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 |
|---|---|---|---|---|---|
| FSA Wealth Management LLC | 350 | $115.5K | 0.05% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 353 | $116.5K | 0.07% | +1+0.3% | Added |
| Catherine Avery Investment Management LLC | 360 | $118.7K | 0.11% | −7,968−95.7% | Reduced |
| Motco | 374 | $123.3K | 0.01% | −8−2.1% | Reduced |
| Rakuten Securities, Inc. | 375 | $123.7K | 0.06% | +191+103.8% | Added |
| Bell Investment Advisors, Inc | 379 | $125.0K | 0.02% | +7+1.9% | Added |
| REAP Financial Group, LLC | 381 | $125.7K | 0.03% | +171+81.4% | Added |
| Duncker Streett & Co Inc | 382 | $126.0K | 0.02% | −1−0.3% | Reduced |
| Ruedi Wealth Management, Inc. | 384 | $126.7K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 384 | $126.8K | 0.04% | +6+1.6% | Added |
| Cornerstone Planning Group LLC | 429 | $126.8K | 0.03% | +217+102.4% | Added |
| North Ridge Wealth Advisors, Inc. | 400 | $131.9K | 0.09% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $131.9K | 0.07% | 00.0% | Unchanged |
| West Branch Capital LLC | 405 | $133.6K | 0.04% | −76−15.8% | Reduced |
| Covestor Ltd | 406 | $134.0K | 0.09% | +38+10.3% | Added |
| Cloud Capital Management, LLC | 412 | $134.0K | 0.10% | +412 | New |
| Binnacle Investments Inc | 408 | $134.6K | 0.10% | +408 | New |
| Financial Freedom, LLC | 410 | $135.3K | 0.08% | 00.0% | Unchanged |
| Abound Wealth Management | 418 | $137.8K | 0.05% | +199+90.9% | Added |
| Princeton Global Asset Management LLC | 420 | $138.5K | 0.03% | −135−24.3% | Reduced |
| Nordwand Advisors, LLC | 420 | $138.5K | 0.05% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 423 | $139.6K | 0.11% | −25−5.6% | Reduced |
| Tradewinds Capital Management, LLC | 427 | $141.0K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 428 | $141.2K | 0.04% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 431 | $142.2K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 442 | $145.0K | 0.02% | −127−22.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 445 | $146.8K | 0.04% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 446 | $147.0K | 0.06% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 448 | $147.8K | 0.06% | −23−4.9% | Reduced |
| AllSquare Wealth Management LLC | 448 | $147.8K | 0.09% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 467 | $154.0K | 0.12% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 467 | $154.1K | 0.02% | −50−9.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 477 | $157.3K | 0.01% | −5−1.0% | Reduced |
| IMG Wealth Management, Inc. | 478 | $157.6K | 0.14% | 00.0% | Unchanged |
| North Capital, Inc. | 478 | $157.6K | 0.15% | +478 | New |
| Centricity Wealth Management, LLC | 483 | $159.3K | 0.14% | +1+0.2% | Added |
| Riverview Trust Co | 485 | $160.0K | 0.16% | −9−1.8% | Reduced |
| Transce3nd, LLC | 493 | $161.9K | 0.07% | −148−23.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 495 | $163.3K | 0.06% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 515 | $170.0K | 0.14% | −200−28.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 520 | $171.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 519 | $171.2K | 0.02% | +100+23.9% | Added |
| Avalon Trust Co | 521 | $171.8K | 0.01% | +54+11.6% | Added |
| Tower Trust & Investment Co | 557 | $172.3K | 0.14% | +557 | New |
| Park Square Financial Group, LLC | 523 | $172.5K | 0.14% | −235−31.0% | Reduced |
| Catalyst Capital Advisors LLC | 527 | $173.8K | 0.00% | +164+45.2% | Added |
| Parvin Asset Management, LLC | 528 | $174.1K | 0.20% | +28+5.6% | Added |
| USA Financial Portformulas Corp | 530 | $174.8K | 0.03% | −241−31.3% | Reduced |
| Avion Wealth | 491 | $177.0K | 0.05% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 540 | $178.1K | 0.01% | −44,936−98.8% | Reduced |
| Dakota Community Bank & Trust NA | 543 | $179.1K | 0.86% | +35+6.9% | Added |
| Financial Management Professionals, Inc. | 550 | $181.4K | 0.02% | −13−2.3% | Reduced |
| Hemington Wealth Management | 552 | $182.0K | 0.03% | +40+7.8% | Added |
| Advantage Trust Co | 567 | $187.0K | 0.11% | −93−14.1% | Reduced |
| Pinnacle Bancorp, Inc. | 579 | $191.0K | 0.06% | −55−8.7% | Reduced |
| Main Street Group, LTD | 580 | $191.0K | 0.07% | +46+8.6% | Added |
| Beaird Harris Wealth Management, LLC | 583 | $192.3K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 586 | $193.3K | 0.17% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 599 | $197.6K | 0.15% | +172+40.3% | Added |
| Coco Enterprises, LLC | 732 | $200.5K | 0.14% | 00.0% | Unchanged |
| Private Wealth Advisors | 609 | $200.9K | 0.08% | −756−55.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 693 | $201.1K | 0.14% | −48−6.5% | Reduced |
| Capital City Trust Co | 610 | $201.2K | 0.06% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 610 | $201.3K | 0.04% | −63−9.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 611 | $201.4K | 0.01% | +1+0.2% | Added |
| Strategic Advocates LLC | 611 | $201.5K | 0.07% | 00.0% | Unchanged |
| Capital Counsel LLC | 611 | $201.5K | 0.01% | 00.0% | Unchanged |
| Next Level Wealth Planning, LLC | 612 | $201.8K | 0.15% | +12+2.0% | Added |
| Paragon Private Wealth Management, LLC | 612 | $201.8K | 0.09% | +612 | New |
| Ashton Thomas Securities, LLC | 614 | $202.2K | 0.06% | −41−6.3% | Reduced |
| Clayton Financial Group LLC | 615 | $202.8K | 0.07% | +615 | New |
| Salomon & Ludwin, LLC | 616 | $203.0K | 0.02% | +2+0.3% | Added |
| Wealthcare Capital Partners, LLC | 616 | $203.2K | 0.10% | +2+0.3% | Added |
| Bourne Lent Asset Management Inc | 618 | $203.8K | 0.09% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 621 | $204.7K | 0.11% | 00.0% | Unchanged |
| Red Wave Investments LLC | 621 | $204.8K | 0.07% | +1+0.2% | Added |
| Swan Global Investments, LLC | 621 | $204.8K | 0.01% | +621 | New |
| Alpha Omega Wealth Management LLC | 621 | $204.8K | 0.04% | +621 | New |
| Morton Capital Management LLC | 621 | $204.9K | 0.04% | −19−3.0% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 621 | $204.9K | 0.19% | +621 | New |
| RW Investment Management LLC | 625 | $206.1K | 0.03% | +41+7.0% | Added |
| First Bank & Trust | 625 | $206.1K | 0.04% | −57−8.4% | Reduced |
| Buffington Mohr McNeal | 625 | $206.1K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 625 | $206.1K | 0.05% | +175+38.9% | Added |
| Cheviot Value Management, LLC | 638 | $206.1K | 0.03% | −95−13.0% | Reduced |
| McLean Asset Management Corp | 754 | $206.5K | 0.07% | −47−5.9% | Reduced |
| Renasant Bank | 628 | $207.1K | 0.14% | +59+10.4% | Added |
| Bush Investment Group, LLC | 630 | $207.8K | 0.16% | 00.0% | Unchanged |
| Lincoln Capital Corp | 630 | $207.8K | 0.09% | +45+7.7% | Added |
| Talisman Wealth Advisors LLC | 631 | $208.0K | 0.21% | +1+0.2% | Added |
| Brady Martz Wealth Solutions, LLC | 633 | $208.8K | 0.05% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 633 | $208.9K | 0.18% | −14−2.2% | Reduced |
| Peddock Capital Advisors, LLC | 637 | $209.9K | 0.05% | +7+1.1% | Added |
| Conscious Wealth Investments, LLC | 647 | $210.7K | 0.15% | +647 | New |
| Optima Capital LLC | 639 | $210.7K | 0.13% | −5−0.8% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 640 | $211.1K | 0.11% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 644 | $212.4K | 0.03% | +644 | New |
| Peterson Wealth Advisors, LLC | 760 | $212.9K | 0.04% | −32−4.0% | Reduced |
| Embree Financial Group | 646 | $213.0K | 0.04% | −269−29.4% | Reduced |
| Argentarii, LLC | 646 | $213.1K | 0.11% | +7+1.1% | Added |