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 |
|---|---|---|---|---|---|
| Bridge Creek Capital Management LLC | 17,436 | $5.75M | 1.81% | +75+0.4% | Added |
| Equitable Holdings, Inc. | 17,546 | $5.79M | 0.05% | +2,251+14.7% | Added |
| Level Four Advisory Services, LLC | 17,559 | $5.79M | 0.24% | +1,498+9.3% | Added |
| Empirical Finance, LLC | 17,705 | $5.84M | 0.35% | +219+1.3% | Added |
| Oak Harbor Wealth Partners, LLC | 17,713 | $5.84M | 1.67% | 00.0% | Unchanged |
| CCM Investment Group, LLC | 17,751 | $5.85M | 0.62% | +3,981+28.9% | Added |
| Foster & Motley Inc | 17,818 | $5.88M | 0.37% | +869+5.1% | Added |
| Resources Investment Advisors, LLC. | 17,871 | $5.89M | 0.07% | −672−3.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,926 | $5.91M | 0.23% | +8,369+87.6% | Added |
| Moors & Cabot, Inc. | 17,965 | $5.93M | 0.30% | −3,236−15.3% | Reduced |
| Aries Wealth Management | 17,992 | $5.93M | 1.61% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 18,088 | $5.97M | 1.04% | −20−0.1% | Reduced |
| Vestcor Inc | 18,124 | $5.98M | 0.20% | +356+2.0% | Added |
| Neville Rodie & Shaw Inc | 18,145 | $5.98M | 0.47% | −175−1.0% | Reduced |
| King Luther Capital Management Corp | 18,150 | $5.99M | 0.03% | −520−2.8% | Reduced |
| Northeast Investment Management | 18,153 | $5.99M | 0.28% | −2,001−9.9% | Reduced |
| Highland Capital Management, LLC | 18,268 | $6.02M | 0.36% | +1,669+10.1% | Added |
| Kiley Juergens Wealth Management, LLC | 18,326 | $6.04M | 1.61% | −84−0.5% | Reduced |
| Caldwell Trust Co | 18,399 | $6.07M | 0.65% | −206−1.1% | Reduced |
| Transform Wealth, LLC | 18,438 | $6.08M | 0.37% | −305−1.6% | Reduced |
| Sonora Investment Management Group, LLC | 18,451 | $6.09M | 0.48% | +2,654+16.8% | Added |
| EagleClaw Capital Managment, LLC | 18,550 | $6.12M | 0.96% | +1,400+8.2% | Added |
| Edgestream Partners, L.P. | 18,596 | $6.13M | 0.21% | +15,864+580.7% | Added |
| Mutual Advisors, LLC | 20,090 | $6.16M | 0.18% | +2,490+14.1% | Added |
| AE Wealth Management LLC | 18,801 | $6.20M | 0.05% | −6,372−25.3% | Reduced |
| Wedbush Securities Inc | 18,853 | $6.22M | 0.23% | −468−2.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 17,876 | $6.22M | 0.34% | +17,876 | New |
| Pinnacle Financial Partners Inc | 17,975 | $6.25M | 0.13% | −578−3.1% | Reduced |
| Spears Abacus Advisors LLC | 19,009 | $6.27M | 0.13% | −216−1.1% | Reduced |
| Summitry LLC | 19,126 | $6.31M | 0.32% | +1,636+9.4% | Added |
| Creekmur Asset Management LLC | 19,258 | $6.35M | 1.33% | −914−4.5% | Reduced |
| Physicians Financial Services, Inc. | 19,334 | $6.38M | 2.07% | +951+5.2% | Added |
| Koshinski Asset Management, Inc. | 19,386 | $6.39M | 0.54% | −199−1.0% | Reduced |
| LMR Partners LLP | 19,402 | $6.40M | 0.13% | +18,540+2,150.8% | Added |
| Community Bank of Raymore | 19,466 | $6.42M | 5.19% | +355+1.9% | Added |
| Boit C F David | 19,500 | $6.43M | 3.23% | 00.0% | Unchanged |
| Spinnaker Trust | 19,560 | $6.45M | 0.42% | −1,750−8.2% | Reduced |
| Assetmark, Inc | 19,614 | $6.47M | 0.02% | +812+4.3% | Added |
| Bleakley Financial Group, LLC | 19,748 | $6.51M | 0.21% | +388+2.0% | Added |
| Valeo Financial Advisors, LLC | 19,760 | $6.52M | 0.18% | −175−0.9% | Reduced |
| Churchill Management Corp | 19,797 | $6.53M | 0.08% | −219−1.1% | Reduced |
| Bryn Mawr Trust Co | 19,868 | $6.55M | 0.12% | −2,564−11.4% | Reduced |
| Sentry LLC | 19,904 | $6.56M | 1.28% | +1,623+8.9% | Added |
| Parcion Private Wealth LLC | 19,924 | $6.57M | 0.54% | +281+1.4% | Added |
| Tema ETFs LLC | 19,958 | $6.58M | 1.97% | +6,630+49.7% | Added |
| First Financial Bank - Trust Division | 20,021 | $6.60M | 0.64% | −2,093−9.5% | Reduced |
| Integrated Wealth Concepts LLC | 20,064 | $6.62M | 0.08% | +1,840+10.1% | Added |
| Integrity Alliance, LLC. | 20,181 | $6.66M | 0.26% | +18,658+1,225.1% | Added |
| Kingswood Wealth Advisors, LLC | 20,280 | $6.69M | 0.61% | −2,626−11.5% | Reduced |
| Searle & Co. | 20,353 | $6.71M | 1.91% | 00.0% | Unchanged |
| Howe & Rusling Inc | 20,468 | $6.75M | 0.57% | −614−2.9% | Reduced |
| New Age Alpha Advisors, LLC | 20,474 | $6.75M | 0.30% | −7,279−26.2% | Reduced |
| Sagespring Wealth Partners, LLC | 20,495 | $6.76M | 0.17% | +956+4.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 20,540 | $6.77M | 0.20% | 00.0% | Unchanged |
| Welch & Forbes LLC | 20,721 | $6.83M | 0.09% | −868−4.0% | Reduced |
| BKD Wealth Advisors, LLC | 20,724 | $6.83M | 0.16% | −1,255−5.7% | Reduced |
| GWN Securities Inc. | 19,855 | $6.87M | 0.39% | +16,999+595.2% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 20,857 | $6.88M | 0.07% | +10.0% | Added |
| Andra AP-fonden | 20,900 | $6.89M | 0.11% | −45,800−68.7% | Reduced |
| Knuff & Co LLC | 21,069 | $6.95M | 2.33% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 21,115 | $6.96M | 3.46% | −349−1.6% | Reduced |
| Principal Securities, Inc. | 19,310 | $7.00M | 0.16% | +68+0.4% | Added |
| Citizens National Bank Trust Department | 21,243 | $7.01M | 1.50% | +18+0.1% | Added |
| Merit Financial Group, LLC | 21,373 | $7.05M | 0.11% | +1,195+5.9% | Added |
| Central Bank & Trust Co | 21,449 | $7.07M | 1.18% | −2,100−8.9% | Reduced |
| Wesbanco Bank Inc | 21,478 | $7.08M | 0.25% | −587−2.7% | Reduced |
| Principle Wealth Partners LLC | 21,547 | $7.11M | 0.51% | −149−0.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 21,604 | $7.12M | 0.14% | −526−2.4% | Reduced |
| Trifecta Capital Advisors, LLC | 21,647 | $7.14M | 1.50% | +314+1.5% | Added |
| Groupama Asset Managment | 21,678 | $7.15M | 0.14% | +1,287+6.3% | Added |
| City Holding Co | 21,689 | $7.15M | 1.01% | +123+0.6% | Added |
| Concurrent Investment Advisors, LLC | 21,799 | $7.19M | 0.18% | −3,948−15.3% | Reduced |
| Hartford Financial Management Inc. | 21,931 | $7.23M | 1.49% | −356−1.6% | Reduced |
| Entropy Technologies, LP | 22,173 | $7.31M | 0.71% | +22,173 | New |
| Madison Asset Management, LLC | 22,176 | $7.31M | 0.08% | −1,300−5.5% | Reduced |
| Tiaa Trust, National Association | 22,257 | $7.34M | 0.02% | −611−2.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,552 | $7.44M | 0.42% | −4,500−16.6% | Reduced |
| Capital Investment Counsel, LLC | 22,555 | $7.44M | 1.23% | −136−0.6% | Reduced |
| Miracle Mile Advisors, LLC | 22,562 | $7.44M | 0.15% | −325−1.4% | Reduced |
| New Mexico Educational Retirement Board | 22,602 | $7.45M | 0.27% | −500−2.2% | Reduced |
| Maryland State Retirement & Pension System | 22,609 | $7.46M | 0.18% | −3,795−14.4% | Reduced |
| J.W. Cole Advisors, Inc. | 22,616 | $7.46M | 0.23% | +12,960+134.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 22,680 | $7.48M | 0.76% | −3,463−13.2% | Reduced |
| Crestwood Advisors Group LLC | 22,689 | $7.48M | 0.14% | +743+3.4% | Added |
| Stock Yards Bank & Trust Co | 22,821 | $7.53M | 0.27% | −51,806−69.4% | Reduced |
| Kavar Capital Partners Group, LLC | 22,865 | $7.54M | 1.26% | −79−0.3% | Reduced |
| Ieq Capital, LLC | 22,992 | $7.58M | 0.06% | +4,462+24.1% | Added |
| Financial Partners Group, LLC | 23,088 | $7.61M | 3.30% | −1,048−4.3% | Reduced |
| McGuire Investment Group, LLC | 23,097 | $7.62M | 1.13% | +137+0.6% | Added |
| Fusion Capital, LLC | 23,332 | $7.69M | 2.93% | +100.0% | Added |
| Hixon Zuercher, LLC | 23,435 | $7.73M | 2.72% | +567+2.5% | Added |
| Cartenna Capital, LP | 23,500 | $7.75M | 0.62% | +23,500 | New |
| Vinva Investment Management Ltd | 23,515 | $7.75M | 0.32% | +4,452+23.4% | Added |
| Baader Bank INC | 23,641 | $7.76M | 0.78% | +804+3.5% | Added |
| Silver Oak Securities, Inc | 23,548 | $7.76M | 0.73% | −856−3.5% | Reduced |
| Consolidated Planning Corp | 23,644 | $7.80M | 1.07% | −11,528−32.8% | Reduced |
| Logan Capital Management Inc | 23,656 | $7.80M | 0.35% | −268−1.1% | Reduced |
| Warren Averett Asset Management, LLC | 23,798 | $7.85M | 0.10% | +2,269+10.5% | Added |
| Ameritas Advisory Services, LLC | 22,911 | $7.87M | 0.32% | +4,722+26.0% | Added |
| Dynamic Advisor Solutions LLC | 23,875 | $7.87M | 0.26% | +352+1.5% | Added |