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 |
|---|---|---|---|---|---|
| South State Corp. | 3,897 | $1.29M | 0.06% | +987+33.9% | Added |
| Legacy Financial Strategies, LLC | 3,893 | $1.28M | 0.28% | −6,760−63.5% | Reduced |
| Cynosure Management, LLC | 3,872 | $1.28M | 0.18% | +520+15.5% | Added |
| Thomasville National Bank | 3,862 | $1.27M | 0.09% | +275+7.7% | Added |
| Davis R M Inc | 3,858 | $1.27M | 0.03% | +20+0.5% | Added |
| Centiva Capital, LP | 3,855 | $1.27M | 0.07% | −1,308−25.3% | Reduced |
| Byrne Asset Management LLC | 3,852 | $1.27M | 0.95% | −283−6.8% | Reduced |
| Berkshire Asset Management LLC | 3,915 | $1.27M | 0.06% | +402+11.4% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,847 | $1.27M | 0.30% | −20−0.5% | Reduced |
| LRI Investments, LLC | 3,841 | $1.27M | 0.12% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 3,837 | $1.27M | 0.29% | −4−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 3,824 | $1.26M | 0.09% | +197+5.4% | Added |
| Promethium Advisors,llc | 3,821 | $1.26M | 0.81% | +215+6.0% | Added |
| Savoie Capital LLC | 3,465 | $1.26M | 0.15% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,808 | $1.26M | 0.13% | +81+2.2% | Added |
| Beech Hill Advisors, Inc. | 3,800 | $1.25M | 0.50% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 3,792 | $1.25M | 0.57% | −218−5.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,780 | $1.25M | 0.83% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,780 | $1.25M | 0.33% | +2,880+320.0% | Added |
| Gateway Wealth Partners, LLC | 3,779 | $1.25M | 0.28% | +117+3.2% | Added |
| HCR Wealth Advisors | 3,777 | $1.25M | 0.16% | −16−0.4% | Reduced |
| Montis Financial, LLC | 3,778 | $1.25M | 0.37% | −40−1.0% | Reduced |
| Copley Financial Group, Inc. | 3,777 | $1.25M | 0.95% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 3,775 | $1.24M | 1.01% | −478−11.2% | Reduced |
| Nebula Research & Development LLC | 3,775 | $1.24M | 0.12% | +3,775 | New |
| Bullock Wealth Management Group | 3,761 | $1.24M | 0.70% | −31−0.8% | Reduced |
| XTX Topco Ltd | 3,763 | $1.24M | 0.06% | +2,809+294.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,751 | $1.24M | 0.10% | −85−2.2% | Reduced |
| 1858 Wealth Management, LLC | 3,751 | $1.24M | 1.05% | +416+12.5% | Added |
| Strategic Blueprint, LLC | 3,746 | $1.24M | 0.07% | +212+6.0% | Added |
| Cypress Capital Group | 3,742 | $1.23M | 0.16% | +58+1.6% | Added |
| Patrick M Sweeney & Associates, Inc | 3,739 | $1.23M | 0.92% | −5−0.1% | Reduced |
| Fort Sheridan Advisors LLC | 3,721 | $1.23M | 0.19% | −165−4.2% | Reduced |
| Souders Financial Advisors | 3,716 | $1.23M | 0.17% | +49+1.3% | Added |
| Richards, Merrill & Peterson, Inc. | 3,712 | $1.22M | 0.64% | +86+2.4% | Added |
| Silverlake Wealth Management LLC | 3,688 | $1.22M | 0.47% | +45+1.2% | Added |
| Balentine LLC | 3,686 | $1.22M | 0.05% | +3,000+437.3% | Added |
| Voleon Capital Management LP | 3,685 | $1.22M | 0.10% | +3,685 | New |
| Investment Partners, Ltd. | 3,685 | $1.22M | 0.50% | +260+7.6% | Added |
| Rodgers Brothers Inc. | 3,676 | $1.21M | 0.16% | +36+1.0% | Added |
| Capital Advisors Inc | 3,675 | $1.21M | 0.02% | +702+23.6% | Added |
| Capital Management Associates, Inc | 3,674 | $1.21M | 0.27% | +1,848+101.2% | Added |
| Quad-Cities Investment Group, LLC | 3,668 | $1.21M | 0.60% | +3+0.1% | Added |
| First Citizens Financial Corp | 3,661 | $1.21M | 0.68% | −40−1.1% | Reduced |
| Fairview Capital Investment Management, LLC | 3,660 | $1.21M | 0.06% | +400+12.3% | Added |
| First Citizens Bank & Trust Co | 3,660 | $1.21M | 0.03% | −401−9.9% | Reduced |
| Missouri Trust & Investment Co | 3,654 | $1.21M | 0.42% | −35−0.9% | Reduced |
| Cherokee Insurance Co | 3,650 | $1.20M | 0.53% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,641 | $1.20M | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,639 | $1.20M | 0.04% | −28−0.8% | Reduced |
| PFC Capital Group, Inc. | 3,635 | $1.20M | 0.60% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,632 | $1.20M | 0.13% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 3,628 | $1.20M | 0.62% | +3,628 | New |
| Waldron Private Wealth LLC | 3,608 | $1.19M | 0.06% | −6,186−63.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,607 | $1.19M | 0.56% | −1,259−25.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,604 | $1.19M | 0.13% | +197+5.8% | Added |
| Paradigm Asset Management Co LLC | 3,600 | $1.19M | 0.32% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,600 | $1.19M | 0.08% | +1,465+68.6% | Added |
| Wrapmanager Inc | 3,590 | $1.18M | 0.31% | −1,133−24.0% | Reduced |
| Rehmann Capital Advisory Group | 3,585 | $1.18M | 0.07% | −28−0.8% | Reduced |
| Skopos Labs, Inc. | 3,582 | $1.18M | 0.26% | +710+24.7% | Added |
| Avestar Capital, LLC | 3,577 | $1.18M | 0.11% | +26+0.7% | Added |
| Loomis Sayles & Co L P | 3,576 | $1.18M | 0.00% | −89−2.4% | Reduced |
| Golden State Wealth Management, LLC | 3,558 | $1.17M | 0.17% | +232+7.0% | Added |
| Vanguard Capital Wealth Advisors | 3,548 | $1.17M | 1.43% | +78+2.2% | Added |
| Insigneo Advisory Services, LLC | 3,544 | $1.17M | 0.12% | −1,433−28.8% | Reduced |
| La Banque Postale Asset Management SA | 3,544 | $1.17M | 0.02% | −3,644−50.7% | Reduced |
| Boston Research & Management Inc | 3,542 | $1.17M | 0.29% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3,540 | $1.17M | 0.04% | −55−1.5% | Reduced |
| Berger Financial Group, Inc | 3,537 | $1.17M | 0.08% | −354−9.1% | Reduced |
| SS&H Financial Advisors, Inc. | 3,525 | $1.16M | 0.43% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,526 | $1.16M | 0.10% | +15+0.4% | Added |
| Fulton Bank, N.A. | 3,525 | $1.16M | 0.05% | +111+3.3% | Added |
| Pathway Financial Advisors LLC | 3,523 | $1.16M | 0.21% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 3,521 | $1.16M | 0.54% | +514+17.1% | Added |
| Xcel Wealth Management, LLC | 3,521 | $1.16M | 0.36% | −449−11.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,525 | $1.16M | 0.52% | +65+1.9% | Added |
| SummitTX Capital, L.P. | 3,518 | $1.16M | 0.05% | +3,518 | New |
| Probity Advisors, Inc. | 3,515 | $1.16M | 0.22% | −164−4.5% | Reduced |
| Live Oak Private Wealth LLC | 3,505 | $1.16M | 0.19% | −50−1.4% | Reduced |
| B&D White Capital Company, LLC | 3,500 | $1.15M | 0.17% | +3,500 | New |
| BCJ Capital Management, LLC | 3,499 | $1.15M | 0.08% | +455+14.9% | Added |
| Sequent Asset Management, LLC | 3,498 | $1.15M | 0.64% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,498 | $1.15M | 0.23% | +214+6.5% | Added |
| Caas Capital Management LP | 3,495 | $1.15M | 0.55% | +2,035+139.4% | Added |
| Gilbert & Cook, Inc. | 3,486 | $1.15M | 0.17% | −104−2.9% | Reduced |
| King Wealth | 3,475 | $1.15M | 0.17% | +157+4.7% | Added |
| Roxbury Financial LLC | 3,328 | $1.14M | 1.12% | −18−0.5% | Reduced |
| AA Financial Advisors, LLC | 3,462 | $1.14M | 0.28% | −278−7.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,462 | $1.14M | 0.17% | +222+6.9% | Added |
| Security Financial Services, INC. | 3,438 | $1.13M | 0.23% | +30+0.9% | Added |
| CRA Financial Services, LLC | 3,437 | $1.13M | 0.19% | −503−12.8% | Reduced |
| Legacy Advisors, LLC | 3,426 | $1.13M | 0.12% | +311+10.0% | Added |
| Quintet Private Bank (Europe) S.A. | 3,416 | $1.13M | 0.07% | −64−1.8% | Reduced |
| Valmark Advisers, Inc. | 3,413 | $1.13M | 0.02% | +86+2.6% | Added |
| David Loasby | 3,886 | $1.12M | 0.11% | +19+0.5% | Added |
| Bath Savings Trust Co | 3,397 | $1.12M | 0.12% | −5−0.1% | Reduced |
| Magnus Financial Group LLC | 3,392 | $1.12M | 0.11% | −260−7.1% | Reduced |
| Perfromance Wealth Partners, LLC | 3,391 | $1.12M | 0.04% | −135−3.8% | Reduced |
| Ramirez Asset Management, Inc. | 3,390 | $1.12M | 0.23% | −2,848−45.7% | Reduced |