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 | 3,773 | $232.0B |
| Q4 2025 | 3,543 | $188.7B |
| Q3 2025 | 3,151 | $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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 8,212 | $2.71M | 0.73% | −2,015−19.7% | Reduced |
| Shell Asset Management Co | 8,195 | $2.70M | 0.13% | −272−3.2% | Reduced |
| Boltwood Capital Management | 8,195 | $2.70M | 0.82% | −40−0.5% | Reduced |
| Gables Capital Management Inc. | 8,115 | $2.68M | 1.32% | +525+6.9% | Added |
| Oddo BHF Asset Management SAS | 8,093 | $2.67M | 0.11% | −1,903−19.0% | Reduced |
| Concord Asset Management, LLC | 8,992 | $2.66M | 0.59% | +2,903+47.7% | Added |
| Stonegate Investment Group, LLC | 7,992 | $2.64M | 0.07% | −71−0.9% | Reduced |
| MidWestOne Financial Group, Inc. | 7,987 | $2.63M | 0.37% | +68+0.9% | Added |
| Focused Wealth Management, Inc | 7,962 | $2.63M | 0.36% | +224+2.9% | Added |
| Adirondack Trust Co | 7,953 | $2.62M | 1.02% | −134−1.7% | Reduced |
| First Horizon Advisors, Inc. | 7,921 | $2.61M | 0.07% | −46−0.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 7,918 | $2.61M | 0.03% | −25−0.3% | Reduced |
| Fruth Investment Management | 7,898 | $2.60M | 0.72% | −5−0.1% | Reduced |
| Loudon Investment Management, LLC | 7,888 | $2.60M | 1.49% | −100−1.3% | Reduced |
| Petredis Investment Advisors LLC | 7,868 | $2.59M | 0.27% | +7,868 | New |
| Field & Main Bank | 7,857 | $2.59M | 0.91% | −24−0.3% | Reduced |
| Atlantic Union Bankshares Corp | 7,829 | $2.58M | 0.16% | −136−1.7% | Reduced |
| Howland Capital Management LLC | 7,817 | $2.58M | 0.11% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 7,805 | $2.57M | 0.17% | +4+0.1% | Added |
| Valley Brook Capital Group | 7,801 | $2.57M | 2.02% | −129−1.6% | Reduced |
| Gifford Fong Associates | 7,800 | $2.57M | 0.64% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 7,768 | $2.56M | 0.27% | −76−1.0% | Reduced |
| Private Trust Co NA | 7,762 | $2.56M | 0.26% | −691−8.2% | Reduced |
| Harbor Capital Advisors, Inc. | 7,737 | $2.55M | 0.12% | −3,106−28.6% | Reduced |
| St Germain D J Co Inc | 7,731 | $2.55M | 0.12% | −614−7.4% | Reduced |
| Little House Capital LLC | 7,731 | $2.55M | 0.70% | +432+5.9% | Added |
| Old Port Advisors | 7,724 | $2.55M | 0.76% | −150−1.9% | Reduced |
| MB, Levis & Associates, LLC | 7,724 | $2.55M | 1.18% | +10+0.1% | Added |
| Lake Street Financial LLC | 7,711 | $2.54M | 0.41% | +532+7.4% | Added |
| Maven Securities LTD | 7,704 | $2.54M | 0.56% | +6,776+730.2% | Added |
| Choate Investment Advisors | 7,681 | $2.53M | 0.06% | +244+3.3% | Added |
| Leonteq Securities AG | 7,727 | $2.53M | 0.19% | +1,776+29.8% | Added |
| Orleans Capital Management Corp | 7,663 | $2.53M | 1.49% | +45+0.6% | Added |
| Pine Valley Investments Ltd Liability Co | 7,639 | $2.52M | 0.16% | +128+1.7% | Added |
| Vista Investment Partners II, LLC | 7,622 | $2.51M | 1.39% | +187+2.5% | Added |
| JBR Co Financial Management Inc | 7,612 | $2.51M | 1.47% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 7,581 | $2.50M | 0.45% | +168+2.3% | Added |
| Exchange Bank | 7,575 | $2.50M | 2.02% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 7,560 | $2.49M | 1.26% | −75−1.0% | Reduced |
| D. Scott Neal, Inc. | 7,549 | $2.49M | 1.38% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,539 | $2.49M | 0.14% | +86+1.2% | Added |
| Becker Capital Management Inc | 7,536 | $2.49M | 0.08% | −259−3.3% | Reduced |
| Banque Transatlantique SA | 7,530 | $2.48M | 0.08% | −906−10.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,489 | $2.47M | 0.32% | +501+7.2% | Added |
| Indiana Trust & Investment Management CO | 7,454 | $2.46M | 0.89% | +155+2.1% | Added |
| Rollins Financial Advisors, LLC | 7,440 | $2.45M | 0.43% | +242+3.4% | Added |
| Brighton Jones LLC | 7,431 | $2.45M | 0.08% | +22+0.3% | Added |
| Tyche Wealth Partners LLC | 7,409 | $2.44M | 0.53% | +172+2.4% | Added |
| Berkshire Bank | 7,356 | $2.43M | 0.59% | −146−1.9% | Reduced |
| Arrow Financial Corp | 7,337 | $2.42M | 0.27% | −6,376−46.5% | Reduced |
| Core Wealth Advisors, Inc. | 7,333 | $2.42M | 0.77% | −906−11.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,324 | $2.42M | 1.35% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 7,319 | $2.41M | 0.81% | +340+4.9% | Added |
| G&S Capital LLC | 7,293 | $2.41M | 1.02% | +172+2.4% | Added |
| Glen Eagle Advisors, LLC | 7,209 | $2.38M | 0.39% | +410+6.0% | Added |
| Umpqua Bank | 7,202 | $2.38M | 0.82% | −72−1.0% | Reduced |
| Forum Financial Management, LP | 7,177 | $2.37M | 0.04% | +129+1.8% | Added |
| Fieldview Capital Management, LLC | 7,160 | $2.36M | 0.33% | −830−10.4% | Reduced |
| Capital & Planning, LLC | 7,119 | $2.35M | 1.74% | +395+5.9% | Added |
| Stone Point Wealth LLC | 7,077 | $2.33M | 0.79% | +325+4.8% | Added |
| Cross Staff Investments Inc | 7,066 | $2.33M | 1.76% | −38−0.5% | Reduced |
| Vivid Wealth Management, LLC | 7,027 | $2.32M | 1.16% | +419+6.3% | Added |
| Forefront Wealth Management Inc. | 7,011 | $2.31M | 2.14% | +31+0.4% | Added |
| Sumitomo Life Insurance Co | 7,009 | $2.31M | 0.08% | −108−1.5% | Reduced |
| Hennessy Advisors Inc | 7,000 | $2.31M | 0.08% | −1,600−18.6% | Reduced |
| Ostrum Asset Management | 6,999 | $2.31M | 0.12% | +1,751+33.4% | Added |
| Schear Investment Advisers, LLC | 6,981 | $2.30M | 1.33% | +117+1.7% | Added |
| Legacy Bridge, LLC | 6,972 | $2.30M | 1.28% | −176−2.5% | Reduced |
| Quest Investment Management LLC | 6,968 | $2.30M | 0.28% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 6,961 | $2.30M | 0.16% | −43−0.6% | Reduced |
| Modera Wealth Management, LLC | 6,953 | $2.29M | 0.03% | −171−2.4% | Reduced |
| Gladstone Institutional Advisory LLC | 6,948 | $2.29M | 0.11% | −2,424−25.9% | Reduced |
| Clearbridge Investments, LLC | 6,945 | $2.29M | 0.00% | +1,351+24.2% | Added |
| Valley National Advisers Inc | 6,926 | $2.28M | 0.41% | +276+4.2% | Added |
| Camden Capital, LLC | 6,914 | $2.28M | 0.24% | +878+14.5% | Added |
| Sargent Investment Group, LLC | 6,906 | $2.28M | 0.36% | +394+6.1% | Added |
| BCM Advisors, LLC | 7,001 | $2.27M | 0.51% | −42−0.6% | Reduced |
| Triangle Securities Wealth Management | 6,869 | $2.27M | 0.58% | +201+3.0% | Added |
| RFG Advisory, LLC | 6,863 | $2.26M | 0.06% | +124+1.8% | Added |
| Slagle Financial, LLC | 6,828 | $2.25M | 1.00% | −30−0.4% | Reduced |
| DMKC Advisory Services, LLC | 6,814 | $2.25M | 2.02% | −15−0.2% | Reduced |
| Staley Capital Advisers Inc | 6,800 | $2.24M | 0.10% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 6,786 | $2.24M | 0.76% | −384−5.4% | Reduced |
| Trueblood Wealth Management, LLC | 6,786 | $2.24M | 1.04% | +33+0.5% | Added |
| Trust Investment Advisors | 6,767 | $2.23M | 1.44% | −454−6.3% | Reduced |
| Aigen Investment Management, LP | 6,710 | $2.21M | 0.35% | +6,710 | New |
| Ar Asset Management Inc | 6,700 | $2.21M | 0.50% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 6,700 | $2.21M | 0.38% | +775+13.1% | Added |
| Great Lakes Retirement, Inc. | 6,693 | $2.21M | 0.29% | +330+5.2% | Added |
| Redmond Asset Management, LLC | 6,661 | $2.20M | 0.57% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 6,651 | $2.19M | 0.57% | −959−12.6% | Reduced |
| Old Mission Investment Co LLC | 6,650 | $2.19M | 0.66% | +225+3.5% | Added |
| Greenfield Savings Bank | 6,646 | $2.19M | 1.08% | +157+2.4% | Added |
| Heritage Wealth Management, Inc. | 6,638 | $2.19M | 0.75% | −437−6.2% | Reduced |
| Court Place Advisors, LLC | 6,635 | $2.19M | 0.73% | −276−4.0% | Reduced |
| Southeast Asset Advisors Inc. | 6,626 | $2.19M | 0.27% | +3,004+82.9% | Added |
| Nemes Rush Group LLC | 6,619 | $2.18M | 0.28% | −126−1.9% | Reduced |
| Mfg Wealth Management, Inc. | 6,589 | $2.17M | 2.08% | +226+3.6% | Added |
| Garrett Investment Advisors LLC | 6,588 | $2.17M | 0.21% | +173+2.7% | Added |
| Syon Capital LLC | 6,566 | $2.17M | 0.18% | +513+8.5% | Added |