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 |
|---|---|---|---|---|---|
| Advus Financial Partners, LLC | 1,244 | $410.3K | 0.11% | +29+2.4% | Added |
| Baker Tilly Wealth Management, LLC | 1,245 | $410.6K | 0.16% | −49−3.8% | Reduced |
| Garden State Investment Advisory Services LLC | 1,244 | $411.1K | 0.13% | −8−0.6% | Reduced |
| Intellus Advisors LLC | 1,247 | $411.4K | 0.07% | +1+0.1% | Added |
| Bangor Savings Bank | 1,247 | $411.4K | 0.04% | +21+1.7% | Added |
| Hills Bank & Trust Co | 1,249 | $411.9K | 0.03% | +102+8.9% | Added |
| Evanson Asset Management, LLC | 1,250 | $412.3K | 0.03% | −100−7.4% | Reduced |
| Kornitzer Capital Management Inc | 1,250 | $412.3K | 0.01% | −25−2.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,250 | $412.3K | 0.28% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 1,256 | $414.2K | 0.32% | +201+19.1% | Added |
| Northwest Bancshares, Inc. | 1,260 | $415.5K | 0.08% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 1,263 | $416.5K | 0.31% | +21+1.7% | Added |
| Gradient Capital Advisors, LLC | 1,263 | $416.7K | 0.14% | −42−3.2% | Reduced |
| Zions Bancorporation, National Association | 1,264 | $416.9K | 0.03% | +1,264 | New |
| Bard Financial Services, Inc. | 1,265 | $417.2K | 0.05% | −95−7.0% | Reduced |
| Clear Creek Financial Management, LLC | 1,269 | $418.6K | 0.04% | +130+11.4% | Added |
| Alpha Family Trust | 1,270 | $418.8K | 0.24% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,533 | $420.0K | 0.19% | +282+22.5% | Added |
| Claris Financial LLC | 1,162 | $421.6K | 0.28% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,279 | $421.9K | 0.07% | +33+2.6% | Added |
| Gsa Capital Partners LLP | 1,280 | $422.0K | 0.04% | −2,008−61.1% | Reduced |
| Finivi Inc. | 1,283 | $423.1K | 0.34% | +134+11.7% | Added |
| Beacon Financial Group | 1,284 | $423.5K | 0.05% | +51+4.1% | Added |
| Wealth Management Associates, Inc. | 1,287 | $424.5K | 0.18% | −151−10.5% | Reduced |
| MCF Advisors LLC | 1,289 | $425.0K | 0.03% | +19+1.5% | Added |
| Sentry Investment Management LLC | 1,519 | $425.0K | 0.29% | −517−25.4% | Reduced |
| Prentice Wealth Management LLC | 1,291 | $425.8K | 0.12% | +86+7.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,294 | $427.0K | 0.01% | +134+11.6% | Added |
| Ransom Advisory, Ltd | 1,295 | $427.1K | 0.21% | −100−7.2% | Reduced |
| Waters Parkerson & Co., LLC | 1,298 | $428.1K | 0.02% | −21−1.6% | Reduced |
| Purus Wealth Management, LLC | 1,302 | $429.4K | 0.18% | +218+20.1% | Added |
| CWS Financial Advisors, LLC | 1,304 | $430.1K | 0.14% | +300+29.9% | Added |
| Schulhoff & Co Inc | 1,305 | $430.4K | 0.19% | 00.0% | Unchanged |
| First Financial Corp | 1,308 | $431.4K | 0.21% | −100−7.1% | Reduced |
| First Pacific Financial | 1,308 | $431.4K | 0.09% | −94−6.7% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 1,309 | $431.7K | 0.08% | −160−10.9% | Reduced |
| Annex Advisory Services, LLC | 1,309 | $431.8K | 0.01% | +316+31.8% | Added |
| Oliver Luxxe Assets LLC | 1,310 | $432.0K | 0.08% | −88−6.3% | Reduced |
| Acas, LLC | 1,377 | $432.2K | 0.33% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,311 | $432.4K | 0.01% | −685−34.3% | Reduced |
| Petix & Botte Co | 1,312 | $432.7K | 0.11% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 1,314 | $433.4K | 0.32% | −1−0.1% | Reduced |
| Westshore Wealth, LLC | 1,315 | $433.8K | 0.18% | −8−0.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,316 | $434.0K | 0.14% | −1,176−47.2% | Reduced |
| Tumwater Wealth Management, LLC | 1,317 | $434.2K | 0.23% | +51+4.0% | Added |
| Sweeney & Michel, LLC | 1,585 | $434.2K | 0.19% | +1,585 | New |
| Foster Group, Inc. | 1,318 | $434.6K | 0.02% | +37+2.9% | Added |
| Birchcreek Wealth Management, LLC | 1,319 | $435.0K | 0.27% | +5+0.4% | Added |
| Baron Wealth Management LLC | 1,319 | $435.0K | 0.19% | +126+10.6% | Added |
| Onefund, LLC | 1,320 | $435.3K | 0.44% | +4+0.3% | Added |
| Next Level Private LLC | 1,320 | $435.3K | 0.16% | +50+3.9% | Added |
| Sandy Cove Advisors, LLC | 1,321 | $435.7K | 0.18% | −264−16.7% | Reduced |
| Planning Center, Inc. | 1,323 | $436.3K | 0.05% | −140−9.6% | Reduced |
| Elser Financial Planning, Inc | 1,326 | $437.3K | 0.61% | −8−0.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,327 | $437.7K | 0.08% | +60+4.7% | Added |
| McMill Wealth Management | 1,329 | $438.3K | 0.16% | +18+1.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,330 | $438.7K | 0.18% | +3+0.2% | Added |
| Formidable Asset Management, LLC | 1,332 | $439.3K | 0.07% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,334 | $440.1K | 0.19% | −101−7.0% | Reduced |
| VeraBank, N.A. | 1,336 | $440.6K | 0.12% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 1,336 | $440.6K | 0.20% | +53+4.1% | Added |
| Hardin Capital Partners, LLC | 1,347 | $444.2K | 0.27% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,349 | $444.9K | 0.14% | +1+0.1% | Added |
| Thomas Story & Son LLC | 1,350 | $445.2K | 0.17% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,351 | $445.6K | 0.15% | −20−1.5% | Reduced |
| Sendero Wealth Management, LLC | 1,351 | $445.6K | 0.06% | +7+0.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 1,352 | $446.0K | 0.02% | −127−8.6% | Reduced |
| Investment Advisory Services Inc | 1,353 | $446.1K | 0.16% | −45−3.2% | Reduced |
| Continuum Advisory, LLC | 1,353 | $446.2K | 0.06% | −90−6.2% | Reduced |
| Interchange Capital Partners, LLC | 1,354 | $446.5K | 0.13% | +217+19.1% | Added |
| SJS Investment Consulting Inc. | 1,354 | $446.6K | 0.08% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,355 | $446.9K | 0.13% | +84+6.6% | Added |
| Brogan Financial, Inc. | 1,357 | $447.5K | 0.22% | +216+18.9% | Added |
| Ellsworth Advisors, LLC | 1,357 | $447.7K | 0.12% | −15,329−91.9% | Reduced |
| Basepoint Wealth LLC | 1,360 | $448.5K | 0.35% | +364+36.5% | Added |
| M1 Capital Management LLC | 1,361 | $448.9K | 0.28% | −144−9.6% | Reduced |
| Gallacher Capital Management LLC | 1,364 | $449.8K | 0.22% | +355+35.2% | Added |
| Davidson Trust Co | 1,364 | $449.8K | 0.21% | +102+8.1% | Added |
| Affinity Capital Advisors, LLC | 1,536 | $450.8K | 0.09% | +4+0.3% | Added |
| Planning Alternatives Ltd | 1,367 | $450.9K | 0.07% | +378+38.2% | Added |
| Milestone Asset Management, LLC | 1,369 | $451.7K | 0.10% | −3,591−72.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,373 | $453.0K | 0.89% | +206+17.7% | Added |
| BankPlus Wealth Management LLC | 1,374 | $453.2K | 0.33% | +22+1.6% | Added |
| Claro Advisors LLC | 1,374 | $453.3K | 0.06% | +32+2.4% | Added |
| Enterprise Financial Services Corp | 1,377 | $454.1K | 0.27% | +22+1.6% | Added |
| SageView Advisory Group, LLC | 1,379 | $454.8K | 0.02% | +103+8.1% | Added |
| Morris Retirement Advisors, LLC | 1,383 | $456.0K | 0.24% | −151−9.8% | Reduced |
| Watts Gwilliam & Co., LLC | 1,383 | $456.1K | 0.10% | −50−3.5% | Reduced |
| Mengis Capital Management, Inc. | 1,386 | $457.0K | 0.10% | +1+0.1% | Added |
| Range Financial Group LLC | 1,387 | $457.4K | 0.20% | −783−36.1% | Reduced |
| apricus wealth, LLC | 1,389 | $458.1K | 0.27% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,390 | $458.4K | 0.24% | −290−17.3% | Reduced |
| Firestone Capital Management | 1,392 | $458.9K | 0.12% | +1+0.1% | Added |
| First National Corp | 1,394 | $459.6K | 0.10% | +82+6.3% | Added |
| Carrera Capital Advisors | 1,394 | $459.6K | 0.10% | +156+12.6% | Added |
| Grant Street Asset Management, Inc. | 1,394 | $459.7K | 0.11% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 1,397 | $460.7K | 0.51% | +297+27.0% | Added |
| Ironwood Investment Management LLC | 1,400 | $461.7K | 0.25% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 1,401 | $462.1K | 0.51% | +323+30.0% | Added |
| VSM Wealth Advisory, LLC | 1,402 | $462.2K | 0.17% | +1+0.1% | Added |