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
- 2,902
- −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
- 1,180 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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 6,217 | $1.79M | 1.06% | −649−9.5% | Reduced |
| Wolverine Asset Management LLC | 5,388 | $1.78M | 0.03% | −861−13.8% | Reduced |
| Phoenix Holdings Ltd. | 5,368 | $1.78M | 0.03% | +2,667+98.7% | Added |
| Capital Investment Advisory Services, LLC | 5,384 | $1.78M | 0.16% | +360+7.2% | Added |
| Garde Capital, Inc. | 5,357 | $1.77M | 0.10% | +10.0% | Added |
| Patton Albertson Miller Group, LLC | 5,347 | $1.76M | 0.26% | +13+0.2% | Added |
| AdvisorNet Financial, Inc | 5,333 | $1.76M | 0.13% | −214−3.9% | Reduced |
| Frank, Rimerman Advisors LLC | 5,329 | $1.76M | 0.14% | +139+2.7% | Added |
| Golden State Equity Partners | 5,314 | $1.75M | 0.35% | +1,703+47.2% | Added |
| Connecticut Wealth Management, LLC | 5,301 | $1.75M | 0.09% | −154−2.8% | Reduced |
| Stratos Wealth Advisors, LLC | 5,298 | $1.75M | 0.10% | +337+6.8% | Added |
| Atlas Brown,Inc. | 5,276 | $1.74M | 0.61% | −65−1.2% | Reduced |
| TCG Advisory Services, LLC | 5,257 | $1.73M | 0.07% | +1,745+49.7% | Added |
| LGT Fund Management Co Ltd. | 5,249 | $1.73M | 0.16% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 5,243 | $1.73M | 0.40% | −20−0.4% | Reduced |
| True North Advisors, LLC | 5,227 | $1.72M | 0.31% | −228−4.2% | Reduced |
| Applied Finance Capital Management, LLC | 5,225 | $1.72M | 0.13% | +283+5.7% | Added |
| Wealthspire Advisors, LLC | 5,200 | $1.71M | 0.01% | −242−4.4% | Reduced |
| CFC Planning Co LLC | 5,198 | $1.71M | 1.87% | +357+7.4% | Added |
| IFG Advisory, LLC | 5,193 | $1.71M | 0.09% | −165−3.1% | Reduced |
| Wealth Group, Ltd. | 5,185 | $1.71M | 1.11% | +73+1.4% | Added |
| Exencial Wealth Advisors, LLC | 5,173 | $1.71M | 0.06% | +46+0.9% | Added |
| Martingale Asset Management L P | 5,157 | $1.70M | 0.04% | −976−15.9% | Reduced |
| Smartleaf Asset Management LLC | 5,139 | $1.69M | 0.16% | +292+6.0% | Added |
| RD Lewis Holdings, Inc. | 5,224 | $1.69M | 1.91% | +20+0.4% | Added |
| Northern Financial Advisors Inc | 5,100 | $1.68M | 1.39% | −60−1.2% | Reduced |
| Benedict Financial Advisors Inc | 5,090 | $1.68M | 0.39% | −103−2.0% | Reduced |
| Y.D. More Investments Ltd | 5,088 | $1.68M | 0.15% | −312−5.8% | Reduced |
| Beacon Investment Advisors LLC | 5,083 | $1.68M | 0.79% | +38+0.8% | Added |
| Moody National Bank Trust Division | 5,077 | $1.67M | 0.17% | +173+3.5% | Added |
| IFC Advisors LLC | 5,067 | $1.67M | 0.35% | −86−1.7% | Reduced |
| WD Rutherford LLC | 5,695 | $1.67M | 0.89% | −100−1.7% | Reduced |
| Corps Capital Advisors, LLC | 5,060 | $1.67M | 1.76% | +14+0.3% | Added |
| Advisory Alpha, LLC | 5,052 | $1.67M | 0.06% | +62+1.2% | Added |
| Wealth Alliance Advisory Group, LLC | 5,042 | $1.66M | 0.34% | +910+22.0% | Added |
| Sava Infond d.o.o. | 5,040 | $1.66M | 0.32% | 00.0% | Unchanged |
| Greenberg Financial Group | 2,345 | $1.66M | 0.70% | +2,345 | New |
| WBH Advisory Inc | 5,031 | $1.66M | 0.15% | −390−7.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 5,016 | $1.65M | 0.35% | +204+4.2% | Added |
| Wolff Financial Management LLC | 5,002 | $1.65M | 0.46% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,000 | $1.65M | 1.19% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 4,994 | $1.65M | 0.14% | −290−5.5% | Reduced |
| Garrison Point Advisors, LLC | 4,990 | $1.65M | 0.80% | −115−2.3% | Reduced |
| Papp L Roy & Associates | 4,982 | $1.64M | 0.20% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 4,974 | $1.64M | 0.39% | +59+1.2% | Added |
| Opes Wealth Management LLC | 4,957 | $1.63M | 0.33% | +10.0% | Added |
| Evelyn Partners Investment Management LLP | 4,953 | $1.63M | 0.05% | −90−1.8% | Reduced |
| Bridgeway Capital Management, LLC | 4,940 | $1.63M | 0.04% | −1,000−16.8% | Reduced |
| Princeton Capital Management LLC | 4,938 | $1.63M | 0.57% | −10.0% | Reduced |
| West Oak Capital, LLC | 4,932 | $1.63M | 0.63% | −270−5.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 4,929 | $1.63M | 0.46% | +20+0.4% | Added |
| Larson Financial Group LLC | 4,923 | $1.62M | 0.08% | +493+11.1% | Added |
| DHJJ Financial Advisors, Ltd. | 4,914 | $1.62M | 0.65% | +10.0% | Added |
| Pinnacle West Asset Management, Inc. | 4,895 | $1.61M | 1.17% | 00.0% | Unchanged |
| BankPlus Trust Department | 4,887 | $1.61M | 0.54% | +74+1.5% | Added |
| CoreCap Advisors, LLC | 4,864 | $1.60M | 0.07% | +843+21.0% | Added |
| Diamant Asset Management, Inc. | 4,858 | $1.60M | 1.22% | 00.0% | Unchanged |
| Harbor Group, Inc. | 4,857 | $1.60M | 0.32% | +10.0% | Added |
| CFM Wealth Partners LLC | 4,853 | $1.60M | 0.28% | −556−10.3% | Reduced |
| Cigna Investments Inc | 4,849 | $1.60M | 0.30% | −153−3.1% | Reduced |
| KG&L Capital Management,LLC | 4,848 | $1.59M | 0.52% | +1,364+39.2% | Added |
| Woodmont Investment Counsel LLC | 4,830 | $1.59M | 0.12% | −378−7.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,373 | $1.59M | 0.52% | 00.0% | Unchanged |
| Nwam LLC | 4,792 | $1.58M | 0.14% | −12−0.2% | Reduced |
| Journey Advisory Group, LLC | 4,788 | $1.58M | 0.13% | −18−0.4% | Reduced |
| Catalyst Financial Partners LLC | 4,749 | $1.57M | 0.29% | +85+1.8% | Added |
| Institute for Wealth Management, LLC. | 4,715 | $1.56M | 0.20% | −313−6.2% | Reduced |
| Kerusso Capital Management LLC | 4,715 | $1.56M | 0.99% | +120+2.6% | Added |
| Sunpointe, LLC | 4,699 | $1.55M | 0.83% | −330−6.6% | Reduced |
| First Manhattan Co | 4,689 | $1.55M | 0.00% | +361+8.3% | Added |
| Tanglewood Legacy Advisors, LLC | 4,685 | $1.55M | 0.68% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 4,676 | $1.54M | 0.34% | +430+10.1% | Added |
| Retirement Guys Formula LLC | 4,669 | $1.54M | 0.77% | +561+13.7% | Added |
| InTrack Investment Management Inc | 4,656 | $1.54M | 1.39% | +848+22.3% | Added |
| Simplicity Wealth,LLC | 4,646 | $1.53M | 0.12% | +2,447+111.3% | Added |
| EverSource Wealth Advisors, LLC | 4,644 | $1.53M | 0.08% | +350+8.2% | Added |
| Donaldson Capital Management, LLC | 4,641 | $1.53M | 0.06% | −5−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 4,640 | $1.53M | 0.13% | +36+0.8% | Added |
| Main Street Financial Solutions, LLC | 4,602 | $1.52M | 0.13% | −234−4.8% | Reduced |
| Canopy Partners, LLC | 4,588 | $1.51M | 0.59% | +7+0.2% | Added |
| Guardian Investment Management | 4,587 | $1.51M | 1.29% | −400−8.0% | Reduced |
| Farmers Trust Co | 4,576 | $1.51M | 0.28% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,571 | $1.51M | 0.05% | +103+2.3% | Added |
| Callan Family Office, LLC | 4,570 | $1.51M | 0.11% | −8,187−64.2% | Reduced |
| Fundamentun, LLC | 4,553 | $1.50M | 0.08% | +1,192+35.5% | Added |
| Pitcairn Co | 4,548 | $1.50M | 0.09% | +571+14.4% | Added |
| Colonial Trust Co | 4,522 | $1.49M | 0.23% | −48−1.1% | Reduced |
| Emprise Bank | 4,520 | $1.49M | 0.80% | −25−0.6% | Reduced |
| Kovack Advisors, Inc. | 4,515 | $1.49M | 0.16% | −779−14.7% | Reduced |
| City State Bank | 4,513 | $1.49M | 0.49% | −37−0.8% | Reduced |
| Guerra Pan Advisors, LLC | 4,513 | $1.49M | 1.17% | +66+1.5% | Added |
| Widmann Financial Services, Inc. | 4,511 | $1.49M | 1.16% | +185+4.3% | Added |
| Inman Jager Wealth Management, LLC | 4,508 | $1.49M | 1.11% | −152−3.3% | Reduced |
| Western Wealth Management, LLC | 4,500 | $1.48M | 0.10% | −2,529−36.0% | Reduced |
| Abc Arbitrage SA | 4,498 | $1.48M | 0.28% | +1,751+63.7% | Added |
| Amussen Hunsaker Associates LLC | 4,488 | $1.48M | 0.20% | +150+3.5% | Added |
| SOL Capital Management CO | 4,487 | $1.48M | 0.16% | −20−0.4% | Reduced |
| BayBridge Capital Group, LLC | 4,473 | $1.48M | 1.06% | +2,469+123.2% | Added |
| Ascent Group, LLC | 4,467 | $1.47M | 0.06% | +2,828+172.5% | Added |
| RKL Wealth Management LLC | 4,462 | $1.47M | 0.14% | +20.0% | Added |