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 |
|---|---|---|---|---|---|
| WNY Asset Management, LLC | 738 | $243.4K | 0.03% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 738 | $243.5K | 0.05% | +55+8.1% | Added |
| Colonial River Wealth Management, LLC | 739 | $243.8K | 0.13% | +4+0.5% | Added |
| Broadleaf Partners, LLC | 740 | $244.1K | 0.06% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 740 | $244.1K | 0.09% | +14+1.9% | Added |
| TrueWealth Advisors, LLC | 741 | $244.3K | 0.08% | −47−6.0% | Reduced |
| Fidelity D & D Bancorp Inc | 743 | $245.0K | 0.16% | 00.0% | Unchanged |
| Baxter Bros Inc | 746 | $246.0K | 0.03% | −20−2.6% | Reduced |
| Hourglass Capital, LLC | 747 | $246.4K | 0.06% | −125−14.3% | Reduced |
| Hurlow Wealth Management Group, Inc. | 747 | $246.4K | 0.08% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 748 | $246.6K | 0.22% | +37+5.2% | Added |
| Harvest Fund Management Co., Ltd | 750 | $247.0K | 0.01% | −2,019−72.9% | Reduced |
| Chico Wealth RIA | 749 | $247.0K | 0.21% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 750 | $247.3K | 0.05% | 00.0% | Unchanged |
| Pingora Partners LLC | 750 | $247.3K | 0.18% | 00.0% | Unchanged |
| Leibman Financial Services, Inc. | 751 | $247.7K | 0.19% | −19−2.5% | Reduced |
| General Partner, Inc. | 752 | $248.0K | 0.16% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 755 | $249.0K | 0.05% | −29−3.7% | Reduced |
| Drum Hill Capital, LLC | 755 | $249.0K | 0.29% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 758 | $249.3K | 0.10% | +57+8.1% | Added |
| DF Dent & Co Inc | 760 | $250.6K | 0.00% | −276−26.6% | Reduced |
| First PREMIER Bank | 760 | $251.0K | 0.06% | −30−3.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 763 | $251.6K | 0.01% | −984−56.3% | Reduced |
| Intrepid Capital Management Inc | 763 | $251.6K | 0.12% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 763 | $251.6K | 0.22% | +110+16.8% | Added |
| Foster Victor Wealth Advisors, LLC | 858 | $251.8K | 0.02% | +12+1.4% | Added |
| Castleview Partners, LLC | 764 | $252.0K | 0.17% | −368−32.5% | Reduced |
| Atala Financial Inc | 765 | $252.3K | 0.19% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 766 | $252.5K | 0.07% | +3+0.4% | Added |
| Omnia Family Wealth, LLC | 766 | $252.6K | 0.11% | +84+12.3% | Added |
| Leigh Baldwin & Co., LLC | 769 | $253.7K | 0.20% | −186−19.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 770 | $253.9K | 0.04% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 809 | $254.0K | 0.12% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 772 | $254.6K | 0.01% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 772 | $254.6K | 0.06% | 00.0% | Unchanged |
| Holistic Financial Partners | 772 | $254.7K | 0.12% | +1+0.1% | Added |
| Octavia Wealth Advisors, LLC | 774 | $255.4K | 0.03% | +136+21.3% | Added |
| Helium Advisors LLC | 776 | $255.8K | 0.19% | +201+35.0% | Added |
| Cannon Wealth Management Services, LLC | 799 | $255.9K | 0.23% | −6−0.7% | Reduced |
| Barlow Wealth Partners, Inc. | 836 | $256.2K | 0.03% | −21−2.5% | Reduced |
| Safe Harbor Fiduciary, LLC | 777 | $256.3K | 0.27% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 778 | $256.5K | 0.08% | +21+2.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 779 | $257.0K | 0.12% | 00.0% | Unchanged |
| MBA Advisors LLC | 780 | $257.2K | 0.13% | −19−2.4% | Reduced |
| Ballew Advisors, Inc | 878 | $257.7K | 0.17% | +91+11.6% | Added |
| Jag Capital Management, LLC | 782 | $257.8K | 0.03% | −52−6.2% | Reduced |
| Pettee Investors, Inc. | 783 | $258.2K | 0.15% | −125−13.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 783 | $258.2K | 0.05% | +10+1.3% | Added |
| Manske Wealth Management | 784 | $258.6K | 0.10% | +784 | New |
| McDonald Partners LLC | 784 | $258.7K | 0.07% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 786 | $259.1K | 0.20% | −23−2.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 786 | $259.2K | 0.03% | −24−3.0% | Reduced |
| Disciplined Investments, LLC | 787 | $259.5K | 0.12% | +2+0.3% | Added |
| Red Mountain Financial, LLC | 787 | $259.6K | 0.32% | +1+0.1% | Added |
| MBE Wealth Management, LLC | 788 | $259.7K | 0.12% | +71+9.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 790 | $260.5K | 0.01% | +74+10.3% | Added |
| Grantvest Financial Group LLC | 790 | $260.5K | 0.21% | −7−0.9% | Reduced |
| Boston Partners | 794 | $262.0K | 0.00% | −187−19.1% | Reduced |
| Headinvest, LLC | 796 | $262.5K | 0.05% | −50−5.9% | Reduced |
| Bouchey Financial Group Ltd | 797 | $262.8K | 0.02% | −29−3.5% | Reduced |
| Sightline Wealth Advisors, LLC | 797 | $262.9K | 0.14% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 798 | $263.1K | 0.09% | −36−4.3% | Reduced |
| Fca Corp | 800 | $263.8K | 0.08% | −982−55.1% | Reduced |
| HBW Advisory Services LLC | 801 | $264.3K | 0.04% | +85+11.9% | Added |
| Banque Pictet & Cie SA | 803 | $264.8K | 0.00% | −13,118−94.2% | Reduced |
| Legacy Edge Advisors, LLC | 804 | $265.2K | 0.04% | +112+16.2% | Added |
| Intrua Financial, LLC | 805 | $265.5K | 0.04% | −604−42.9% | Reduced |
| Shufro Rose & Co LLC | 805 | $265.5K | 0.02% | 00.0% | Unchanged |
| Ewa, LLC | 805 | $265.6K | 0.10% | −18−2.2% | Reduced |
| Rede Wealth, LLC | 810 | $267.3K | 0.09% | −74−8.4% | Reduced |
| CAP Partners, LLC | 811 | $267.3K | 0.19% | −5−0.6% | Reduced |
| Chase Investment Counsel Corp | 814 | $268.0K | 0.10% | −100−10.9% | Reduced |
| Freedom Financial Partners LLC | 813 | $268.0K | 0.12% | +1+0.1% | Added |
| Laraway Financial Inc | 813 | $268.1K | 0.21% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 914 | $268.3K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 814 | $268.5K | 0.10% | −660−44.8% | Reduced |
| Bright Financial Advisors, Inc. | 815 | $268.7K | 0.16% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 815 | $268.9K | 0.05% | +13+1.6% | Added |
| True Wealth Design, LLC | 815 | $268.9K | 0.10% | −20−2.4% | Reduced |
| Axim Planning & Wealth | 816 | $269.1K | 0.24% | +16+2.0% | Added |
| Berry Wealth Group, LP | 816 | $269.2K | 0.21% | +816 | New |
| Paul Damon & Associates, Inc. | 816 | $269.2K | 0.17% | +102+14.3% | Added |
| QTR Family Wealth, LLC | 818 | $269.6K | 0.20% | +818 | New |
| Harel Insurance Investments & Financial Services Ltd. | 818 | $270.0K | 0.00% | +818 | New |
| Canvas Wealth Advisors, LLC | 928 | $270.2K | 0.07% | +15+1.6% | Added |
| Vision Capital Management, Inc. | 820 | $270.4K | 0.04% | −200−19.6% | Reduced |
| Orion Capital Management LLC | 820 | $270.4K | 0.11% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 821 | $270.8K | 0.07% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 903 | $271.8K | 0.15% | +23+2.6% | Added |
| Rebalance, LLC | 826 | $272.3K | 0.02% | −121−12.8% | Reduced |
| Encompass Wealth Advisors, LLC | 826 | $272.4K | 0.11% | 00.0% | Unchanged |
| BXM Wealth LLC | 831 | $272.5K | 0.33% | +202+32.1% | Added |
| Blodgett Wealth Advisors, LLC | 826 | $272.6K | 0.23% | 00.0% | Unchanged |
| Marotta Asset Management | 697 | $272.7K | 0.05% | +1+0.1% | Added |
| Clientfirst Wealth Management, LLC | 827 | $272.7K | 0.31% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 827 | $272.8K | 0.03% | −105−11.3% | Reduced |
| Paradigm Financial Partners, LLC | 827 | $272.8K | 0.03% | +124+17.6% | Added |
| one8zero8, LLC | 827 | $272.9K | 0.06% | −1,001−54.8% | Reduced |
| Luts & Greenleigh Group, Inc | 831 | $274.0K | 0.27% | −39−4.5% | Reduced |
| Walleye Capital LLC | 835 | $275.4K | 0.00% | −5,830−87.5% | Reduced |