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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 1,098 | $362.3K | 0.01% | −70−6.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 1,100 | $362.8K | 0.03% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 1,100 | $362.8K | 0.25% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 1,100 | $362.8K | 0.18% | +19+1.8% | Added |
| SkyOak Wealth, LLC | 1,101 | $363.0K | 0.08% | +89+8.8% | Added |
| Morey & Quinn Wealth Partners, LLC | 1,101 | $363.1K | 0.30% | +34+3.2% | Added |
| Financial Advisors Network, Inc. | 1,103 | $363.7K | 0.06% | +9+0.8% | Added |
| WealthPLAN Partners, LLC | 1,104 | $364.0K | 0.05% | −170−13.3% | Reduced |
| Full Sail Capital, LLC | 1,105 | $364.4K | 0.02% | −41−3.6% | Reduced |
| N.E.W. Advisory Services LLC | 1,105 | $364.6K | 0.03% | +79+7.7% | Added |
| ORG Partners LLC | 571 | $365.9K | 0.09% | −1,641−74.2% | Reduced |
| Alesco Advisors LLC | 1,113 | $367.1K | 0.01% | −14−1.2% | Reduced |
| City National Bank of Florida | 1,117 | $368.4K | 0.33% | +218+24.2% | Added |
| Old Second National Bank of Aurora | 1,118 | $368.7K | 0.09% | −123−9.9% | Reduced |
| Trustco Bank Corp N Y | 1,118 | $368.7K | 0.40% | −113−9.2% | Reduced |
| Tower Wealth Partners, Inc. | 1,119 | $369.0K | 0.20% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 1,258 | $369.1K | 0.23% | +5+0.4% | Added |
| Spring Capital Management, LLC | 1,120 | $369.4K | 0.20% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,120 | $369.4K | 0.04% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,126 | $371.5K | 0.02% | −5,348−82.6% | Reduced |
| Rockline Wealth Management, LLC | 1,127 | $371.7K | 0.10% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 1,127 | $371.7K | 0.03% | +27+2.5% | Added |
| First Western Trust Bank | 1,128 | $372.0K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 1,131 | $373.0K | 0.12% | +66+6.2% | Added |
| Bay Capital Advisors, LLC | 1,131 | $373.0K | 0.31% | −150−11.7% | Reduced |
| WealthBridge Capital Management, LLC | 1,133 | $373.7K | 0.11% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 1,134 | $374.0K | 0.05% | −129−10.2% | Reduced |
| Maxele Advisors, LLC | 1,134 | $374.1K | 0.36% | +50+4.6% | Added |
| Archford Capital Strategies, LLC | 1,137 | $375.0K | 0.05% | −32−2.7% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,138 | $375.3K | 0.09% | −778−40.6% | Reduced |
| Facet Wealth, Inc. | 1,162 | $375.3K | 0.01% | +19+1.7% | Added |
| Compass Financial Group, INC | 1,138 | $375.6K | 0.07% | +59+5.5% | Added |
| LJI Wealth Management, LLC | 1,140 | $376.0K | 0.07% | −5−0.4% | Reduced |
| Accel Wealth Management | 1,140 | $376.0K | 0.14% | +119+11.7% | Added |
| Crowley Wealth Management, Inc. | 1,142 | $376.6K | 0.36% | −120−9.5% | Reduced |
| Hoey Investments, Inc | 1,143 | $377.0K | 0.07% | −1,050−47.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,150 | $379.3K | 0.40% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,151 | $379.6K | 0.18% | +59+5.4% | Added |
| BlueStem Wealth Partners, LLC | 1,152 | $380.0K | 0.05% | −124−9.7% | Reduced |
| Joule Financial, LLC | 1,156 | $381.2K | 0.13% | +2+0.2% | Added |
| TCFG Wealth Management, LLC | 1,162 | $383.3K | 0.19% | −51−4.2% | Reduced |
| LM Advisors LLC | 1,163 | $384.0K | 0.07% | −123−9.6% | Reduced |
| Eagle Wealth Strategies LLC | 1,167 | $384.8K | 0.24% | +1+0.1% | Added |
| Warwick Investment Management, Inc. | 1,167 | $384.9K | 0.08% | +30+2.6% | Added |
| FSB Premier Wealth Management, Inc. | 1,168 | $385.4K | 0.15% | +124+11.9% | Added |
| Aua Capital Management, LLC | 1,170 | $385.9K | 0.25% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,170 | $385.9K | 0.05% | +293+33.4% | Added |
| ICW Investment Advisors LLC | 1,175 | $387.6K | 0.16% | +27+2.4% | Added |
| Catalytic Wealth RIA, LLC | 1,176 | $387.8K | 0.07% | +16+1.4% | Added |
| Keb Asset Management, LLC | 1,179 | $388.8K | 0.11% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,179 | $388.8K | 0.05% | +131+12.5% | Added |
| Meredith Wealth Planning | 1,180 | $389.2K | 0.17% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,182 | $389.8K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,183 | $390.0K | 0.06% | +1+0.1% | Added |
| Fingerlakes Wealth Management, Inc. | 1,184 | $390.4K | 0.33% | −226−16.0% | Reduced |
| Trust Co of Kansas | 1,185 | $391.0K | 0.21% | 00.0% | Unchanged |
| JT Stratford LLC | 1,187 | $391.5K | 0.07% | −5,057−81.0% | Reduced |
| Hanlon Investment Management, Inc. | 1,187 | $391.5K | 0.30% | +16+1.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,187 | $391.6K | 0.07% | +64+5.7% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,190 | $392.4K | 0.36% | +1,190 | New |
| Longview Financial Advisors LLC | 1,190 | $392.5K | 0.26% | −355−23.0% | Reduced |
| Henderson Brothers Financial Partners, LLC | 687 | $393.6K | 0.20% | +687 | New |
| Destination Wealth Management | 1,194 | $393.8K | 0.01% | +453+61.1% | Added |
| Meridian Financial Partners LLC | 1,194 | $394.0K | 0.20% | +200+20.1% | Added |
| Davidson Investment Advisors | 1,197 | $394.8K | 0.02% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,197 | $394.8K | 0.04% | −11−0.9% | Reduced |
| Five Oceans Advisors | 1,198 | $395.1K | 0.19% | +5+0.4% | Added |
| Gilman Hill Asset Management, LLC | 1,199 | $395.4K | 0.07% | 00.0% | Unchanged |
| Gries Financial LLC | 1,199 | $395.4K | 0.08% | +143+13.5% | Added |
| Fairfield, Bush & Co. | 1,200 | $395.8K | 0.25% | −334−21.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,200 | $395.8K | 0.03% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 1,201 | $396.2K | 0.14% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 1,202 | $396.5K | 0.15% | +1+0.1% | Added |
| Boston Trust Walden Corp | 1,204 | $397.1K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,204 | $397.1K | 0.08% | +5+0.4% | Added |
| First Nebraska Trust Co | 1,206 | $397.7K | 0.04% | +50+4.3% | Added |
| Hollencrest Capital Management | 1,207 | $398.1K | 0.02% | +8+0.7% | Added |
| Traveka Wealth, LLC | 1,215 | $400.8K | 0.22% | −36−2.9% | Reduced |
| Manchester Capital Management LLC | 1,216 | $401.0K | 0.05% | +211+21.0% | Added |
| Miller Financial Services LLC | 1,216 | $401.1K | 0.58% | −1,426−54.0% | Reduced |
| Old Point Trust & Financial Services N A | 1,217 | $401.4K | 0.14% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,219 | $402.1K | 0.08% | +1+0.1% | Added |
| Congress Park Capital LLC | 1,220 | $402.4K | 0.15% | 00.0% | Unchanged |
| J2 Capital Management Inc | 1,223 | $403.3K | 0.37% | −354−22.4% | Reduced |
| Perennial Investment Advisors, LLC | 1,224 | $403.5K | 0.05% | +72+6.3% | Added |
| Grant Private Wealth Management Inc | 1,224 | $403.7K | 0.44% | +387+46.2% | Added |
| American Alpha Advisors, LLC | 1,231 | $406.0K | 0.36% | +1,231 | New |
| Graves-Light Private Wealth Management, Inc. | 1,232 | $406.2K | 0.05% | +2+0.2% | Added |
| WestHill Financial Advisors, Inc. | 1,232 | $406.3K | 0.09% | −154−11.1% | Reduced |
| Pinnacle Financial Group, LLC | 1,232 | $406.3K | 0.15% | +1+0.1% | Added |
| Core Alternative Capital | 1,235 | $407.3K | 0.10% | −25−2.0% | Reduced |
| CoreFirst Bank & Trust | 1,236 | $407.6K | 0.26% | 00.0% | Unchanged |
| American Money Management, LLC | 1,237 | $407.9K | 0.08% | −98−7.3% | Reduced |
| Monarch Capital Management Inc | 1,237 | $408.0K | 0.11% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,238 | $408.3K | 0.27% | −1,464−54.2% | Reduced |
| S.A. Mason LLC | 1,238 | $408.3K | 0.22% | +7+0.6% | Added |
| Northstar Financial Companies, Inc. | 1,239 | $408.6K | 0.44% | −71−5.4% | Reduced |
| Philip James Wealth Mangement, LLC | 1,240 | $409.0K | 0.05% | 00.0% | Unchanged |
| Greenline Partners, LLC | 1,242 | $409.6K | 0.06% | +37+3.1% | Added |
| Coastwise Capital Group, LLC | 1,243 | $410.0K | 0.35% | −406−24.6% | Reduced |