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 |
|---|---|---|---|---|---|
| Coordinated Financial Services, Inc. | 646 | $213.1K | 0.16% | +646 | New |
| Semus Wealth Partners LLC | 646 | $213.1K | 0.15% | +2+0.3% | Added |
| Brass Tax Wealth Management, Inc | 646 | $213.2K | 0.04% | +72+12.5% | Added |
| New Jersey Better Educational Savings Trust | 647 | $213.4K | 0.41% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 647 | $213.4K | 0.23% | +18+2.9% | Added |
| Optimize Financial Inc | 648 | $213.7K | 0.08% | +24+3.8% | Added |
| Barnes Pettey Financial Advisors, LLC | 650 | $214.4K | 0.17% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 650 | $214.4K | 0.18% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 649 | $214.4K | 0.12% | +1+0.2% | Added |
| McIlrath & Eck, LLC | 650 | $214.5K | 0.03% | −312−32.4% | Reduced |
| Nia Impact Advisors, LLC | 651 | $214.7K | 0.08% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 653 | $215.4K | 0.08% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 653 | $215.5K | 0.09% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 655 | $216.0K | 0.10% | +4+0.6% | Added |
| OMC Financial Services LTD | 655 | $216.0K | 0.10% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 655 | $216.1K | 0.16% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 655 | $216.1K | 0.07% | −25−3.7% | Reduced |
| Green Harvest Asset Management LLC | 655 | $216.2K | 0.01% | +47+7.7% | Added |
| Aldebaran Financial Inc. | 656 | $216.3K | 0.26% | +11+1.7% | Added |
| Texas Bank & Trust Co | 656 | $216.3K | 0.09% | +18+2.8% | Added |
| Financial Enhancement Group LLC | 744 | $216.7K | 0.03% | −1−0.1% | Reduced |
| LifeWealth Investments, LLC | 657 | $216.7K | 0.05% | +13+2.0% | Added |
| Doheny Asset Management | 658 | $217.0K | 0.17% | +37+6.0% | Added |
| West Wealth Group, LLC | 656 | $217.1K | 0.06% | +21+3.3% | Added |
| Vigilare Wealth Management | 661 | $218.0K | 0.09% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 662 | $218.0K | 0.10% | +662 | New |
| Altfest L J & Co Inc | 662 | $218.2K | 0.03% | +3+0.5% | Added |
| Sharpepoint LLC | 710 | $218.4K | 0.19% | +710 | New |
| Planned Solutions, Inc. | 663 | $218.7K | 0.09% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 667 | $220.0K | 0.13% | −33−4.7% | Reduced |
| Patron Partners Advisors, LLC | 667 | $220.0K | 0.12% | +4+0.6% | Added |
| St. Louis Trust Co | 668 | $220.3K | 0.03% | +668 | New |
| Aspen Grove Capital, LLC | 668 | $220.3K | 0.04% | +668 | New |
| First International Bank & Trust | 670 | $221.0K | 0.07% | −55−7.6% | Reduced |
| Cohen & Steers, Inc. | 670 | $221.0K | 0.00% | −251−27.3% | Reduced |
| Pin Oak Investment Advisors Inc | 569 | $221.0K | 0.17% | +337+145.3% | Added |
| Occudo Quantitative Strategies LP | 671 | $221.2K | 0.03% | −5,955−89.9% | Reduced |
| Breed's Hill Capital LLC | 671 | $221.4K | 0.12% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 673 | $222.1K | 0.15% | −38−5.3% | Reduced |
| Claret Asset Management Corp | 676 | $223.0K | 0.03% | −22−3.2% | Reduced |
| Penobscot Wealth Management | 677 | $223.3K | 0.09% | +677 | New |
| May Hill Capital, LLC | 678 | $223.6K | 0.08% | −71−9.5% | Reduced |
| Gamco Investors, Inc. Et Al | 679 | $223.9K | 0.00% | +91+15.5% | Added |
| Prudent Man Advisors, LLC | 0 | $224.0K | 0.08% | 0 | Unchanged |
| Ifrah Financial Services, Inc. | 680 | $224.1K | 0.06% | −61−8.2% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 681 | $224.6K | 0.20% | +17+2.6% | Added |
| KWB Wealth | 620 | $224.9K | 0.03% | 00.0% | Unchanged |
| Verity & Verity, LLC | 683 | $225.2K | 0.02% | −451−39.8% | Reduced |
| Gemmer Asset Management LLC | 683 | $225.3K | 0.02% | −14−2.0% | Reduced |
| Pioneer Trust Bank N A | 683 | $225.3K | 0.06% | 00.0% | Unchanged |
| Alerus Financial NA | 684 | $225.6K | 0.02% | −20−2.8% | Reduced |
| Revolve Wealth Partners, LLC | 684 | $225.7K | 0.03% | +19+2.9% | Added |
| Paces Ferry Wealth Advisors, LLC | 685 | $225.8K | 0.11% | −15−2.1% | Reduced |
| Granite FO LLC | 685 | $225.9K | 0.13% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 685 | $225.9K | 0.06% | +2+0.3% | Added |
| Kiker Wealth Management, LLC | 685 | $225.9K | 0.15% | +685 | New |
| Certified Advisory Corp | 686 | $226.4K | 0.03% | −10−1.4% | Reduced |
| BIP Wealth, LLC | 688 | $226.8K | 0.01% | 00.0% | Unchanged |
| Clark & Stuart, Inc | 689 | $227.2K | 0.17% | −2,895−80.8% | Reduced |
| Brady Family Wealth, LLC | 689 | $227.2K | 0.07% | +1+0.1% | Added |
| Enclave Advisors LLC | 689 | $227.3K | 0.04% | −23−3.2% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 689 | $227.4K | 0.15% | +2+0.3% | Added |
| Pure Portfolios Holdings LLC | 691 | $227.8K | 0.08% | +95+15.9% | Added |
| UMA Financial Services, Inc. | 692 | $228.1K | 0.04% | +9+1.3% | Added |
| Clay Northam Wealth Management, LLC | 695 | $229.2K | 0.16% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 696 | $229.5K | 0.04% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 698 | $230.3K | 0.14% | 00.0% | Unchanged |
| Human Investing LLC | 699 | $230.5K | 0.04% | +123+21.4% | Added |
| Core Wealth Partners LLC | 700 | $230.9K | 0.13% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 700 | $230.9K | 0.03% | 00.0% | Unchanged |
| Integras Partners LLC | 700 | $230.9K | 0.21% | 00.0% | Unchanged |
| Ballast Advisors LLC | 701 | $231.2K | 0.07% | −2,000−74.0% | Reduced |
| Jarislowsky, Fraser Ltd | 705 | $232.5K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 706 | $233.0K | 0.03% | +1+0.1% | Added |
| Geneva Partners, LLC | 707 | $233.1K | 0.12% | 00.0% | Unchanged |
| Lynch & Associates | 708 | $233.5K | 0.05% | −2−0.3% | Reduced |
| Strategic Financial Concepts, LLC | 709 | $233.7K | 0.04% | +7+1.0% | Added |
| Causey Wealth LLC | 709 | $233.8K | 0.13% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 713 | $235.1K | 0.01% | +713 | New |
| Roberts Glore & Co Inc | 714 | $235.5K | 0.07% | 00.0% | Unchanged |
| Clarus Group, Inc. | 714 | $235.6K | 0.09% | −998−58.3% | Reduced |
| Aletheian Wealth Advisors LLC | 715 | $235.8K | 0.13% | +715 | New |
| Ipsen Advisor Group LLC | 716 | $236.0K | 0.20% | +3+0.4% | Added |
| Glass Jacobson Investment Advisors llc | 651 | $236.2K | 0.08% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 717 | $236.4K | 0.01% | +3+0.4% | Added |
| Bremer Bank National Association | 717 | $236.5K | 0.04% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 718 | $237.0K | 0.06% | −18−2.4% | Reduced |
| Belmont Capital, LLC | 720 | $237.5K | 0.04% | +650+928.6% | Added |
| Cascade Financial Partners, LLC | 721 | $237.8K | 0.03% | −9−1.2% | Reduced |
| Mayport, LLC | 722 | $238.3K | 0.07% | +722 | New |
| Monterey Private Wealth, Inc. | 728 | $240.1K | 0.07% | +1+0.1% | Added |
| Capitol Family Office, Inc. | 728 | $240.1K | 0.34% | +728 | New |
| Websterrogers Financial Advisors, LLC | 730 | $240.8K | 0.08% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 729 | $240.8K | 0.05% | −20−2.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 731 | $241.1K | 0.10% | −15−2.0% | Reduced |
| Victory Financial Group, LLC | 725 | $241.1K | 0.05% | +725 | New |
| Castle Rock Wealth Management, LLC | 733 | $242.2K | 0.07% | −3−0.4% | Reduced |
| Sageworth Trust Co | 736 | $242.7K | 0.02% | +26+3.7% | Added |
| Kondo Wealth Advisors, Inc. | 737 | $243.1K | 0.12% | −154−17.3% | Reduced |
| HF Advisory Group, LLC | 737 | $243.3K | 0.11% | +6+0.8% | Added |