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 |
|---|---|---|---|---|---|
| Inspirion Wealth Advisors, LLC | 952 | $313.9K | 0.04% | +321+50.9% | Added |
| Marex Group plc | 954 | $314.6K | 0.01% | −550−36.6% | Reduced |
| Arcus Capital Partners, LLC | 957 | $315.7K | 0.13% | +207+27.6% | Added |
| First Interstate Bank | 960 | $316.6K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 965 | $318.3K | 0.06% | −826−46.1% | Reduced |
| Uniting Wealth Partners, LLC | 969 | $319.6K | 0.16% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 969 | $319.7K | 0.07% | −3−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 970 | $319.9K | 0.18% | −77−7.4% | Reduced |
| Partners Wealth Management, LLC | 970 | $319.9K | 0.36% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 970 | $319.9K | 0.07% | 00.0% | Unchanged |
| Old North State Trust, LLC | 883 | $320.0K | 0.20% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 971 | $320.1K | 0.20% | −46−4.5% | Reduced |
| Vestia Personal Wealth Advisors | 975 | $321.6K | 0.25% | −21−2.1% | Reduced |
| Beddow Capital Management Inc | 975 | $322.0K | 0.12% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 977 | $322.2K | 0.12% | +25+2.6% | Added |
| Syntegra Private Wealth Group, LLC | 977 | $322.2K | 0.04% | +45+4.8% | Added |
| Kelly Lawrence W & Associates Inc | 979 | $322.9K | 0.08% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 979 | $322.9K | 0.03% | +28+2.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 984 | $324.5K | 0.03% | −4−0.4% | Reduced |
| Wealth Management Nebraska | 984 | $324.6K | 0.05% | +47+5.0% | Added |
| D'Orazio & Associates, Inc. | 985 | $324.7K | 0.05% | +36+3.8% | Added |
| Nautilus Advisors LLC | 988 | $325.8K | 0.27% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 989 | $326.2K | 0.03% | +12+1.2% | Added |
| DeDora Capital, Inc. | 991 | $326.7K | 0.09% | +991 | New |
| Wealth Dimensions Group, Ltd. | 994 | $327.8K | 0.08% | +53+5.6% | Added |
| Angeles Wealth Management, LLC | 996 | $328.5K | 0.03% | +69+7.4% | Added |
| Ring Mountain Capital, LLC | 1,000 | $329.8K | 0.25% | −3−0.3% | Reduced |
| Merrion Investment Management Co, LLC | 1,000 | $329.8K | 0.24% | 00.0% | Unchanged |
| Prodigy Asset Management LLC | 1,000 | $329.8K | 0.27% | 00.0% | Unchanged |
| Ping Capital Management, Inc. | 1,000 | $329.8K | 0.22% | +1,000 | New |
| Axq Capital, LP | 1,001 | $330.1K | 0.13% | −5,500−84.6% | Reduced |
| Baker Boyer National Bank | 1,001 | $330.1K | 0.12% | +56+5.9% | Added |
| Sym Financial Corp | 1,003 | $330.7K | 0.04% | −48−4.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,005 | $331.4K | 0.25% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 1,008 | $332.4K | 0.30% | +1,008 | New |
| Acorns Advisers, LLC | 1,009 | $333.0K | 0.00% | +212+26.6% | Added |
| SPC Financial, Inc. | 1,011 | $333.5K | 0.03% | −101−9.1% | Reduced |
| NFP Retirement, Inc. | 1,011 | $333.5K | 0.03% | +37+3.8% | Added |
| 49 Wealth Management, LLC | 1,013 | $333.9K | 0.04% | +19+1.9% | Added |
| Crews Bank & Trust | 1,014 | $334.4K | 0.06% | +195+23.8% | Added |
| Palogic Value Management, L.P. | 1,015 | $334.7K | 0.15% | +58+6.1% | Added |
| Hutchinson Capital Management | 1,017 | $335.4K | 0.06% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 1,017 | $335.4K | 0.22% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 1,017 | $335.4K | 0.02% | +115+12.7% | Added |
| Highview Capital Management LLC | 1,020 | $336.4K | 0.14% | −300−22.7% | Reduced |
| Community Trust & Investment Co | 1,020 | $336.4K | 0.02% | −4−0.4% | Reduced |
| Centerpoint Advisory Group | 1,020 | $336.4K | 0.33% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 1,020 | $336.4K | 0.05% | +375+58.1% | Added |
| Okabena Investment Services Inc | 1,020 | $336.4K | 0.08% | +1,020 | New |
| Horan Capital Advisors, LLC. | 1,023 | $337.4K | 0.11% | +82+8.7% | Added |
| Summit X, LLC | 1,025 | $338.0K | 0.07% | +32+3.2% | Added |
| Hillsdale Investment Management Inc. | 1,027 | $338.7K | 0.02% | −510−33.2% | Reduced |
| Lynx Investment Advisory | 1,028 | $338.9K | 0.23% | +7+0.7% | Added |
| Prostatis Group LLC | 1,028 | $339.1K | 0.11% | −251−19.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,028 | $339.2K | 0.21% | 00.0% | Unchanged |
| Verum Partners LLC | 1,033 | $340.6K | 0.09% | +167+19.3% | Added |
| MJP Associates Inc | 1,035 | $341.2K | 0.06% | −575−35.7% | Reduced |
| LBMC Investment Advisors, LLC | 1,036 | $341.7K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,038 | $342.3K | 0.18% | −41−3.8% | Reduced |
| Carmel Capital Partners, LLC | 1,038 | $342.3K | 0.13% | +4+0.4% | Added |
| Aspire Growth Partners LLC | 1,071 | $342.9K | 0.30% | +12+1.1% | Added |
| Childress Capital Advisors, LLC | 1,043 | $344.1K | 0.10% | +5+0.5% | Added |
| First Hawaiian Bank | 1,044 | $344.3K | 0.05% | −1,916−64.7% | Reduced |
| Waterloo Capital, L.P. | 1,047 | $345.4K | 0.03% | +415+65.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,048 | $345.6K | 0.14% | −15−1.4% | Reduced |
| Financial Perspectives, Inc | 1,048 | $345.6K | 0.12% | 00.0% | Unchanged |
| First Community Trust NA | 1,050 | $346.3K | 0.30% | −300−22.2% | Reduced |
| Onyx Financial Advisors, LLC | 1,051 | $346.6K | 0.18% | +4+0.4% | Added |
| Northside Capital Management, LLC | 1,053 | $347.3K | 0.06% | 00.0% | Unchanged |
| Antonelli Financial Advisors, LLC | 1,053 | $347.4K | 0.28% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 1,055 | $348.0K | 0.18% | +84+8.7% | Added |
| Miller Wealth Advisors, LLC | 1,056 | $348.3K | 0.19% | +56+5.6% | Added |
| Wall Street Access Asset Management, LLC | 1,057 | $348.6K | 0.14% | +10+1.0% | Added |
| STAR Financial Bank | 1,058 | $348.9K | 0.26% | −111−9.5% | Reduced |
| NTV Asset Management LLC | 1,059 | $349.4K | 0.05% | +54+5.4% | Added |
| United Community Bank | 1,062 | $350.2K | 0.13% | −6,609−86.2% | Reduced |
| Meridian Wealth Advisors, LLC | 1,063 | $350.6K | 0.06% | +1+0.1% | Added |
| Bender Robert & Associates | 1,064 | $350.9K | 0.09% | −20−1.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,065 | $351.2K | 0.07% | −500−31.9% | Reduced |
| Washington Trust Bank | 1,067 | $351.9K | 0.04% | −1,282−54.6% | Reduced |
| Elgethun Capital Management | 1,067 | $352.0K | 0.08% | −30−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,067 | $352.1K | 0.02% | −69−6.1% | Reduced |
| Arlington Trust Co LLC | 1,070 | $352.9K | 0.07% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,073 | $354.0K | 0.03% | −33−3.0% | Reduced |
| Greenwood Capital Associates LLC | 1,074 | $354.2K | 0.05% | 00.0% | Unchanged |
| Invst, LLC | 1,074 | $354.2K | 0.05% | +411+62.0% | Added |
| Silvant Capital Management LLC | 1,076 | $354.9K | 0.02% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 1,208 | $355.6K | 0.16% | −58−4.6% | Reduced |
| OneAscent Investment Solutions LLC | 1,078 | $356.0K | 0.42% | +1,078 | New |
| Sterling Investment Counsel, LLC | 1,081 | $356.6K | 0.12% | +456+73.0% | Added |
| Optas, LLC | 1,082 | $356.8K | 0.06% | −290−21.1% | Reduced |
| Drake & Associates, LLC | 1,082 | $356.8K | 0.10% | +176+19.4% | Added |
| Clarity Wealth Advisors, LLC | 1,083 | $357.2K | 0.10% | +1,083 | New |
| Fortress Private Ledger, LLC | 1,086 | $358.3K | 0.20% | +354+48.4% | Added |
| Chesley Taft & Associates LLC | 1,087 | $358.5K | 0.02% | −219−16.8% | Reduced |
| Asset Planning,Inc | 1,087 | $358.6K | 0.28% | +2+0.2% | Added |
| Silver Coast Investments LLC | 1,089 | $359.2K | 0.14% | +40+3.8% | Added |
| Financial Advisors, LLC | 1,090 | $359.5K | 0.07% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 1,093 | $360.4K | 0.09% | +39+3.7% | Added |
| Mission Financial Group, LLC | 509 | $360.9K | 0.33% | +509 | New |