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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 10,605 | $3.50M | 0.92% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 10,612 | $3.50M | 0.09% | +2,593+32.3% | Added |
| Lifeworks Advisors, LLC | 10,625 | $3.50M | 0.58% | +1,245+13.3% | Added |
| Tritonpoint Wealth, LLC | 10,659 | $3.52M | 0.33% | +90+0.9% | Added |
| Old National Bancorp | 10,678 | $3.52M | 0.09% | −1,404−11.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 10,716 | $3.53M | 0.26% | +584+5.8% | Added |
| Boyd Watterson Asset Management LLC | 10,729 | $3.54M | 1.13% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 10,782 | $3.56M | 1.28% | +208+2.0% | Added |
| Asset Management Group, Inc. | 10,806 | $3.56M | 0.66% | +35+0.3% | Added |
| Smith, Moore & Co. | 10,830 | $3.57M | 0.33% | −454−4.0% | Reduced |
| Slow Capital, Inc. | 10,834 | $3.57M | 0.48% | +142+1.3% | Added |
| Focus Financial Network, Inc. | 10,863 | $3.58M | 0.15% | −68−0.6% | Reduced |
| Creative Financial Designs Inc | 10,919 | $3.60M | 0.29% | −701−6.0% | Reduced |
| Stokes Capital Advisors, LLC | 10,933 | $3.61M | 0.92% | +10,933 | New |
| Moneta Group Investment Advisors LLC | 10,943 | $3.61M | 0.05% | −128−1.2% | Reduced |
| CPA Asset Management LLC | 11,009 | $3.63M | 1.60% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,073 | $3.65M | 0.07% | −86−0.8% | Reduced |
| Spirit of America Management Corp | 11,090 | $3.66M | 0.74% | −300−2.6% | Reduced |
| Whitener Capital Management, Inc. | 11,103 | $3.66M | 1.04% | −251−2.2% | Reduced |
| Money Concepts Capital Corp | 11,150 | $3.68M | 0.28% | +39+0.4% | Added |
| Providence Wealth Advisors, LLC | 11,178 | $3.68M | 2.79% | −111−1.0% | Reduced |
| Pure Financial Advisors, Inc. | 11,187 | $3.69M | 0.08% | +488+4.6% | Added |
| MWA Asset Management | 11,265 | $3.72M | 2.58% | +222+2.0% | Added |
| GAMMA Investing LLC | 11,311 | $3.73M | 0.28% | +2,745+32.0% | Added |
| MEMBERS Trust Co | 11,340 | $3.74M | 0.13% | −53−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 11,358 | $3.75M | 0.13% | −558−4.7% | Reduced |
| Jackson Square Capital, LLC | 11,361 | $3.75M | 1.22% | −5,528−32.7% | Reduced |
| Seizert Capital Partners, LLC | 11,401 | $3.76M | 0.17% | −143−1.2% | Reduced |
| Trust Co of Toledo NA | 11,491 | $3.79M | 0.50% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 11,540 | $3.81M | 0.05% | −796−6.5% | Reduced |
| Hudson Capital Management LLC | 11,547 | $3.81M | 1.16% | +652+6.0% | Added |
| Plimoth Trust Co LLC | 11,574 | $3.82M | 0.99% | −934−7.5% | Reduced |
| IHT Wealth Management, LLC | 11,636 | $3.84M | 0.12% | +1,699+17.1% | Added |
| Procyon Private Wealth Partners, LLC | 11,636 | $3.84M | 0.23% | +167+1.5% | Added |
| MV Capital Management, Inc. | 11,703 | $3.86M | 0.41% | +713+6.5% | Added |
| Sound View Wealth Advisors Group, LLC | 11,715 | $3.86M | 0.32% | −212−1.8% | Reduced |
| Raiffeisen Bank International AG | 11,735 | $3.87M | 0.06% | +2,808+31.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 11,734 | $3.87M | 0.67% | −613−5.0% | Reduced |
| Quadrant Capital Group LLC | 11,739 | $3.87M | 0.14% | +5,065+75.9% | Added |
| Regency Capital Management Inc. | 11,757 | $3.88M | 2.32% | +101+0.9% | Added |
| North Star Investment Management Corp. | 11,766 | $3.88M | 0.28% | −547−4.4% | Reduced |
| Argyle Capital Management Inc. | 11,769 | $3.88M | 1.44% | +210+1.8% | Added |
| Azimuth Capital Investment Management LLC | 11,810 | $3.89M | 0.16% | −515−4.2% | Reduced |
| Teamwork Financial Advisors, LLC | 11,823 | $3.90M | 0.54% | −2,045−14.7% | Reduced |
| Farther Finance Advisors, LLC | 11,843 | $3.91M | 0.10% | +3,481+41.6% | Added |
| Applied Capital LLC | 11,928 | $3.93M | 3.16% | −438−3.5% | Reduced |
| Signaturefd, LLC | 11,936 | $3.94M | 0.07% | +245+2.1% | Added |
| Trust Co of Vermont | 11,953 | $3.94M | 0.20% | −338−2.7% | Reduced |
| New Hampshire Trust | 11,962 | $3.95M | 0.90% | −86−0.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,986 | $3.95M | 0.02% | −2,733−18.6% | Reduced |
| Vista Investment Partners LLC | 12,071 | $3.98M | 1.21% | −135−1.1% | Reduced |
| Modus Advisors, LLC | 12,077 | $3.98M | 1.30% | −59−0.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 12,205 | $4.03M | 0.15% | +915+8.1% | Added |
| Sapient Capital LLC | 12,207 | $4.03M | 0.08% | −100−0.8% | Reduced |
| Meeder Advisory Services, Inc. | 12,208 | $4.03M | 0.24% | −137−1.1% | Reduced |
| Iowa State Bank | 12,220 | $4.03M | 0.86% | −377−3.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,236 | $4.04M | 0.01% | +8,634+239.7% | Added |
| Hallmark Capital Management Inc | 12,271 | $4.05M | 0.31% | −49−0.4% | Reduced |
| Alberta Investment Management Corp | 12,300 | $4.06M | 0.03% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 12,370 | $4.08M | 0.41% | −42−0.3% | Reduced |
| Jacobi Capital Management LLC | 12,416 | $4.09M | 0.30% | +149+1.2% | Added |
| Stonebridge Capital Management Inc | 12,422 | $4.10M | 1.77% | −275−2.2% | Reduced |
| Essex Financial Services, Inc. | 12,435 | $4.10M | 0.30% | −777−5.9% | Reduced |
| L & S Advisors Inc | 12,473 | $4.11M | 0.51% | +12,473 | New |
| Mather Group, LLC. | 12,474 | $4.11M | 0.05% | +518+4.3% | Added |
| Barbara Oil Co. | 12,500 | $4.12M | 1.67% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 12,554 | $4.14M | 0.04% | −105−0.8% | Reduced |
| Hayek Kallen Investment Management | 12,589 | $4.15M | 1.53% | −50.0% | Reduced |
| Smith, Salley & Associates | 12,617 | $4.16M | 0.27% | +4,093+48.0% | Added |
| Arkadios Wealth Advisors | 12,621 | $4.16M | 0.16% | +6,187+96.2% | Added |
| Ambassador Advisors, LLC | 12,626 | $4.16M | 0.73% | −252−2.0% | Reduced |
| IronBridge Private Wealth, LLC | 12,665 | $4.18M | 1.65% | −437−3.3% | Reduced |
| Allstate Corp | 12,700 | $4.19M | 0.12% | −1,693−11.8% | Reduced |
| Occidental Asset Management, LLC | 12,769 | $4.21M | 0.64% | +1,234+10.7% | Added |
| Ogorek Anthony Joseph | 12,778 | $4.21M | 1.39% | +216+1.7% | Added |
| Gilliland Jeter Wealth Management LLC | 12,779 | $4.21M | 1.49% | −375−2.9% | Reduced |
| Hodges Capital Management Inc. | 12,801 | $4.22M | 0.42% | −9,169−41.7% | Reduced |
| Ledyard National Bank | 12,822 | $4.23M | 0.42% | +148+1.2% | Added |
| Anchor Investment Management, LLC | 12,872 | $4.25M | 0.40% | −980−7.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,875 | $4.25M | 0.11% | +2,383+22.7% | Added |
| Capstone Investment Advisors, LLC | 12,877 | $4.25M | 0.04% | +12,449+2,908.6% | Added |
| Tudor Investment Corp Et Al | 12,902 | $4.26M | 0.04% | −33,028−71.9% | Reduced |
| Buckingham Strategic Partners | 13,036 | $4.30M | 0.07% | +1,413+12.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 13,052 | $4.30M | 0.86% | +450+3.6% | Added |
| Plato Investment Management Ltd | 12,929 | $4.31M | 0.36% | −1,665−11.4% | Reduced |
| Traynor Capital Management, Inc. | 13,123 | $4.33M | 0.37% | −137−1.0% | Reduced |
| FourThought Financial Partners, LLC | 13,201 | $4.35M | 0.46% | −52−0.4% | Reduced |
| Jericho Financial, LLP | 13,276 | $4.38M | 3.18% | +877+7.1% | Added |
| Webster Bank, N. A. | 13,298 | $4.39M | 0.48% | +235+1.8% | Added |
| Brown Brothers Harriman & Co | 13,306 | $4.39M | 0.03% | −20.0% | Reduced |
| United Capital Management of KS, Inc. | 13,450 | $4.44M | 0.92% | −17,618−56.7% | Reduced |
| Viewpoint Capital Management LLC | 13,505 | $4.45M | 2.40% | +200+1.5% | Added |
| Capital Asset Advisory Services LLC | 13,320 | $4.46M | 0.23% | +5,682+74.4% | Added |
| Resolute Wealth Strategies, LLC | 13,536 | $4.46M | 2.49% | +22+0.2% | Added |
| Truvestments Capital LLC | 13,607 | $4.49M | 0.97% | +3,411+33.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 13,616 | $4.49M | 0.85% | +488+3.7% | Added |
| Financial Advocates Investment Management | 13,653 | $4.50M | 0.32% | −542−3.8% | Reduced |
| Studio Investment Management LLC | 13,671 | $4.51M | 0.93% | −1,119−7.6% | Reduced |
| Snowden Capital Advisors LLC | 13,718 | $4.52M | 0.14% | −2,807−17.0% | Reduced |
| CWA Asset Management Group, LLC | 13,725 | $4.53M | 0.22% | +1,695+14.1% | Added |