | 1.34% | −7,124−46.1% | Reduced |
| Hanson & Doremus Investment Management | 8,342 | $2.75M | 0.40% | −35−0.4% | Reduced |
| Inspire Advisors, LLC | 8,350 | $2.75M | 0.32% | +1,507+22.0% | Added |
| Bernard Wealth Management Corp. | 8,390 | $2.77M | 1.35% | +54+0.6% | Added |
| Gould Capital, LLC | 8,400 | $2.77M | 1.94% | −121−1.4% | Reduced |
| Horizon Investments, LLC | 8,478 | $2.78M | 0.08% | +211+2.6% | Added |
| Daymark Wealth Partners, LLC | 8,450 | $2.79M | 0.12% | −119,968−93.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,458 | $2.79M | 0.98% | +41+0.5% | Added |
| MUFG Securities Americas Inc. | 8,460 | $2.79M | 0.32% | +1,332+18.7% | Added |
| Davidson Capital Management Inc. | 8,500 | $2.80M | 0.76% | −1,167−12.1% | Reduced |
| Clune & Associates, Ltd. | 8,506 | $2.81M | 0.86% | +9+0.1% | Added |
| River Street Advisors LLC | 8,522 | $2.81M | 1.39% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 8,536 | $2.82M | 1.07% | −415−4.6% | Reduced |
| Abn Amro Investment Solutions | 8,565 | $2.82M | 0.06% | +66+0.8% | Added |
| Naviter Wealth, LLC | 8,577 | $2.83M | 0.34% | +40+0.5% | Added |
| Prudential PLC | 8,629 | $2.85M | 0.01% | −3,329−27.8% | Reduced |
| Worldquant Millennium Advisors LLC | 8,676 | $2.86M | 0.02% | +4,404+103.1% | Added |
| Cullen Investment Group, Ltd. | 8,690 | $2.87M | 0.43% | −73−0.8% | Reduced |
| AlTi Global, Inc. | 8,749 | $2.89M | 0.08% | −406−4.4% | Reduced |
| Westpac Banking Corp | 8,767 | $2.89M | 0.21% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 8,800 | $2.90M | 0.62% | −1,000−10.2% | Reduced |
| HITE Hedge Asset Management LLC | 8,817 | $2.91M | 0.18% | −2,360−21.1% | Reduced |
| Foundations Investment Advisors, LLC | 8,844 | $2.92M | 0.05% | +1,157+15.1% | Added |
| Quest Partners LLC | 8,859 | $2.92M | 0.32% | +7,126+411.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,878 | $2.93M | 1.90% | −38−0.4% | Reduced |
| KMG Fiduciary Partners, LLC | 8,884 | $2.93M | 0.24% | +4,794+117.2% | Added |
| Douglass Winthrop Advisors, LLC | 8,885 | $2.93M | 0.06% | −17−0.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,915 | $2.94M | 0.28% | −60−0.7% | Reduced |
| Cannon Advisors, Inc. | 8,932 | $2.95M | 2.71% | −283−3.1% | Reduced |
| Fairfield Financial Advisors, LTD | 8,959 | $2.95M | 1.11% | +1,686+23.2% | Added |
| South Dakota Investment Council | 8,964 | $2.96M | 0.06% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 8,990 | $2.96M | 0.36% | +1,195+15.3% | Added |
| Mill Capital Management, LLC | 8,999 | $2.97M | 0.24% | −738−7.6% | Reduced |
| Aire Advisors, LLC | 9,017 | $2.97M | 0.63% | −200−2.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,025 | $2.98M | 0.20% | +662+7.9% | Added |
| McKinley Carter Wealth Services, Inc. | 9,060 | $2.99M | 0.18% | −94−1.0% | Reduced |
| Arete Wealth Advisors, LLC | 9,063 | $2.99M | 0.23% | +1,916+26.8% | Added |
| Pensionmark Financial Group, LLC | 9,089 | $3.00M | 0.08% | −1,238−12.0% | Reduced |
| Buckley Wealth Management, LLC | 9,190 | $3.03M | 0.94% | 00.0% | Unchanged |
| Change Path, LLC | 9,192 | $3.03M | 0.09% | +1,022+12.5% | Added |
| First National Bank & Trust Co of Newtown | 9,222 | $3.04M | 0.64% | −10−0.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,262 | $3.05M | 1.45% | +40.0% | Added |
| Fidelis Capital Partners, LLC | 9,970 | $3.06M | 0.32% | −35−0.3% | Reduced |
| SevenBridge Financial Group, LLC | 8,954 | $3.07M | 0.60% | +2,550+39.8% | Added |
| 1st Source Bank | 9,303 | $3.07M | 0.18% | +44+0.5% | Added |
| Palisade Asset Management, LLC | 9,347 | $3.08M | 0.32% | −35−0.4% | Reduced |
| Cambridge Advisors Inc. | 9,364 | $3.09M | 0.68% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,395 | $3.10M | 0.13% | −763−7.5% | Reduced |
| HBK Sorce Advisory LLC | 9,409 | $3.10M | 0.09% | +93+1.0% | Added |
| Compagnie Lombard Odier SCmA | 9,447 | $3.12M | 0.04% | −11,304−54.5% | Reduced |
| V-Square Quantitative Management LLC | 9,467 | $3.12M | 0.46% | +459+5.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,478 | $3.13M | 0.65% | +10.0% | Added |
| Evercore Wealth Management, LLC | 9,484 | $3.13M | 0.05% | −683−6.7% | Reduced |
| Cumberland Advisors Inc | 9,553 | $3.15M | 1.43% | −297−3.0% | Reduced |
| Ritholtz Wealth Management | 9,587 | $3.16M | 0.09% | +40.0% | Added |
| Credit Industriel Et Commercial | 9,604 | $3.17M | 0.57% | +9,604 | New |
| Cullen/Frost Bankers, Inc. | 9,609 | $3.17M | 0.04% | −742−7.2% | Reduced |
| Wellington Shields & Co., LLC | 9,637 | $3.18M | 0.99% | +29+0.3% | Added |
| Finer Wealth Management, Inc. | 9,680 | $3.19M | 1.91% | +251+2.7% | Added |
| RB Capital Management, LLC | 9,702 | $3.20M | 0.78% | −44−0.5% | Reduced |
| Nilsine Partners, LLC | 9,713 | $3.20M | 0.35% | −85−0.9% | Reduced |
| SeaCrest Wealth Management, LLC | 9,755 | $3.22M | 0.36% | +123+1.3% | Added |
| First Dallas Securities Inc. | 9,854 | $3.25M | 1.36% | −14−0.1% | Reduced |
| Delta Capital Management LLC | 9,880 | $3.26M | 1.89% | +8,880+888.0% | Added |
| Family Management Corp | 9,944 | $3.28M | 0.54% | +406+4.3% | Added |
| LMG Wealth Partners, LLC | 9,959 | $3.28M | 0.73% | +67+0.7% | Added |
| RFG - Bristol Wealth Advisors, LLC | 9,967 | $3.29M | 1.10% | +842+9.2% | Added |
| Kinloch Capital, LLC | 9,992 | $3.30M | 1.58% | −605−5.7% | Reduced |
| Fisher Funds Management LTD | 10,023 | $3.31M | 0.08% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 10,103 | $3.33M | 0.74% | +625+6.6% | Added |
| Gluskin Sheff & Assoc Inc | 10,125 | $3.34M | 0.43% | −28−0.3% | Reduced |
| Concord Wealth Partners | 10,209 | $3.37M | 0.55% | +973+10.5% | Added |
| VestGen Advisors, LLC | 10,214 | $3.37M | 0.15% | +10,214 | New |
| Modern Wealth Management, LLC | 10,217 | $3.37M | 0.11% | +310+3.1% | Added |
| Parallel Advisors, LLC | 10,230 | $3.37M | 0.08% | +134+1.3% | Added |
| Consolidated Capital Management, LLC | 10,246 | $3.38M | 1.40% | +626+6.5% | Added |
| Argent Trust Co | 10,246 | $3.38M | 0.14% | −542−5.0% | Reduced |
| Naples Global Advisors, LLC | 10,257 | $3.38M | 0.32% | +408+4.1% | Added |
| Whalerock Point Partners, LLC | 10,342 | $3.41M | 0.81% | −450−4.2% | Reduced |
| NorthRock Partners, LLC | 10,348 | $3.41M | 0.11% | +277+2.8% | Added |
| Verdence Capital Advisors LLC | 10,415 | $3.43M | 0.26% | −188−1.8% | Reduced |
| DT Investment Partners, LLC | 10,448 | $3.45M | 0.33% | −2,026−16.2% | Reduced |
| Zhang Financial LLC | 10,485 | $3.46M | 0.18% | +1,327+14.5% | Added |
| PEAK6 LLC | 10,520 | $3.47M | 0.14% | +10,518+525,900.0% | Added |
| BLB&B Advisors, LLC | 10,521 | $3.47M | 0.18% | +15+0.1% | Added |
| Diversified Trust Co | 10,542 | $3.48M | 0.09% | +2,915+38.2% | Added |
| Great Valley Advisor Group, Inc. | 10,552 | $3.48M | 0.07% | +444+4.4% | Added |
| Rokos Capital Management LLP | 10,558 | $3.48M | 0.09% | +10,558 | New |
| Advisors Asset Management, Inc. | 10,584 | $3.49M | 0.07% | −6,124−36.7% | Reduced |
| Heritage Trust Co | 10,599 | $3.50M | 0.42% | +763+7.8% | Added |