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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 6,546 | $2.16M | 0.06% | −60−0.9% | Reduced |
| Coastline Trust Co | 6,521 | $2.15M | 0.27% | +234+3.7% | Added |
| Shepherd Financial Partners LLC | 6,473 | $2.13M | 0.25% | +579+9.8% | Added |
| Portman Square Capital LLP | 6,464 | $2.13M | 0.29% | +6,464 | New |
| Harbour Investments, Inc. | 6,442 | $2.12M | 0.06% | −117−1.8% | Reduced |
| Insight Wealth Strategies, LLC | 6,441 | $2.12M | 0.29% | +29+0.5% | Added |
| Compton Wealth Advisory Group, LLC | 6,440 | $2.12M | 0.59% | −886−12.1% | Reduced |
| Avantax Planning Partners, Inc. | 6,406 | $2.11M | 0.07% | +139+2.2% | Added |
| Gen-Wealth Partners Inc | 6,400 | $2.11M | 0.88% | +311+5.1% | Added |
| International Assets Investment Management, LLC | 6,385 | $2.11M | 0.18% | +944+17.3% | Added |
| TKG Advisors, LLC | 6,382 | $2.10M | 1.04% | +400+6.7% | Added |
| Wedmont Private Capital | 7,148 | $2.10M | 0.11% | −183−2.5% | Reduced |
| 44 Wealth Management LLC | 6,357 | $2.10M | 0.79% | −151−2.3% | Reduced |
| Ignite Planners, LLC | 6,661 | $2.09M | 0.41% | +538+8.8% | Added |
| Advisors Preferred, LLC | 6,300 | $2.08M | 0.28% | +6,300 | New |
| Fort Point Capital Partners LLC | 6,311 | $2.08M | 0.23% | −242−3.7% | Reduced |
| Good Life Advisors, LLC | 6,305 | $2.08M | 0.15% | +26+0.4% | Added |
| Ellis Investment Partners, LLC | 6,304 | $2.08M | 0.43% | −756−10.7% | Reduced |
| Checchi Capital Advisers, LLC | 6,277 | $2.07M | 0.15% | +115+1.9% | Added |
| CNB Bank | 6,271 | $2.07M | 1.05% | +350+5.9% | Added |
| Parkside Financial Bank & Trust | 6,267 | $2.07M | 0.26% | +295+4.9% | Added |
| Greater Midwest Financial Group, LLC | 6,262 | $2.07M | 1.44% | +327+5.5% | Added |
| Resources Management Corp | 6,230 | $2.06M | 0.29% | −95−1.5% | Reduced |
| E Fund Management Co., Ltd. | 6,210 | $2.05M | 0.10% | +950+18.1% | Added |
| Weatherly Asset Management L. P. | 6,207 | $2.05M | 0.18% | −5−0.1% | Reduced |
| Eads & Heald Wealth Management | 6,208 | $2.05M | 1.04% | −234−3.6% | Reduced |
| D L Carlson Investment Group Inc | 6,205 | $2.05M | 0.39% | −792−11.3% | Reduced |
| Weaver Capital Management LLC | 6,201 | $2.05M | 0.54% | −2,630−29.8% | Reduced |
| Vantage Point Financial LLC | 6,164 | $2.03M | 1.02% | +92+1.5% | Added |
| Keudell/Morrison Wealth Management | 6,152 | $2.03M | 0.48% | +179+3.0% | Added |
| Massachusetts Wealth Management | 6,147 | $2.03M | 1.39% | −310−4.8% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 6,139 | $2.02M | 0.95% | −387−5.9% | Reduced |
| FLC Capital Advisors | 6,136 | $2.02M | 0.45% | −131−2.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,130 | $2.02M | 0.19% | +480+8.5% | Added |
| NewEdge Wealth, LLC | 6,128 | $2.02M | 0.04% | −284−4.4% | Reduced |
| Virtu Financial LLC | 6,121 | $2.02M | 0.11% | −8,070−56.9% | Reduced |
| PFG Investments, LLC | 6,122 | $2.02M | 0.13% | +243+4.1% | Added |
| Oak Asset Management, LLC | 6,120 | $2.02M | 0.74% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 6,120 | $2.02M | 1.36% | +5+0.1% | Added |
| HHM Wealth Advisors, LLC | 6,106 | $2.01M | 0.27% | +125+2.1% | Added |
| WealthPlan Investment Management, LLC | 6,100 | $2.01M | 0.20% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 6,093 | $2.01M | 0.12% | +53+0.9% | Added |
| River Wealth Advisors LLC | 6,087 | $2.01M | 0.28% | −166−2.7% | Reduced |
| Solidarilty Wealth, LLC | 6,074 | $2.00M | 0.49% | +6,074 | New |
| Cordatus Wealth Management LLC | 6,072 | $2.00M | 0.55% | +4,837+391.7% | Added |
| MONECO Advisors, LLC | 6,069 | $2.00M | 0.21% | +10.0% | Added |
| Biltmore Family Office, LLC | 6,040 | $1.99M | 0.34% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 6,031 | $1.99M | 1.48% | −125−2.0% | Reduced |
| Essex Savings Bank | 6,029 | $1.99M | 0.49% | −100−1.6% | Reduced |
| Drive Wealth Management, LLC | 6,020 | $1.99M | 0.47% | +3,168+111.1% | Added |
| Strategic Advisors LLC | 6,011 | $1.98M | 0.38% | +287+5.0% | Added |
| Thompson Siegel & Walmsley LLC | 6,001 | $1.98M | 0.03% | −326−5.2% | Reduced |
| Crown Oak Advisors, LLC | 6,000 | $1.98M | 1.00% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 5,987 | $1.97M | 0.08% | −135−2.2% | Reduced |
| Cozad Asset Management Inc | 5,974 | $1.97M | 0.20% | −1,690−22.1% | Reduced |
| Kentucky Trust Co | 5,963 | $1.97M | 1.17% | −90−1.5% | Reduced |
| Ocean Capital Management, LLC | 5,931 | $1.96M | 0.46% | +10+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 5,925 | $1.95M | 0.03% | −167−2.7% | Reduced |
| Perkins Coie Trust Co | 5,894 | $1.94M | 0.44% | −259−4.2% | Reduced |
| Wealth Architects, LLC | 5,888 | $1.94M | 0.21% | +1,749+42.3% | Added |
| Cottage Street Advisors LLC | 5,862 | $1.93M | 0.97% | +65+1.1% | Added |
| First National Bank Sioux Falls | 5,851 | $1.93M | 0.78% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 5,850 | $1.93M | 0.03% | +1,806+44.7% | Added |
| Westwood Holdings Group Inc. | 5,847 | $1.93M | 0.01% | −56−0.9% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 5,846 | $1.93M | 0.88% | −889−13.2% | Reduced |
| JFS Wealth Advisors, LLC | 5,831 | $1.92M | 0.13% | +2,585+79.6% | Added |
| LGT Group Foundation | 5,810 | $1.92M | 0.03% | +160+2.8% | Added |
| Dana Investment Advisors, Inc. | 5,800 | $1.91M | 0.07% | −32,483−84.8% | Reduced |
| Ethos Financial Group, LLC | 5,526 | $1.91M | 0.18% | +4,263+337.5% | Added |
| Bahl & Gaynor Inc | 5,778 | $1.91M | 0.01% | −102−1.7% | Reduced |
| Victrix Investment Advisors | 5,797 | $1.90M | 1.00% | +36+0.6% | Added |
| Watershed Private Wealth LLC | 5,756 | $1.90M | 0.76% | −69−1.2% | Reduced |
| Haverford Trust Co | 5,727 | $1.89M | 0.02% | −445−7.2% | Reduced |
| Intellectus Partners, LLC | 5,712 | $1.88M | 0.46% | −98−1.7% | Reduced |
| Investment House LLC | 5,708 | $1.88M | 0.11% | −25−0.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,699 | $1.88M | 0.00% | +5,699 | New |
| Convergence Investment Partners, LLC | 5,677 | $1.87M | 0.52% | −151−2.6% | Reduced |
| Hilltop Holdings Inc. | 5,651 | $1.86M | 0.12% | +1,687+42.6% | Added |
| Hager Investment Management Services, LLC | 5,644 | $1.86M | 1.30% | −143−2.5% | Reduced |
| Alaethes Wealth LLC | 5,638 | $1.86M | 0.68% | +136+2.5% | Added |
| Bridges Investment Management Inc | 5,615 | $1.85M | 0.03% | −155−2.7% | Reduced |
| Beaton Management Co. Inc. | 5,603 | $1.85M | 0.96% | −50−0.9% | Reduced |
| Huntleigh Advisors, Inc. | 5,600 | $1.85M | 0.31% | +66+1.2% | Added |
| Confluence Wealth Services, Inc. | 6,242 | $1.85M | 0.12% | +2,359+60.8% | Added |
| Aaron Wealth Advisors | 5,590 | $1.84M | 0.21% | −506−8.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,574 | $1.84M | 0.26% | −166−2.9% | Reduced |
| Cooper Financial Group | 5,569 | $1.84M | 0.24% | −47−0.8% | Reduced |
| Clark Capital Management Group, Inc. | 5,539 | $1.83M | 0.01% | −730−11.6% | Reduced |
| Accurate Wealth Management, LLC | 6,211 | $1.82M | 0.35% | +733+13.4% | Added |
| Littlejohn Financial Services, Inc. | 5,513 | $1.82M | 1.44% | +5,513 | New |
| Trust Point Inc. | 5,502 | $1.81M | 0.17% | −531−8.8% | Reduced |
| Jefferies Financial Group Inc. | 5,499 | $1.81M | 0.03% | −19,129−77.7% | Reduced |
| Ingalls & Snyder LLC | 5,495 | $1.81M | 0.06% | +150+2.8% | Added |
| Twinbeech Capital LP | 5,489 | $1.81M | 0.03% | +5,489 | New |
| Clarius Group, LLC | 5,485 | $1.81M | 0.11% | +707+14.8% | Added |
| Nations Financial Group Inc, | 5,464 | $1.80M | 0.14% | +98+1.8% | Added |
| Global Trust Asset Management, LLC | 5,463 | $1.80M | 1.10% | −3,627−39.9% | Reduced |
| Advisors Management Group Inc | 5,462 | $1.80M | 0.39% | −71−1.3% | Reduced |
| Ti-Trust, Inc | 5,456 | $1.80M | 1.19% | −3,080−36.1% | Reduced |
| SCS Capital Management LLC | 5,445 | $1.80M | 0.02% | +5,445 | New |