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
- 2,903
- −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 | 4,070 | $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 |
|---|---|---|---|---|---|
| Schaper Benz & Wise Investment Counsel Inc | 835 | $275.5K | 0.02% | −17−2.0% | Reduced |
| United Advisor Group, LLC | 837 | $276.0K | 0.06% | −340−28.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 762 | $276.4K | 0.09% | +2+0.3% | Added |
| South Street Advisors LLC | 840 | $277.0K | 0.05% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 841 | $277.4K | 0.03% | −34−3.9% | Reduced |
| waypoint wealth counsel | 842 | $277.4K | 0.17% | −63−7.0% | Reduced |
| Ellenbecker Investment Group | 842 | $277.7K | 0.05% | +2+0.2% | Added |
| Lodestar Private Asset Management LLC | 842 | $277.7K | 0.03% | −25−2.9% | Reduced |
| denkapparat Operations GmbH | 844 | $278.4K | 0.29% | −230−21.4% | Reduced |
| Mayfair Advisory Group, LLC | 844 | $278.4K | 0.16% | +1+0.1% | Added |
| M.E. Allison & Co., Inc. | 844 | $278.4K | 0.28% | +1+0.1% | Added |
| Personal Cfo Solutions, LLC | 844 | $278.5K | 0.06% | +199+30.9% | Added |
| WMG Financial Advisors, LLC | 849 | $280.0K | 0.12% | +5+0.6% | Added |
| Financial Council Asset Management Inc | 850 | $280.3K | 0.15% | 00.0% | Unchanged |
| Northwest Financial Advisors | 850 | $280.4K | 0.23% | 00.0% | Unchanged |
| 10Elms LLP | 852 | $281.0K | 0.28% | 00.0% | Unchanged |
| BluePointe Capital Management, LLC | 853 | $281.3K | 0.11% | +853 | New |
| Griffith & Werner, Inc. | 854 | $281.7K | 0.18% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 859 | $283.2K | 0.04% | +1+0.1% | Added |
| Madison Wealth Partners, Inc | 863 | $284.6K | 0.07% | −25−2.8% | Reduced |
| Holland Advisory Services, Inc. | 863 | $284.8K | 0.43% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 808 | $284.9K | 0.17% | −450−35.8% | Reduced |
| Security National Bank of Sioux City Iowa | 864 | $284.9K | 0.21% | −40−4.4% | Reduced |
| FSM Wealth Advisors, LLC | 866 | $285.7K | 0.06% | +178+25.9% | Added |
| Crown Wealth Group, LLC | 867 | $285.9K | 0.15% | +13+1.5% | Added |
| Medallion Wealth Advisors, LLC | 866 | $286.2K | 0.13% | +405+87.9% | Added |
| Tandem Wealth Advisors LLC | 869 | $286.6K | 0.15% | −142−14.0% | Reduced |
| Cullen Capital Management LLC | 869 | $286.6K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 872 | $287.7K | 0.13% | −15−1.7% | Reduced |
| Capula Management Ltd | 873 | $287.9K | 0.00% | +684+361.9% | Added |
| Capstone Wealth Management Group LLC | 875 | $288.7K | 0.23% | +1+0.1% | Added |
| Adams Wealth Management | 876 | $288.9K | 0.06% | 00.0% | Unchanged |
| CacheTech Inc. | 876 | $288.9K | 0.06% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 877 | $289.1K | 0.07% | −7−0.8% | Reduced |
| Waterford Advisors, LLC | 877 | $289.2K | 0.12% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 877 | $289.3K | 0.07% | +209+31.3% | Added |
| LifePlan Financial, LLC | 879 | $289.9K | 0.25% | +879 | New |
| Eclectic Associates Inc | 880 | $290.2K | 0.08% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 880 | $290.2K | 0.04% | +87+11.0% | Added |
| Maple Capital Management, Inc. | 881 | $290.7K | 0.02% | +172+24.3% | Added |
| Strategies Wealth Advisors, LLC | 882 | $291.0K | 0.04% | +882 | New |
| Keystone Financial Group | 886 | $292.3K | 0.03% | −60−6.3% | Reduced |
| Indie Asset Partners, LLC | 886 | $292.3K | 0.25% | −337−27.6% | Reduced |
| Magnolia Capital Advisors LLC | 889 | $293.2K | 0.08% | −50−5.3% | Reduced |
| Costello Asset Management, INC | 890 | $293.5K | 0.12% | −591−39.9% | Reduced |
| Chemistry Wealth Management LLC | 891 | $293.9K | 0.07% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 895 | $295.2K | 0.02% | +7+0.8% | Added |
| Phillips Wealth Planners LLC | 1,006 | $295.2K | 0.31% | +196+24.2% | Added |
| Smith Thornton Advisors LLC | 896 | $295.5K | 0.18% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 899 | $296.5K | 0.07% | +16+1.8% | Added |
| Northern Oak Wealth Management Inc | 900 | $296.8K | 0.04% | −149−14.2% | Reduced |
| Mullaney, Keating & Wright, Inc. | 900 | $296.8K | 0.20% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 900 | $296.9K | 0.12% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 902 | $297.5K | 0.13% | +79+9.6% | Added |
| Crane Advisory, LLC | 1,014 | $297.6K | 0.05% | 00.0% | Unchanged |
| Convergence Financial, LLC | 903 | $297.7K | 0.06% | −157−14.8% | Reduced |
| Fragasso Group Inc. | 905 | $298.3K | 0.02% | +6+0.7% | Added |
| Avantra Family Wealth, Inc. | 905 | $298.5K | 0.29% | 00.0% | Unchanged |
| Novare Capital Management LLC | 910 | $300.0K | 0.03% | −1,300−58.8% | Reduced |
| MinichMacGregor Wealth Management, LLC | 911 | $300.4K | 0.07% | −416−31.3% | Reduced |
| James J. Burns & Company, LLC | 911 | $300.4K | 0.05% | 00.0% | Unchanged |
| XY Capital Ltd | 911 | $300.4K | 0.20% | +313+52.3% | Added |
| Moloney Securities Asset Management, LLC | 911 | $300.5K | 0.04% | −454−33.3% | Reduced |
| Laffer Tengler Investments | 912 | $300.8K | 0.06% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 912 | $300.8K | 0.26% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 914 | $301.4K | 0.02% | −136−13.0% | Reduced |
| Van Cleef Asset Management,Inc | 915 | $301.8K | 0.03% | −5−0.5% | Reduced |
| Winslow Asset Management Inc | 915 | $302.0K | 0.07% | −225−19.7% | Reduced |
| Wedge Capital Management L L P | 917 | $302.4K | 0.01% | +42+4.8% | Added |
| JB Capital LLC | 917 | $302.5K | 0.02% | −5−0.5% | Reduced |
| PCG Asset Management, LLC | 920 | $303.4K | 0.28% | +80+9.5% | Added |
| Compass Capital Corp | 1,072 | $303.4K | 0.16% | −1,522−58.7% | Reduced |
| Aventura Private Wealth, LLC | 921 | $303.8K | 0.16% | +8+0.9% | Added |
| Anchor Capital Advisors LLC | 922 | $304.1K | 0.01% | −205−18.2% | Reduced |
| Centric Wealth Management | 922 | $304.2K | 0.08% | −5−0.5% | Reduced |
| Manchester Financial Inc | 924 | $304.6K | 0.07% | −3−0.3% | Reduced |
| JSF Financial, LLC | 925 | $304.9K | 0.08% | −27−2.8% | Reduced |
| Fiduciary Financial Group, LLC | 1,056 | $305.4K | 0.07% | −773−42.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 928 | $306.1K | 0.17% | −45−4.6% | Reduced |
| Liberty Wealth Management LLC | 929 | $306.5K | 0.06% | −19,965−95.6% | Reduced |
| Bingham Private Wealth, LLC | 930 | $306.7K | 0.32% | −8−0.9% | Reduced |
| Citizens & Northern Corp | 932 | $307.4K | 0.09% | +7+0.8% | Added |
| Wedgewood Investors Inc | 933 | $307.7K | 0.37% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 937 | $309.0K | 0.04% | +937 | New |
| Exchange Capital Management, Inc. | 938 | $309.4K | 0.05% | −48−4.9% | Reduced |
| Eagle Capital Management, LLC | 939 | $310.0K | 0.14% | +300+46.9% | Added |
| 1620 Investment Advisors, Inc. | 942 | $310.5K | 0.24% | −16−1.7% | Reduced |
| Cyr Financial Inc. | 943 | $310.9K | 0.28% | +2+0.2% | Added |
| Vista Wealth Management Group, LLC | 943 | $311.0K | 0.02% | +51+5.7% | Added |
| Dover Advisors, LLC | 943 | $311.1K | 0.14% | +231+32.4% | Added |
| O'Rourke & Company, Inc | 944 | $311.3K | 0.15% | +25+2.7% | Added |
| Key Client Fiduciary Advisors, LLC | 945 | $311.5K | 0.14% | +6+0.6% | Added |
| 360 Financial, Inc. | 945 | $311.7K | 0.11% | 00.0% | Unchanged |
| Apexium Financial, LP | 945 | $311.8K | 0.02% | −30−3.1% | Reduced |
| American State Bank (Iowa) | 947 | $312.3K | 0.19% | +40+4.4% | Added |
| Mount Vernon Associates Inc | 950 | $313.0K | 0.26% | 00.0% | Unchanged |
| Winton Group Ltd | 950 | $313.3K | 0.02% | −382−28.7% | Reduced |
| First United Bank Trust | 950 | $313.3K | 0.12% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 950 | $313.3K | 0.16% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 951 | $313.6K | 0.10% | −7−0.7% | Reduced |